Gift and Estate Planning Director ( Divisional Headquarters)

The Salvation Army USA Central Territory•Indianapolis, IN

9h•$70,000•Hybrid

About The Position

The Salvation Army Mission: The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. Salary starting at $70,000 and up depending on education and experience. Job Description: Identify, cultivate, solicit, secure and steward individual prospects and donors, targeting planned gifts for The Salvation Army Indiana Division (DHQ). Actively participate in the implementation of the Indiana Division’s philanthropic campaigns and plans, focusing on Planned Giving fundraising priorities and involving volunteers and other stakeholders in the realization of goals. Responsibilities include engaging and soliciting donors and friends of The Salvation Army for planned gifts. Work directly with other fundraisers, senior staff and volunteer leadership.

Requirements

Bachelor’s degree required.
A minimum of five years’ experience, in fund raising (including significant experience in personal solicitation, and familiarity with fundraising practices), financial sales, insurance sales, estate and financial planning, or other related areas.
Experience working with high-level volunteers, donors and program staff on collaborative activities.
Experience, familiarity and/or ability to work in a complex non-profit organization with many departments, programs and fund raising priorities.
Familiarity with issues of fundraising and general professional and workplace ethics.
Must have a valid driver’s license and maintain The Salvation Army Driver’s qualification standard; must complete Safe From Harm training within the first 90 days of employment.
Ability to work well with a variety of people in a dynamic environment; high energy; focus; collaborative spirit.
Self-directed and proactive, ability to take the initiative without direction.
Able to manage confidential information with discretion.
Detail-oriented with a strong focus on quality and accuracy.
Strong interpersonal skills and ability to work comfortably with donors is required.
Minimum of intermediate proficiency with Microsoft Office Word and Excel, Proficient with MS Suite and fundraising databases (e.g., Salesforce), Zoom and other fundraising software.
Mature judgment and effective reasoning skills; ability to process and interpret complex information as well as make independent and effective decisions without close supervision.
Above average written and oral communication skills including making well organized and impactful presentations.
Strong organizational skills and the ability to work efficiently.
Ability to be influential and persuasive in dealing with donors and other members of the community and colleagues at The Salvation Army.
Strong numerical reasoning skills sufficient to compute profit and loss; ration and proportion and percentage for budget management and projections.

Nice To Haves

Successful track record of fundraising with major and/or planned gift donors is a plus.
advanced degree in a related field such as law, finance or non-profit management
fundraising or financial planning certification is a plus, such as CFRE, CFP or CAP designation.

Responsibilities

Help assure the Indiana Division Philanthropy team achieves its fundraising goals in collaboration with others within the Development Department and interdepartmentally
Manage a prospect portfolio of approximately 125-150 planned giving donors and prospects, and manage the qualification of a select group of suspects
Develop solicitation plans for new and current planned gift donors and prospects within prospect and suspect portfolio
Develop relationships with assigned donors and prospects through various cultivation calls, letters and handwritten notes, with an emphasis on successful face-to-face meetings
Complete an assigned number of significant moves and contacts per year with donors and prospects from portfolio, ranging from 280-400 annually
Solicit and close planned gifts in accordance with annual goals as set by senior director in consultation with Divisional Leadership and the Territorial Planned Giving Director
Develop and write donor cultivation materials, acknowledgements, volunteer solicitor briefings and reports. Produce personalized planned giving proposals for individual support
Contact and cultivate persons identified through marketing efforts, work with Corps and Division staff, professional advisors and other referral sources
Coordinate and provide assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, leadership and volunteers
With other Development staff, identify, qualify and research new planned gift prospects
Work with the Sr. Director of Gift and Estate Planning, Executive Development Director, Donor Relations staff, and Salvation Army Officers as part of a team of fundraisers for the Indiana Division, including joint strategy sessions and other matters important for an effective development effort
Identify innovative development, cultivation and stewardship activities, craft new strategies and support planning that will strengthen the Planned Gifts Program over time
Responsible for submitting required statistics, reports and budget information to the Sr. Director of Gift and Estate Planning as requested.
Assist in the organization of occasional events and small donor meetings for cultivation and stewardship purposes
Develop a documented plan to achieve endowment and planned gift goals from assigned portfolio
Maintains positive work atmosphere by behaving and communicating in a manner that fosters good relationships with co-workers and supervisors.
Supports the mission of The Salvation Army by treating every client, stakeholder, and colleague with individual respect and dignity, and without discrimination of any kind.
Manage other tasks as assigned by leadership