Director of Gift and Estate Planning @ Kansas City, MO

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.  Supervise Gift and Estate Planning support staff.   

 

Essential Functions: 

• Promote and explain various deferred and outright gift options to donors, prospects, professional advisors, and corps advisory boards in assigned areas 

• Create and maintain active portfolio of planned gift prospects 

• Cultivate relationships with portfolio prospects.  Move prospects toward solicitation, closing, and stewardship of planned gifts 

• Create and maintain action plans in CRM database of assigned prospects 

• Maintain donor gift contracts and prospect electronic records 

• Promote planned giving through personal contact, print and electronic media 

• Promote stewardship of planned gift donors through Light 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 

• Supervise and evaluate Gift and Estate Planning support staff 

 

Additional Duties: Assist Senior Director of Gift and Estate Planning with department strategy and budget preparation as requested 

 

Minimum Qualifications 

Education:  Bachelor degree or five years of prospect moves and gift management 

 

Experience:  Understanding and securing planned gifts.  Knowledge of charitable tax laws and financial concepts 

   

Certifications/Licenses:  CAP, CSPG, CGPP or CFRE helpful but not required 

 

Skills/Abilities: 

• Self-motivated with strong oral, writing, and active listening skills 

• Ability to work both independently and effectively away from supervision.  Good supervisory strengths 

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