Senior Director of Gift and Estate Planning

United States·Western Divisional Hqtrs-Ws100 - OmahaNormalsenior

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Quick Summary

Key Responsibilities

Oversees and is responsible for the goal setting, management, implementation, and successful operation of all aspects of the planned giving program for the Western Division of the Salvation Army.

Requirements Summary

Gift and Estate Planning staff Education and/or Experience: Bachelor’s degree required. Other considerations include an advanced degree in a related field such as law,

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What We Offer

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Responsibilities

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→Oversees and is responsible for the goal setting, management, implementation, and successful operation of all aspects of the planned giving program for the Western Division of the Salvation Army.
→Assigns portfolio of prospective donors to staff and works with staff to manage a prospect portfolio of approximately 75-100
→Develop solicitation strategies for new and current planned gift prospects within assigned portfolio; and develop relationships with prospects through various cultivation calls, letters and handwritten notes;
→Complete a specified number of significant contacts/moves annually with prospects from portfolio in accordance with assigned definitions for activity;
→Solicit and close gifts in accordance with annual goals as set by the Executive Director of Development (EDD) and Territorial Director of Planned Giving.
→Works closely with the Territorial Director of Planned Giving to set goals, standards, processes, and other matters necessary to the implementation of an ethical, legally proper planned giving program.
→Works with the EDD, Divisional Leaders, and other fundraisers in developing and coordinating strategies for major and planned gift donors to ask said donors for significant gifts including both major and planned gift components.
→Works with the EDD as part of a team of fundraisers for the Division, including joint strategy sessions, Divisional planning, and other matters important for an effective development effort.
→Personally, manages a caseload of no less than 60 gift prospects and maintains a schedule of personal meetings, setting goals for activity and fundraising from said caseload.
→Engages board members, volunteers and key staff in the planning, relationship building and solicitation of individual gifts.
→Responsible to report department activity and results towards goals and objectives to Division and Territory levels, in accordance with the definitions, forms and report formats required by Division and Territory.
→Maintains a contact management system and records, tracks, qualifies and responds to prospect inquiries in appropriate software or other system.
→Creates and implements a stewardship plan to recognize and engage planned gift donors who are not actively being cultivated and solicited by other assigned staff.
→Creates and implements a marketing plan for planned giving, incorporating efforts by Territory through direct marketing, as well as local efforts through, by way of example, buck slips, email, web based ideas, and using local publications; reports results to the vendors, Division and Territory using assigned report formats.
→In coordination with the Territorial Director of Planned Giving and the Executive Director of Development, develops appropriate education and cultivation programs for selected attorneys, trust officers, CPAs CLUs, etc., to increase their knowledge about The Salvation Army and charitable gift planning options for their clients.
→Prepares and/or delegates proposals for gift opportunities in response to inquiries and/or cultivation of gifts.
→Serves as the staff liaison and coordinator of the Western Advisory Board Planned Giving/Major Gifts Committee.
→Develops annual budgets; regularly monitors expenditures and income reports.
→Driving is a requirement for this role.
→All other duties as assigned.