Senior Director of Gift & Estate Planning

Senior Director of Gift & Estate Planning

#EM02-28635

Position Type Full-time Job Description At The Salvation Army our employees are the heartbeat of our mission. We foster a community of passionate people dedicated to changing lives and bringing hope to those who need it most. Position Summary: The Senior Director of Gift and Estate Planning provides leadership, strategic direction, accountability, and fundraising oversight for the Great Lakes Division Planned Giving program. This position is responsible for developing and executing a comprehensive divisional strategy to identify, cultivate, solicit, secure, and steward planned gifts and endowment commitments. The Senior Director leads and supervises the division's Gift and Estate Planning team while maintaining a personal portfolio of high-capacity donors and prospects. The position is responsible for achieving assigned fundraising goals, developing team accountability standards, strengthening collaboration across development disciplines, and ensuring the long‑term growth and success of the Great Lakes Division Planned Giving program. This role serves as the primary divisional liaison with Territorial Planned Giving leadership and helps align divisional efforts with territorial priorities and best practices. Strategic Leadership Provides overall leadership and strategic direction for the Great Lakes Division Gift and Estate Planning Program. Develops and implements divisional planned giving goals, business plans, and fundraising strategies. Assists in setting annual performance standards, metrics, and portfolio expectations for Planned Giving staff. Evaluates departmental performance and recommends improvements to increase fundraising effectiveness. Works collaboratively with divisional leadership to identify opportunities for endowment growth and planned gift development. Serves as the divisional resource and subject matter expert regarding charitable gift planning, estate planning concepts, and planned giving best practices. Maintains a portfolio of major planned giving donors and prospects. Develops and executes strategies to cultivate, solicit, and close planned gifts and blended gifts. Personally manages high-level donor relationships requiring advanced gift planning expertise. Collaborates with Major Gifts, Donor Relations, Corporate and Foundation Relations, Capital Campaign, Corps, and Service Extension staff on integrated donor strategies. Ensures proper stewardship of planned gift donors, professional advisors, and Hope Brigade members. Responsible for achieving an annual planned giving fundraising goal established by division leadership. Staff Leadership and Supervision Directly supervises Directors of Gift and Estate Planning, Planned Giving Administrative Assistant and other planned giving personnel as assigned. Conducts regular coaching, accountability meetings, performance reviews, and portfolio reviews. Assists with recruitment, onboarding, training, and professional development of Planned Giving personnel. Provides strategic guidance on donor qualification, cultivation, solicitation, stewardship, and portfolio management. Promotes collaboration and information sharing among planned giving staff throughout the division. Ensures consistent use of Salesforce, reporting standards, and fundraising best practices. Program Management Oversees departmental reporting, forecasting, pipeline management, and goal tracking. Monitors fundraising performance and prepares regular reports for divisional and territorial leadership. Ensures accurate documentation of donor activity, gift intentions, and estate notifications. Participates in divisional leadership meetings, planning sessions, and fundraising strategy discussions. Assists with donor events, educational seminars, professional advisor programs, and planned giving marketing initiatives. Serves as primary divisional contact with Territorial Planned Giving leadership. Fiscal Management Assists in the development and management of Planned Giving budgets working closely with the Director of Philanthropy. Ensures responsible stewardship of divisional resources. Additional Responsibilities: Qualifications: Education/Experience: Bachelor's degree required. Minimum seven years of fundraising experience, including major gifts, planned giving, estate planning, financial planning, insurance, wealth management, or related fields. Minimum three years of successful supervisory or leadership experience. Demonstrated record of securing major and planned gift commitments. Experience building and managing fundraising teams. Experience working with volunteer leaders, board members, donors, and professional advisors. Skills, Knowledge & Abilities: Thorough understanding of charitable estate planning instruments and planned giving strategies. Strong leadership, coaching, and organizational management skills. Ability to build productive relationships with donors, attorneys, accountants, financial advisors, officers, volunteers, and staff. Excellent verbal, written, and presentation skills. Strategic thinker with strong analytical and problem-solving abilities. High degree of confidentiality, professionalism, and integrity. Computer Skills: Proficiency with Microsoft Office and donor management systems, including Salesforce. Proficient in Microsoft Office Suite Working knowledge of TEAMS and SharePoint Proficiency in the use of email applications such as Microsoft Exchange or Lotus Notes Willingness to learn new software as needed Certificates and Licenses: Complete Safe From Harm training, and keep current as needed. Must have and maintain a current valid driver’s license and pass the Salvation Army Motor Vehicle Record check (MVR). Additional Information Full Time & Hybrid The Salvation Army offers the following benefits: Health Care Benefits which include: Medical Vision Hearing Flexible spending accounts

AFLAC

Voluntary life insurance benefits Short-Term and Long-Term Disability options Pet Insurance Pension contributions (currently 6.0% of your earnings) begin the first quarter after 1 year of employment. Vesting starts after three years of employment, 100% vested after five years of employment. The Salvation Army also offers a 403(b) voluntary retirement savings plan in which you may participate immediately, with approved vendors. There is currently no organizational match for 403(b) contributions. Employee Discounts Paid Time Off which includes: Sick days begin accruing the first of the month following 30 days of employment and you may begin to use accrued sick days once available. Up to (6) earned sick days per year may be used as discretionary days. Vacation begins accruing the first of the month after one full calendar month after employment begins, and you may begin to use vacation days after (90) days of employment. The accrual rate is based upon years of service and approved hours worked. You will receive up to 2 personal days per year based on date of hire. Birthday off with pay. Paid holidays are effective immediately. The Salvation Army is an equal opportunity employer. Candidates who are back‑to‑work, US Veterans, people with disabilities, people who have been impacted by the justice system, and/or people without a college degree are encouraged to apply. 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. EEO is the Law ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service #J-18808-Ljbffr Kroc Center