Regional Planned Giving Director

THE SALVATION ARMY•Cheval, FL

102d

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 giving strategies—to fund The Salvation Army’s mission. The Director builds relationships with donors and their professional advisors, responds to inquiries, and communicates with prospective donors, advisory board members, Salvation Army staff, and Officers. The position conducts donor visits, discusses planned-giving options, and helps individuals consider charitable estate-planning gifts suited to their circumstances. It also educates advisory boards, presents planned-giving success stories and strategies, and keeps current on planned-giving practices and related legislation and taxation. The role is based in the Southwest Florida region, with frequent travel throughout Manatee, Sarasota, and Charlotte Counties. The ideal candidate lives in Sarasota, Florida. Travel may include overnight trips and account for up to 60% of work time. Work takes place in a normal office environment, a home office, and various Corps and Area Command offices.

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 donor or prospect portfolio.
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.

Nice To Haves

Bachelor’s degree (preferred but not required).

Responsibilities

Cultivate, solicit, secure, document, and steward planned gifts to support The Salvation Army’s mission.
Build and maintain 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.
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.