Director, Planned Giving

Location
Atlanta, Georgia
Posted
Nov 28, 2017
Closes
Dec 28, 2017
Position Type
Full Time
Degree Level
Bachelors
Willingness to Travel
25 - 50%
Experience Level
Management

The Salvation Army Southern Territory is seeking an experienced Planned Giving Director professional to lead, manage, cultivate, solicit and steward planned gifts for the state of Georgia (based in Atlanta) for the world’s largest charitable organization that is “doing the most good.”

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, children’s programs and many other programs.

The Director of Gift Planning (Legacy and Estate Planning) position will be be responsible for engaging The Salvation Army’s donors in planned and deferred gifts, with responsibility for identifying prospects, designing and implementing gift planned strategy, providing guidance in gift structures that achieve donor’s goals and stewardship of donors with deferred gift commitments, and lead the marketing program for the gift planning team. The Director will manage a small portfolio of donors and lead the gift planning team (2 associate planned giving directors around the state and 1 support staff) while providing gift planning expertise for the team. Travel throughout the state of GA and to occasional conferences nationally is required.

This position also:

  • Plans, develops, coordinates, administers and supervises all phases of a Planned Giving Program for an assigned Division.
  • Leads and supervises five Associate Planned Giving Directors and support staff with the responsibilities of soliciting and securing planned gifts throughout division; instructs and trains staff on the proper methods and procedures; monitors work for compliance, coaches and trains staff.
  • Reviews, accepts, and submits all gifts and agreements from directors (wills, trusts, annuities, pooled income funds as well as outright gifts of stocks and property).
  • All types of weekly, monthly quarterly reports
  • Donor development and relationship responsibilities

We are looking for candidates with a proven track record of success and the following skills and experience:

  • A minimum of 4 years’ experience in planned giving fundraising. Advanced planned giving experience preferred
  • 3 years successful management experience
  • Proven track record of planned giving achievement
  • Knowledge of best practices in planned giving including all relevant rules, regulations, and programs/policies for meeting compliance with a variety of planned giving vehicles.
  • Experience and a strong desire to help people over 65 make decisions
  • Affinity for the mission of a worthwhile Christian cause
  • Bachelors’ Degree from a four-year accredited college or university

The Salvation Army recognizes that peace of mind is important to employees and their families.  Because of this, we offer a competitive salary, company vehicle, gas card, cell phone, home office set up including a lap top computer, reimbursed travel expenses, full health coverage, retirement, professional development, and paid time off!

For consideration, please send a resume, cover letter, and salary requirements to: search2@carrassessment.com.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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 Minorities/Women/Veterans/Disabled

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