The Planned Giving Director will responsible for the planning, implementation, and evaluation of a comprehensive fund development program designed to identify, educate, cultivate, solicit and recognize planned gift donors to The Salvation Army.
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.
WMNI Vision Statement
We envision an army, united in its dedication to boldly follow where God leads, maximizing every opportunity to reach out in love with the life changing of the Gospel of Jesus Christ.
Manages, sets goals, monitors and evaluates Planned Giving Representatives and support staff.
Responsible for marketing, negotiating, processing and managing full menu of planned gifts, provides professional guidance, technical assistance and training to staff, officers, advisory board and volunteers.
Responsible for drafting policy statements for fund development for board approval.
Cultivates relationships with for-profit entities to co-sponsor certain fund development efforts.
Processes stock and mutual fund donations, monitors industry requirements and tax laws and recommends policy changes as needed.
Manage planned giving.
Program development and evaluation
Recording and reports.
Bachelor's degree required. Other considerations include an advanced degree in a related field such as law, finance, or organizational management, supervisory experience, proven committee/board experience; a certification is a plus, such as CFP or CAP designation.
Demonstrated experience in planned giving fundraising, legal services, financial planning, development, estate planning or related fields.
Legal training, particularly an understanding of charitable financial and estate planning is highly desirable.
Expertise in organizing, directing and implementing a comprehensive fund development program in a complex organizational environment, knowledge of planned giving or major gifts techniques, market segmentation and new audience development is essential.
Must have experience in successful closing of gifts, working knowledge of estate and tax planning techniques.
Demonstrated knowledge of basic business terminology, financial matters, ethical, legal and tax-related issues regarding the solicitation, transfer and management of charitable gifts.
Qualified candidates must be able to demonstrate mature judgement, initiative and the ability to make independent and effective decisions without close supervision; strong interpersonal skills; computer literate including proficiency in the use of Microsoft Windows to specifically include Word, Excel, and PowerPoint. The incumbent must also be proficient in the use of email applications such as Microsoft Exchange or Lotus Notes.
Posses an above average aptitude in both written and oral communications, be trustworthy, especially in confidential matters and be well organized and efficient.
The incumbent must have the ability to travel in community and throughout Western Michigan Northern Indiana Division. Acceptable background check and Motor Vehicle Report are conditions of employment.
It must be understood by the incumbent that the position is subject to the requirements if Safe from Harm upon commencement of employment and that the required Safe from Harm training program must be satisfactorily completed immediately upon hire.