Divisional Director of Gift Planning (DGP)-11-001SC-San Diego

Description

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.

Essential Functions

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

• A DGP is responsible for all gift planning activities within their assigned coverage area.
• Maintain and build relationships with all appropriate Corps Officers and staff in their area.
• Maintain personal responsibility for 75 - 150 existing life income donors.
• Maintain annual stewardship for all living bequest donors within your area.
• Maintain and build relationships with professionals such as CPAs, CFPs, and Attorneys.
• 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

• Achieve minimum work product metrics as identified by the Sr. Gift Planning Leadership team.
• Make a minimum of five (5) strategic/substantive face-to-face visits per month (donor, prospect, or advisor visits).
• Create and present a minimum of two (2) gift planning proposals per week.
• Meet with all Corps Officers a minimum of two (2) times per year.
• Schedule one (1) joint DRD - donor meeting per month.
• Schedule one (1) joint Corps Officer - donor meeting per quarter.
• Achieving these work product metrics will produce the following:
• Year 1: Identify or close twenty-four (24) plus gifts per year valued between $2.5M-$5M.
• Year 2+: Identify or close fifty (50) plus gifts per year valued between $5M-$10M.
• Promote, organize, and participate in a minimum of (1) donor or advisor seminar per year.
• Report all communication activities in our CRM and report all gift production in the Gift Report module.

Marketing

• Complete and update a multi-channel Forecast and Marketing Plan (FMP) annually based on the template provided by Territorial Headquarters.
• Annually submit your FMP to the THQ GP Office for integration into the THQ GP marketing budget.
• Personally manage or utilize staff assistance to operate your marketing activities throughout the year based on your FMP.

PAY RATE: $110,000.00-$120,000.00/yr.

Working Conditions

Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.

While performing the duties of this job, the employee is regularly required to walk, stand, climb, or balance, stoop, kneel, crouch, crawl and reach with hands and arms on a continuous basis. The employee must regularly lift and/or move up to 20 pounds, frequently lift and/or move up to 40 pounds, and occasionally lift and/or move up to 60 pounds.

Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. Must have the ability to operate telephone, a desktop or laptop computer, as well as the ability to access and produce information from a computer, and to understand written information.

Minimum Qualifications

• A strong desire to help others (donors) in achieving their financial and legacy goals.
• 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.
• Proven ability to assist donors in moving forward with closing gift plans at the six and seven figure level.
• Ability to simplify complicated concepts in writing and verbally.
• Comfortable with technical conversations involving financial or legal concepts.
• Ability to develop creative options to present to an audience - provide choices.
• Possess strong analytical skills, attention to detail, and ability to maintain accurate records.

Skills, Knowledge & Abilities

• Someone that is 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.
• Strong public speaking skills.
• Presents oneself in a professional manner.
• Ability to maintain confidentiality and sensitivity in relation to information and documentation.
• Proficient in MS Office, Excel, Word, PowerPoint, and has ability to learn CRM and application software readily.
• Ability to use electronic media.
• Ability to travel for training, conferences, and donor face-to-face visits.

Qualifications
Experience Proficient in MS Office, Excel, Word, PowerPoint, and has ability to learn CRM and application software readily. (required)
A strong desire to help others (donors) in achieving their financial and legacy goals. (required)
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. (required)
Licenses & Certifications Driver's License (required)


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Required

Preferred

Job Industries

• Other