Divisional Director of Gift Planning

Job Description

Job Description

The Salvation Army has an opening for a “Divisional Director of Gift Planning” in the Tucson, Arizona area.

LOCATION: Office in Tucson, AZ (Reports to Southwest Divisional Headquarters in Phoenix, AZ)

STATUS: EXEMPT/ Rate of Pay: $100,000 - $105,000 per year

MISSIONSTATEMENT:

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.

Employee Benefits

The Salvation Army recognizes that peace of mind is important to employees and their families. Because of this, we offer a competitive salary , company vehicle, expense card, cell phone stipend, full health coverage, retirement, professional development, training in advanced Charitable Estate Planning techniques and paid time off! The remote home office setup includes the laptop computer, printer, and additional screen/monitor.

About this opportunity

The Director of Gift Planning (“DGP”) 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.

Key Responsibilities:

Management

• A DGP is 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.

Metrics

• 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.
• Achieving this work product metrics will produce the following:
• Year 1: Identify or close fifteen (15) plus gifts per year valued between $2.5M-$5M.
• Year 2+: Identify or close twenty-five (25) plus gifts per year valued between $5M-$10M.
• 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.

Marketing

• 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.

You are an ideal match for the role if you have :

• 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. A preference is given for candidates with an advanced degree or certification such as, Certified Financial Planner (“CFP”), MBA, JD, CPA, or CSPG.
• 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.
• Someone 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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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.

Equal Opportunity Employer: Veterans | Disabled