Job Opportunity

Gift Planning Officer


Gift Planning (Planned Giving)

Reports To:

Senior Director of Gift Planning

Position Summary:

The Gift Planning Officer is responsible for maintaining and increasing planned giving commitments nationwide through effective identification, cultivation, solicitation and stewardship. The focus is to build long-term relationships through trust and understanding of customer interests, passions and values. This position will work remotely or be located in Pompano Beach, FL.

Duties and Responsibilities:

Relationship Management and Solicitation (65%) Act as primary relationship manager for individual prospects, donors, advisors and attorneys to reach or exceed annual goals; play lead role in soliciting and obtaining planned giving commitments; and meet or exceed the expected level of customer activity each period, i.e.: number of calls, asks, correspondence, visits, etc.

Cultivation and Stewardship (25%) Actively thank and support committed donors; and facilitate access to Executive team and to other departments.

Monitoring, Reporting and Documentation (10%) Follow CCO and department procedures and protocols related to records and documentation of all interactions with customers.

In addition, participate in spiritual development through morning book/bible studies.

Knowledge, Skills & Abilities Require/Preferred:

  • Commitment to Catholic fundraising principles.
  • Commitment to professional ethics in working with highly-confidential and sensitive information.
  • Ability to work independently and also as part of a development team.
  • Experience in gift planning programs and/or development campaigns.
  • Ability to effectively communicate CCO’s mission and goals to prospects, donors, advisors and attorneys.
  • Ability to manage multiple tasks simultaneously and resolve problems quickly.
  • Ability to respond adeptly to changing priorities and to work well under pressure.
  • Excellent oral and written communication skills, in English, and preferably also in Spanish.
  • Database management skills and proficiency in Word, Excel and PowerPoint.
  • Ability to travel extensively throughout the United States and occasionally to other countries for meetings and visits.

Experience Requirements:

Minimum five years of successful fundraising experience in a non-profit organization, preferably in planned giving, or equivalent experience in a related field.

Education or Certification Requirements:

Bachelor’s degree required; Master’s degree preferred.

Application Process

Please submit your resume by email to and include the title of the position in the subject line. Please be sure to include a cover letter detailing your spiritual background.

Cross Catholic Outreach is a Christian ministry and provides excellent employee benefits. We are a Christian Humanitarian Aid Agency assisting the poorest of the poor around the world. Please visit our web site to learn more about the mission, vision, statement of faith and core values of our organization.