Primary responsibilities include cultivation and completion of both irrevocable and revocable planned gifts for The Salvation Army. Works under the direct supervision of the Divisional Director of Planned Giving.
a) Professional cultivation, promotion and closure of planned gifts within and for the benefit of the Division or corps/units within the Division.
b) Provide proper estate and gift planning education and counsel to donors, prospects, volunteers and volunteer groups, Salvation Army advisory boards and Salvation Army officers and employees who require such knowledge for fulfillment of their respective responsibilities.
c) 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.
d) The decision to leave a gift unrestricted or to designate it for any special or local use must be that of the donor.
e) Work in a professional, cooperative and productive manner with other development staff and Divisional Headqua1ters personnel.
f) Provide monthly written reports to the Divisional 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.
g) In consultation with the Director of Planned Giving, agree on program and gift production goals for his/her own work and organize priorities and activities toward the achievement of gift production objectives.
It is expected that the Associate Director of Planned Giving 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.
h) Devote full time to Planned Giving responsibilities.
• Bachelor's degree.
• Knowledge of planned giving vehicles.
• Five+ years of experience in a planned giving-centric or philanthropic advisory role, preferably with a mission-driven organization.
• Demonstrated record of cultivating and closing gifts.
• Strong oral and written communication skills.
• Strong affinity for the ministry of The Salvation Army.