Associate Divisional Director of Gift Planning

Salvation Army Careers • Phoenix, AZ

23h • Remote

About The Position

The Associate Director of Gift Planning (ADGP) is a Territorial-recognized Gift Planning position supporting Directors of Gift Planning (DGPs) across the Division. The position helps DGPs achieve their annual Gift Activity goals by identifying, cultivating, soliciting, securing, and stewarding individual donors and targeting deferred gifts. The ADGP participates in implementing each DGP’s Forecast and Marketing Plan (FMP). The role is based remotely, with Las Vegas, Nevada preferred, or in Metro Phoenix, Arizona, or Albuquerque, New Mexico, and includes travel for donor visits, meetings, and training.

At the direction of the Senior Director of Gift Planning, the ADGP supports gift planning activities through management, marketing, metrics, and training. The position does not have gift production goals. It works with donors and Salvation Army colleagues to establish life-income plans and deferred gift commitments, maintain donor relationships and records, coordinate marketing activities, and take part in required training.

The Salvation Army describes its mission as preaching the gospel of Jesus Christ and meeting human needs in His name without discrimination. The position offers an opportunity to work with a team of charitable estate planning professionals and encourages professional development, including the opportunity to earn the Distinguished Fellow in Charitable Estate Planning designation.

Requirements

• Bachelor’s degree in marketing, sales, finance, or a related field.
• Strong desire to serve donors and team members, learn and grow, and work with a team to achieve goals.
• Comfort with technical conversations involving financial or legal concepts.
• Ability to develop creative options and present choices to an audience.
• Strong analytical skills, attention to detail, and ability to maintain accurate records.
• Self-motivated, articulate, people- and goal-oriented, and able to work in a fast-paced environment while maintaining poise under pressure.
• Ability to work as a team member or independently as needed and to present oneself professionally.
• Ability to maintain confidentiality and sensitivity in relation to information and documentation.
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and ability to learn CRM and application software readily.
• Ability to travel for training, conferences, and face-to-face donor visits.
• Must pass a criminal background check.
• Ability to perform essential duties with or without accommodation.
• Ability to operate a telephone and desktop or laptop computer, access and produce computer information, and understand written information.

Nice To Haves

• Advanced degree or certification such as CFP, MBA, JD, CPA, CSPG, or CAP.

Responsibilities

• Support all Directors of Gift Planning within the assigned Division at the direction of the Senior Director of Gift Planning.
• Assist with gift planning activities within the assigned coverage area and build relationships with Corps Officers and staff.
• Work with donors to establish life-income plans, including Charitable Gift Annuities and Charitable Remainder Trusts, and secure bequest commitments.
• Provide annual stewardship for living bequest donors in the assigned area.
• Maintain accurate donor records for the ADGP’s communications and for 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 exceptional donor service and coordinate site or donor visits.
• Coordinate a minimum of two gift planning proposals per week.
• Make a minimum of ten substantive phone calls per week and twenty written communications per week.
• Participate in seminars as requested.
• Record communication activities in the CRM and report gift production in the Gift Report module.
• Complete and annually update a multi-channel Forecast and Marketing Plan using the Territorial Headquarters template.
• Implement DGP Forecast and Marketing Plans throughout the year and work with Divisional and Territorial staff and vendors to keep marketing activities on plan.
• Participate in monthly DGP training calls, the annual twelve-week training session, an annual technical training conference and kindred sessions, and Territorial and Mentor training sessions.
• Follow territorial gift acceptance policies and standards and the Division’s and Territory’s established framework and policies.
• Refrain from signing legal commitments on behalf of The Salvation Army, seeking personal gain through donor contacts, accepting gratuities or gifts, or allowing bequests or remainder interests to be designated to the representative.
• Perform other duties as assigned.

Benefits

• Competitive salary
• Comprehensive benefits package
• Collaborative team-spirit environment
• Professional development encouraged
• Opportunity to earn the Distinguished Fellow in Charitable Estate Planning designation
• Advanced Charitable Estate Planning Techniques
• Value-Based Estate Planning

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level