Philanthropy Officer

Position Title : Philanthropy Officer FLSA Status : Exempt (Full-Time) Reports to : Chief Relationship Officer About Us : The Orange Catholic Foundation (OCF) serves the Roman Catholic community of Orange County through philanthropy and stewarding funds to protect and support ministries which further our beliefs and values in loving service to God.

OCF’s vision is: Relying on the Holy Spirit, The Orange Catholic Foundation is the vibrant center of philanthropy for the Roman Catholic community of Orange County, helping to sustain and enhance the faith life of all those it serves. OCF is an independent 501(c)(3) corporation that was formed in Orange County to serve the Catholic community.

As a collaborative partner, OCF helps support individuals, families, corporations, family foundations, parishes, schools and ministries with their charitable giving. OCF plans and conducts major fundraising programs and events, including the annual Conference on Business & Ethics, seminars on Charitable Giving and other special fundraising events.

The Foundation manages endowments and other charitable long-term funds, providing grants, always following donor intent, in support of our Catholic community. At OCF, Jesus is our model for how we work and serve. Every member of our team, regardless of role, helps bring our mission to life by meeting people where they are and serving with humility, joy and love.

Guided by our core values of Prudent Catholic Stewardship, Christ-Centered Service, Leadership in Philanthropy and Organizational Transparency, we faithfully steward the resources entrusted to us, honor donor intent and inspire generosity. As we live through the greatest generational transfer of wealth in history, we believe OCF has a unique opportunity, and responsibility, to help Catholics prayerfully consider their stewardship, live their baptismal call and use their blessings to strengthen the Church and bring others closer to Christ.

Summary /Objective: OCF believes philanthropy is rooted in relationships. We are committed to fostering a culture of faith, generosity, stewardship and service that advances the mission of the Catholic Church in Orange County. OCF seeks a passionate and dynamic nonprofit professional, who will work with a portfolio of prospects to meet the annual fundraising goals to benefit the Diocese, Parishes, Schools and Ministries as part of OCF’s Philanthropy team.

Working closely with the Executive Director and Chief Relationship Officer, the Philanthropy Officer is responsible for the identification, qualification, cultivation, solicitation and stewardship of donors capable of giving gifts of $10,000 or more. Essential Function:

• Foster a culture of philanthropy and ensure that fundraising efforts are executed in alignment with the organization’s values, vision and mission.
• Serve as a lead relationship person representing OCF to both internal and external constituencies.
• Identify philanthropic interests of both current major donors and prospects using Moves Management strategies to provide donors with an outstanding experience of their time, advocacy and financial support.
• Identify, cultivate, and solicit a diverse base of high-net-worth individual donors with the capacity to make six or seven-figure donations.
• Maintain a personal portfolio of 100+ prospects
• Conduct 10 personal visits a week with existing or potential donors.
• Capable of achieving an annual fundraising goal of $2M+ within 2 years of employment.
• Assist with identifying opportunities for increased giving capacity and developing multi-faced solicitation plans for existing and new prospects and donors.
• Assist in the creation and completion of content for case statements, proposals, solicitation letters, and donor correspondence.
• Assist with the develop and implement a stewardship program aimed at cultivating deeper ties with donors.
• Track and report regular progress against strategic goals, including donor engagement and stewardship touch points, revenue and pipeline management details.
• Maintain a working knowledge of best practices and significant developments and trends in philanthropy and adapt fundraising strategies as necessary.
• Other duties and responsibilities as assigned; assist with day-to-day needs of the Foundation.
• Because all The Orange Catholic Foundation employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work. Supervisory Responsibility: This position has no direct supervisory responsibilities. Education/Experience/Skills:
• An active practicing Catholic with a passion for the OCF and Diocese of Orange mission.
• A minimum of 5 years of progressive experience in nonprofit fund development or financial planning with a proven success in working with high-net-worth individuals.
• A self-starting achiever who takes ownership of their work, pursues excellence and contributes meaningfully to a collaborative team committed to the Church’s mission.
• An engaging person with experience or desire to solicit and close gifts of appreciated assets and cash.
• A strategic approach to development, with a track record of cultivating and managing major gift and annual fund donors.
• A strong interpersonal and communication skill set and demonstrated ability to work effectively with, and gain the respect and support of, varied and changing constituencies including staff, Board members, potential donors, volunteers, and others.
• A track record as an effective communicator skilled at writing and speaking; adept at writing proposals, solicitation letters, donor correspondence, and other types of materials to enhance fundraising.
• Ability to work both independently without close oversight, but also a team player who will productively engage others at varying levels of seniority within and outside the Foundation.
• A creative thinker with an ability to develop strategies into action plans.
• A minimum of a bachelor's degree required. Master’s degree, fundraising, planned giving or financial planning certifications preferred.
• Computer skills preferred include MS Word, Excel, PowerPoint and Outlook.
• CRM experience with Raiser’s Edge preferred but not required.
• The ability to be flexible in a complex and changing business environment. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the employee of this job. Duties, responsibilities and activities may change at any time with or without notice. Work Conditions
• The position primarily involves work in parish campuses and an office setting, requiring frequent use of standard office equipment such as computers, AV, telephones, printers, credit card terminals, postage machines, and filing systems.
• Occasional evening and weekend work may be required to support department programs, operational needs, or campus events.
• Must be available to adjust the work schedule as needed to meet organizational deadlines, operational demands, ministry activities or special projects.
• Regular interaction with, parishioners, pastors, priests, donors, visitors and staff in a professional and faith-based environment.
• Some local travel may be required for meetings, trainings, or work-related events. Physical Requirements
• Ability to remain seated for extended periods while performing administrative and computer-based tasks.
• Frequent walking, standing, and movement around the parish or office facilities to support programs and operational needs.
• Ability to lift and carry items up to 25 pounds, such as materials, supplies, and event equipment.
• Manual dexterity required for operating office equipment, preparing materials, and managing paperwork.
• Visual and auditory ability to communicate effectively with colleagues, students, and visitors in person, via email, and by phone.
• Must be able to set up and dismantle chairs, tables, and other equipment required for meetings, programs, or campus activities as needed. Position Type/Expected Hours of Work/Compensation: This is a full-time position with an annual rate of $99,996.00 - $124,982.00 (bi-weekly rate of $3,846-$4,807), depending on qualifications and experience. Regular office hours are 9:00 a.m., Monday through Friday. As an exempt position, additional hours may be required to fulfill the responsibilities of the role, including donor meetings, events, seminars and other organizational priorities, including evenings and weekends. If you have the skills, experience and want to help advance the mission of The Orange Catholic Foundation, we’d like to speak with you. Please submit both a cover letter and resume. NOTE : A cover letter is required for consideration; please attach to your resume. Thank you