Job Description

Relationship Manager II

Catholic Foundation for the Diocese of Green Bay, Inc.

Full-Time, Benefit Eligible

PRIMARY RESPONSIBILITIES:

Through the culture and values of the Catholic Foundation for the Diocese of Green Bay, Inc. and the Diocese of Green Bay, this position will build and maintain the relationships necessary for growing major gifts, annual giving, and with a focus on planned gifts. This Relationship Manager position is also responsible for drafting agreements through consultation with both internal and external stakeholders, managing estate gift administration and supporting the Executive Director in managing the Governance aspects of the Catholic Foundation. The position reports to the Executive Director of the Catholic Foundation and is part of the relationship team.

MINIMUM KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED:

"Embrace the mission and vision of the Catholic Diocese of Green Bay and work in accordance with Catholic Teachings and the moral and ethical values of the Catholic Church."
Bachelor's degree in marketing, communication, business, accounting, law or related field of study. A Doctor of Jurisprudence degree is beneficial. Two to five years of experience working with nonprofit organizations to help achieve fundraising goals in planned giving and major gifts. Strong project management skills, including a demonstrated ability to manage complex work plans while maintaining constituent satisfactions. Demonstrated knowledge in planned giving, estate planning, tax law, professional advising, and charitable giving. Direct experience with donor management software a plus. Bilingual skills in Spanish desirable. The ability to maintain confidentiality is critical. Practicing Catholic in good standing with ethical standards, personal integrity and conduct consistent with the morals and teachings of the Catholic Church is required. Must be proficient with Microsoft Office products (Word, Excel, Access, and PowerPoint), Google docs and relational databases - Raisers Edge and/or Foundant preferred. Demonstrated expertise in developing and maintaining positive relationships with diverse individuals, including executives, high-level volunteers, wealthy donors, and internal stakeholders and leadership. Excellent organizational, time management, and customer service skills. Progressively responsible experience in drafting contracts or agreements. Prowess in problem-solving, strategic, and creative thinking, and taking initiative with consistent and good follow-through. Experience in working independently in a fast-paced environment without extensive administrative support, and exceptional organizational abilities with fluency in managing multiple projects and competing priorities with professionalism and grace. Drive to make a difference, goal-oriented with a proven ability to achieve or exceed goals and meet deadlines. Detail-oriented and flexible to change. Highly effective interpersonal, conversational, and presentational skills, demonstrating an emotional intelligence and situational awareness in tandem with excellent writing abilities and proven ability to share a compelling story or case. A team player with an attitude of service, collaboration and capacity to motivate others. Ability to quickly adjust to changing and/or unexpected circumstances. Ability and willingness to learn. Great comfort level with direct donor interaction is a must, including discussions of faith and personal/family finances and asking for major financial commitments. Exceptional communication skills (both verbal and written) and an ability to establish rapport with, and respect from donors, pastors and parish volunteers, public speaking experience a plus. Experience in speaking with families about their estate plans or documenting their estate gift intentions.
If interested in this position, please apply at: https://www.gbdioc.org/careers/



These statements are intended to describe the general nature and level of work performed by employees assigned to this job classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.