The ADPG will manage a portfolio of planned giving prospects and take a leadership role in developing and implementing strategies to cultivate strong relationships and secure philanthropic gifts, working with other development staff members to achieve this.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
Identify, cultivate, educate, solicit, and steward gift-planning prospects in collaboration with other development staff and/or Regnum Christi members.
Prepare and present detailed gift planning proposals to prospective donors. Also, collaborate and strategize with locality leadership and RC members to maximize the inclusion of planned giving options in proposals being developed for prospects.
Maintain expertise in tax, investment and legal aspects of charitable giving, and articulate this information effectively to donors and their advisors and fundraising staff. Work with donors, their advisors and staff in drafting gift agreements as needed.
Coordinate activities with Development Officers to assure the proper level of cultivation and follow-up is applied in a donor centric manner.
Visit prospects individually and/or in conjunction with other local fundraising staff in various parts of the United States (presently 13 active localities).
Regular travel to organize gatherings (donor events, Regnum Christi local or regional events, small group and informal meetings) to present on gift-planning options.
Office in either commuting distance of Roswell, GA or Cheshire, CT
KNOWLEDGE, SKILLS, AND ABILITIES:
Five or more years’ experience in gift planning or a combination of five to ten years in gift planning, estate law, finance or trust services.
Proven track record of creativity, integrity and initiative.
Technical knowledge of gift, estate and financial planning, as well as various planning options including outright gifts, securities, insurance, real estate, and gifts in kind is preferred.
Deep knowledge and broad field experience in working with Catholic major donors.
Superior writing and presentation skills and the ability to serve as an enthusiastic and persuasive advocate for Regnum Christi and the Legionaries of Christ.
Requires occasional evening/weekend work and 25% monthly travel outside the state.
About Legionaries of Christ
An apostolic movement of evangelization composed of four vocations - Legionaries of Christ, Consecrated Woman, Lay Consecrated Men and Lay Members - called to help people discover Christ's love and build His Kingdom. We work as Jesus did. We reveal his love, form apostles and send them out to help build the Kingdom of Christ. We help awaken the individual and the family to their mission in life and in the Church.