PRINCIPAL DUTIES AND RESPONSIBILITIES

" Implement the Planned Giving Program:

o Identify, qualify, cultivate, solicit, and steward prospective planned and legacy gift donors

o Conduct planned and legacy gift promotions.

o Conduct planned giving presentations across the diocese.

o Build an ongoing relationship with the professional advisory group to support efforts and

serve as a resource to donors.

o Secure and acknowledge new planned and legacy gift commitments, meeting annual

targets.

o Steward and recognize planned and legacy gift donors, individually and through the

Immaculate Conception Legacy Society.

" Keep the President apprised of all activity leading to solicitation opportunities.

" Make solicitations when appropriate, independently and in partnership with the President and/or

Bishop.

" Independently deve...