Director of Planned Giving

Position Overview: The Director of Planned Giving will play a crucial role in

cultivating and stewarding relationships with donors who are interested in

leaving a lasting legacy through planned gifts. Reporting to the Chief

Executive Officer of The Catholic Foundation of Maine, the Director of

Planned Giving will be responsible for identifying, cultivating, soliciting, and

stewarding planned giving prospects to secure bequests, charitable trusts, life

insurance gifts, and other planned gifts in support of our organization's

mission. A planned gift is any major gift made in lifetime or at death as part of

a donor’s overall financial and/or estate planning. These include gifts of equity,

life insurance, real estate, personal property, or cash and may be applied to,

or used to establish, an endowment or donor advised fund at The Catholic

Foundation of Maine.

Key Responsibilities:

1. Develop and implement strategies to identify, cultivate, solicit, and

steward planned giving prospects.

2. Build and maintain strong relationships with current and prospective

donors, financial advisors, attorneys, and other stakeholders to promote

planned giving opportunities.

3. Provide personalized gift planning guidance to donors, including

information on tax benefits, estate planning, and charitable giving

options.

4. Collaborate with the Catholic Foundation development team to integrate

planned giving initiatives into overall fundraising efforts.

5. Manage a portfolio of planned giving prospects and donors, ensuring

timely and appropriate stewardship.

6. Organize and facilitate planned giving seminars, workshops, and other

events to educate donors and advisors about planned giving

opportunities.

7. Maintain accurate records of planned giving activity and prepare regular

scouting reports for the Chief Executive Officer and the board of

trustees.

8. Stay informed about changes in tax laws, regulations, and industry best

practices related to planned giving.

Qualifications:

• Bachelor's degree in a related field; advanced degree or certification in
• planned giving, fundraising, or a related field preferred.
• 
  
• Minimum of 5 years of experience in fundraising, planned giving, estate
• planning, or a related field, with a proven track record of success in
• securing planned gifts.
• 
  
• Must be an active practicing Catholic in good standing with the Church.

• Excellent communication and interpersonal skills, with the ability to
• effectively engage and inspire donors and stakeholders.

• Strong knowledge of tax laws, estate planning techniques, and financial
• planning principles related to charitable giving.
• 
  
• Ability to work independently and collaboratively in a fast-paced

environment, managing multiple priorities and deadlines effectively.

• Proficiency in donor management databases and software, as well as
• Microsoft Office Suite.

• Commitment to the mission and values of The Catholic Foundation of

Maine.

Physical Requirements:

The ability to travel throughout the State of Maine as needed to meet

with potential donors.

The ability to keystroke 1-2 hours per day with reasonable breaks.

The ability to communicate verbally and in writing with prospective

planned giving clients.

Work Conditions:

While this position is based in the Catholic Foundation of Maine’s Portland

office, some remote work and occasional travel is expected, as decided by the

CEO. The position is salaried and 40 hours per week.