Associate Divisional Director of Gift Planning

The Salvation Army Southern California • Phoenix, AZ

1d • Remote

About The Position

The Associate Divisional Director of Gift Planning is a Territorial-recognized Gift Planning position that supports Directors of Gift Planning across the Division in achieving their annual Gift Activity goals. Based in the Southwest Division, the role supports the Gift Planning team by identifying, cultivating, soliciting, securing, and stewarding individual donors, targeting deferred gifts, and implementing each Director of Gift Planning’s Forecast and Marketing Plan. The position has no gift production goals of its own and works under the direction of the Senior Director of Gift Planning.

This is a remote position based preferably in Las Vegas, Nevada, or in Metro Phoenix, Arizona, or Albuquerque, New Mexico, with travel for donor visits, meetings, and training. The role involves donor and professional relationships, gift-plan support, stewardship, marketing, reporting, and participation in ongoing training. The Salvation Army describes the opportunity as offering a collaborative team environment, professional development, advanced charitable estate planning techniques, and 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.
• Strong desire to learn, grow, and work as part of a team to achieve goals.
• Comfort with technical conversations involving financial or legal concepts.
• Ability to develop creative options to present to an audience.
• Strong analytical skills, attention to detail, and ability to maintain accurate records.
• Self-motivation, articulation, people orientation, and goal orientation.
• Ability to work in a fast-paced environment, maintain poise under pressure, and work independently or as a team member as needed.
• Ability to present oneself professionally.
• Ability to maintain confidentiality and sensitivity in handling 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 the essential duties with or without accommodation, including the physical requirements described in the posting.

Nice To Haves

• Advanced degree or certification, such as Certified Financial Planner (CFP), MBA, JD, CPA, CSPG, or CAP.

Responsibilities

• Support all Directors of Gift Planning within the assigned Division in identifying, cultivating, finalizing, and stewarding gift-plan commitments.
• Assist with gift-planning activities throughout the assigned coverage area.
• Build relationships with Corps Officers and staff in the area.
• Work with donors to establish life-income plans, including Charitable Gift Annuities, Charitable Remainder Trusts, and bequest commitments.
• Provide annual stewardship to living bequest donors in the area.
• Maintain accurate donor records for the employee’s communications and for Directors of Gift Planning as requested.
• Visit donors, advisors, and Corps on a limited basis as directed by the Director of Gift Planning.
• Build and maintain 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 and donor visits.
• Coordinate at least two gift-planning proposals per week.
• Make at least ten substantive phone calls per week and at least 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 update an annual, multi-channel Forecast and Marketing Plan using the Territorial Headquarters template.
• Implement Directors of Gift Planning’s Forecast and Marketing Plans throughout the year as directed, coordinating with Divisional and Territorial staff and vendors.
• Participate in monthly Director of Gift Planning training calls, the annual 12-week training session, an annual technical training conference and kindred sessions, and Territorial and Mentor training sessions.
• Follow the Division’s and Territory’s established frameworks, policies, and organization, including territorial gift acceptance policies and Gift Planning program standards.
• Refrain from signing legal commitments on behalf of The Salvation Army, obtaining personal gain from donor contacts, accepting gratuities or gifts, or allowing a bequest or remainder interest to be designated to the employee.
• 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