The Salvation Army · 1 week ago
Gift Planning Associate (Development/DHQ)
US-NY-New York
Full-time
Onsite
Entry Level
2+ years expThe Salvation Army is the largest provider of social services and second largest provider of disaster relief in the United States. The Gift Planning Associate will provide administrative support to the Director of Gift Planning and collaborate with other teams on projects related to planned giving. This role involves overseeing planned gifts, managing donor communications, and coordinating marketing efforts for fundraising initiatives.
CharityNon ProfitRehabilitation
Responsibilities
Oversee and track all Planned Gifts throughout the Gift administration process
Assign new prospects/donors to the appropriate staff person based on geographical areas or refer outright gifts to Major Gifts section when appropriate
Create and maintain electronic and paper donor/prospect records and files; run donor reports as needed
Manage the gift acknowledgement process, including review of the Daily Gift Report and generation of donor acknowledgement letters for Planned Giving Representatives to review
Coordinate mass solicitation mailings for planned giving donors and prospects
Draft acknowledgment letters, donor reports, event invitations, and other correspondence
Manage the content, design, and production of Planned Giving Newsletters, collateral materials, web presence, email communications, social media, and other local marketing efforts
Identify and plan opportunities for stewardship and cultivation events for members of the Hope Brigade Legacy Society
Prepare basic gift illustrations using Crescendo software. Have regular, professional contact with donors, as assigned, through telephone, email, and letters. Manage general Planned Giving number and email box
Track all activities in Salesforce database for accuracy and completion
Develop, produce, and analyze reports that will enable Planned Giving to refine ongoing marketing practices and improve return on investment
Opportunity to manage a small portfolio of Gift Planning donors
Other duties as assigned
Qualification
Required
Bachelor's degree and a minimum of two to three years of work experience
Clear and persuasive written and verbal communication, presentation, and organizational skills
Detail oriented
Able to manage multiple ongoing projects with multiple stakeholders simultaneously without compromising accuracy or efficiency
Excellent computer skills, with the ability to manage complex Excel spreadsheets for data analytics, create visually appealing PowerPoint decks, and work within several databases including becoming proficient in Salesforce
Effective people skills and proven expertise in building and maintaining positive relationships with diverse individuals
Comfort with donor interaction, including discussions of personal and family finances
Adept at working as a part of team while also being able to independently manage one's own workload
Strong initiative to identify and complete tasks independently
Flexibility, with the understanding that we need to be creative in our approach to projects and occasionally support our colleagues on projects that benefit the team and the mission as a whole
Professional and positive demeanor
Occasional regional and national travel is mandatory
Company
The Salvation Army
The Salvation Army is a charity organization that focuses on rehabilitation, job training, veterans, and grassroots services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$0.06MKey Investors
Community Foundation of the Mahoning ValleyTimken Foundation of Canton
2025-07-08Grant· $0.01M
2023-06-30Grant· $0.05M
Leadership Team
Michelle Dressler, MBA
Territorial Finance Secretary (CFO)
Clarence White
Chief Information Officer
Recent News
2026-01-07
Canada NewsWire
2025-11-18
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