Major Gift Officer, Planned Giving

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The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East.

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The Major Gift Officer - Planned Giving represents the Knights of Columbus and the Saint John Paul II National Shrine and Institute (Shrine and Institute) in creating, cultivating, and activating relationships with donors and potential donors . This position is also responsible for developing and implementing strategies to secure major gifts and planned gifts to support the mission of Knights of Columbus Charities.

This role involves identifying, cultivating, soliciting, and stewarding major donors and prospects, with a particular focus on planned giving opportunities.

• Donor Cultivation and Solicitation
  • Identify and cultivate relationships with prospective major donors and planned giving prospects.
  • Develop and implement personalized strategies to engage and solicit major gifts and planned gifts.
  • Conduct face-to-face meetings, presentations, and follow-up communications with donors and prospects.
  • Work closely with Shrine staff and volunteers in order to enhance fundraising efforts and cultivate individual prospects.
• Planned Giving Program Management:
  • Develop and manage a comprehensive planned giving program, including bequests, charitable gift annuities, trusts, and other planned giving vehicles.
  • Educate donors and prospects about the benefits of planned giving and how it can support their philanthropic goals.
  • Collaborate with legal and financial advisors to ensure proper documentation and compliance with planned giving agreements.

• Strong knowledge of planned giving vehicles and strategies.
• Excellent interpersonal, communication, and presentation skills.
• Ability to build and maintain relationships with donors, prospects, and professional advisors.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Proficiency in donor database management and fundraising Software.
• Understanding charitable giving legal guidelines, specifically as it relates to fundraising and planned giving.
• Innovative strategic, entrepreneurial, and collaborative team player.
• Exceptional written communication skills and verbal interpersonal communication.
• Proven track record of cultivating, nurturing, closing, sustaining, and managing high-level portfolios.
• Demonstrated ability to work successfully with board and other volunteers in a collaborative and respectful manner, and comfortable interacting with a diverse network of high-net-worth supporters.
• Data-driven, results-oriented, and forward thinker who leverages metrics to demonstrate return on investment for donors and stakeholders.
• Goal-orie…