Director of Philanthropy

Description

The Director of Philanthropy assists the President, CEO, Board of Directors and Diocesan leadership to fulfill The

Foundation’s enormous potential for mission and ministry. The Director of Philanthropy is a member of the Donor Services team and responsible for developing strategies for identification, cultivation, solicitation and stewardship of donors with a focus on the donors’ philanthropic aspirations, blended gifts, planned giving and multi-year impact supporting The Foundation and Catholic-compliant organizations through endowment funds, donor advised funds and other charitable giving vehicles.

As a primary partner to the Diocese of Orlando our team embodies both organizational values which lay the foundation for the work performed by our employees.

• 1. Authenticity:
  Conviction that God has called us to reflect exteriorly our inner life of faith in our daily living.
• 2. Respect:
  Affining each person’s God-given dignity and uniqueness.
• 3. Courage:
  Inspired by this gift of the Holy Spirit, we proclaim and live the Word of God fearlessly and devotedly.
• 4. Commitment:
  Individually and collectively, we are steadfast to the team and its purpose.

• 1. Faith-filled passion:
  We nurture our faith to inspire others to transform lives through charitable giving.
• 2.
  
  Collaboration:
  
  Through partnerships, we leverage community resources to maximize impact.
• 3. Stewardship:
  We recognize that all gifts are from God and we are called to honor donor intentions and use prudence to return gifts with increase.
• 4. Transparency:
  We are open and honest in our communications to provide access to information.
• 5. Servant Leadership:
  We listen and learn from our community and invest in initiatives to meet their needs.
• 6. Impact:
  We engage donors in serving the needs of our community and advancing ministries of the Catholic Church.

• Engages in relationships through a portfolio of 125-150 donors and prospects.
• Participates in each step of the donor pipeline including: identification, qualification, cultivation, stewardship and recognition.
• Conducts research ensuring alignment of donor interests with Diocesan ministries and identifies prospective donors and fundraising potential.
• Researches, identifies, cultivates, solicits, and stewards major and planned giving prospects through face-to-face visits, virtual meetings, calls, written communications, e-mails, events and direct response tools to acquire immediate, deferred, and future major and planned gifts.
• Develops individual donor solicitation and stewardship plans and refines as needed to advance the number of major gift and planned giving donors at both the local and larger Church levels and to assure effectiveness, including identifying Board of Directors, staff and partner engagement.
• Collaborates with the Vice President, CDSO to establish annual goals and strategies for blended and planned giving and gift levels of $10,000+ and recognition through annual enrollment in the different giving societies.
• Maintains expert knowledge of specific charitable giving vehicles including but not limited to current IRS Estate Tax Codes, Charitable Gift Annuities, Charitable Remainder Trusts, Donor Advised Funds and Endowments.
• Develops and monitors timely reports relative to major and planned gift strategies and benchmarks.
• Works closely with the Gifts & Grants Coordinator to facilitate partnership with the Data Center to track, record, and value all expectancy, pending, and matured planned gifts.
• Ensures documentation of charitable intent, records all interactions with donors, and understands and maintains compliance with all governing and ethical…