Archdiocese of Chicago

Human Resources
:: Employment and Service Opportunities

Opportunities at Archbishop Quigley Center / Cardinal Meyer Center / Other Pastoral Center Departments

Posted 10/14/2020

Job Title:

Planned Giving Officer

Department:

Stewardship and Development

Location:

Archbishop Quigley Center
835 N. Rush St.
Chicago, IL 60611-2030

Hours:

Full time

Description:

The Archdiocese of Chicago is the third largest diocese in the United States and serves more than 2.2 million Catholics in The Archdiocese, pastored by Cardinal Blase J. Cupich, has more than 15,000 employees across its ministries, including Catholic Charities, the region’s largest nonprofit social service agency. The Archdiocese also has one of the country’s largest seminaries. The Archdiocese’s elementary and secondary schools comprise one of the largest U.S. private school systems.

Position Summary

The Planned Giving Officer reports to the Senior Director of Development and is expected to work independently and as a member of the Development team. They are responsible for cultivating relationships with prospects and existing donors that are willing to make deferred financial gifts to benefit the mission of the Archdiocese of Chicago. They will have regular contact with pastors and their staff, donors and their representatives, staff and members of the community. 

The Planned Giving Officer is expected to develop and maintain a current knowledge and understanding of Archdiocese of Chicago programs, and the tax and legal issues surrounding charitable giving. They are also expected to remain flexible to the needs of the department and the available schedules of prospective donor, to consistently treat everyone with dignity and respect, to work collaboratively to accomplish goals, to be honest and to take responsibility for his/her actions.

Responsibilities

  • Executes plan to promote and advance the number of planned gifts to benefit Archdiocesan initiatives, ministries, parishes, and schools.
  • Identifies, cultivates, and solicits prospects for bequests and other planned gifts.
  • Assists Stewardship and Development leadership and officers in engaging donors and local pastors in cultivation, solicitation, stewardship, and recognition.
  • Researches, identifies, cultivates, solicits, and stewards planned giving prospects through face-to-face visits, calls, written communications, e-mails, and direct response tools to acquire immediate, deferred, and future planned gifts (goal maintaining 100-125 prospects per year).
  • Directs the creation of planned giving marketing materials including websites, fliers, newsletters, and emails that support overall planned giving goals for the Archdiocese

 

Requirements:

  • Certified Fundraising Executive (CFRE), certificate in Estate Planning, Financial Planning, or equivalent experience preferred
  • Knowledge of planned giving vehicles such as Charitable Gift Annuities, Donor Advised Funds, and bequests
  • Minimum of 5 years of development, marketing, accounting, financial planning, or legal experience or an equivalent combination of education and experience required
  • Excellent interpersonal, public speaking, verbal and written communication skills, strong work ethic, enthusiasm, and confidence, and the ability to lead and work collaboratively
  • Must demonstrate understanding, respect, and support for Catholic Church teaching, mission, and values

The Archdiocese of Chicago is in the midst of exciting changes as we renew our local Church. With a variety of opportunities to contribute your professional talents and experience, we invite you to consider any of our current openings at archchicago.org/careers. We offer competitive salary and benefit packages, as well as opportunities for professional and personal growth and development.

 

If you are interested in being considered for this opening, please visit the list of open positions on AppliTrack. Please complete a letter of interest, a profile, or submit your resume.

Thank you for your interest in the Archdiocese of Chicago.

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