Planned Giving and Major Gifts Officer

Capuchin Soup Kitchen - Detroit, MI

Full-time - Mid Level

Remote - Detroit, MI

About the position

The Planned Giving and Major Gifts Officer at the Capuchin Soup Kitchen is responsible for building and nurturing relationships with donors to secure major and planned gifts. This role involves engaging with existing donors, researching new prospects, and coordinating events to foster connections. The officer will also manage a portfolio of donors, oversee a planned giving program, and collaborate with the Development Team to create effective solicitation materials.

Responsibilities

• Secure major and planned gifts by cultivating existing donors and researching prospective new donors.
• Employ prospect management, solicitation, and stewardship tools while meeting benchmarks in managing a portfolio of planned and major gift donors.
• Coordinate tours, events, and experiences to engage and build relationships with donors and prospects.
• Work with the Development Team to create solicitation and stewardship collateral materials.
• Oversee management of a branded planned giving program, including marketing materials and communications.
• Recommend specific estate planning strategies to achieve goals while meeting with donors' estate and financial planning professionals.
• Offer educational opportunities and materials regarding planned giving for staff, friars, and prospects/donors.
• Track and monitor planned, major, and campaign donor activity within Raiser's Edge.
• Ensure proper acknowledgment of donations in an accurate and timely manner for all planned and major gifts.
• Work with the Development Director to create and implement strategies for major or capital gift campaigns.
• Identify ongoing funding opportunities within program and ministry activities in collaboration with Ministry Directors.
• Develop necessary collateral and case for support as needed.
• Manage budgets related to planned and major gift efforts.
• Attend Provincial events as needed.
• Manage the Charitable Gift Annuity Program for Detroit and Milwaukee Provincial ministries.

Requirements

• Bachelor's Degree
• 5 years of experience with a proven record of successfully securing planned and major gifts or a combination of education and experience.
• Experience in a non-profit or similar environment.
• Proficiency in Raiser's Edge or similar CRM software.
• Ability to research and analyze large groups of data to uncover prospects.
• Public speaking and media relations skills.
• Knowledge of technical and legal aspects of planned giving and wealth screening tools.

Nice-to-haves

• Knowledge of Blessed Solanus Casey and St. Francis
• Familiarity with Catholic tradition.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• Flexible schedule