Overview

Overview

Seeking: compassionate individuals looking to help make a difference!

If you are passionate about making a difference in someone’s life and want to work for an organization that appreciates and recognizes their employee’s success, we encourage you to apply today!

Our Full-time Opportunities Offer

  • Generous time off every year that includes paid holidays, up to 3 personal days, vacation time, and sick time
  • Employer funded Pension Plan (company contributions begin after 1 year of employment)
  • Comprehensive Health Care Coverage with low cost employee premiums, co-pays, and deductibles
  • Eligibility for supplemental insurance plans, including Short Term Disability, AFLAC, and Voluntary Term Life
  • Flexible Spending Accounts
  • Remitted Tuition program
  • Eligibility for the Federal Government’s Public Student Loan Forgiveness Program

Some of these benefits are also available to Part-time employees as well!

Scope And Purpose Of Position

Primary responsibilities include cultivation and completion of both irrevocable and revocable planned gifts for The Salvation Army. Works under the direct supervision of the Planned Giving Director. Will have a direct relationship with the Territorial Office of Special Gifts, whose personnel will provide certain assistance and oversight and training and education programs

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Primary responsibilities include cultivation and completion of both irrevocable and revocable planned gifts for The Salvation Army and will work under the direct supervision of the Divisional Director of Planned Giving. Although the Associate Director is a Divisional employee, she/he will have a direct relationship with the Territorial Office of Special Gifts, whose staff will provide assistance, oversight, training and educational programs.
  • Manage a targeted portfolio of approximately 160 existing planned giving donors
  • Make 10-15 strategic/substantive visits per month (donor, prospect or advisor visits)
  • Mine and identify planned giving prospects
  • Years 1-3: Identify or close twenty-five plus gifts valued at between $500,000-$1M
  • Years 3+: Identify or close fifty plus gifts valued between $1.5M-$2.5M
  • Contribute ideas to help promote and close planned gifts
  • Provide estate and gift planning education and counsel to donors, prospects, volunteers, board members, Salvation Army officers and employees as required
  • Maintain a high level of professional competence, integrity, credibility and enthusiasm
  • Build working knowledge of financial policies set forth by The Salvation Army
  • Participate in department meetings
  • Establish and maintain relationships with allied professionals, such as financial advisors and estate planning attorneys
  • Work in a professional, cooperative and productive manner with other development staff and Divisional Headquarters personnel.

Organizational Responsibilities

The Associate Director of Planned Giving shall work within the established structure and organization of The Salvation Army’s Eastern Territory. To achieve this, he/she will:

  • Adhere to all policies as defined in the Division’s Employment Manual for Professional Employees and in his/her Employment Agreement.
  • Be knowledgeable and guided by the financial policies set forth in The Salvation Army Territorial General and Special Fiscal Policies governing Gifts by Will, Trust, or Similar Instrument.
  • All information concerning donors or prospects shall be maintained in strict confidence and become the property of The Salvation Army.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice due to business needs.

Qualifications

SPECIAL SKILLS, CERTIFICATES, LICENSES, REGISTRATIONS:

  • Bachelor’s Degree
  • Knowledge of Planned Giving vehicles
  • Demonstrated record of cultivating and closing gifts
  • Strong oral and written communication skills
  • Maintain a high level of professional competence, integrity, credibility and enthusiasm
  • Strong affinity for the ministry of The Salvation Army
  • Have or earn within three years from date of hire a level of certification applicable to Planned Giving, such as: CFP, JD, CAP, CFA, CGPA, CGPP or other designation approved by the Territorial Director of Special Gifts
  • Must have a valid driver’s license that meets The Salvation Army’s insurance requirements

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.