The Salvation Army

  • Associate Director of Planned Giving

    Job Locations US-NY-Syracuse
    Job ID
    2019-5926
    Category
    Administrative
    Type
    Regular Full-Time
  • Overview

    SCOPE AND PURPOSE OF POSITION:
    Primary responsibilities include cultivation and completion of both irrevocable and revocable planned gifts for The Salvation Army. Works under the direct supervision of the Planned Giving Director. Will have a direct relationship with the Territorial Office of Special Gifts, whose personnel will provide certain assistance and oversight and training and education programs

     

    Responsibilities

    ESSENTIAL DUTIES AND RESPONSIBILITIES:


    • Primary responsibilities include cultivation and completion of both irrevocable and revocable planned gifts for The Salvation Army and will work under the direct supervision of the Divisional Director of Planned Giving.
    • Manage a targeted portfolio of approximately 160 existing planned giving donors
    • Make 10-15 strategic/substantive visits per month (donor, prospect or advisor visits)
    • Mine and identify planned giving prospects
    • Contribute ideas to help promote and close planned gifts
    • Provide estate and gift planning education and counsel to donors, prospects, volunteers, board members, Salvation Army officers and employees as required
    • Maintain a high level of professional competence, integrity, credibility and enthusiasm
    • Build working knowledge of financial policies set forth by The Salvation Army
    • Participate in department meetings
    • Establish and maintain relationships with allied professionals, such as financial advisors and estate planning attorneys
    • Work in a professional, cooperative and productive manner with other development staff and Divisional Headquarters personnel.

    ORGANIZATIONAL RESPONSIBILITIES
    The Associate Director of Planned Giving shall work within the established structure and organization of The Salvation Army’s Eastern Territory. To achieve this, he/she will:

    • Adhere to all policies as defined in the Division’s Employment Manual for Professional Employees and in his/her Employment Agreement.
    • Be knowledgeable and guided by the financial policies set forth in The Salvation Army Territorial General and Special Fiscal Policies governing Gifts by Will, Trust, or Similar Instrument.
    • All information concerning donors or prospects shall be maintained in strict confidence and become the property of The Salvation Army.

     

    Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice due to business needs.

    Qualifications

    SPECIAL SKILLS, CERTIFICATES, LICENSES, REGISTRATIONS:

     

    • Bachelor’s Degree
    • Knowledge of Planned Giving vehicles
    • Demonstrated record of cultivating and closing gifts
    • Strong oral and written communication skills
    • Maintain a high level of professional competence, integrity, credibility and enthusiasm
    • Strong affinity for the ministry of The Salvation Army
    • 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
    • Must have a valid driver’s license that meets The Salvation Army’s insurance requirements

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed