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Planned Giving & Constituent Relations

Sisters of Providence


Job Title:          Planned Giving & Constituent Relations

Department:     Advancement Services

Reports to:        Director of Advancement Services

Status:               Exempt



The Constituent Engagement & Planned Giving Manager provides engagement opportunities for all constituencies, with a primary focus on supporting alumnae/i relations, and a broader goal of building upon the planned giving program. This involves creating engagement plans for various constituent and affinity groups, regularly communicating with the groups, soliciting planned gifts, monitoring estate/trust administration and supporting events designed to inform and engage constituencies in the mission and ministries of the Sisters of Providence.


  1. The Constituent Engagement & Planned Giving Manager
  2. Develops and executes annual engagement plans for alumnae/i groups, planned giving donors/prospects, other constituencies and affinity groups.
  3. Serves as the point of contact within the Advancement Services office for all alumnae/i of Sisters of Providence grammar schools, high schools and colleges.
  4. Creates and implements annual communications plans for alumnae/i and planned giving donors/prospects.
  5. Designs and creates materials and invitations in collaboration with other members of the Advancement Services team for alumnae/I, planned giving and affinity groups as needed.
  6. Develops and implements programming that will engage alumnae/i and other constituent and affinity groups to cultivate their relationship with the sisters and their various ministries.
  7. Carries a portfolio of 100 donors/prospects with the capacity to give through their estate plans.
  8. Identifies prospects for alumnae/i leadership and planned giving donors, qualifies capacity and identifies interest in SP ministries, establishes relationships, engages individuals in their areas of interests, cultivates relationships and solicits support.
  9. Responds to leads coming from a variety of sources: marketing of the planned giving program; collaboration with the Annual Fund Manager; legal and financial advisor referrals; and inquiries about planned giving through the website, donor visits, correspondence, e-mail, phone calls, etc.
  10. In collaboration with the Stewardship and Donor Relations Coordinator, stewards relationships with those who have already made planned gifts.
  11. Designs a personalized solicitation plan for each alum or planned giving prospect and includes General Officers and sisters who have relationships with the prospect on the solicitation team.
  12. Prepares personalized solicitation proposals and presents these in person.
  13. Prepares regular reports of giving results especially gift annuities, life insurance and pending estates.
  14. Maintains a file of open estate/trust administration and follows up accordingly.
  15. Administers the Sisters of Providence charitable gift annuities program and coordinates quarterly distributions in conjunction with the Chief Financial Officer.
  16. Develops contacts with gift planning constituents: key estate planning officers, attorneys and trust officers.
  17. Maintains an awareness of gift planning trends, changes in estate planning laws, etc. through professional development opportunities.
  18. Promotes the planned giving program by creating relevant and appealing materials, maintaining content on the website as well as through social media platforms, initiating mailings to constituents, attending alumnae/i gatherings and attending other special events.
  19. Tasks performed on a regular basis
  20. Participates bi-weekly in Advancement Services staff meetings.
  21. Manages e-communications projects for specific constituencies in collaboration with the Graphic Designer/Digital Media Manager.
  22. Arranges and/or leads specific constituent tours on campus particular to the group’s interests.
  23. Attends alumnae/i events and represents Advancement Services at such functions.
  24. Participates in the annual performance review process.




To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The person in this position should demonstrate

  • Good project management and organizational skills.
  • Excellent interpersonal skills.
  • Keen knowledge of and ability to use social media sites.
  • Commitment to mission and awareness of the broad range of Sisters of Providence ministries; commitment to learning about the history/legacy of previous ministries.
  • Excellent computer skills including data entry, word processing and spreadsheets.
  • Understanding of RE database capabilities and functions and/or familiarity with using a database.
  • Ability to gather and understand data.
  • Ability to maintain confidentiality.
  • Excellent written and oral communication skills.
  • Understanding of logic, computers and basic mathematical concepts.
  • Ability to analyze data.
  • Ability to prioritize tasks and assignments is essential.
  • Minimum of bachelor’s degree and/or appropriate experience
  • Experience in a professional, office work environment required
  • Experience in data entry and database management required
  • Experience using project management software required
  • Experience using design software preferred
  • Experience using Mail Chimp, Constant Contact or other e-communication software preferred
  • Experience managing a budget preferred




The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Ability to speak knowledgeably and comfortably with people from all walks of life
  • Ability to meet deadlines
  • Ability to manage multiple tasks
  • Ability to travel for visits with planned giving donors/prospects and alumnae/i
  • Ability to work occasional evenings and weekends
  • Ability to concentrate in a busy workplace
  • Eye-hand coordination and manual dexterity sufficient to operate a keyboard
  • Normal range of hearing and vision needed for computer work
  • Prolonged sitting


The work environment characteristics described here are representative of those a staff member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


The Advancement Services office is typically a busy place, with many deadlines to meet, and it is possible that the office will be noisy at times. Several staff members are provided a private office because of the need to hold confidential meetings and conversations with personnel and constituents. Other staff members are provided individual work cubicles. The cubicles, however, do not allow for total privacy; therefore, consideration of co-workers is necessary and the ability to maintain confidentiality is essential.  The atmosphere in the office is somewhat casual, but employees are expected to maintain a sense of decorum even in this casual setting.


In support of the Land Ethic, all persons employed with the Sisters of Providence will reduce, reuse, recycle and conserve energy.

To apply for this position

You may apply via online application or send resume and cover letter to hr@spsmw.org. If mailing your application, send to Sisters of Providence, Attn: HR Department, 1 Sisters of Providence, Saint Mary-of-the-Woods, IN 47876. You may be asked to complete additional application materials if you are called for an interview. All persons hired for positions with the Sisters of Providence are asked to complete an application.

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