Salvation Army Southwest Division – Director of Gift Planning

Company or Organization:
The Salvation Army Southwest Division

Location:
Tucson, Arizona

Salary Information:
$100,000

Job Description:

DIRECTOR OF GIFT PLANNING

A CHANCE TO IMPACT OTHERS AND BE INSPIRED

An opportunity to make a difference in your community, and work with a team of innovative Charitable Estate Planning professionals as the regional Director for Southern Arizona and New Mexico
.

• Exceptional Competitive Salary
• Collaborative Team-Spirit Environment
• Professional Development Encouraged
• Earn the Distinguished Fellowship in Charitable Estate Planning designation
• Remote position, based in metro Tucson, Arizona

The Director position includes cultivating, stewarding, and soliciting planned gift donors and prospects; engaging them in philanthropic conversations that effectively consider their charitable goals, family needs, assets, tax considerations, and optimal planned gift instruments; and encouraging and assisting them with making planned and complex outright gifts. The Director will use their specialized gift planning knowledge to evaluate and manage donor’s expectations, goals, and financial situations in order to recommend optimal gifting options.

• Minimum five (5) plus years of proven success in charitable gift planning or in related fields of technical sales, charitable estate planning, financial planning, or real estate
• A preference for candidates with an advanced degree or certification such as:
  Certified Financial Planner (“CFP”), Charitable Estate Planner (CEP), MBA, JD, CPA or CSPG, Equal Employment Opportunity Employer

• A DGP is responsible for all gift planning activities within their assigned coverage area.
• Maintain and build relationships with all appropriate Corps Officers and staff in their area.
• Maintain personal responsibility for 75–150 existing life income donors.
• Maintain annual stewardship for all living bequest donors within your area.
• 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.

• Achieve minimum work product metrics as identified by the Sr. Gift Planning Leadership team.
• Make a minimum of twelve (12) strategic/substantive face‑to‑face visits per month (donor, prospect, or advisor visits).
• Create and present a minimum of two (2) gift planning proposals per week.
• Meet with all Corps Officers a minimum of two (2) times per year.
• Schedule one (1) joint DRD–donor meeting per month.
• Schedule one (1) joint Corps Officer–donor meeting per quarter.
• Achieving this work product metrics will produce the following:
  • Year 1:
    Identify or close fifteen (15)+ gifts per year valued between $2.5 M–$5 M.
  • Year 2+:
    Identify or close twenty-five (25)+ gifts per year valued between $5 M–$10 M.
• Promote, organize, and participate in a minimum of (1) donor or advisor seminar per year.
• Report all communication activities in our CRM and report all gift production in the Gift Report module.

• Complete and update a multi‑channel Forecast and Marketing Plan (FMP) annually based on the template provided by Territorial Headquarters.
• Annually submit your FMP to the THQ GP Office for integration into the THQ GP marketing budget.
• Personally manage or utilize staff assistance to operate your marketing activities throughout the year based on your FMP.

• Participate in the monthly DGP Training call.
• Participate in the annual twelve (12) week training session.
• Participate in an annual technical training conference and kindred sessions.
• Participate in all Territorial and Mentor scheduled training sessions.

• Work within the established framework, policies and organization of the Division and Territory. To accomplish this, s/he will:
• Conduct activities within the framework of the territorial gift acceptance policies.
• Adhere to all territorial standards and policies regarding the gift planning program.
• Work closely with the Territorial Director of Gift Planning (TDGP) in the development and closing of complex gift planning arrangements.
• Refrain from signing…