Development Officer, Planned Giving and Special Projects
2 days ago
About the Role
The Development Officer, Planned Giving and Special Projects will play a key role in the Advancement team at Saint Mary's University, working closely with the Director of Philanthropy to develop and implement strategies for planned giving.
Key Responsibilities
- Formulate and implement strategies for planned giving within a diverse fundraising environment.
- Consult and collaborate with development staff to develop annual goals and strategic objectives.
- Collaborate with Advancement Services and Financial Services to ensure proper financial measures are maintained.
- Identify, evaluate, cultivate, and solicit planned gift prospective donors.
- Solicit annual and major gifts through face-to-face meetings.
- Have strategic involvement in all aspects of the donor cycle.
- Write proposals, letters, and other donor correspondence.
- Communicate with legal experts on charitable trust laws.
- Provide language for gift agreements and wills.
- Ensure gift agreements meet donor intent.
- Assist with donor recognition and stewardship programs.
- Work with communications staff on promotional materials.
- Carry out special projects in support of fundraising campaigns.
Requirements
- University degree and demonstrated fundraising experience.
- Minimum of five years' experience in fundraising.
- Certified Fundraising Executive (CFRE) is an asset.
- Proven prospect management skills.
- Strong organizational, time management, and analytical skills.
- Above-average interpersonal, oral, and written communication skills.
- Demonstrated capability with MS Office Suite.
- Willingness to travel.
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