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

Job Details

Description

Legacy Giving Officer (West Coast Region)

Location: Fully Remote. (Located on the West Coast).

How You Will Impact The Big Picture

As the Legacy Giving Officer (LGO), you’ll assist donors in accomplishing their philanthropic goals while simultaneously working to help EWTN advance its mission. The LGO will 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

• You have at least 7 years of professional fundraising experience at a non-profit organization with extensive experience in planned giving programs.
• You have a proven track record of success in achieving goals and fundraising metrics.
• You are experienced in planning a strategic plan for solicitating and securing gifts from private sources or the equivalent in customer/client relationships.
• You are 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.
• You are willing and able to travel and work a flexible schedule.
• You 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 advance EWTN’s mission of sharing the Gospel with the world.
• Family-oriented working environment. We value the importance of work/life balance, and welcome you as an EWTN family member, not just an employee.
• Worship at work! Freedom to participate in daily Mass, Adoration, and prayer throughout your workday.
• 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 Distance University.
• Potential for flexible hours and telecommuting may be possible dependent upon the position and department needs.
• Ability to learn alongside legacy employees while bringing new ideas to the growing team!