Gift and Estate Planning Director

Gift and Estate Planning Director

Salary starting at $70,000 and up depending on education and experience.

• Engage and solicit donors and friends of The Salvation Army for planned gifts; work directly with other fundraisers, senior staff and volunteer leadership.
• Manage a prospect portfolio of approximately 125-150 planned giving donors and prospects, and manage the qualification of a select group of suspects.
• Develop solicitation plans for new and current planned gift donors and prospects within prospect and suspect portfolio.
• Develop relationships with assigned donors and prospects through various cultivation calls, letters and handwritten notes, with an emphasis on successful face-to-face meetings.
• Complete an assigned number of significant moves and contacts per year with donors and prospects from portfolio, ranging from 280-400 annually.
• Solicit and close planned gifts in accordance with annual goals as set by senior director in consultation with Divisional Leadership and the Territorial Planned Giving Director.
• Develop and write donor cultivation materials, acknowledgements, volunteer solicitor briefings and reports; produce personalized planned giving proposals for individual support.
• Contact and cultivate persons identified through marketing efforts, work with Corps and Division staff, professional advisors and other referral sources.
• Coordinate and provide assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, leadership and volunteers.
• With other Development staff, identify, qualify and research new planned gift prospects.
• Work with the Sr. Director of Gift and Estate Planning, Executive Development Director, Donor Relations staff, and Salvation Army Officers as part of a team of fundraisers for the Indiana Division, including joint strategy sessions and other matters important for an effective development effort.
• Identify innovative development, cultivation and stewardship activities, craft new strategies and support planning that will strengthen the Planned Gifts Program over time.
• Recording and Reports:
  Responsible for submitting required statistics, reports and budget information to the Sr. Director of Gift and Estate Planning as requested.
• Assist in the organization of occasional events and small donor meetings for cultivation and stewardship purposes.
• Develop a documented plan to achieve endowment and planned gift goals from assigned portfolio.
• Maintains positive work atmosphere by behaving and communicating in a manner that fosters good relationships with co-workers and supervisors.
• Supports the mission of The Salvation Army by treating every client, stakeholder, and colleague with individual respect and dignity, and without discrimination of any kind.