Associate Director of Gift Planning

2 weeks ago

Denver CO United States The Salvation Army USA Western Territory Full time
Description

Job Title: Associate Director of Gift Planning

FLSA Status: Full Time - exempt
Reports to: Divisional Director of Development

Schedule: FT/E, M-F
Supervises: Gift Planning Associate

Start Date: TBD

Rate of Pay: $85,000-$95,000/year

Closing Date: 3/15/24

Benefits: Standard; Full-Time, Exempt employees are eligible for but not limited to the following:

  • Health, vision, dental, life as well as voluntary life and disability insurance
  • Sick leave benefit - 1 day per month, 12 sick days per year (accrual and availability begins at hire)
  • Vacation benefit - 20 vacation days per year, accrued at the rate of .0769 hours for each hour worked (accrual begins at hire but may not be used until the completion of six months of employment)
  • One floating day off for use (accrued immediately, and again annually, but may not be used until the completion of the initial three-month introductory period of employment)
  • Pension Plan (after one year of continuous service)
  • Voluntary Tax-Deferred Annuity Plan (403(b)plan)

Function:

The ADGP is considered an entry-level or mid-level Gift Planning position. The primary purpose of the ADGP is to provide Division-wide supplemental support for all Directors of Gift Planning ("DGP") in achieving their annual Gift Activity goals. They will support the Gift Planning team by identifying, cultivating, soliciting, securing, and stewarding individual donors, and targeting deferred gifts. Incumbents in the position actively participate in the implementation of each DGPs Forecast and Marketing Plans ("FMP"). This position reports directly to the Lead Director of Gift Planning as assigned by the Development Director.

Duties and Responsibilities:

  • Performs tasks assigned by the Divisional Director of Development to assure the Divisional Gift Planning team achieves its fundraising goals.
  • Maintains average weekly work product goals of 20 substantive donor calls, 10 CEP proposals, and 2 visits per week (including Zoom) based on a 46-week year.
  • Support each Director of Gift Planning's (DGP) annual gift activity (production) goals but maintains solely work product goals themselves with the intention of not being in competition with the DGPs for gifts.
  • Responsible for cultivating and developing professional advisor relationships.
  • Responsible to handle outright gifts of real estate, stock, QCDs, and DAFs that is not assigned to any fundraiser and is under $100,000 in value.
  • Responsibility includes processing all Charitable Gift Annuity as assigned by the DGP.
  • Develops and delivers CEP proposals as requested by the DGP. Writes donor acknowledgements, volunteer solicitor briefings and reports.
  • Contacts and cultivates persons identified through marketing efforts and relationships developed with Corps and Division staff, professional advisors, and other referral sources.
  • Works with other Development staff to identify, qualify and research new planned gift prospects.
  • Works with the Divisional Development Director, Director of Planned Giving, and major gift staff as part of a team of fundraisers for the Division, including joint strategy sessions and other matters important for an effective development effort.
  • Identifies innovative development, cultivation, and stewardship activities; crafts new strategies and support planning that will strengthen the Planned Gifts Program over time.
  • Assists in the organization of occasional events and small donor meetings for cultivation and stewardship purposes.
  • Develops a documented plan to achieve endowment and planned gift goals from assigned portfolio.
  • Prepares and submits statistics, reports, and budget information to the Divisional Director of Development and/or Director of Planned Giving as requested.
  • Performs other duties as required.

Qualification and Education Requirements:

Preferred Experience, Education and Knowledge:

  • Bachelor's degree, other considerations include an advanced degree in a related field such as law, finance or non-profit management, or proven committee/board experience; a certification is a plus, such as CFP or CAP designation.
  • 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 is preferred.
  • 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.

Required Skills and Capabilities:

  • Ability to work well with a variety of people in a dynamic environment; high energy; focus; collaborative spirit.
  • Self-directed and initiative-taking, 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 people skills and the ability to work comfortably with donors is required.
  • Computer literacy including proficiency in the use of Microsoft Windows including Word, Excel, and PowerPoint. Proficiency in the use of email applications such as Microsoft Exchange or Lotus Notes.
  • 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.
  • Be supportive of The Salvation Army's mission. Ability to reflect and model the high standards of our organization as one of the world's most distinguished human services charitable organizations.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Director of Major Gifts

    5 days ago

    Denver, United States The Salvation Army USA Western Territory Full time

    Description Job Title: Director of Major Gifts FLSA Status : Full Time - exempt Reports to: Director of Development Schedule: FT/E, Monday-Friday Supervises: Donor Relations Directors, Mid-Level Manager, and Donor Relations Rate of Pay : $110,000/year Closing Date: 2/4/24 Benefits : Standard; Full-Time, Exempt employees are eligible for but not limited to...

  • Director of Advancement

    5 days ago

    Denver, CO, United States Temple Emanuel - Denver, Colorado Full time

    Director of Advancement Temple Emanuel - Denver Background Founded in 1874, Temple Emanuel Denver is a dynamic andinclusive Reform Jewish community with historic roots. Together, as a sacred community, we strengthen and deepen Jewishjourneys.  Defining Principles Our Jewish values provide us with the framework to build on thepast, thrive in the present and...

  • AVP MAJOR GIFTS AND PLANNED GIVING

    4 weeks ago

    Camden, NJ, United States Cooper University Health Care Full time

    About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to our employees by providing...

  • AVP MAJOR GIFTS AND PLANNED GIVING

    1 hour ago

    Camden, NJ, United States Cooper University Health Care Full time

    About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to our employees by providing...

  • MAJOR AND PLANNED GIFT OFFICER – MD ANDERSON

    3 weeks ago

    Camden, NJ, United States Cooper University Health Care Full time

    About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to its employees by providing...

  • MAJOR AND PLANNED GIFT OFFICER-GRATEFUL GIVING PROGRAM

    3 weeks ago

    Camden, NJ, United States Cooper University Health Care Full time

    About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to its employees by providing...

  • Director of Advancement

    5 days ago

    Denver, United States Temple Emanuel - Denver, Colorado Full time

    Director of Advancement Temple Emanuel - Denver  Background   Founded in 1874, Temple Emanuel Denver is a dynamic and inclusive Reform Jewish community with historic roots.  Together, as a sacred community, we strengthen and deepen Jewish journeys.  Defining Principles Our Jewish values provide us with the framework to build on the past, thrive in the...

  • Director of Advancement

    5 days ago

    Denver, Colorado, United States Temple Emanuel - Denver, Colorado Full time

    Director of AdvancementTemple Emanuel - Denver Background Founded in 1874, Temple Emanuel Denver is a dynamic andinclusive Reform Jewish community with historic roots. Together, as a sacred community, we strengthen and deepen Jewishjourneys. Defining PrinciplesOur Jewish values provide us with the framework to build on thepast, thrive in the present and...

  • Donor Relations Director

    1 week ago

    Denver, United States The Salvation Army Full time

    The DRD establishes, manages, and fulfills a caseload communications plan, including individual fund-raising goals and personalized strategies, to effectively steward, educate, cultivate and solicit gifts from major donors each fiscal year, with an e Relations, Director, Leadership, Relationship, Communications, Development, Retail, Business Services

  • Director of Development

    1 week ago

    Denver, United States Big Green Full time

    ABOUT THE POSITION The Development Director is responsible for leading the fundraising department to secure revenue from individuals, family foundations, and events for an annual revenue budget of over $7MM. The Development Director will work across Big Green’s donor portfolio and must be adept at managing foundation, individual, corporate, and other...

  • INDIVIDUAL GIFTS OFFICER

    4 weeks ago

    Camden, NJ, United States Cooper University Health Care Full time

    About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to its employees by providing...

  • Assurance Director

    2 weeks ago

    Denver, CO, United States BDO International Full time

    Job Summary:The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These additional responsibilities are conferred only as...

  • Director of Development

    4 weeks ago

    Denver, United States Big Green Full time

    ABOUT THE POSITIONThe Development Director is responsible for leading the fundraising department to secure revenue from individuals, family foundations, and events for an annual revenue budget of over $7MM. The Development Director will work across Big Green’s donor portfolio and must be adept at managing foundation, individual, corporate, and other...

  • Director of Development

    2 weeks ago

    Denver, United States Big Green Full time

    ABOUT THE POSITION The Development Director is responsible for leading the fundraising department to secure revenue from individuals, family foundations, and events for an annual revenue budget of over $7MM. The Development Director will work across Big Greens donor portfolio and must be adept at managing foundation, individual, corporate, and other...

  • Director of Development

    2 days ago

    Denver, United States Big Green Full time

    ABOUT THE POSITIONThe Development Director is responsible for leading the fundraising department to secure revenue from individuals, family foundations, and events for an annual revenue budget of over $7MM. The Development Director will work across Big Green’s donor portfolio and must be adept at managing foundation, individual, corporate, and other...

  • Director, Maintenance Planning

    4 days ago

    Denver, United States Frontier Airlines, Inc. Full time

    What Will You Be Doing? Responsible for establishing the procedures, strategy, and tactics to ensure scheduled and unscheduled maintenance activity is completed in compliance with Frontier's maintenance program and regulatory requirements. Continuous Maintenance, Director, Planning, Operations, Business Partner, Airline, Business Services

  • Associate Director Greater Colorado

    2 weeks ago

    Denver, United States Volunteers of America Colorado Full time

    Monitors the development and implementation of program components to ensure that the services arehigh quality and consistent with the goals of the agency and program. - Implements and administers all programs under their supervision in accordance wit Director, Associate, Management, Program, Volunteer

  • Associate Director Greater Colorado

    2 weeks ago

    Denver, United States Volunteers of America Colorado Full time

    Monitors the development and implementation of program components to ensure that the services arehigh quality and consistent with the goals of the agency and program. - Implements and administers all programs under their supervision in accordance wit Director, Associate, Management, Program, Volunteer

  • Associate Director, Alumni Relations and Annual Giving

    24 hours ago

    Boston, MA, United States Suffolk University Full time

    Under the direction of the Director of Alumni Relations and the Director of Annual Giving, the Associate Director plans and implements a variety of community-building, educational and professional programs to successfully connect students, recent graduates and the greater alumni population for the College of Arts & Sciences, Sawyer Business School and...

  • Associate Director, Quality Operations

    6 days ago

    Denver, United States Germer International Full time

    Our pharmaceutical client is looking for an Associate Director of Quality Operations to be responsible for the Site Quality Assurance Operational Unit, including main Customer Program QA Point of Contact, Deviation and CAPA Management, Batch Record Release & Review, and Shop Floor QA Oversight. You will provide leadership for the Quality Operations in...