*** Full- Time, Monday- Friday 8:30 A.M.- 4:30 P.M., Compensation Rate: $110,000 Annually***Summary/Primary Purpose: 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 Western 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.
Essential Duties and Responsibilities:- Oversees and is responsible for the goal setting, management, implementation, and successful operation of all aspects of the planned giving program for the Western Division of the Salvation Army.
- Assigns portfolio of prospective donors to staff and works with staff to manage a prospect portfolio of approximately 75-100
- Develop solicitation strategies for new and current planned gift prospects within assigned portfolio; and develop relationships with prospects through various cultivation calls, letters and handwritten notes;
- Complete a specified number of significant contacts/moves annually with prospects from portfolio in accordance with assigned definitions for activity;
- Solicit and close gifts in accordance with annual goals as set by the Executive Director of Development (EDD) and Territorial Director of Planned Giving.
- 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 EDD, 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 EDD 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.
- Responsible to report department 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, tracks, qualifies and responds to prospect inquiries in appropriate software or other system.
- Creates and implements a stewardship plan to recognize and engage planned gift donors who are not actively being cultivated and solicited by other assigned staff.
- Creates and implements a marketing plan for planned giving, incorporating efforts by Territory through direct marketing, as well as local efforts through, by way of example, buck slips, email, web based ideas, and using local publications; reports results to the vendors, Division and Territory using assigned report formats.
- In coordination with the Territorial Director of Planned Giving and the Executive Director of Development, develops appropriate education and cultivation programs for selected attorneys, trust officers, CPAs CLUs, etc., to increase their knowledge about The Salvation Army and charitable gift planning options for their clients.
- Prepares and/or delegates proposals for gift opportunities in response to inquiries and/or cultivation of gifts.
- Serves as the staff liaison and coordinator of the Western Advisory Board Planned Giving/Major Gifts Committee.
- Develops annual budgets; regularly monitors expenditures and income reports.
- Driving is a requirement for this role.
- All other duties as assigned.
Supervisory Responsibilities: Gift and Estate Planning staff
Education and/or Experience: Bachelor's degree required. Other considerations include an advanced degree in a related field such as law, finance or organizational management, supervisory experience, and proven committee/board experience.Qualifications: The requirements listed below are representative of the minimal knowledge, skill, and/or ability required for this position:
- Demonstrated experience in planned giving fundraising, legal services, financial planning, development, estate planning or related fields.
- Expertise in organizing, directing and implementing a comprehensive fund development program in a complex organizational environment.
- Knowledge of planned giving or major gifts techniques, market segmentation and new audience development is essential.
- Successful experience in closing of gifts as well as a demonstrated working knowledge of estate and tax planning techniques is a must have.
- Demonstrated knowledge of basic business terminology, financial matters, ethical, legal and tax-related issues regarding the solicitation, transfer, and management of charitable gifts.
- Legal training, particularly an understanding of charitable financial and estate planning is highly desirable.
- Computer literate including proficiency in the use of Microsoft Windows to specifically include Word, Excel and PowerPoint
- Possesses an above average aptitude in both written and oral communication
- Displays high levels of integrity, professionalism and trustworthiness, especially in confidential matters
- Strong planning and organizational skills, ability to work efficiently.
Other Qualifications: Must pass all applicable background checks. Must possess a valid driver's license from the state in which you reside. Must be approved through The Salvation Army Fleet Safety Program to drive either a Salvation Army or personal vehicle on Salvation Army business. Must successfully complete Safe from Harm training within 90 days of hire, as established by The Salvation Army.
Certificates, Licenses, Registrations: None
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.
Working Conditions: The majority of work activities are performed in an office setting and, in the residences, or work locations of donors and prospective donors. There are normally no hazardous or significantly unpleasant physical working conditions. A moderate amount of time must be spent in an office setting to complete essential work requirements position. The position also requires moderate levels of local travel, primarily using one's personal vehicle, to visit donors, prospective donors and other relevant contacts in the community 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. 
