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Director of Planned Giving

MRA-The Management Association
vision insurance, remote work
United States, Wisconsin, Milwaukee
May 08, 2025
Job Title: Director of Planned Giving (Full-Time or Part-Time) Department: International Office of Mission Advancement Reports to: Director of Mission Advancement Organization: School Sisters of St. Francis Location: Milwaukee, WI (Remote work allowed once established) About Us: The School Sisters of St. Francis are an international community of Catholic sisters who unite with others to build a just and peaceful world. Founded in 1874, our sisters, associates, staff, donors and volunteers work to address the needs of those who are poor and marginalized by society. Our mission is thriving with five provinces serving the United States, Europe, Latin America, India and Tanzania. Our Mission Advancement Team plays a crucial role in supporting our mission and expanding our impact. Position Overview: Reporting to the Director of Mission Advancement, the Director of Planned giving will work towards strategically identifying, cultivating, stewarding and expanding our planned giving program, The Covenant Society. The Director of Planned Giving will conceive of, plan, and execute a comprehensive planned giving program to promote and secure planned gifts, including bequests, charitable gift annuities, charitable remainder trusts, gifts of real estate and other complex assets. The successful candidate will demonstrate exceptional professionalism and discretion; have up to date knowledge of all planned giving vehicles and opportunities and will be able to provide expertise in the benefits of planned giving to donors and to the organization. Key Responsibilities: Develop, cultivate, and oversee the planned giving program Cultivate and steward relationships with prospects, major donors, planned giving donors, and advisors Meet with planned gift prospects and their advisors, prepare financial illustrations of proposed gifts, and draft gift agreements for review by prospects and their advisors Maintain and provide current working knowledge of planned giving opportunities and provide guidance to donors and the organization Maintain a knowledge base in legislation and regulations affecting charitable giving Collaborate with the Marketing and Communications team in the creation of marketing material, digital and online outreach, and other communication efforts; advise key stakeholders on planned giving opportunities, key strategies, direction and methods Collaborate with the Mission Advancement team to integrate planned giving gifts into overall fundraising strategies Set goals for meeting with donors and acquiring new members for The Covenant Society Plan and conduct donor recognition and appreciation activities for The Covenant Society members Maintain accurate records and reports on planned giving in Bloomerang, our CRM software Qualifications: Bachelor's degree in a related field, in lieu of a bachelor's degree additional years of relevant experience will be considered Minimum of 5 years of experience in planned giving, major gifts, or closely related fundraising roles Strong knowledge of planned giving strategies and vehicles Excellent interpersonal and communication skills Ability to work independently and as part of a team Support the Mission Advancement team during related work events Ability and willingness to travel for donor meetings and related events, including nights and weekends Commitment to the mission and values of the School Sisters of St. Francis Benefits and Compensation: Salary range for part-time is $40,000-$60,000 and full-time is $80,000 - $95,000 depending on experience Benefits include, but not limited to, health insurance, dental and vision insurance, 403 (b) with an employer match, employer provided life and disability insurance Generous PTO plan Remote work and/or flexible schedule considered How to Apply: Interested candidates should submit a resume and cover letter to Amanda Ferguson, Director of Mission Advancement, at aferguson@sssf.org . Please include if you are applying for the full-time or part-time position.