[Hiring] Associate Divisional Director of Gift Planning @The Salvation Army Southern California

Role Description

The Associate Director of Gift Planning (ADGP) position is a Territorial recognized Gift Planning position and part of the Gift Planning program along with the Director of Gift Planning (DGP) and Senior Director of Gift Planning/Mentor (SDGP/M) positions. The primary purpose of the position is to provide Division-wide support for Directors of Gift Planning (DGP) to achieve their annual Gift Activity goals. From the area of Metro Phoenix, they will support the Gift Planning team by identifying, cultivating, soliciting, securing, and stewarding individual donors, and targeting deferred gifts. ADGPs will actively participate in the implementation of each DGPs Forecast and Marketing Plans (“FMP”).

An opportunity to make a difference in your community and work with a team of innovative Charitable Estate Planning professionals as the Associate Director of Gift Planning in the Southwest Division:

• Remote position with travel for donor visits, meetings, and training.
• Competitive Salary
• Comprehensive Benefits Package
• Collaborative Team-Spirit Environment
• Professional Development Encouraged
• Earn the Distinguished Fellow in Charitable Estate Planning designation.
• Advanced Charitable Estate Planning Techniques
• Value-Based Estate Planning

Qualifications

• A strong desire to serve donors and team members.
• A strong desire to learn, grow, and work on a team to achieve set 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, CSPG or CAP.
• 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.
• 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.
• Presents oneself in a professional manner.
• Ability to maintain confidentiality and sensitivity in relation to information and documentation.
• Proficient in MS Office, Excel, Word, PowerPoint, and has ability to learn CRM and application software readily.
• Ability to travel for training, conferences, and donor face-to-face visits.
• Must pass a criminal background check.

Requirements

• At the direction of the Senior DGP, the ADGP is responsible for supporting all DGPs within their Division.
• Assist with all gift planning activities within their assigned coverage area.
• Assist in building relationships with all appropriate Corps Officers and staff in their area.
• Work with donors to establish life-income plans such as Charitable Gift Annuities, Charitable Remainder Trusts, and Bequest commitments.
• Maintain annual stewardship for all living bequest donors within your area.
• Maintain accurate donor records for their communication and those of their DGPs as requested.
• Visit donors, advisors, and Corps on a limited basis as directed by the DGP.
• 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.

Benefits

• Coordinate a minimum of two (2) gift planning proposals per week.
• Make a minimum of ten (10) substantive phone calls per week.
• Make a minimum of twenty (20) written communications per week, i.e. personal stewardship notes, invitations to visit or tour a program, etc.
• Participate in seminars as requested.
• Report all communication activities in our CRM and report all gift production in the Gift Report module.

Physical Requirements

Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.

While performing the duties of this job, the employee is regularly required to walk, stand, climb, or balance, stoop, kneel, crouch, crawl, and reach with hands and arms continuously. The employee must regularly lift and/or move up to 20 pounds, frequently lift and/or move up to 40 pounds, and occasionally lift and/or move up to 60 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. Must have the ability to operate a telephone, a desktop or laptop computer, as well as the ability to access and produce information from a computer, and to understand written information.