Planned Gift Operations Manager
- Experience Level
The Salvation Army, an internationally recognized non-profit, faith based organization, has an opening for a Planned Gift Operations Manager for the Southern Territory Headquarters, located in Atlanta, Georgia.
Responsible for the oversight of all planned gift operations in the Southern Territory including Gift Annuities, Trusts, and Pooled Income Funds. Supervises the work of the Planned Gift Operations Support position to accomplish all appropriate duties required in this area. Responsible for all reporting related to Planned Gifts that originate out of the Office of Investments. Ensures all duties and responsibilities are carried out in accordance with established gift operating procedures and regulations. This position reports to the Director – Office of Investments.
Knowledge, Skills, and Abilities
Knowledge of current State and Federal regulations concerning gift annuities. Knowledge of tax processing of Planned Gifts and current IRS regulations concerning Gift Annuities, Trusts, and Pooled Income Funds. Knowledge of general office practices and procedures. Knowledge of the practices and procedures of accounting and/or bookkeeping work. Knowledge of project management skills necessary to track activity of a multitude of accounts and ensure compliance with approved guidelines and deadlines for the same. Knowledge of accepted practices and techniques for preparing routine and complex spreadsheets. Ability to operate and utilize Planned Gift processing software to generate and record Planned Gift payment records, reports and financial data; in conjunction with the Planned Gift processing software the ability to utilize the Bank’s ACH processing software through the internet to generate appropriate prenote/payment files. Ability to prepare accurate and complete spreadsheets, residuum calculations and Planned Gift reserve requirements as required by FASB. Ability to learn and become proficient in specific computer software utilized by the department. Ability to monitor account activity and ensure compliance with multiple guidelines. Ability to review various documents in order to determine compliance with established guidelines. Ability to research account discrepancies and/or inquiries and provide accurate and complete information. Ability to process financial documents quickly and with independent thought in order to meet tight deadlines. Ability to plan, assign, and supervise the work of subordinate staff providing assistance with Planned Gift administration. Ability to meet attendance requirements. Ability to read, write, and communicate the English language. Ability to perform mathematical calculations. Ability to type and keypunch data into a computer. Ability to sort and file documents alphabetically and numerically. Ability to operate various general office equipment including a telephone, typewriter, computer, and adding machine.
Education and Experience
Bachelor’s Degree from an accredited college or university in Business Administration, Accounting, Finance or a related field, required AND Five years progressively responsible investment accounting experience specifically in Planned Gift and/or Trust Administration is required including experience supervising and/or leading administrative functions and special projects of an internal Planned Giving and/or Trust Program and ensuring compliance with related State, Federal and IRS regulations.
Licenses & Certifications:
Valid State Driver’s License
Physical Requirements/Working Conditions
Constant amount of physical effort required associated with hand movement, holding, finger dexterity, reading, writing, eye-hand coordination, vision, hearing, talking and sitting at least 90% of the work time; rare to occasional amount of physical effort required associated with walking, standing, lifting up to 30 lbs., pushing, pulling, climbing, bending, squatting, crawling, and reaching at least 30% of the work time. Ability to travel as needed for conferences. Work is performed in a normal office environment where there are little or no physical discomforts associated with changes in weather or discomforts associated with noise, dust, dirt and the like.
All employees recognize 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.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Equal Opportunity Employer Minorities/Women/Veterans/Disabled