Regional Planned Giving Director

Job Details

Job Location:

FLA-Divisional HQ – Lutz, FL 33558

Position Type:
Full Time Regular

Education Level: Bachelor’s Degree

Job Category:
Fundraising & Donor Relations

The Salvation Army has an outstanding opportunity for a Regional Planned Giving Director who lives in the Southern Florida region to expand their skills and grow with one of the oldest and most successful development programs in the United States. The Salvation Army operates in communities across the United States. We are committed to meeting human needs wherever we can by providing food distribution, disaster relief, rehabilitation centers, anti‑human trafficking efforts, housing for homeless, basic needs assistance, children’s programs, and many other programs.

Because of this, we offer a competitive salary, company automobile, home office set up (computer and cell phone), health, dental and life insurance coverage, retirement plan, professional development, training, reimbursed travel expenses and paid time off!

• Cultivate, solicit, secure, document, and steward planned gifts such as wills, charitable trusts, charitable gift annuities, beneficiary designations, and other gift strategies to fund the Mission of The Salvation Army.
• Cultivate and maintain strong relationships with donors and their professional advisors.
• Respond to inquiries and communicate with donors, prospects, advisory board members, Salvation Army staff and Officers.
• Conduct personal visits after identifying prospects, consult with individuals about specific planned giving vehicles and assist them in their charitable estate planning to help them decide on the most appropriate planned gift for their personal circumstances.
• Educate advisory boards and present planned giving success stories and strategies.
• Attend and participate in conferences and training sessions, maintaining up‑to‑date knowledge and awareness of planned giving practices and legislation related to planned giving and taxation.
• Travel often within the Broward and Miami‑Dade Counties, including the Florida Keys.
• Ideal candidate resides in Ft. Lauderdale or Miami, Florida.

Manual dexterity. Ability to sit, walk, and stand on a frequent change basis in order to perform the duties of this position. Ability to lift objects weighing between 25–50 lbs. Ability to travel throughout the Division by automobile on a regular basis to work with donors/prospects and professionals in their communities. Travel may include overnight trips; travel requirements may be up to 60% of work time.

Work is performed in a normal office environment where there are little or no physical discomforts associated with changes in weather or discomforts with noise, dust, dirt, and the like. Work is also performed in a home office setting, and in a variety of multiple Corps and Area Command offices.

• Three years’ experience achieving results in the fundraising field; planned giving, major gifts, development, capital campaigns or related (financial advisor, outside territorial sales, etc.).
• Bachelor’s degree (preferred, but not required).
• Demonstrated ability and experience building strong relationships with individual clients.
• Demonstrated self‑starter and ability to work with minimal supervision from a personal home office.
• Experience actively developing, cultivating, stewarding, and managing a portfolio of donors (or prospects).
• Excellent oral and written communication skills, including public presentations.

Valid State Driver’s License.

This position requires an active Christian faith in harmony with Salvation Army doctrine and practice. Candidates should recognize that The Salvation Army is a Church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.

Equal Opportunity

Employer:

Veterans | Disabled