Associate Divisional Director of Gift Planning

The Salvation Army Southern California•Boise, ID

1d•Onsite

About The Position

The Associate Director of Gift Planning (ADGP) position is a Territorial recognized Gift Planning position and part of the Gift Planning program along with the Director of Gift Planning (DGP) and Senior Director of Gift Planning/Mentor (SDGP/M) positions. The primary purpose of the position is to provide Division-wide support for Directors of Gift Planning (DGP) to achieve their annual Gift Activity goals. From the Boise ID / Treasure Valley Area, they will support the Gift Planning team by identifying, cultivating, soliciting, securing, and stewarding individual donors, and targeting deferred gifts. ADGPs will actively participate in the implementation of each DGPs Forecast and Marketing Plans (“FMP”).

Requirements

A strong desire to serve donors and team members.
A strong desire to learn, grow, and work on a team to achieve set goals.
Comfortable with technical conversations involving financial or legal concepts.
Ability to develop creative options to present to an audience – provide choices.
Possess strong analytical skills, attention to detail, and ability to maintain accurate records.
Someone that is self-motivated, articulate, people & goal oriented, and can work in a fast-paced environment, maintaining poise under pressure, and work as a team member or independently as needed.
Presents oneself in a professional manner.
Ability to maintain confidentiality and sensitivity in relation to information and documentation.
Proficient in MS Office, Excel, Word, PowerPoint, and has ability to learn CRM and application software readily.
Ability to travel for training, conferences, and donor face-to-face visits.
Must have valid license and be able to pass The Salvation Army's driver screening.

Nice To Haves

A Bachelor’s degree in marketing, sales, finance, or related field.
An advanced degree or certification such as, Certified Financial Planner(“CFP”), MBA, JD, CPA, CSPG or CAP.

Responsibilities

Assists with all gift planning activities within their assigned coverage area.
Assist in building relationships with all appropriate Corps Officers and staff in their area.
Working with donors to establish life-income plans such as Charitable Gift Annuities, Charitable Remainder Trusts, and Bequest commitments.
Maintain annual stewardship for all living bequest donors within your area.
Maintain accurate donor records for their communication, and those of their DGPs as requested.
Visit donors, advisors, and Corps on a limited basis as directed by the DGP.
Maintain and build relationships with professionals such as, CPAs, CFPs, and Attorneys.
Collaborate with Corps Officers, Donor Relations Directors (Major Gifts) and Development staff to provide donors with exceptional service and collaborate with site/donor visits.
Coordinate a minimum of two (2) gift planning proposals per week.
Make a minimum of ten (10) substantive phone calls per week.
Make a minimum of twenty (20) written communications per week, i.e. thank you cards, birthday cards, etc.
Participate in seminars as requested.
Report all communication activities in our CRM and report all gift production in the Gift Report module.
Complete and update a multi-channel Forecast and Marketing Plan (FMP) annually based on the template provided by Territorial Headquarters.
Implement all DGP Forecast and Marketing Plan (FMP) throughout the year at the direction of the DGP.
Work with Divisional and Territorial staff and vendors to assure that all marketing activities are operating as planned.
Participate in the monthly DGP Training call.
Participate in the annual twelve (12) week training session.
Participate in an annual technical training conference and kindred sessions.
Participate in all Territorial and Mentor scheduled training sessions.
Conduct activities within the framework of the territorial gift acceptance policies.
Adhere to all territorial standards and policies regarding the gift planning program.
Refrain from signing any legal commitments on behalf of The Salvation Army.
Refrain from any personal gain because of donor contacts. Accept no gratuities or gifts and allow no bequest or remainder interest to be designated to the individual representing The Salvation Army.
Other duties as assigned.