Madison Chancery Opportunities

Job Title: Executive Director
Status: Salaried/Exempt, Full – Time
 
The Executive Director reports directly to the Board of Directors and will provide strategic
leadership and day-to-day management to The Catholic Diocese of Madison Foundation, Inc.
(CDMF). The primary objective of the CDMF and the Executive Director position is to enhance
effectiveness of the Foundation and the benefit it provides to Catholic entities throughout the
diocese. The role will focus on increasing revenues and optimizing the reach of the Foundation to
carry out its mission in support of the Catholic faith.
 
To Apply:
Please submit a resume, cover letter, and a response to the three questions below:

1. How would you rate your listening skills on a scale of 1-10? Please provide an example from your own experience supporting your rating.
2. What charities are you passionate about?
3. What can your hobbies tell us that your resume cannot?

 
Applications may be submitted to CDMF@diocesemadisonfoundation.org.
 
Roles and Responsibilities:
 Leadership
 

• Serve the Bishop, Board of Directors and President by creating meaningful vision for growth and service to the Church and the Diocese of Madison
• Represent the CDMF in the community at large
• Serve as the primary representative on behalf of the CDMF in diocesan leadership meetings
• Act as the primary developer of the Foundation’s fundraising activities and provide the leadership in executing those programs
• Mentor and collaborate with staff to effectively manage short term and long term goals
• Identify deficiencies in meeting overall goals of the CDMF and take corrective measures to realign

 
Administration
 
Manage operational and programmatic activities for the CDMF including, but not limited to:
 

• Work with outside counsel to provide investment management, financial management, and administration of fund assets and grant distributions
• Participate in all Board of Directors and committee meetings, especially in the formulation of CDMF goals and objectives
• Direct the maintenance of records, including donor database and financial records
• Prepare annual budget for the CDMF and oversee the accounting of all revenue and expenditures
• Oversee quarterly, semi-annual, and annual reporting to fund beneficiaries
• Oversee all marketing, media, and public relations
• Assure organizational values, products, and services are consistent, professional and presented with a strong, positive image relevant to stakeholder needs
• Advise on additional resources necessary to maintain and grow CDMF performance
• Develop and maintain strong Board of Directors relations through personal engagement including onboard introduction program and exit interviews
• Oversee staff performance as it pertains to the growth and developments goals (scorecard and objectives) – participate in weekly meetings to monitor focused activity

 
Development
 

• In conjunction with the Board of Directors, define long term goals including metrics for staff development, internal process improvement, donor acquisition and retention and specific financial targets
• Actively participate in the buildout and approval of the annual development, marketing and cultivation plans for the CDMF including annual financial goals
• Implement a comprehensive donor engagement program including analyzing staff competencies and any outside consultant needs in order to reach goals
• Personally cultivate and manage a key donor portfolio aligned with the overall development plan for the CDMF
• Work with Bishop and President to develop a key donor cultivation calendar of events
• Identify and screen Board of Director candidates that strategically meet the objectives of the CDMF and present to the Development Committee
• Additional responsibilities as requested by the Bishop, President and/or Board of Directors

 
Qualifications
 

• Bachelor’s Degree required with a preferred 5+ years proven development, marketing and management work experience – CFRE certification a plus
• Ability to make oral and written presentations that communicate the goals, objectives, and
• values of the CDMF effectively
• Communicate and partner with individuals from diverse cultural, educational, ethnic, and
• economic backgrounds
• Strong collaborator who can work effectively with the Diocese of Madison and other diocesan organizations
• Strong knowledge of approved fundraising tactics and regulatory guidelines for non-profits
• Basic knowledge of finance and fundamentals of estate and planned gifts
• Ability to lead, supervise and motivate internal staff as well as volunteers of other collaborating Catholic organizations
• Previous experience in institutional fundraising is highly desirable

 Classification:  Non - Exempt
 Reports to:  Associate Director – Office of Stewardship and Development
 
JOB DESCRIPTION 

Summary/Objective: The Development Coordinator is responsible for the processing of campaign pledges, contributions and all aspects of gift processing.  This position is also responsible for ensuring the highest possible redemption of pledges for all campaigns including the Annual Catholic Appeal while building relationships with donors for cultivation.
Essential Job Functions: Gift Processing Daily Collection and processing of campaign pledges and contributions Download and import batch files from lockbox company into database Prepare and coordinate gift acknowledgements Reconcile any batches with outstanding issues Daily Cash handling process with Office of Finance Database Management Oversee, monitor and maintain database with donor information obtained by Parishes and parishioner communication Reconcile duplicate entries Maintain accurate records for prospect files as requested Research and create donor profiles as requested Research flags Pledge Redemption Generate monthly pledge reminders, delinquent and no pay reports to send to fulfillment vendor for processing Generate year-end tax statements Generate monthly delinquent and no pay letters and track return progress Generate monthly reports of donors who’s payments have lapsed 60,90 and 120+ days Conduct outbound telephone calls to donors who’s pledge has lapsed 6+ months in a manner consistent with the fact that these are pledged and this is not a collection attempt   Relationship Management Contact all Annual Catholic Appeal Lumen Christi donors as well as donors from other funds as determined by the Director of Stewardship and Development to thank them for their donation Communicate with donors by phone, email or mail to establish meetings for S&D staff on planned giving, major gifts, etc. Other Duties Main contact to donors and parishes with questions regarding donor intent, financial information, questions with pledges, etc. Update and maintain Excel Credit Card and EFT processing confirmation spreadsheets Research issues pertaining to donor intent – especially Non – Parish for the ACA
Secondary Job Functions: Perform own administrative tasks and assist office as needed Maintain and order office supplies as needed Assist with planning or working at events/meetings as needed
Required Competencies: Organizational skills Attention to detail and financial reconciliation Strong communication skills via telephone Ability to communicate clearly Capacity to balance workflow tensions and develop prioritization process Proficient with Microsoft Office Suite (especially Excel) Quick learner
Required Education & Experience: Previous gift processing, banking, trust fund and/or accounting experience
Preferred Education & Experience: Experience with database structure, data input and query development
Additional Qualifications: N/A
Supervisory Responsibility: N/A
Work Environment & Physical Requirements: The general environment for this position is that commonly associated with an open office setting. The physical demands of this position are those typically associated with work conducted in an office environment.  The position requires that the person be able to lift up to 30 pounds.
Work Relationships: Office of Stewardship and Development Catholic Diocese of Madison Foundation staff Donors Parish Administration Priests
Full Time/Part-Time: Full time	Normal Work Days & Hours: 8AM – 4:30 PM, M-F
Travel Requirements: N/A
Other Duties   This job description is not designed or intended to be a comprehensive or exhaustive list of all activities, duties or responsibilities that are required of an employee in this job.  Duties, responsibilities and activities may change at any time with or without notice. To Apply, Send Resume and Cover Letter To: Kristen Beckett Stewardship and Development Diocese of Madison 702 S. High Point Rd, Suite 225 Madison, WI  53719