Divisional Director of Gift Planning

The Salvation Army Southern California•Tucson, AZ

2d•Remote

About The Position

The Salvation Army has an opening for a Divisional Director of Gift Planning in the Tucson, Arizona area. This role leads, develops, implements, and coordinates all phases of the Gift Planning Program within their assigned Divisional coverage area to achieve the goals set for identifying and establishing gift commitments. The position requires a strong desire to help donors achieve their philanthropic goals and involves managing relationships with donors, corps officers, and professional advisors. The role also includes marketing gift planning services and achieving specific metrics for gift identification and closing.

Requirements

A strong desire to help and impact others (donors) in achieving their philanthropic goals.
A Bachelor’s degree in marketing, sales, finance, or related field.
Proven ability to assist donors in closing gift plans at the six- and seven-figure levels.
Ability to simplify complicated concepts in writing and verbally.
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.
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.
Strong public speaking skills.
Professionally presents oneself.
Ability to maintain confidentiality and sensitivity about information and documentation.
Proficient in MS Office, Excel, Word, PowerPoint, and can readily learn CRM software.
Ability to travel for training, conferences, and donor face-to-face visits.

Nice To Haves

An advanced degree or certification such as, Certified Financial Planner (“CFP”), MBA, JD, CPA, or CSPG.

Responsibilities

Responsible for all gift planning activities within their assigned coverage area.
Maintain and build relationships with all appropriate Corps Officers and staff in their area.
Maintain personal responsibility for 75 – 150 existing life income donors.
Maintain annual stewardship for all living bequest donors within your area.
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.
Achieve minimum work product metrics as identified by the Sr. Gift Planning Leadership team.
Make a minimum of twelve (12) strategic/substantive face-to-face visits per month (donor, prospect, or advisor visits).
Create and present a minimum of two (2) gift planning proposals per week.
Meet with all Corps Officers a minimum of two (2) times per year.
Schedule one (1) joint DRD–donor meeting per month.
Schedule one (1) joint Corps Officer–donor meeting per quarter.
Promote, organize, and participate in a minimum of (1) donor or advisor seminar per year.
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.
Annually submit your FMP to the THQ GP Office for integration into the THQ GP marketing budget.
Personally manage or utilize staff assistance to operate your marketing activities throughout the year based on your FMP.