Director of Gift and Estate Planning

Company: The Salvation Army USA Central Territory
Location: Kansas City
Posted on: April 24, 2024

Job Description:

Job Objective: Identify prospects and build relationships to cultivate, solicit, close, and steward planned gifts. Help donors consider planned giving options to maximize their personal goals while providing for The Salvation Army. Be a resource to major gifts staff, professional advisors, officers, and corps development staff in assigned area.

Essential Functions:

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• Promote and explain various deferred and outright gift options to donors, prospects, professional advisors, and corps advisory boards in assigned areas
  
• Continue education of best practices for planned gift fundraising including gift acceptance policies and procedures
  
• Create and maintain active portfolio of planned gift prospects
  
• Help establish personal metrics and goals for planned gift fundraising activities
  
• Cultivate relationships with portfolio prospects. Move prospects toward solicitation, closing, and stewardship of planned gifts
  
• Assist with promotion and implementation of Hope Brigade for planned gift donor recognition
  
• Create and maintain action plans in CRM database of assigned prospects
  
• Create and maintain donor and prospect records in Salesforce
  
• Promote planned giving through personal contact, print and electronic media
  
• Promote stewardship of planned gift donors through Hope Brigade recognition society
  
• Work with major gifts staff on jointly-assigned prospects
  
• Participate in continued education program through industry meetings, conferences and specialized study
  
• Provide reports and support activities to supervisor, officers, and corps advisory boards on planned giving efforts. Present at corps advisory boards and maintain contact with corps
  
• Provide planned giving information to and collaborate with professional advisors including implementation of Council of Hope and Red Shield Symposium,
  
  
  Additional Duties: Assist Senior Director of Gift and Estate Planning with department strategy and budget preparation as requested
  
  Minimum Qualifications
  Education: Bachelor degree required; Master's degree preferred; relevant experience, as determined by The Salvation Army, may be considered in lieu of education.
  
  Experience: Two years experience in planned giving, estate and financial planning, or similar field required, five years preferred
  
  Certifications/Licenses: CAP, CSPG, CGPP or CFRE helpful but not required
  
  Skills/Abilities:
  
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  • Self-motivated with strong oral, writing, and active listening skills
    
  • Ability to work both independently and effectively away from supervision.
    
  • Ability to travel frequently
    
  • Strong computer skills including database, e-mail, Office and gift illustration software
    
  • Ability to establish portfolio and implement planned gift solicitation and close goals
    
  • Ability to summarize prospect contacts
    
  • Ability to work comfortably with donors of all ages (mostly older), professional advisors, advisory boards, officers, and staff
    
  • Solid understanding of securing planned gifts
    
  • Knowledgeable of charitable tax laws and financial concepts
    
    Physical Requirements: The position requires sitting; climbing and/or balancing; stooping, kneeling, bending, stretching, crouching and/or crawling; standing; walking; manual dexterity and eye-hand coordination; use of vision; driving a vehicle; pushing/pulling/lifting/carrying 25 pounds; traveling by airplane; both outdoor and indoor navigation of settings, and standing and/or walking up to 12 hours per day. Reasonable accommodation may be made to enable individuals to perform the essential functions of this job.
    
    Mental Demands:
    
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    • Work under stressful conditions
      
    • Interact with others with courtesy and tact
      
    • Manage and prioritize multiple projects in an organized and efficient manner to meet tight deadlines
      
    • Respond to crisis situations in a calm and effective manner
      
    • Complete projects on schedule
      
    • Maintain confidentiality
      
    • Maintain regular and punctual work attendance
      
      
      Communication Demands: The position requires strong oral, writing, and listening skills in working with prospects who are mainly older. Respond quickly to inquiries from prospects and corps officers.
      
      Travel: Travel weekly to visit donors, prospects, corps or officers.
      
      Driving: Must possess a valid driver's license from the state in which you reside. Must be approved through The Salvation Army Fleet Safety Program to drive either a Salvation Army or personal vehicle on Salvation Army business.
      
      Working Conditions: Daily work is performed in a typical office environment; may require some weekend and evening work. Event work may include hotels, indoor/outdoor venues, Corps Community Centers, and other public venues.
      
      All employees recognize that The Salvation Army is a church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.
      
      The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Keywords: The Salvation Army USA Central Territory, Saint Joseph , Director of Gift and Estate Planning, Executive , Kansas City, Missouri