Job Title: Director of Gift Planning
Organization Name:
The Salvation Army
Organization Type:
Non-Profit
Closing Date:
Until Filled

Date Posted: 10/04/2018

Job Description:
Location: DHQ-Development
Position Title: Director of Gift Planning (“DGP”)
Reports To: Divisional Director of Development
FLSA Status: EXEMPT – Administrative
Mission Statement: The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.
Position Summary: 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. The Director of Planned Giving will also work to build relationships with and integrate planned giving asks as part of major gift efforts where appropriate.
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 one to three: Identify or close 24+ gifts per year valued between $2.5M-$5M. 
  7. Years three plus: Identify or close 50+ gifts per year valued between $5M-$10M (Gifts and commitments include life income gifts, bequest intentions & outright gifts). 
  8. Promote, organize & participate in three 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: 
    1. Conduct activities within the framework of the territorial gift acceptance policies 
    2. Adhere to all territorial standards and policies in regard to the planned giving program 
    3. Work closely with the Territorial Planned Giving Director in the development and closing of complex gift planning arrangements 
    4. Refrain from signing on behalf of The Salvation Army any legal commitments 
    5. 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. Regional travel will be required, with the majority around local areas, and some travel in the western half of Washington State.
  22. Other duties as assigned.

 

 

 

 

Preferred Qualifications:

  1. A preference for candidates with an advanced degree or certification such as Certified Financial Planner (“CFP”), MBA, JD, CPA or CSPG.
  2. Minimum five years of experience in charitable gift planning or in related areas of finance, trust management, sales or law.
  3. Familiarity with gift illustration software programs such as Crescendo or PG Calc.
  4. Ability to develop creative solutions and have entrepreneurial skills are a plus.

Minimum Qualifications:

  1. A Bachelor’s degree in marketing, sales, finance or other related fields.
  2. Demonstrated ability to close principal gift plans at the six and seven figure level.
  3. Comfort with technical conversations involving financial or legal concepts.
  4. Ability to communicate effectively with staff and ability to delegate.
  5. Strong analytical skills and attention to detail.
  6. Excellent written and verbal communication skills.
  7. Strong public speaking skills.
  8. Ability to simplify complex issues and communicate these to a wide range of audiences.
  9. Ability to work in a fast-paced environment and maintain poise under pressure.
  10. Ability to work with persons of varied socio-economic backgrounds.
  11. Ability to operate standard office equipment in an efficient and effective manner.
  12. Ability to present oneself in a professional manner.
  13. Ability to maintain confidentiality and sensitivity in relation to information and documentation.
  14. Be a self-starter and goal oriented.
  15. Ability to work independently.
  16. Ability to maintain detailed and accurate records.

Software Related Skills:

  1. Advanced ability in MS Office including Excel, Word, Powerpoint and other Microsoft software.
  2. Ability to use electronic media.
  3. Advanced knowledge of integrated database applications.

Equal Opportunity Employer Minorities/Women/Disabled/Veterans

How to Apply: To be considered for this position, please apply directly using the following link: https://rn22.ultipro.com/SAL1002/jobboard/NewCandidateExt.aspx?__JobID=5808