Director of Planned Giving and Philanthropic Services
Catholic Diocese of Cleveland
Company Website
http://www.dioceseofcleveland.org
Company Email
jnemeth@dioceseofcleveland.org
Job Type
Full Time
Location
Cleveland, OH
Address
1404 East 9th Street, Cleveland, OH 44114
Description :
The Catholic Diocese of Cleveland was founded on April 23, 1847. Under the leadership of the Most
Reverend Edward C. Malesic, bishop of Cleveland, it is the twenty-third largest diocese in the United
States. The diocese encompasses the Ohio counties of Cuyahoga, Summit, Lorain, Lake, Geauga,
Medina, Wayne and Ashland. There are more than 677,000 Catholics in the Diocese, and Catholic
Charities- Diocese of Cleveland is one of the largest diocesan systems of social services in the world.
There are 185 parishes, 110 Catholic schools, 1 pastoral center and 1 mission office within the
diocese. The cathedral is the Cathedral of St. John the Evangelist, located in downtown Cleveland.
Please go to our website, www.dioceseofcleveland.org, for more information about the mission,
persons, and ministries of our diocese.
Under the direction of a Senior Director of Major and Planned Gifts for the Catholic Community
Foundation, the Director of Planned Giving and Philanthropic Services is to carry out the Catholic
Community Foundation’s (CCF) overall planned giving marketing efforts; facilitate, manage a
portfolio of Planned Giving donors; contribute to CCF’s efforts and serve as representative to the
professional advisor community.
Duties and responsibilities include, but are not limited to:
1. Plan, direct and lead CCF’s overall planned giving marketing efforts, in coordination with the
Executive Director, Assistant Director and Director of Communication.
2. Develop, implement and evaluate a comprehensive plan to identify new planned giving leads
necessary to achieve CCF’s annual goal for unrealized planned gifts.
3. Direct cultivation plan for planned giving donors, with the goal of moving donors along the
planned giving life cycle from awareness to consideration to implementation to documentation and
stewardship of planned gifts and donors.
4. Direct and execute stewardship CCF’s Heritage Society (HS) donors. Responsibilities include
Heritage Society event, developing annual communication plan for assigned and unassigned HS
donors, annual review of documented planned gift donors to ensure accuracy and guide
stewardship efforts appropriately.
5. Direct, manage and grow CCF’s Philanthropic Services. This includes oversight of CCF’s grant
making activities, as well as administration/stewardship of Donor Advised Funds, Permanent
Named Funds and other philanthropic funds.
6. Manage a portfolio of philanthropic fund and planned giving donors.
7. Increase CCF’s visibility in the professional advisor community by maintaining and developing
relationships with key advisors, planning annual continuing education seminar, leading
Professional Advisory Committee, and developing and carrying strategies to raise CCF’s profile
with this group.
8. Other duties as necessary.
Qualifications:
Must be a practicing Catholic in full communion with the Church. Demonstrated commitment
to the values, beliefs, traditions and teachings of the Catholic Church. Ability to uphold
Catholic values, beliefs, traditions, and teachings of the Catholic Church in working with
donors and colleagues toward excellence in Christian Stewardship.
Bachelor’s degree in relevant field. Experience, certification, and training in lieu of a
bachelor’s degree will be considered.
Three to five years of experience in planned giving donor relations, marketing, sales, client
services, or similar industry.
Successful experience in creating and sustaining fruitful professional relationships.
Enthusiasm and excitement in making the case for support, while recognizing the needs and
situation of each audience.
Excellent written and oral communication and networking skills with the ability to engage,
inspire, and educate in personal meetings and group settings. Successful experience in public
speaking and presenting to groups and individuals.
Bilingual in English and Spanish a plus.
Robust and successful experience in collaboratively working with diverse groups toward
achieving goals and fulfilling outcomes.
Experience and ability to manage data relative to donor relationships.
Experience in best practices in stewardship, fundraising, or sales management.
How to apply :
Please submit cover letter, resume, and contact information for three (3) professional references and
completed Diocese of Cleveland Employment Application to jnemeth@dioceseofcleveland.org. In the
subject line please enter: “Planned Giving Relationship Manager.”
Position will remain open until filled.
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