Senior Director of Gift and Estate Planning

 

THE SALVATION ARMY

NORTH & CENTRAL ILLINOIS DIVISION

JOB DESCRIPTION

 

JOB TITLE: Senior Director of Gift and Estate Planning

REPORTS TO: Executive Director of Advancement

PAY GRADE: 411

PAY RANGE: $97,633.00 - $122,041.00

 

WHO WE ARE

At The Salvation Army, we are dedicated to Doing the Most Good. We are made up of thousands of officers, soldiers, staff, volunteers, donors, and partners working together to holistically meet the physical, emotional, and spiritual needs of our most vulnerable neighbors. We do this through programs designed to combat homelessness and hunger, provide safe spaces for kids after school and on the weekends, achieve and maintain sobriety, and give hope to the hopeless. The Salvation Army North and Central Illinois Division provides these services to people in need.

 

JOB SUMMARY

The primary purpose of this position is to plan, implement and evaluate a comprehensive fund development program designed to identify, educate, cultivate, solicit, and recognize planned gift donors on behalf of The Salvation Army Northern and Central IL Division (DHQ) as well as work directly with individual prospects and donors to solicit planned gifts. The incumbent manages, sets goals, monitors, and evaluates Planned Giving Representatives (PGR) who report directly to this position. The position is responsible for drafting planned giving policy statements for approval and providing professional guidance, technical assistance and training to the staff, officers, advisory board, and volunteers associated with the Northern and Central IL Division (DHQ).

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

This job description should not be interpreted as all inclusive. It is intended to identify the essential functions and requirements of the position. Other job related responsibilities and tasks may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job duties and responsibilities listed below:

 

· Oversees and is responsible for the staffing, goal setting, management, implementation, and successful operation of all aspects of the planned giving program for the Northern and Central IL Division of the Salvation Army.

 

· Assigns portfolio of prospective donors to each PGR. Works with each PGR to:

Ø Manage a prospect portfolio of approximately 125-150 prospects and manage the qualification and cultivation for those assigned;

Ø Develop solicitation strategies for new and current planned gift prospects within assigned portfolio;

Ø Develop relationships with prospects through various cultivation calls, letters and handwritten notes;

Ø Complete a specified number of significant contacts/moves annually with prospects from portfolio in accordance with assigned definitions for activity;

Ø Solicit and close gifts in accordance with annual goals as set by Planned Giving Director in consultation with Executive Director of Development and Territorial Director of Planned Giving.

 

· On a quarterly or more frequent basis, monitors and reviews progress on goals and assignment of portfolio of prospective donors with each PGR; works to help assure each PGR meets their goals; conduct annual performance review with each PGR.

 

· Works closely with the Territorial Director of Planned Giving to set goals, standards, processes, and other matters necessary to the implementation of an ethical, legally proper planned giving program.

 

· Works with the Executive Director of Advancement, Divisional Leaders, and other fundraisers in developing and coordinating strategies for major and planned gift donors to ask said donors for significant gifts including both major and planned gift components.

 

· Works with the Executive Director of Advancement as part of a team of fundraisers for the Division, including joint strategy sessions, Divisional planning, and other matters important for an effective development effort.

 

· Personally, manages a caseload of no less than 60 gift prospects and maintains a schedule of personal meetings, setting goals for activity and fundraising from said caseload.

 

· Engages board members, volunteers and key staff in the planning, relationship building and solicitation of individual gifts.

 

· Assures PG staff report their activity and results towards goals and objectives to Division and Territory levels, in accordance with the definitions, forms and report formats required by Division and Territory.

 

· Maintains a contact management system and records,