Director, Gift Planning

Pay Range:$110,000-$115,000

MISSION STATEMENT: 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.
POSITION SUMMARY: The Director of Gift Planning (“DGP”) leads, develops, implements, and
coordinates all phases of the Gift Planning Program within their assigned Divisional coverage area to
achieve the goals set for identifying and establishing gift commitments.
DESIRED QUALIFICATIONS
1. A strong desire to help and impact others (donors) in achieving their philanthropic goals.
2. A Bachelor’s degree in marketing, sales, finance, or related field. A preference is given for
candidates with an advanced degree or certification such as, Certified Financial Planner
(“CFP”), MBA, JD, CPA, or CSPG.
3. Proven ability to assist donors in closing gift plans at the six- and seven-figure levels.
4. Ability to simplify complicated concepts in writing and verbally.
5. Comfortable with technical conversations involving financial or legal concepts.
6. Ability to develop creative options to present to an audience – provide choices.
7. Possess strong analytical skills, attention to detail, and ability to maintain accurate records.
8. 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.
9. Strong public speaking skills.
10. Professionally presents oneself.
11. Ability to maintain confidentiality and sensitivity about information and documentation.
12. Proficient in MS Office, Excel, Word, PowerPoint, and can readily learn CRM software.
13. Ability to travel for training, conferences, and donor face-to-face visits.

DIRECTOR OF GIFT PLANNING DUTIES & RESPONSIBILITIES:
A DGP is responsible for identifying, cultivating, finalizing, and stewarding gift plan commitments. This
will be achieved through management, marketing, metrics, and training activities.
Management
1. A DGP is responsible for all gift planning activities within their assigned coverage area.
2. Maintain and build relationships with all appropriate Corps Officers and staff in their area.
3. Maintain personal responsibility for 75 – 150 existing life income donors.
4. Maintain annual stewardship for all living bequest donors within your area.
5. Maintain and build relationships with professionals such as, CPAs, CFPs, and Attorneys.
6. Collaborate with Corps Officers, Donor Relations Directors (Major Gifts) and Development staff to
provide donors with exceptional service and collaborate with site/donor visits.
Metrics
1. Achieve minimum work product metrics as identified by the Sr. Gift Planning Leadership team.
2. Make a minimum of twelve (12) strategic/substantive face-to-face visits per month (donor,
prospect, or advisor visits).
3. Create and present a minimum of two (2) gift planning proposals per week.
4. Meet with all Corps Officers a minimum of two (2) times per year.
5. Schedule one (1) joint DRD–donor meeting per month.
6. Schedule one (1) joint Corps Officer–donor meeting per quarter.
7. Achieving these work product metrics will produce the following:
a. Year 1: Identify or close fifteen (15) plus gifts per year valued between $2.5M-$5M.
b. Year 2+: Identify or close twenty-five (25) plus gifts per year valued between $5M-$10M.
8. Promote, organize, and participate in a minimum of (1) donor or advisor seminar per year.
9. Report all communication activities in our CRM and report all gift production in the Gift Report
module.
Marketing
1. Complete and update a multi-channel Forecast and Marketing Plan (FMP) annually based on
the template provided by Territorial Headquarters.
2. Annually submit your FMP to the THQ GP Office for integration into the THQ GP marketing
budget.
3. Personally manage or utilize staff assistance to operate your marketing activities throughout
the year based on your FMP.
Training
1. Participate in the monthly DGP Training call.
2. Participate in the annual twelve (12) week training session.
3. Participate in an annual technical training conference and kindred sessions.
4. Participate in all Territorial and Mentor scheduled training sessions.
Other
Work within the established framework, policies and organization of the Division and Territory. To
accomplish this, s/he will:
1. Conduct activities within the framework of the territorial gift acceptance policies.
2. Adhere to all territorial standards and policies regarding the gift planning program.
3. Work closely with the Territo