The Salvation Army USA Central Territory · 2 months ago
Director of Gift and Estate Planning
Southfield, MI
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expThe Salvation Army USA Central Territory is seeking a Director of Gift and Estate Planning to enhance their philanthropic campaigns by focusing on Planned Giving fundraising. The role involves managing a portfolio of planned giving donors, developing relationships, and coordinating with senior staff to achieve fundraising goals.
Non-profit Organization Management
Responsibilities
Manage a prospect portfolio of approximately 125 – 150 planned giving donors and prospects through:
Developing solicitation plans for new and current planned gift donors and prospects
Developing relationships with assigned donors and prospects through various cultivation calls, letters and handwritten notes, with an emphasis on successful face-to-face meetings
Completing assigned number of new donors and prospects from portfolio, ranging from 280 – 400, annually
Soliciting and closing planned gifts in accordance with annual goals as set by the Senior Director of Philanthropy in consultation with leadership and the Territorial Planned Giving Director
Develop and write donor cultivation materials, acknowledgements, volunteer solicitor briefings and reports, and produce personalized planned giving proposals for individual support
Contact and cultivate persons identified through marketing efforts and relationships developed with Salvation Army corps and divisional staff, professional advisors and other referral sources
Coordinate and provide assistance in the design of strategies of cultivating and soliciting donors in coordination with senior staff, leadership and volunteers
Work with other Development team staff to identify, qualify and research new planned gift prospects
Work with Senior Director of Philanthropy, Executive Development Director and the Major Gifts team as a larger team of fundraisers for The Salvation Army Great Lakes Division, including joint strategy sessions and other matters important for an effective development effort
Identify innovative development, cultivation and stewardship activities and creates new strategies and support planning that will strengthen the Planned Gifts program over time
Assist in the organization of occasional events and small donor meetings for cultivation and stewardship purposes
Develop a documented plan to achieve endowment and planned gift goals from assigned portfolio
Monitor assigned budget
Perform other duties as assigned
Qualification
Required
Bachelor's degree
Certification is a plus such as CFP or CAP designation. Those without certification are expected to obtain a certification within 2 years of start of employment
Ability to work comfortably with donors
Ability to work well with a variety of people in a dynamic environment, high energy, focus and with a collaborative spirit
Above average written, oral communication and organizational skills
Strong numerical reasoning skills sufficient to compute profit and loss; ratio and proportion and percentage for budget management and projections
Ability to take initiative without direction
Ability to maintain confidential information
Proficient in Microsoft Office 365
Working knowledge of TEAMS and SharePoint
Willingness to learn new software as needed
Complete Safe From Harm training, and keep current as needed
Must have and maintain a current valid driver's license and pass the Salvation Army Motor Vehicle Record check (MVR)
Additional certification(s) – CFP or CAP
Preferred
Advanced degree in a related field such as law, finance or non-profit management
Certification such as CFP or CAP designation
Minimum of 5 years of experience in fundraising including personal solicitation, familiarity with fundraising practices, financial sales, insurance sales, estate and financial planning or other related areas
Successful track record of fundraising with major and/or planned gift donors
Experience with working in a complex non-profit organization with many departments, programs and fund-raising priorities
Familiarity with issues of fundraising and general professional and workplace ethics
Company
The Salvation Army USA Central Territory
The Salvation Army is an evangelical part of the universal Christian Church.
Founded in 1865Hoffman Estates, Illinois, US
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase