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Job Title

Organization

Job Type

Post Date

Director of Planned Giving The Salvation Army   Human/Social Services, Religion  01/30/2018
Associate Director Northwest United Methodist Foundation Religion 01/29/2018
Associate Development Director: Endowment & Planned Giving Village Theatre Arts & Humanities 12/04/2017

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

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Job Title: Associate Director
Organization Name: Northwest United Methodist Foundation
Organization Type: Religion
Closing Date: February 5, 2018

Job Description:

The Northwest United Methodist Foundation is looking for an energetic, outgoing, and entrepreneurial individual to help resource the community of United Methodists throughout Alaska, Idaho, Oregon and Washington. The Associate Director will develop long-lasting supportive relationships with local churches and individual donors in a gracious effort to connect the ministry and missional needs of the area with the generosity of those who worship therein.

Directly Accountable to: NWUMF Executive Director

Responsibilities:

  • Professionally and faithfully represent the institution (ministries) and services of the - Northwest United Methodist Foundation within the areas and responsibilities assigned. 
  • Develop strong working relationships with clergy and laity across the Episcopal Area.
  • Clearly articulate the investment services offered through the Foundation in a professional and transparent manner.
  • Facilitate educational and inspirational events and present speaking engagements in local churches and with other groupings.
  • Develop and/or secure current written and visual resources related to the purpose of the Foundation and the needs of the local churches.

Opportunities: Some key opportunities and challenges for The Northwest United Methodist Foundation are as follows:

  • Advance financial and stewardship education and training. Provide educational and training programs for clergy and lay leadership teams so that they have an excellent understanding of the Foundation's services, while actualizing their ministry as stewards.
  • Raise the profile and visibility of the Foundation so that its mission, values, accomplishments, and unique track record are ever more widely recognized. 
  • Expand loans and financial assistance. Provide loans that assist churches to purchase, construct and/or repair their buildings and properties. 
  • Strengthen NWUMF's partnership with the Greater Northwest Episcopal Area (GNEA) and with related agencies. While the Foundation operates independent from GNEA and other related agencies, the missions of these organizations are interwoven and collaboration contributes to the success of all.

Qualifications and Competencies:

  • Prefer a member of a United Methodist Church or a person with a United Methodist background and a good working knowledge of the polity and tradition of the church.
  • Strong relational skills.
  • Excellent verbal and written skills.
  • Positive and cooperative attitude in all contacts.
  • Interest and capacity to learn new skills.
  • Proven public speaking skills.
  • Background in finance and investments a positive.
  • Experience with Planned Giving and/or Fundraising preferable.
  • Must work well within a small team. 
  • Ability and willingness to travel extensively within the area assigned.
  • Willingness to locate in Oregon.

Compensation, Benefits and more: We offer a competitive compensation and benefits package including health insurance, pension, life insurance, disability, twelve paid holidays per year and more.

FSLA Status: Exempt

How to Apply: Applications must include a cover letter and resume for consideration, can be delivered via Email to: tom@nwumf.org or USPS to: NWUMF, PO Box 656, Cashmere WA 98815.

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Job Title:Associate Development Director: Endowment & Planned Giving
Organization Name: Villiage Theatre
Organization Type: Arts & Humanities
Closing Date: Until Filled

Job Description:

This position is responsible for developing and implementing Village Theatre’s endowment campaign and is directly involved in the identification, cultivation, solicitation, and stewardship of prospective planned giving and endowment donors as well as select major donors. The position will oversee and conduct fundraising activities in order to secure support through wills, bequests, trusts, charitable gift annuities, and other planned/deferred gift arrangements. They will manage a personal portfolio of individuals and will be called upon to engage and collaborate with Village Theatre’s board, executive committee, leadership staff, and other volunteers as opportunities arise. The individual must be able to effectively communicate the mission, values and scope of Village Theatre’s programs.

Duties & Responsibilities include:

• Works with Director of Development and Executive Producer to create and execute strategies and perform planned gift activities.
• Identify, cultivate, solicit, and steward individual prospects capable of planned gifts at all levels with an emphasis on gifts of $10,000 and above.
• Have 100+ prospective and current donor solicitation visits per year.
• Lead donor cultivation initiatives applying best practices and utilizing Endowment Committee, Board of Directors, Executive Producer, Director of Development, and all Development staff, and other Village Theatre colleagues as needed.
• Demonstrate an understanding of advanced gift planning vehicles and communicate opportunities for asset-based planning as documented by proposals submitted, secured planned gifts, and involvement of senior leadership on complex gift opportunities.
• Prepare calculations and illustrations, draft proposal letters and letters of explanation for donors and obtain needed internal and external advice and assistance on behalf of Village Theatre
• Work with the development team to develop and implement all marketing strategies and plans for Endowment and Planned Giving.
• Work with Endowment Committee Chair to plan committee meetings.
• Prepare monthly reports for leadership and Board of Directors.
• Attend and participate in other Board meetings as required.
• Serve as principal liaison to any current and future endowment and planned giving committees, consultants, or contractors, institutional investment professionals, including Village Theatre Finance Committee, Investment Committee, and Board of Directors.
• Build relationships with Allied Professionals. Function as an ambassador to the wealth and estate planning and non-profit legal community, as well as the community at large during education and community engagement programs and external and planned giving seminars.
• Work with Director of Finance to manage the probate process where Village Theatre is a named beneficiary.
• Preserve all endowment and planned gift data in patron and donor database and produce relevant and effective reports.
• Organize, in conjunction with the development team, annual endowment and planned giving events.
• Work other development department events, including fundraising events and backstage parties to cultivate prospect and steward donor relationships.
• Act as the organizations expert on planned giving trends and tax law as it pertains to endowment, planned giving, and fundraising.
• Where appropriate provide expertise on non-profit corporate law as it relates to planned giving, or development activities.
• Seek professional growth and contribute to the professional growth of others in regards to endowment, planned giving, and major gifts.
• Regularly participate in professional development programs, particularly focused on life income arrangements, complex assets, charitable tax law and IRS regulations to strengthen and expand knowledge base and the knowledge base of the entire development department.
• Share best practices, train, and mentor others on senior staff and in the development department by overseeing and developing ongoing planned giving training.

How to Apply: For best consideration, please send resume and cover letter to Frank Stilwagner, Director of Development fstilwagner@villagetheatre.org with the subject line “Endowment & Planned Giving Associate Director”.