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Legacy Giving Officer - West Coast (U.S. Remote eligible)

Legacy Giving Officer - West Coast (U.S. Remote eligible)

Eternal WordPortland, OR, US
15 days ago
Job type
  • Full-time
  • Remote
Job description

Philanthropy Officer

Location : Fully Remote. Resides in the West Coast Region.

How You Will Impact The Big Picture :

Assist donors in accomplishing their philanthropic goals while simultaneously working to help EWTN advance its mission. Implement a comprehensive plan for identification, qualification, cultivation, solicitation, and stewardship of current donors and potential prospects who have an interest in supporting EWTN.

What You Will Do :

  • Establish and manage relationships in an evolving portfolio of approximately 45-55 prospects and donors.
  • Gather data, assess prospects, and develop comprehensive long-range and short-term strategies designed to realize current planned and lifetime giving potential of individual prospects.
  • Build and nurture collaborative, donor centric long-term relationships to effectively match interest of prospects and donors to specific EWTN needs.
  • Solicit donations to increase philanthropic support for the mission of EWTN.
  • Maintain accurate and detailed records of pertinent communications and contact reports following prospect and donor engagements within the CRM database.
  • Draft and customize correspondence, proposals, and other written materials to identify prospects and donors, which includes the ability to run detailed gift illustrations using Crescendo's gift illustration software.
  • Provide knowledge and expertise for planned gift solicitations, including : charitable gift annuities, real property and other non-cash assets, charitable remainder trusts, donor advised funds, beneficiary designations, bequests, life insurance policies, endowments, and retained life estates.
  • Provide tax and estate planning information necessary to secure or promote planned / deferred gifts.
  • Prepare and review documents for planned / deferred gift opportunities for prospective donors.
  • Travel within your territory to meet with donors, periodic regional / national travel (40-50%), represent EWTN at functions, events and meetings as required.

About You :

  • Have at least 7 years of professional fundraising experience at a non-profit organization with extensive experience in planned giving programs.
  • Demonstrate a consistent history of meeting goals & fundraising metrics successfully.
  • Experienced in planning a strategic plan for solicitating and securing gifts from private sources or the equivalent in customer / client relationships.
  • A practicing Catholic with demonstrated understanding of the Catholic faith and EWTN's mission, existing knowledge and well networked within the Catholic donor community.
  • Some of your dominant soft skills include excellent interpersonal, organizational and communication skills, strong analytical and problem-solving time management skills; self-starter with the ability to work independently.
  • Willing and able to travel and work a flexible schedule.
  • Hold a Bachelor's degree in Business or related field of study.
  • Preferred :

  • CAP, CFP (financial credentials) and CFRE, FCEP certifications preferred.
  • What You'll Love About Working Here :

  • We offer a career with purpose! Apply your God-given talents, knowing your contributions help to advance EWTN's mission of sharing the Gospel with the world.
  • Caring environment. We value the importance of family / life balance and welcome you as an EWTN family member, not just an employee.
  • Worship at work! Freedom to participate in Mass, visit the chapel for prayer or attend an annual retreat.
  • Competitive salary and comprehensive benefits package including Health, Dental, Vision, Life & Disability insurance and Retirement Savings Plan.
  • 11 Paid Holidays and generous Paid Time Off program.
  • Tuition reimbursement for online continuing education and degree programs through our partnership with Catholic International University.
  • Ability to learn alongside legacy employees while bringing new ideas to the growing team!
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    Giving Officer Coast • Portland, OR, US

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