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Position Profile

Formerly Major Gift and Planned Giving Manager

Director of Charitable Giving
Oblate Missionary Society, Inc.
www.omiusa.org

The Organization

Headquartered in Washington, DC, Missionary Oblates of Mary Immaculate is a well-established worldwide congregation of religious men with an extensive history. Beginning in 1816, Fr. Eugene de Mazenod organized a group of priests to work with the poor in France; the group received papal approval as a Religious Congregation under the patronage of Mary Immaculate in 1826. Today, over 4,000 Oblate priests and brothers work in 68 countries on every continent.

In 1999, the five Oblate Provinces in the US came together to form the United States Province (USP). The “business” phase of this reconfiguration, currently known as the Renewal of Mission Structures (RMS) project, was begun in 2006. By reducing redundancies of effort, this phase will strengthen and focus all activities that support the USP’s ministry objectives as filtered through the key concepts of stewardship, effectiveness and efficiency, accountability and risk management. Through the work on the RMS project, the Oblate Missionary Society, Inc. was established in 2007.

The Oblate Missionary Society, Inc. is a national fundraising organization supporting the works of the USP in the US and around the world. The mission of OMSI fundraising is to provide funds to support the ministry goals of the Province within the context of the Gospel message. As ministry needs continue to grow, the USP has identified increasing the reliance on active fundraising, within the culture of collaboration, cooperation and integrity, as a high priority for the organization.

OMSI has an annual budget of $35 million and receives support from individual, planned giving and institutional giving sources.

The Area

The Director of Charitable Giving office is located in America’s heartland, Belleville, IL. Belleville is located just outside St. Louis, MO which offers so many things to see and do. Belleville boasts excellent schools and education system, strong medical services, and varied shops and businesses. Sports and cultural activities are available for all interests, with numerous parks and recreational programs and exciting festivals and attractions. Conveniently located with easy access to highways and interstates, corporations and families alike enjoy the benefits of the proximity to St. Louis, while maintaining a comfortable lifestyle a short drive away. Belleville serves as the county seat, and is the financial hub for the region.

For more information about Belleville, please visit their community website: http://belleville.wliinc2.com/city/index.asp

The Candidate

The US Province of Missionary Oblates of Mary Immaculate, headquartered in Washington, DC, seeks an individual as Director of Charitable Giving to lead, oversee and coordinate all activities pertaining to the identification, cultivation and solicitation of major gifts from individual and corporate donors including activities appropriate to generate, build and maintain strong, positive relationships with current and prospective donors to achieve fundraising goals. 

The Director of Charitable Giving brings a successful track record for generating major gifts for the Society to sustain and expand its various ministries, programs, and projects throughout the United States and the world. With a focus on increasing participation in the Oblate mission experience, he/she will lead a team of advisors as they seek new sources of revenue, and increase capacity among new and existing donors through programs that enhance loyalty and retention.

The Director of Charitable Giving is a member of the OMSI Leadership Team. S/he will work with other department managers to develop and implement Oblate fundraising organizational, strategic and donor cultivation priorities.

The Director of Charitable Giving will oversee the coordination of major gift and planned giving with staff in Belleville and around the country. The manager will be responsible for creating a cohesive culture that enhances the goals and mission of the Oblates, as well as the productivity of the fundraising operations. A vital element of the fundraising efforts is the consistent expression of the Oblate Charism and culture which permeates all business activities. With this in mind, the manager will articulate and reinforce the Oblate Charism through communications, and will model behavior consistent with the Oblate Charism and recognize employees who do likewise.

The Director of Charitable Giving will be tasked with charting the strategic direction for planned giving and major donor strategies, in collaboration with other fundraising departments through a formal business-planning process. The manager will articulate, communicate and monitor tactics for carrying out directives from the Chief Development Officer and theirs department’s goals throughout the year.

With the support of the Chief Development Officer, the director will develop and implement a roadmap for major gift and planned giving, aligned with the Oblates’ strategic goals. This roadmap will address key priorities such as identifying major donors not in the current cultivation process and other planned giving opportunities not currently in use by the Oblates.

The Director of Charitable Giving will be entering an environment where the parts and the whole are in the midst of organic change that will affect structure, policies, practices, and directions. This will require a level of flexibility, creativity, and patience as well as a willingness to understand the place of each fundraising unit in its evolution and to support the Oblate leadership in pursuit of its ministry efforts.

The Position

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The Director of Charitable Giving will:


  • Assist Chief Development Officer with development of gift acceptance policies, procedures, reports, and contracts relative to planned giving.
  • Produce department’s financial reports, analysis, and other reports for management.
  • Make personnel decisions that ensure operational effectiveness
  • Ensure that staff development activities maximize employee skills and motivate performance/promote staff retention
  • Provide Leadership to ensure teamwork and collaboration in all OMSI fundraising activities
  • Establish advisor goals and provide training and support where needed.
  • Review existing activities in the area of planned giving, recommend/implement changes as needed.
  • Develop and manage a team of advisors to cultivate and solicit major gift donations from current or prospective donors.
  • Direct staff on the design and structure of relevant giving products as part of the planned giving program including trust and estate planning opportunities, bequests, endowments, and related gifts.
  • Oversee short-term and long-term planned giving campaigns aimed at increasing the number of planned gifts and bequest intentions for the USP, especially for endowment purposes.
  • Create opportunities for OMI leadership to interact with key potential donors as a primary means of securing gifts.
  • Participate as a senior member of the development team; travel as needed to relevant donor and constituent meetings in support of fundraising initiatives.
  • Identify, cultivate, solicit, and steward donors and donor prospects.
  • Maintain effective working relationships with and knowledge of OMSI fundraising divisions’, departments and programs.
  • Build and maintain a comprehensive working database of active prospective donors, including profiles, giving histories and other relevant information to aid in the solicitation and cultivation process.
  • Be knowledgeable of the legal and tax implications of planned and major gifts.
  • Write and prepare gift proposals, solicitations, acknowledgement letters, and other correspondence as needed.
  • Develop and maintain relationships with professional advisors (attorneys, accountants, financial planners, etc.) to benefit OMSI, relevant donors, and prospects.
  • Ensure OMSI is in compliance with all federal, state, and local gifting regulations.
  • Works collaboratively with the Direct Marketing Manager to develop, implement, and manage ongoing marketing programs with the goal of promoting planned and estate giving.

Qualifications

The Director of Charitable Giving will possess the following characteristics

  • Proven success in leading, setting strategy and vision, building a successful culture, budgeting, taking responsibility, motivating staff, collaborating, and setting clear expectations for department and staff performance
  • Successful personal track record in fundraising for mission-based non-profit organizations
  • Experience with a faith based and/or mission-driven organization, if not direct experience in a women’s or men’s religious institute, where behavior and function are driven by commitment to ministry and mission
  • Exceptional interpersonal communication skills, energy, and enthusiasm with the ability to build long-term relationships with a wide range of people. These skills include superior oral and written communication and persuasion skills, effective listening, diplomacy and tact
  • Ability to think creatively and strategically, while managing a number of projects simultaneously
  • Master’s degree in business, marketing, or related field and ten years related work experience or equivalent combination of education and experience.
  • Knowledge of current trends in charitable giving
  • High degree of self motivation
  • A team player and person of unquestioned character and personal integrity
  • Fundraising certification (CFRE or equivalent)
  • Ability to solve problems involving many variables
  • Ability to interpret statistical analysis
  • Familiarity with the Roman Catholic faith and devotional life, as well as support for Catholic values and the Oblate Charism
  • A collaborative and consultative leadership style that instills confidence and is comfortable managing in a matrix environment through influence rather than hierarchical authority

PHYSICAL DEMANDS

While performing the essential functions of this job, the employee must be able to communicate with others, prepare and present information in group situations, and use a personal computer and telephone. This position will require a minimum of 50% travel by personal auto, commercial airplane and/or train within the continental United States with perhaps an occasional visit to a second or third world country once or twice a year. This position requires visual clarity and the ability to accurately distinguish colors.

 

Please send cover letter, resume, salary requirements and a list of three references to:


Sherry Heuser, President
Capability Company
e-mail address: Thank you for your interest. This search is closed.
web address: www.capabilitycompany.com
Telephone: (919) 791-3700

Submission of resumes by e-mail is preferred. Please include only your last name in the subject line.