Director of Gift and Estate Planning

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:

• 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
• 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

 

Supervisory Duties: Direct supervision of Gift and Estate Planning staff

 

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:

• 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, prospe