Director of Gift and Estate Planning-Emporia

The Salvation Army USA Central Territory•Emporia, KS

4d•Hybrid

About The Position

Identify prospects and build relationships to cultivate, solicit, close, and steward planned gifts. Help donors consider planned giving options to maximize their personal goals while providing for The Salvation Army. Be a resource to major gifts staff, professional advisors, officers, and corps development staff in assigned area.

Requirements

Bachelor degree or five years of prospect moves and gift management
Understanding and securing planned gifts
Knowledge of charitable tax laws and financial concepts
Self-motivated with strong oral, writing, and active listening skills
Ability to work both independently and effectively away from supervision. Good supervisory strengths
Ability to travel frequently
Strong computer skills including database, e-mail, Office and gift illustration software
Ability to establish portfolio and implement planned gift solicitation and close goals
Ability to summarize prospect contacts
Ability to work comfortably with donors of all ages (mostly older), professional advisors, advisory boards, officers, and staff
Direct supervision of Gift and Estate Planning staff
The position requires sitting; climbing and/or balancing; stooping, kneeling, bending, stretching, crouching and/or crawling; standing; walking; manual dexterity and eye-hand coordination; use of vision; driving a vehicle; pushing/pulling/lifting/carrying 25 pounds; traveling by airplane; both outdoor and indoor navigation of settings, and standing and/or walking up to 12 hours per day.
Work under stressful conditions
Interact with others with courtesy and tact
Manage and prioritize multiple projects in an organized and efficient manner to meet tight deadlines
Respond to crisis situations in a calm and effective manner
Complete projects on schedule
Maintain confidentiality
Maintain regular and punctual work attendance
Strong oral, writing, and listening skills in working with prospects who are mainly older.
Respond quickly to inquiries from prospects and corps officers.
Travel weekly to visit donors, prospects, corps or officers.
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.

Nice To Haves

CAP, CSPG, CGPP or CFRE helpful but not required

Responsibilities

Promote and explain various deferred and outright gift options to donors, prospects, professional advisors, and corps advisory boards in assigned areas
Create and maintain active portfolio of planned gift prospects
Cultivate relationships with portfolio prospects. Move prospects toward solicitation, closing, and stewardship of planned gifts
Create and maintain action plans in CRM database of assigned prospects
Maintain donor gift contracts and prospect electronic records
Promote planned giving through personal contact, print and electronic media
Promote stewardship of planned gift donors through Light Brigade recognition society
Work with major gifts staff on jointly-assigned prospects
Participate in continued education program through industry meetings, conferences and specialized study
Provide reports and support activities to supervisor, officers, and corps advisory boards on planned giving efforts. Present at corps advisory boards and maintain contact with corps
Provide planned giving information to and collaborate with professional advisors
Supervise and evaluate Gift and Estate Planning support staff
Assist Senior Director of Gift and Estate Planning with department strategy and budget preparation as requested