The Salvation Army Southern California · 2 weeks ago
Divisional Director of Gift Planning
Tucson, AZ
Full-time
Onsite
Director/Executive
$100K/yr - $105K/yrThe Salvation Army Southern California is an international movement with a mission to meet human needs without discrimination. The Divisional Director of Gift Planning leads and coordinates all phases of the Gift Planning Program to achieve goals for identifying and establishing gift commitments.
Non-profit Organization Management
Responsibilities
A DGP is responsible for all gift planning activities within their assigned coverage area
Maintain and build relationships with all appropriate Corps Officers and staff in their area
Maintain personal responsibility for 75 – 150 existing life income donors
Maintain annual stewardship for all living bequest donors within your area
Maintain and build relationships with professionals such as, CPAs, CFPs, and Attorneys
Collaborate with Corps Officers, Donor Relations Directors (Major Gifts) and Development staff to provide donors with exceptional service and collaborate with site/donor visits
Achieve minimum work product metrics as identified by the Sr. Gift Planning Leadership team
Make a minimum of twelve (12) strategic/substantive face-to-face visits per month (donor, prospect, or advisor visits)
Create and present a minimum of two (2) gift planning proposals per week
Meet with all Corps Officers a minimum of two (2) times per year
Schedule one (1) joint DRD–donor meeting per month
Schedule one (1) joint Corps Officer–donor meeting per quarter
Achieving this work product metrics will produce the following: Year 1: Identify or close fifteen (15) plus gifts per year valued between $2.5M-$5M. Year 2+: Identify or close twenty-five (25) plus gifts per year valued between $5M-$10M
Promote, organize, and participate in a minimum of (1) donor or advisor seminar per year
Report all communication activities in our CRM and report all gift production in the Gift Report module
Complete and update a multi-channel Forecast and Marketing Plan (FMP) annually based on the template provided by Territorial Headquarters
Annually submit your FMP to the THQ GP Office for integration into the THQ GP marketing budget
Personally manage or utilize staff assistance to operate your marketing activities throughout the year based on your FMP
Participate in the monthly DGP Training call
Participate in the annual twelve (12) week training session
Participate in an annual technical training conference and kindred sessions
Participate in all Territorial and Mentor scheduled training sessions
Work within the established framework, policies and organization of the Division and Territory
Conduct activities within the framework of the territorial gift acceptance policies
Adhere to all territorial standards and policies regarding the gift planning program
Work closely with the Territorial Director of Gift Planning (TDGP) in the development and closing of complex gift planning arrangements
Refrain from signing any legal commitments on behalf of The Salvation Army
Refrain from any personal gain because 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
Other duties as assigned
Qualification
Required
A strong desire to help and impact others (donors) in achieving their philanthropic goals
A Bachelor's degree in marketing, sales, finance, or related field
Proven ability to assist donors in closing gift plans at the six- and seven-figure levels
Ability to simplify complicated concepts in writing and verbally
Comfortable with technical conversations involving financial or legal concepts
Ability to develop creative options to present to an audience – provide choices
Possess strong analytical skills, attention to detail, and ability to maintain accurate records
Someone self-motivated, articulate, people & goal-oriented, and can work in a fast-paced environment, maintaining poise under pressure, and work as a team member or independently as needed
Strong public speaking skills
Professionally presents oneself
Ability to maintain confidentiality and sensitivity about information and documentation
Proficient in MS Office, Excel, Word, PowerPoint, and can readily learn CRM software
Ability to travel for training, conferences, and donor face-to-face visits
Must be able to pass a criminal background check
Preferred
A preference is given for candidates with an advanced degree or certification such as, Certified Financial Planner (“CFP”), MBA, JD, CPA, or CSPG
Company
The Salvation Army Southern California
The Salvation Army is one of the largest humanitarian organizations in the world. It is a sub-organization of The Salvation Army International.
Founded in 1865
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.02MKey Investors
Federal Home Loan Bank of San Francisco
2019-09-23Grant· $0.02M
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