Primary responsibilities include cultivation and completion of both irrevocable and revocable planned gifts for The Salvation Army.
Professional cultivation, promotion and closure of planned gifts within and for the benefit of the Division or corps/units within the Division.
Provide proper estate and gift planning education and counsel to donors, prospects, volunteers and volunteer groups, Salvation Army officers and employees who require such knowledge for fulfillment of their respective responsibilities.
Advise all donors prior to the completion of each gift, regardless of the type, of the Salvation Army’s allocation procedures governing the distribution of unrestricted gifts and of all designation options through which they may specify their gifts for local or restricted applications, understanding that the decision to leave a gift unrestricted or to designate it for any special or local use must be that of the donor.
Work in a professional, cooperative and productive manner with other development staff and Divisional Headquarters personnel.
Provide monthly written reports to the Director of Planned Giving and to the Territorial Office of Special Gifts summarizing activities and results of the preceding month, as well as plans for continuing efforts during the then present month. All such reports shall be goal oriented in terms of plans, progress and production.
In consultation with the Director of Planned Giving, will propose a production goal by an agreed upon deadline and accept the same for his/her own work and organize priorities and activities toward the achievement of gift production objectives.
It is expected that the Planned Giving Representative will spend at least half of his or her time visiting donors and prospects in their homes, offices or other private places to discuss their planned giving desires.
The Representative shall attend such annual programs and strategy conferences for Divisional Planned Giving professionals as scheduled by the Territorial Community Relations and Development Secretary; subject to the approval of the Director of Planned Giving, shall attend such other education and training programs as may be deemed appropriate and as provided for in the operating budget.
The Representative shall establish and maintain membership in professional organizations as recommended by the Planned Giving Director and/or Territorial Director of Special Gifts subject to existing policy and budget provision.
The Territorial Director of Special Gifts Staff shall have access to the Representative through the Director of Planned Giving. Territorial Office of Special Gifts staff shall serve as the Territorial Headquarters’ representatives to ensure program quality.
Participate in department meetings as required or requested.
Other duties as assigned by supervisor.
Knowledge of planned giving vehicles.
Demonstrated record of cultivating and closing gifts.
Strong oral and written communication skills.
Have or earn within three years from date of hire a level of certification applicable to planned giving, such as: CFP®, JD, CAP®, CFA, CGPA, CGPP or other designation approved by the Territorial Director of Special Gifts.
Since the Representative will be driving in the performance of his or her duties, at the time of hire the Representative must have and maintain a valid automobile operator’s license and an acceptable driving record acceptable to The Salvation Army.
Maintain a high level of professional competence, integrity, credibility and enthusiasm.
Documents are well-written and error-free, positioning The Salvation Army in the most positive light possible.
Funding source/donor contacts, and description and context of the contact, are documented within the donor database as those contacts are made, as part of the donor contact and cultivation process.
Volunteers are seen and supported as partners in the work of The Salvation Army.
Creative new approaches are sought; there is a commitment to continuous improvement.
Deadlines are met in a way that makes it easy for partners, volunteers and Salvation Army staff to be involved and feel supported.
Internal and external relationships are cultivated and supported.
There is an understanding of and commitment to the importance of stewardship in its broadest forms.
There is an understanding of and appreciation for the mission, programs and activities of The Salvation Army.