Job Description
PRINCIPAL DUTIES AND RESPONSIBILITIES
" Implement the Planned Giving Program:
o Identify, qualify, cultivate, solicit, and steward prospective planned and legacy gift donors
o Conduct planned and legacy gift promotions.
o Conduct planned giving presentations across the diocese.
o Build an ongoing relationship with the professional advisory group to support efforts and
serve as a resource to donors.
o Secure and acknowledge new planned and legacy gift commitments, meeting annual
targets.
o Steward and recognize planned and legacy gift donors, individually and through the
Immaculate Conception Legacy Society.
" Keep the President apprised of all activity leading to solicitation opportunities.
" Make solicitations when appropriate, independently and in partnership with the President and/or
Bishop.
" Independently deve...