Director of Planned Giving

3 days ago

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

We are seeking a highly skilled and experienced Director of Gift and Estate Planning to join our team at The Salvation Army USA Central Territory. As a key member of our Development Department, you 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 personalized planned giving proposals for individual support.
  • Collaborate with other Development staff to identify, qualify, and research new planned gift prospects.
  • Work with senior staff and leadership to design strategies for cultivating and soliciting donors, including joint strategy sessions and other matters important for an effective development effort.
Requirements
  • Bachelor's degree required, with a 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, with 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 strong interpersonal skills and ability to work comfortably with donors.
  • Computer literacy, including proficiency in Microsoft Windows, Word, Excel, and PowerPoint, as well as email applications such as Microsoft Exchange or Lotus Notes.
  • Mature judgment and effective reasoning skills, with the ability to process and interpret complex information and make independent and effective decisions.
Working Conditions

The majority of work activities will be performed in an office setting, with frequent local travel to visit donors, prospective donors, and other relevant contacts in the community. A significant amount of time must be spent outside the home to complete essential work requirements.

Additional Requirements
  • Passing The Salvation Army's background check and drivers' qualification.
  • Ability to travel in the community and throughout the Division.
  • Satisfactory completion of the Safe From Harm training program within the first ninety (90) days of employment.

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