Legacy Gifts and Grants Manager- The Catholic Foundation of Central Florida

The Catholic Foundation of Central Florida
Job Description
SUPERVISOR: VICE PRESIDENT, CHIEF DONOR SERVICES OFFICER
FLSA STATUS: NON-EXEMPT
DATE PREPARED: FEBRUARY 2, 2020

SUMMARY
The Legacy Gifts and Grants Manager serves as the support to the Donor Services team for the administration of matured planned and complex gifts and grants made through Donor Advised Funds and Endowments to ensure that our mission-driven daily operations are run effectively and in accordance with the established goals, objectives and timeframes.

The Diocese of Orlando and The Catholic Foundation of Central Florida core values lay the foundation for the work performed by our employees.
The Diocese of Orlando values:
1. Authenticity: Conviction that God has called us to reflect exteriorly our inner life of faith in our daily living.
2. Respect: Affirming each person’s God-given dignity and uniqueness.
3. Courage: Inspired by this gift of the Holy Spirit, we proclaim and live the Word of God fearlessly and devotedly.
4. Commitment: Individually and collectively, we are steadfast to the team and its purpose.

The Catholic Foundation of Central Florida values:
1. Faith-filled passion: We nurture our faith to inspire others to transform lives through charitable giving.
2. Collaboration: Through partnerships, we leverage community resources to maximize impact.
3. Stewardship: We recognize that all gifts are from God and we are called to honor donor intentions and use prudence to return gifts with increase.
4. Transparency: We are open and honest in our communications to provide access to information.
5. Servant Leadership: We listen and learn from our community and invest in initiatives to meet their needs.
6. Impact: We engage donors in serving the needs of our community and advancing ministries of the Catholic Church.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties which may be assigned:
• Works with the Executive Assistant to the President to record, prepare, and process daily receipts of payments.
• Performs records management for administrative records and supports the Vice President, CDSO and Vice President, CFO with records management and organization of files pertaining to Donor Advised Funds and planned gifts.
• Inputs and updates gift records accurately in Raisers Edge NXT and Luminate. Collaborates with the Data team for donor reporting.
• Coordinates the full range of activity required to administer matured planned gifts including status through the probate process communications with attorneys, trust officers, and personal representatives, tracking accountings of gifts.
• Coordinates signing/notarization for any and all documents requiring the Bishop’s signature. This includes the printing of acknowledgment letters.
• Develops and maintains impeccable files for every legacy planned gift both active and matured.
• Take primary responsibility for the timely processing of approved grants using the grants management database, to include requesting checks, preparing initial drafts of cover letters and grant agreements for review, and generating transmittal and funds acknowledgment letters.
• Take the lead in ensuring the accuracy and completeness of each organizational and grant record; upload, purge, maintain, and archive electronic and paper files of all grant documents;
• Serve as primary point of contact for applicants and grantees who need assistance in utilizing the Foundation’s grants management system for submission of applications and reports;
• Research and verify applicant and grantee funding eligibility.
• Pull and analyze reports and grant data from the database as needed.
• Work to enhance, streamline, and improve grants management processes, improve the functionality and user-friendliness of the grants management system, and increase efficiency in the use of staff time.
• Work collaboratively with finance team to ensure complete and accurate records of all foundation grants.
• Communicate grant administration guidelines and policies to staff, grantees, and applicants as needed.
• Maintains positive relationships with internal and external constituents.
• Maintains confidentiality of financial, contract and donor information.
• Promotes a positive and appropriate image of The Foundation through interactions and warmly greets Donor
Services callers and accommodates their needs.
• Continuously improves processes by being attentive and analyzing processes and implementing changes.
• Prepares correspondence for distribution to a variety of internal and external audiences.
• Safeguards the confidentiality of The Foundation’s donors by exercising discretion.
• Has excellent communication skills, both verbal and written as well as interpersonal skills and customer service
with all internal and external constituents.
• Ability to adapt and learn so to remain competent and current with best practices.
• Works well collaboratively as well as independently with little or no supervision.
• Well organized, flexible, and enjoys the administrative challenges of supporting an office of diverse people and
programs.
• Embraces the Foundation’s mission and vision and is an example of the organizational values.

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.

EDUCATION and/or EXPERIENCE
• Three (3)+ years’ experience in administrative support;
• Associate degree in Business, Liberal Arts or Non-Profit Management or similar field required, Bachelor’s degree
preferred or an equivalent combination of college and related experience;
• Proficiency with Microsoft Office required and Blackbaud Raisers Edge, NXT and Luminate software preferred
or other constituent/donor relationship management system;
• Must be highly organized, accurate and detail oriented;
• Solution oriented and able to maintain the goodwill and reputation of the team;
• Ability to map, manage and track projects that involve multiple stakeholders;
• Skilled in taking meeting minutes;
• Ability to work with diverse groups of people in an atmosphere of collaboration and service;
• Excellent written and oral communication skills;
• Maintains confidentiality of financial, contract and donor information.
• Possess demonstrated ability to work in a church-related as well as service-oriented environment;
• Bi-lingual preferred (Spanish or Haitian-Creole);
• Must be a practicing Christian; Catholic preferred
• Possess demonstrated ability to work in a non-profit or church-related environment;
• Ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, remaining
flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality;
• High level of discretion and ethical approach to fundraising, including adherence to Canon 1262 and the Donor
Bill of Rights;
• Ability to travel local and Diocesan-wide as well as regionally and nationally and work evenings and weekends as
required for special events, meetings, travel, etc;
• Strong decision-making ability and attention to detail.

LANGUAGE SKILLS
Ability to read, analyze, and interpret common journals, articles, and periodicals. Must have outstanding problem-solving
skills. Excellent communication and interpersonal skills required.

MATHEMATICAL SKILLS
Ability to apply routine mathematical concepts such as addition, multiplication, and division.

REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions.

PHYSICAL REQUIREMENTS
Position requires walking, sitting for extended periods of time, bending, stretching, and stooping. Repeated use of hands,
fingers, wrists, and arms. Must be able to see up close as well as from afar. Job incumbent must also possess the ability to
hear and communicate both verbally and in writing, in person and via telephone and electronic communications.

Job applicants must apply online at:
https://recruiting.paylocity.com/recruiting/jobs/Apply/229027/Diocese-of-Orlando/Legacy-Gifts-and-Grants-
Manager
Contact Information