Gift and Estate Planning Director ( Divisional Headquarters)

Job Title

The Salvation Army Mission:

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.

Salary starting at $70,000 and up depending on education and experience.

Job Description: Identify, cultivate, solicit, secure and steward individual prospects and donors, targeting planned gifts for The Salvation Army Indiana Division (DHQ). Actively participate in the implementation of the Indiana Division's philanthropic campaigns and plans, focusing on Planned Giving fundraising priorities and involving volunteers and other stakeholders in the realization of goals. Responsibilities include engaging and soliciting donors and friends of The Salvation Army for planned gifts. Work directly with other fundraisers, senior staff and volunteer leadership.

Essential Functions:

Help assure the Indiana Division Philanthropy team achieves its fundraising goals in collaboration with others within the Development Department and interdepartmentally

Manage a prospect portfolio of approximately 125-150 planned giving donors and prospects, and manage the qualification of a select group of suspects

• Develop solicitation plans for new and current planned gift donors and prospects within prospect and suspect portfolio
• Develop relationships with assigned donors and prospects through various cultivation calls, letters and handwritten notes, with an emphasis on successful face-to-face meetings
• Complete an assigned number of significant moves and contacts per year with donors and prospects from portfolio, ranging from 280-400 annually
• Solicit and close planned gifts in accordance with annual goals as set by senior director in consultation with Divisional Leadership and the Territorial Planned Giving Director
• Develop and write donor cultivation materials, acknowledgements, volunteer solicitor briefings and reports. Produce personalized planned giving proposals for individual support

• Contact and cultivate persons identified through marketing efforts, work with Corps and Division staff, professional advisors and other referral sources
• Coordinate and provide assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, leadership and volunteers
• With other Development staff, identify, qualify and research new planned gift prospects
• Work with the Sr. Director of Gift and Estate Planning, Executive Development Director, Donor Relations staff, and Salvation Army Officers as part of a team of fundraisers for the Indiana Division, including joint strategy sessions and other matters important for an effective development effort
• Identify innovative development, cultivation and stewardship activities, craft new strategies and support planning that will strengthen the Planned Gifts Program over time
• Recording and Reports: Responsible for submitting required statistics, reports and budget information to the Sr. Director of Gift and Estate Planning as requested.
• Assist in the organization of occasional events and small donor meetings for cultivation and stewardship purposes
• Develop a documented plan to achieve endowment and planned gift goals from assigned portfolio
• Maintains positive work atmosphere by behaving and communicating in a manner that fosters good relationships with co-workers and supervisors.
• Supports the mission of The Salvation Army by treating every client, stakeholder, and colleague with individual respect and dignity, and without discrimination of any kind.
• Manage other tasks as assigned by leadership

Minimum Qualifications:

Background Checks : Position requires a background check to be completed and all background check results will be reviewed.

Education: Bachelor's degree required. Other considerations include an advanced degree in a related field such as law, finance or non-profit management

Experience:

• A minimum of five years' experience, in fund raising (including significant experience in personal solicitation, and familiarity with fundraising practices), financial sales, insurance sales, estate and financial planning, or other related areas. Successful track record of fundraising with major and/or planned gift donors is a plus.
• Experience working with high-level volunteers, donors and program staff on collaborative activities.
• Experience, familiarity and/or ability to work in a complex non-profit organization with many departments, programs and fund raising priorities.
• Familiarity with issues of fundraising and general professional and workplace ethics.

Certifications: fundraising or financial planning certification is a plus, such as CFRE, CFP or CAP designation. Must have a valid driver's license and maintain The Salvation Army Driver's qualification standard; must complete Safe From Harm training within the first 90 days of employment.

Skills/Abilities:

• Ability to work well with a variety of people in a dynamic environment; high energy; focus; collaborative spirit.
• Self-directed and proactive, ability to take the initiative without direction.
• Able to manage confidential information with discretion.
• Detail-oriented with a strong focus on quality and accuracy.
• Strong interpersonal skills and ability to work comfortably with donors is required.
• Minimum of intermediate proficiency with Microsoft Office Word and Excel, Proficient with MS Suite and fundraising databases (e.g., Salesforce), Zoom and other fundraising software.
• Mature judgment and effective reasoning skills; ability to process and interpret complex information as well as make independent and effective decisions without close supervision.
• Above average written and oral communication skills including making well organized and impactful presentations.
• Strong organizational skills and the ability to work efficiently.
• Ability to be influential and persuasive in dealing with donors and other members of the community and colleagues at The Salvation Army.
• Strong numerical reasoning skills sufficient to compute profit and loss; ration and proportion and percentage for budget management and projections.

Supervisory Responsibility: Does not manage staff

The physical requirements described here are representative of those that must be met by an employee to successfully perform the duties of this job. Reasonable accommodation may be made to enable individuals to perform the essential functions of this job.

Physical Requirements Include:

• Good speaking, hearing and vision ability, and excellent manual dexterity
• Some sedentary work using a computer, office equipment, and a phone. May require bending, squatting, walking.
• Lifting, pulling and pushing of materials up to 25 pounds

Travel: The incumbent will be required to travel regularly by organization vehicle as necessary to support the mission of The Salvation Army. Overnight travel is minimal.

Working Conditions: A moderate amount of time must be spent outside the office to complete essential work requirements. The position requires frequent local travel, primarily using agency vehicle to visit donors, prospective donors and other relevant contacts within a predetermined territory of responsibility.

All employees recognize that The Salvation Army is a church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.

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.

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 functions.

Why Work with Us?

If you're ready for a career doing meaningful work with a discernable impact, keep reading. The Salvation Army's brand promise is to Do the Most Good® - and it's our employees that help us get there. At every level and in every discipline, you can have a real impact on your community through the work done inside our walls every day. If you work for us, you will be the hands and feet that enable us to help others.

We are as impassioned about our employees as we are about our mission to preach the Gospel of Jesus Christ and help anyone in need in His name without discrimination. Our work culture reflects this quality, which makes our offices seriously great places to work. Just walk inside our doors and you'll quickly see that our employees are proud to support programs that make a difference.

In addition to traditional Health, Wellness, RX and PTO benefits, see what our employees told us they most liked about working for the Indiana Division of TSA by responding to our most recent 2023 survey…

• 91% are proud of their work to help meet the needs of people in their communities
• 75% find their "Work Stress" manageable
• 80% find their managers supportive during those times of stress
• 89% appreciate the flexible work options they have in their position
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