Regional Planned Giving Director (7183)

THE SALVATION ARMY A GEORGIA CORP•Cheval, FL

103d

About The Position

The Regional Planned Giving Director cultivates, solicits, secures, documents, and stewards planned gifts—including wills, charitable trusts, charitable gift annuities, beneficiary designations, and other gift strategies—to fund The Salvation Army’s mission. The role builds and maintains relationships with donors and their professional advisors; communicates with donors, prospects, advisory board members, Salvation Army staff, and Officers; and conducts personal visits with identified prospects. The Director consults with individuals about planned-giving vehicles and helps them consider charitable estate-planning options suited to their circumstances. The role also educates advisory boards, presents planned-giving success stories and strategies, and stays current on planned-giving practices and related legislation and taxation through conferences and training. The position is based at the divisional headquarters in Lutz, Florida, and requires frequent travel throughout Manatee, Sarasota, and Charlotte Counties, with travel potentially reaching 60% of work time and including overnight trips. The ideal candidate lives in Sarasota, Florida. Work takes place in a normal office, a home office, and multiple Corps and Area Command offices. The role requires manual dexterity, frequent changes between sitting, walking, and standing, and the ability to lift objects weighing 25–50 pounds. Candidates must have an active Christian faith in harmony with Salvation Army doctrine and practice and agree not to undermine the organization’s religious mission as an employee.

Requirements

Three years of experience achieving results in fundraising, planned giving, major gifts, development, capital campaigns, or a related field such as financial advising or outside territorial sales.
Demonstrated ability and experience building strong relationships with individual clients.
Ability to work as a self-starter with minimal supervision from a personal home office.
Experience actively developing, cultivating, stewarding, and managing a portfolio of donors or prospects.
Excellent oral and written communication skills, including public presentations.
Valid state driver’s license.
Active Christian faith in harmony with Salvation Army doctrine and practice, and agreement not to undermine the organization’s religious mission as an employee.
Ability to travel regularly throughout the division; travel may include overnight trips and may be up to 60% of work time.
Manual dexterity; ability to frequently alternate among sitting, walking, and standing; ability to lift 25–50 pounds.

Nice To Haves

Bachelor’s degree (preferred but not required).
Residence in Sarasota, Florida.

Responsibilities

Cultivate, solicit, secure, document, and steward planned gifts to fund The Salvation Army’s mission.
Cultivate and maintain strong relationships with donors and their professional advisors.
Respond to inquiries and communicate with donors, prospects, advisory board members, Salvation Army staff, and Officers.
Identify prospects and conduct personal visits.
Consult with individuals about planned-giving vehicles and assist with charitable estate planning to help them consider appropriate gifts for their circumstances.
Educate advisory boards and present planned-giving success stories and strategies.
Attend conferences and training sessions and maintain current knowledge of planned-giving practices and related legislation and taxation.
Travel regularly throughout Manatee, Sarasota, and Charlotte Counties to work with donors, prospects, and professionals in their communities.