Position: Planned Giving Director Department: Mission Advancement
Reports to: VP of Development & Mission Advancement
Working in close collaboration with the VP of Development & Mission Advancement, Director of Planned Giving is responsible for managing the Planned Giving program to support the Missionary Servants of the Most Holy Trinity efforts in serving the poor and abandoned. The Director oversees ongoing marketing and communication to current and prospective planned gift donors and actively monitors pending estates.
Manages a comprehensive gift planning program including: Legacy Society, bequests, charitable gift annuities, trusts, and other planned giving vehicles.
Manage Trinity Missions' bequest administration program, including acknowledgments of gifts and document preparation.
Administer and research disputed gifts and collaborate with outside counsel as required to provide case support.
Maintain a quarterly Planned Giving newsletter.
Prepare charitable gift annuity illustrations, letters, and contracts.
Manage Trinity Missions' charitable gift annuity payments.
Assist missions where appropriate to launch planned giving initiatives.
Keeps current with developments in the planned giving and changes in tax laws that impact giving.
Donor Stewardship and Outreach
Manage Planned Giving donor cultivation and stewardship by ensuring that all internal recording processes are developed and maintained to support the fundraising program.
Develop and maintain strong and lasting relationships with current and prospective Planned Giving donors through regular communication via mail, telephone, and email, and occasional personal visits.
Manage administration of the Legacy Society and other recognition and stewardship programs, including marketing, recognition, and event planning.
Develop and implement Planned Giving donor stewardship and recognition programs and events in collaboration with VP of Development & Mission Advancement.
This position manages employees assigned to the department and is responsible for the performance management and hiring of the employees within that department.
Preferred Education and Experience
Master Degree in fundraising or non-profit management, with a legal background preferred.
Minimum of Five years of demonstrated experience in successful fundraising
Demonstrated experience in managing a Planned Giving program.
Certification in fundraising
Additional Eligibility Qualifications
Knowledge of the Catholic faith required and practicing Catholic preferred.
Highly developed interpersonal skills. Ability to meet people with ease.
Strong organizational skills, well disciplined, able to work under pressure of many priorities and meet deadlines.
General knowledge of marketing and communication strategies.
Experience with fundraising software and moves management.
Strong interpersonal, oral and writing skills.
Self-starter with excellent organizational skills.
Meticulous attention to detail.
High degree of proficiency with computers and computer programs – particularly
Microsoft Office, Google Docs, and Amergent Portfolio fundraising software.
Strict adherence and knowledge of generally accepted fundraising policies, standards and values, and the AFP Code of Ethics.
This position requires up to 50% travel. Frequently travel is outside the local area and overnight.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
About Trinity Missions
Trinity Missions® is the fundraising arm of the Missionary Servants of the Most Holy Trinity, a Catholic Congregation of missionary priests and brothers serving poor communities in the U.S., Puerto Rico, Mexico, Colombia, Costa Rica and Honduras. Our office is located on New Hampshire Avenue in Silver Spring, Maryland.