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.
• Agree on program and gift production goals for his/her own work and organize priorities and activities toward the achievement of gift production objectives.
• 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.
• Maintain a high level of professional competence, integrity, credibility, and enthusiasm.

Qualifications

• Education: Bachelor’s degree.
• Experience: Five+ years of experience in a planned giving-centric or philanthropic advisory role, preferably with a mission-driven organization. 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.
• Skills: Strong oral and written communication skills. Strong affinity for the ministry of The Salvation Army.