Planned Giving Resource Manager (7252)

THE SALVATION ARMY•Atlanta, GA

7d•Onsite

About The Position

The Salvation Army Southern Territorial Headquarters, located in Atlanta, GA, has an opening for a Planned Giving Resources Manager. The Salvation Army operates in communities across the United States. We are committed to meeting human needs wherever we can by providing food distribution, disaster relief, rehabilitation centers, anti-human trafficking efforts, housing for the homeless, children’s programs, and many other programs.

Requirements

Bachelor’s degree from an accredited college or university in Legal, Business Administration, Accounting, Finance, or a related field
Five (5) years of progressively responsible nonprofit experience, with experience in Planned Giving preferred
One (1) year of supervisory experience.
Knowledge of project management skills is necessary to track the activities of multiple accounts and ensure compliance with approved guidelines and deadlines.
Knowledge of and preferably experience with Planned Gift processing software to develop proposals and support legal and tax requirements to fulfill the business development deliverables and administrative requirements of the Planned Giving program.
Valid State Driver’s License
Active Christian faith in harmony with Salvation Army doctrine and practice.
Candidates should recognize that The Salvation Army is a Church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.

Nice To Haves

Experience in Planned Giving preferred

Responsibilities

Responsible for managing and participating in the administration and project management of key planned giving resources in the Southern Territory to support the interpretation and administration of planned giving donor programs, including new business development, field documentation, and training.
Responsible for program management to support the Territorial and Division planned giving functions.
Provides guidance and approval of all completed gift agreement reports and leadership reporting.
Ensure all duties and responsibilities are carried out in accordance with established procedures, policies, and regulations.
Supervises the Planned Giving Coordinator's work to ensure all required duties are completed in this area.
Serves as a liaison for The Salvation Army Territorial Planned Giving section between donors, professional advisors, outside legal, marketing, and financial entities for completing matters associated with those entities.
Serves as primary liaison with external vendors and internal colleagues in a high-quality, high-volume, time-critical environment; implements efficient processes in partnership with the Territorial Director and vendors to help increase the quality and quantity of gift planning leads across the Divisions.
Develops and participates in training new staff on specific functions, including gift proposals, applications, processing, and policies.
Provides training and insight in collaboration with OOI to staff on all applicable Territorial programs in which The Salvation Army serves as fiduciary.
Reviews donor proposals, Planned Gift documentation, applications, and disclosure statements to ensure compliance with all current Salvation Army Policies, Federal and State regulations.
Assists with Annual CRD Conference for PG & MG staff and facilitates the awards process for leadership & recipients