Director of Planned Giving

21 hours ago

Grand Rapids, Michigan, United States The Salvation Army Central Territory Full time
Job Summary

The Salvation Army Central Territory seeks a highly skilled and experienced Director of Planned Giving to join our team. This key role will be responsible for identifying, cultivating, and soliciting individual prospects and donors to secure planned gifts for our organization.

Key Responsibilities
  • Develop and implement a comprehensive planned giving strategy to achieve annual fundraising goals.
  • Manage a portfolio of approximately 200 planned giving donors and prospects, developing relationships through various cultivation calls, letters, and handwritten notes.
  • Solicit and close planned gifts in accordance with annual goals, working closely with senior staff and leadership.
  • Develop and write donor cultivation materials, acknowledgments, and reports, as well as produce personalized planned giving proposals for individual support.
  • Work with other Development staff to identify, qualify, and research new planned gift prospects, and coordinate strategies for cultivating and soliciting donors.
  • Collaborate with senior staff, leadership, and volunteers to implement effective development efforts and achieve fundraising goals.
  • Identify innovative development, cultivation, and stewardship activities to strengthen the Planned Gifts Program over time.
  • 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.
  • Prepare and submit statistics, reports, and budget information to the Senior Director of Philanthropy as requested.
Requirements
  • Bachelor's degree required; advanced degree or certification in a related field preferred.
  • Minimum of five years' experience in fundraising, financial sales, insurance sales, estate and financial planning, or related areas.
  • Successful track record of fundraising with major and/or planned gift donors.
  • Experience working with high-level volunteers, donors, and program staff on collaborative activities.
  • Ability to work well with a variety of people in a dynamic environment, with high energy, focus, and a collaborative spirit.
  • Self-directed and proactive, with 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.
  • Computer literacy, including proficiency in Microsoft Windows, Word, Excel, and PowerPoint.
Benefits

The Salvation Army offers a comprehensive benefits package, including health care benefits, AFLAC, voluntary life insurance, short-term and long-term disability options, pet insurance, and pension contributions. Additionally, we offer a 403(b) voluntary retirement savings plan and employee discounts.

Equal Opportunity Employer

The Salvation Army is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from 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.

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