About CRS

Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. CRS works to save, protect, and transform lives in need in more than 120 countries, without regard to race, religion or nationality. CRS’ relief and development work are accomplished through programs of emergency response, HIV, health, agriculture, education, microfinance and peacebuilding.

Job Summary

The Officer II -Compliance and Intent (C&I Officer) is a detail-oriented, organized, and diligent professional with a demonstrated track record of carefully stewarding Leadership Giving gifts from private donors, managing competing urgent priorities, and ensuring adherence to donor intent. S/he is the focal point within Leadership Giving for monitoring incoming private gifts and designations, tracking multi-year and matching gifts, and coordinating and troubleshooting gift receipts and designation information flows with other units within Charitable Giving.  The C&I Officer works closely with the Sr. Director for Development, Donor Services and the Analytics team to honor donor intent and ensure smooth cooperation across the Charitable Giving division. Working from both a process-oriented compliance perspective and as an essential communication and coordination hub, the incumbent aligns operations with donor intent by documenting, disseminating, checking and troubleshooting Leadership Giving gift records with Charitable Giving archival memory.

Additionally, the C&I Officer supports the department’s broader stewardship and fundraising strategies and will be expected to be cross trained on critical functions such as gift acknowledgement, development office operations, prospect management, donor recognition and donor communications.

Roles and Key Responsibilities

• Ensure that Leadership Gifts are accurately recorded in Clearview and expended in accordance with donor intent and that this documentation is readily available to staff in Charitable Giving upon request.
• Coordinate and manage the documentation, review and approval process of all multi-year commitments and Leadership Giving gift agreements of $100,000 or more to ensure that they are compliant with Charitable Giving, or an alternative gift document approved by the Executive Vice President/Charitable Giving or designate.
• Partner with Donor Services and Analytics to systematically and accurately track all pledge payments, monitor unpaid balances, draft reminders for pledge payments as needed, and circulate monthly updates to Charitable Giving leadership.
• Conduct semi-annual reviews of existing gift agreement procedures and processes to ensure continuous improvement and compliance with Charitable Giving standards.
• Collaborate with Analytics to access agency financial systems to provide accurate agency-wide and project-specific financial information to Leadership Giving team members for grant applications, proposals, reports and donor visits as needed. Work with the Content Unit to format financial data for proposals/reports as needed.
• Working in close collaboration with the Sr. Director of Development partner with Analytics, Donor Services and other internal agency stakeholders to uphold donor intent and proper stewardship of private restricted dollars.
• Ensure that documentation of leadership giving gifts and donor intent meet external audit requirements.
• Initiate, monitor, and follow up on all Leadership Giving Ticketing System requests to Donor Services ensuring that they are aligned to Charitable Giving operational standards and processes.
• Monitor Leadership Giving gifts in the undesignated funds account to ensure their timely and proper fund designation.
• Coordinate with the Content Team the management of mid-year and year-end stewardship reports for all Leadership Giving gifts of $25k and above.
• Convene monthly budget vs. actual monitoring meetings.
• Working in close collaboration with the Sr. Director of Development and Charitable Giving colleagues, coordinate, track, and report on OverOps speaker tours.
• Ideate, iterate, and innovate with all Leadership Giving team members to foster collective ownership of a continuous improvement process to improve the accuracy and comprehensiveness of Leadership Giving donor records.

Basic Qualifications 

• Bachelor’s degree in an appropriate area of specialization
• Minimum 5 years fundraising/development experience
• Demonstrated experience in data reporting & use of data analytics tools
• Proficiency with complex donor databases (Clearview experience a plus) and Content Management systems

Preferred Qualifications 

• Master’s degree in related field
• Excellent organizational skills
• Excellent written and oral communication skills
• Knowledge of principles and techniques relevant to donor and volunteer engagement

Knowledge, Skills, and Abilities

• Creative, curious, relational
• Attention to detail
• Ability to work in a team setting
• High energy level and self-directed
• Elevated level of judgement and customer service
• Strong work ethic, positive “can do” attitude, and a sense of humor
• Ability to prioritize and deliver multiple projects on time

Required Languages

English

Travel

This position does not require any domestic or international travel except if associated with professional development.

Agency REDI Competencies (for all CRS Staff)

Agency competencies clarify expected behaviors and attitudes for all staff. When demonstrated, they create an engaging workplace, help staff achieve their best, and help CRS achieve agency goals. These are rooted in the mission, values, and guiding principles of CRS and used by each staff member to fulfill his or her responsibilities and achieve the desired results.

• Personal Accountability – consistently takes responsibilities for one’s own actions.
• Acts with Integrity – consistently models values aligned with CRS Guiding Principles and mission.  Is considered honest.
• Builds and Maintains Trust – shows consistency between words and actions.
• Collaborates with Others – works effectively in intercultural and diverse teams.
• Open to Learn – seeks out experiences that may change perspective or provide an opportunity to learn new things.

Supervisory Responsibilities 

• None

Key Working Relationships

Internal:  Charitable Giving (Leadership Giving, Analytics, Content, Donor Services), Finance, Mission & Mobilization and OverOps (Strategic Change Platforms)

External: Board Members

What we offer 

CRS offers a comprehensive benefits package including medical, dental, life insurance, vision, generous retirement savings plan and the opportunity to work in a collaborative, mission-driven culture that is committed to improving the lives of the poor throughout the world.

***Our Catholic identity is at the heart of our mission and operations. Catholic Relief Services carries out the commitment of the Bishops of the United States to assist the poor and vulnerable overseas. We welcome as a part of our staff people of all faiths and secular traditions who share our values and our commitment to serving those in need. CRS’ processes and policies reflect our commitment to protecting children and vulnerable adults from abuse and exploitation. 

Note: All interested applicants must be authorized to work in the U.S. at the time of application.

Disclaimer:  This job description is not an exhaustive list of the skill, effort, duties, and responsibilities associated with the position. 

CRS’ talent acquisition procedures reflect our commitment to protecting children and vulnerable adults from abuse and exploitation. 

CRS prioritizes candidates who are citizens/ permanent residents of the countries where we have CRS offices.

CRS is an Equal Opportunity Employer

Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. Catholic Relief Services works to save, protect, and transform lives in need in more than 100 countries, without regard to race, religion or nationality.  Catholic Relief Services’ relief and development work is accomplished through programs of emergency response, HIV, health, agriculture, education, microfinance, and peacebuilding.  We welcome as a part of our staff people of all faiths and secular traditions who share our values and our commitment to serving those in need. CRS’ processes and policies reflect our commitment to safeguarding children and vulnerable adults from abuse and exploitation.

CRS welcomes candidates from the countries and regions in which we work. In the event the successful candidate is an expatriate or global telecommuter, the anticipated duration of the assignment is informed by a term limit, based on the type and level of the job and the needs of the agency.

CRS is committed to safeguarding program participants, community members, staff and volunteers from all forms of exploitation and abuse.  The successful candidate is expected to sign and adhere to CRS´ Code of Conduct.

CRS talent acquisition procedures reflect our commitment to safeguarding the rights and dignity of all people – especially children and vulnerable adults – to live free from abuse and harm.

Disclaimer:  This job description is not an exhaustive list of the skill, effort, duties, and responsibilities associated with the position. 

CRS is an Equal Opportunity Employer.

General Requirements

CRS offers are contingent on the selected candidate’s ability to legally work where the position is to be performed. Every government has a unique set of work permit eligibility requirements.  All positions requiring residence or frequent travel outside a home country must undergo and clear a pre-employment medical clearance; some work permit processes require clearing a separate government administered medical examination.

CRS prioritizes candidates who are citizens/ permanent residents of the countries where we have CRS offices.

Level of Education: Bachelor Degree

Work Hours: 8

Experience in Months: No requirements