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Senior Director of Gifts & Estate Planning

The Salvation Army

Job Description

Senior Director of Gifts & Estate Planning

Full Job Description

Why should you apply for this role?

We offer competitive wages, a rich benefit package which includes BC/BS medical plans with low deductibles, 100% company funded pension plan, voluntary benefits to include 403(b), life insurance, AFLAC and short-term disability. Employee appreciation activities take place throughout the year and time off benefits include vacation, sick and personal days, 13 paid holidays! and a 35-hour work week!

Not only will this role support “Doing the Most Good” in the communities that TSA supports, but work/life balance is a true practice here at TSA. and this role may also be eligible to participate in a remote/hybrid work schedule.

The Salvation Army Mission: The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Summary/Primary Purpose: Promote, develop and secure planned and major gifts from the highest level of qualified donors while advocating for The Salvation Army’s basic mission in Eastern Nebraska and Eastern South Dakota primarily, and a portion of Northwest Iowa.

Essential Duties and Responsibilities:

1. Promote, cultivate and secure Planned and Major Gifts, devoting 50% of available time working in the field with donors, prospects, centers of influence, and advisors (90% of field time with donors and prospects; 10% of field time with centers of influence and advisors).

a. Work with current donors to increase their current and future planned giving and major giving support of The Salvation Army.

b. Maintain and enhance contact with all appropriate individuals via the move’s management process – from qualifying persons as major/planned giving prospects, to securing major gifts, capital campaign gifts, lifetime gifts, and planned gifts.

c. Establish a referral network with donors, advisors, advisory board members, centers of influence and other stakeholders.

d. Accountable for managing and increasing productivity of approximately 150 assigned donors and some prospects – with annual goals for increasing planned giving expectancies, major gifts, and other support such as for capital campaigns and disasters support.

e. Report activities and field work on appropriate formats as required.

f. Maintain appropriate SalesForce files as required by the Director of Philanthropy.

2. Educate and involve appropriate Army constituencies, e.g., Advisory Board, corps personnel, etc. on the benefits of Planned and Major Giving, and the referrals of leads.

3. Work with the Director of Philanthropy in the development of goals and objectives and in the overall planning and implementation of the Planned Giving and Major Giving marketing strategy.

4. Continually upgrade knowledge and skill through personal initiative and participation in continuing education opportunities. Learn basic knowledge of Planned and Major Giving products and tax laws that impact a donors financial planning. Participate in training programs sponsored by the divisional and territorial administration.

5. Driving is an essential role of this position.

6. All other duties as assigned.

Supervisory Responsibilities: Supervise staff and contracted service providers.

Education and/or Experience: Bachelor's degree (B. A.) in Business Administration from four-year college or university and at least five years related experience.

Qualifications: The requirements listed below are representative of the minimal knowledge, skill, and/or ability required for this position.

1. Ability to be flexible and able to work on multiple projects or tasks simultaneously.

2. Intermediate skills in Microsoft software to include Word, Excel, and Office 365. Knowledge in SalesForce, and experience with Raiser’s Edge and Crescendo are preferred.

3. Must be able to communicate with supervisors, co-workers, clients and donors. Ability to respond to common inquiries from donors and/or other constituencies in a timely manner.

4. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents and to effectively present information to top management, public groups, and/or boards of directors.

5. Demonstrated ability to handle confidential matters.

Other Qualifications: Must pass all applicable background checks. Must possess a valid driver's license from the state in which you reside. Must be approved through The Salvation Army Fleet Safety Program to drive either a Salvation Army or personal vehicle on Salvation Army business. Must successfully complete Safe from Harm training within 90 days of hire, as established by The Salvation Army.

Certificates, Licenses, Registrations: N/A

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employee may often be required to engage in rigorous activities. Limited amount of physical effort required associated with walking, standing, lifting and carrying objects (50 lbs.)

Working Conditions: The work environment is a business office setting with office equipment, light traffic and moderate noise levels.

All employees recognize that The Salvation Army is a church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.

Job Type: Full-time

Pay: From $35,000.00 per year

Benefits:

  • Health insurance

Schedule:

  • Monday to Friday

Work Location: In person

  • Health insurance

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