Job Title: Director of Planned Giving
Organization Name: The Salvation Army
Organization Type: Human/Social Services; Religion

Job Description:

The Director of Gift Planning ('DGP") leads, develops, implements and coordinates all phases of the Gift Planning Program within the Division for maximum success with planned gifts generation and gift closures. The DGP is responsible for: cultivating, stewarding and soliciting planned gift donors and prospects; engaging them in philanthropic planning conversations that effectively consider their charitable goals, family needs, assets, tax considerations, and optimal planned gift instruments; and encouraging and assisting them with making planned and complex outright gifts. The DGP will use their specialized gift planning knowledge to evaluate and manage donor¿s expectations, goals and financial situations in order to recommend optimal gifting options.

DUTIES & RESPONSIBILITIES: 
1. Maintain personal responsibility for between 75-150 existing planned gift donors. 
2. Maintain annual stewardship for all living bequest donors within your area. 
3. Maintain and build relationships with professionals such as, CPAs, CFPs, and Attorneys. 
4.Make 10-15 strategic/substantive visits per month (donor, prospect or advisor visits). 
5. Present 40-50 gift planning proposals per year. 
6. Years 1-3: Identify or close twenty-four (24) plus gifts per year valued between $2.5M-$5M. 
7. Years 3 +: Identify or close fifty (50) plus gifts per year valued between $5M-$10M (Gifts and commitments include life income gifts, bequest intentions & outright gifts). 
8. Promote, organize & participate in three (3) or more donor or advisor seminars per year. 
9. Collaborate with Officers and development staff to provide donors with exceptional service and collaborate with site visits / donor visits. 
10. Develop and provide to management annual forecasts for production of gift activity. 
11. Develop and provide to management a multichannel marketing plan for your area annually. 
12. Report activities and production on the approved territorial Salvation Army Metrics Reports. 13. Submit Completed Gift Reports monthly to Territorial Headquarters for review and approval. 
14. Keep up-to-date on all appropriate tax laws relating to gift planning. 
15. Be familiar with and remain current on various gift planning tools and agreements. 
16. Promote, encourage and engage in joint DRD (major gifts) /DGP donor events. 
17. Give full-time to Planned Giving. Functions such as public relations, major gift development, foundations and corporation appeals are the responsibility of other personnel. 
18. Participate in training programs conducted by Territorial Gift Planning Department. 
19. When asked, and approved by their divisional management, serve on Territorial committees. Examples include but are not limited to: Metrics Committee, ECGPI Committee, or other ad hoc committees formed for the good of The Salvation Army planned giving program. 
20. Work within the established framework, policies and organization of the Division and Territory. To accomplish this, s/he will: 
a. Conduct activities within the framework of the territorial gift acceptance policies 
b. Adhere to all territorial standards and policies in regard to the planned giving program 
c. Work closely with the Territorial Planned Giving Director in the development and closing of complex gift planning arrangements 
d. Refrain from signing on behalf of The Salvation Army any legal commitments 
e. Refrain from any direct personal gain as a result of donor contacts. Accept no gratuities or gifts and allow no bequest or remainder interest to be designated to the individual representing The Salvation Army 21.

Other duties as assigned.

How to Apply: Please apply by emailing your resume, cover letter and 3 references (preferably 1 supervisory) to elisa.christiani@usw.salvationarmy.org