Director of Planned Giving

The Foundation of the Diocese of Raleigh is seeking a dynamic and mission-driven Director of Planned Giving. This executive will lead, design, and execute a comprehensive planned giving strategy supporting parishes, Catholic schools, ministries, and Catholic works throughout Eastern North Carolina.

In this role, you will collaborate closely with donors, pastors, parish and diocesan leadership, educators, ministries, and professional advisors to encourage charitable gifts that support the long-term mission of the Church. The Director guides individuals and families as they prayerfully consider how their estate, financial, and charitable goals can reflect their Catholic faith, advancing the mission of the Diocese, strengthening faith communities and providing for the spiritual and temporal needs of future generations.

This key position demands sophisticated technical knowledge of planned gift vehicles, exemplary relationship-building skills, sensitivity to donor intent, and a profound respect for the teachings, mission, and pastoral life of the Roman Catholic Church.

This position is a Full-Time, Remote-Hybrid role based out of Raleigh, NC. While day-to-day operations are primarily remote, the Director is expected to attend scheduled in-office leadership meetings in Raleigh, as well as on-site events, donor visits, and parish meetings across Eastern North Carolina. This requires occasional evening and weekend hours.

Strategic Program Leadership

• Develop and execute a diocesan-wide planned giving strategy encouraging gifts through wills, trusts, beneficiary designations, charitable gift annuities, charitable remainder or lead trusts, life insurance, retirement assets, real estate, appreciated securities, among other planned giving vehicles.
• Establish annual and long-term milestones for planned giving activity including prospect identification, cultivation, stewardship, documentation, and realized gift tracking.
• Maintain robust policies, procedures, and best practices for gift acceptance, documentation, recognition, and stewardship of planned gifts in alignment with diocesan policies, canon law considerations, civil law, and philanthropic best practices.
• Partner with diocesan leaders to identify vital funding needs, including parish, Catholic school, seminarian education, priest retirement, Catholic Charities, evangelization, youth ministry, endowments, and other diocesan initiatives.
• Work in close collaboration with the Office of Development of the Diocese of Raleigh.

• Conduct personal visits with prospective and current donors to explore legacy vision and charitable intentions, and opportunities to support the mission of the Church.
• Educate supporters on planned giving solutions while encouraging them to consult their own legal, tax, and financial advisors.
• Design and oversee donor recognition efforts, including legacy societies, Masses of thanksgiving, annual gatherings, and personal acknowledgments, and other expressions of gratitude consistent with Catholic values tailored to donor preferences.
• Prepare reports on planned giving activity, pipeline development, gift expectancies, realized gifts, donor engagement, and program performance utilizing Raiser’s Edge.
• Maintain exact, confidential donor records, gift intentions, stewardship plans, and interaction logs.
• Maintain high standards of confidentiality, ethics, accuracy, and professionalism in all donor and diocesan matters.

• Serve as a planned giving resource for pastors, parish staff, school leaders, ministry directors, and diocesan personnel.
• Produce materials and quality presentations as toolkit resources that assist…