Individual Giving & Caritas Society Manager

Overview

POSITION SUMMARY: Responsible for raising unrestricted funds to ensure a continual stream of financial support for the agency from annual donors of $1,000 and higher, these are considered Caritas Society donors. This includes effectively managing a portfolio of donors who give annually at the Caritas or major gift levels. The description also includes identifying donors who are candidates to make leadership or early phase gifts for the Comprehensive Campaign, formulating strategies, soliciting gifts when appropriate, and assisting to identify planned giving prospects, foundations, and corporate partners and referring them to appropriate team members.

• Development Strategy – Work closely with the Chief Development Officer and other team members to formulate and execute annual and campaign plans and strategies for achieving the agency’s fundraising goals.
• Caritas Society – Plan and implement strategies to increase the number of Caritas members and their annual gifts with the target of 900+ Caritas members. Includes all Caritas who are not assigned to another Relationship Manager.
  • Identify, cultivate and solicit prospective Caritas members, upgrade current donors giving under the $1,000 threshold, attend and network at CCSCC and other public events to identify new donors, and work with the Development Marketing Director to send direct mail solicitations.
  • Cultivate, steward, renew and upgrade current Caritas members; develop appropriate direct and email solicitations for Spring and December annual campaigns, and two CSM renewal campaigns in February and August/September, in cooperation with the Development Marketing Director.
• Portfolio Management – Manage the relationship and develop solicitation strategies for a portfolio of 150+ donors, collaborating with colleagues, board members and agency leadership to ensure maximum success. Includes:
  • Moves management activities:
    Discovery – Cultivation – Solicitation - Stewardship with accurate and timely recording of donor activities in Raisers’ Edge.
  • Discern when to secure meetings between donors and leadership.
  • Cultivate and solicit restricted major and planned gifts from donors in your portfolio when appropriate.
  • Track and manage all Unassigned Caritas members. Identify and assign those donors who need a Relationship Manager.
• Caritas Events
  • Caritas Celebration Event – plan and coordinate the annual Generations of Generosity Mass and Celebration focused on donor recognition. Develop donor recognition strategies such as honoree gifts. Event has traditionally been in the evening but in 2026, it was held as a luncheon.
  • Donor Engagement & Prospecting Events – Plan and execute a minimum of two additional events to engage current Caritas donors and attract prospective Caritas donors (e.g., house parties, parish events, cocktail receptions, agency briefings, volunteer project days, program tours, planned giving cultivation events). All events depend on Health and Security protocols; ideally two receptions in different geographic locations each year.
• Donor Stewardship and Donor Engagement
  • Work with Development Marketing & Communications to create stewardship pieces (program updates, agency highlights, success stories, videos, etc.).
  • Manage the process of securing holiday stewardship gifts for top donors.
  • Schedule opportunities for donors to see the programs in action.
  • Look for volunteer opportunities that can engage Caritas members.
  • Coordinate purchase of Christmas ornaments (or other gifts) for major gift donors, Caritas Milestone Honorees, Board of Directors and Development Committee members.
  • Develop tailored acknowledgement letters, as needed for unique donor segments – special campaigns for senior meals, auction item donations, etc.

• Development Committee – Coordinate communications and committee work for the Development Committee members. Set meeting dates, send reminders, prepare handouts and take minutes from meetings. Coordinate and prepare the read out report and submit to the CDO for approval. Submit timely Committee reports to the CEO Exec Asst for the Board packet.
• Annual Parish Appeal – Support…