Job Title: Director of Major and Planned Gifts
Department: Resource Development
Reports To: Vice President of Resource Development
SUMMARY
The Director of Major and Planned Gifts manages the process of implementing an action plan to identify, cultivate and solicit individual gifts both current and future from a major gift pool of prospects in the geographical areas that encompass Lutheran Family Services of Colorado.
The incumbent will collaborate with the Vice President of Resource Development to set goals, monitor work and evaluate results to ensure that objectives are met and in line with the needs and mission of the organization providing a strong base of ongoing financial support.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
- Provide information and guidance to the CEO, Vice President Resource Development, the Board of Directors and Trustees in developing policies and procedures for raising major and planned gifts.
- Quarterly, host 3 - 5 planned giving workshops to educate constituents of the need for their planned gift and to determine their level of interest. Maintain data for reports to Thrivent.
- Identify prospective donors for major gifts.
- Maintain up-to-date records on prospective donors for major gifts and those who have already given.
- Quarterly, arrange personal contact with 18 – 24 major gift prospects and their advisors.
- Quarterly, arrange personal contact with 3 – 5 planned giving prospects.
- Determine on-going cultivation strategy with new and existing major gift prospects.
- Develop strategy to secure planned gifts from members of the Board of Directors, Board of Trustees and Lutheran Family Services staff.
- Collaborate with Thrivent representatives, ELCA, LCMS, other church related bodies and professional advisors throughout the state to market the Lutheran Family Services agenda.
- Assist in writing and developing promotional materials to encourage major and planned gifts.
OTHER DUTIES
- Prepare and deliver presentations to churches, boards, businesses, service organizaions.
- Assist Development team in creating innovative recognition opportunities, materials and events for continuity and donor stewardship.
- Advise and update Vice President of Resource Development and CEO on progress, communications with donors and communications with other professional advisors.
- Participate in recognition activities and special events.
- Create customized planned giving packaging and related proposals to meet individual contributor needs.
- Complete assignments pertaining to any capital campaigns or other special projects.
- Interact regularly with the Vice President of Resource Development to develop effective major giving strategies.
- Perform other related duties as assigned.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Excellent written, verbal and interpersonal communication skills.
- Knowledge of state and federal tax laws related to charitable giving, an expertise in gift and estate giving methods, knowledge of investment strategies and products.
- Ability to secure gift commitments and evaluate non-cash gifts.
- Experienced public speaker.
- Experience working with volunteers.
- Work independently.
- Knowledge of Lutheran expression of Christian beliefs.
- Ability to travel extensively within the Rocky Mountain Region.
- Proven fund-raising skills.
EDUCATION and/or EXPERIENCE
Bachelor's degree (B. A.) from four-year college or university; and four - six years of related experience in planned giving or related field; or equivalent combination of education and experience.
Job Title: Communications Coordinator
Department: Resource Development
Reports To: Vice President of Resource Development
SUMMARY
Oversees all aspects of the communications program and media relations plan for the agency and its programs.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
- Creates, develops (with the involvement of administrative staff) and executes an annual communications plan for the agency, including the development of the “look”, “theme(s)” and copy for publications and solicitation devices.
- Serves as the primary contact with the graphic designer, copywriters, photographers, printers, mail house and other outside contractors as needed.
- Develops a media/public relations plan for LFS in all communities where programs are being carried out. Initiates publicity and press releases for appropriate agency events. Serves as the initial contact for media questions.
- Prepares communication materials used in church/community outreach efforts.
- Oversees Web site content and copy.
OTHER DUTIES include the following:
- Assists the Director of Development in planning, administering and reporting of public relations and development activities and events as requested.
- Assists the Vice President for Program Services and program staff in developing and updating individual marketing plans for each program at LFS.
- Maintains display materials for the agency.
- Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to develop concepts and prepare written copy for publications and solicitation devices LFSCO.
- Ability to organize and manage multiple tasks and meet deadlines.
- Excellent creative writing skills and public speaking skills
- Communicates effectively with individuals and groups, both verbally and in writing, with a variety of audiences, cultures, backgrounds and personalities.
- Ability to manage the public relations needs and process of the agency including serving as the initial contact with the media.
- Ability to self-start and work well in a team setting.
- Knowledge and skill with computers including such functions Word, Excel and Publisher.
- Willingness to travel within Colorado. Possesses a valid Colorado driver’s license, and is able to travel throughout the agency service areas. Must carry automobile liability insurance at the level of 100,000/300,000/100,000.
- Demonstrates commitment to the Mission, Values and Vision of Lutheran Family Services of Colorado.
EDUCATION and/or EXPERIENCE
Bachelor's degree (B. A.) from four-year college or university; three to five years of related experience and/or training; or equivalent combination of education and experience.
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