Associate Director of Gift Planning

About the role

The Salvation Army’s Divisional Headquarters is hiring an Associate Director of Gift Planning. The position offers an excellent benefit package including Generous paid time off, an Employer funded Pension Plan, comprehensive health care coverage, and eligibility for supplemental insurance plans.

Responsibilities

• Professional cultivation, promotion, and closure of planned gifts within and for the benefit of the Division or corps/units within the Division.
• Provide proper estate and gift planning education and counsel to donors, prospects, volunteers and volunteer groups, Salvation Army advisory boards and Salvation Army officers and employees who require such knowledge for fulfillment of their respective responsibilities.
• Advise all donors prior to the completion of each gift, regardless of the type, of The Salvation Army’s allocation procedures governing the distribution of unrestricted gifts and of all designation options through which they may specify their gifts for local or restricted applications.
• Work in a professional, cooperative, and productive manner with other development staff and Divisional Headquarters personnel.
• Provide monthly written reports to the Director of Gift Planning and to the Territorial Office of Special Gifts summarizing activities and results of the preceding month, as well as plans for continuing efforts during the then present month.
• Devote full time to Gift Planning responsibilities.
• Establish and maintain membership in professional organizations as recommended by the Director of Gift Planning and/or Territorial Director of Special Gifts subject to existing policy and budget provision.
• Maintain records of contacts and telephone logs with donors and prospects as part of the tracking and donor cultivation process.
• Participate in department meetings as required or requested.
• Refrain from signing any document on behalf of The Salvation Army and from investing or subordinating funds belonging to any donor, any prospect, or The Salvation Army.
• Refrain from pursuit or acceptance of any direct personal gain as result of donor or prospect contacts.

Qualifications

• Education Requirements: Bachelor’s degree. Knowledge of planned giving vehicles. Five+ years of experience in a planned giving-centric or philanthropic advisory role, preferably with a mission-driven organization. Demonstrated record of cultivating and closing gifts. Strong oral and written communication skills. Strong affinity for the ministry of The Salvation Army.
• List special skills, licenses, certificates, or registrations that are required to perform the essential duties of this job: Have or earn within three years from date of hire a level of certification applicable to planned giving, such as CFP®, JD, CAP®, CFA, CGPA, CGPP or other designation approved by the Territorial Director of Special Gifts.
• Work Experience: At the time of hire, the Associate Director must have and maintain a valid automobile operator’s license and an acceptable driving record acceptable to The Salvation Army.