Director of Gift and Estate Planning @ Kansas City, MO

Job

Objective

:

Identify prospects and build relations

hips to cultivate, solicit,

close

, and steward

planned gifts.

Help donors consider planned

giving options to maximize their personal goals while providing for The Salvation Army. Be a resource to major gifts staff, professional advisors

, officers,

and corps development staff in assigned area. Supervise Gift

and Estate

Planning support staff.

Essential

Functions:

Promote and explain various deferred and outright gift options to donors, prospects, professional advisors, and corps ad

visory boards in assigned areas

Create and maintain

active

portfolio of planned gift prospects

Cultivate rel

ationships with portfolio

prospects. Move prospects toward solicitation

,

closing

, and stewardship

of planned gifts

Create and maintain a

ction plans in CRM

database of assigned prospects

Maintain donor gift contracts and prospect electro

nic records

Promote planned giving through

personal conta

ct, print and electronic media

Promote stewardship of planned

gift donors through Lig

ht Brigade recognition society

Work with major gifts staf

f on

jointly-assigned

prospects

Participate in continued educ

ation program through industry

meetings, co

nferences and specialized study

Provide reports and support activities to supervisor,

officers, and corps

advisory boards on

planned giving

efforts.

Present at

cor

ps advisory boards and maintain contact with

corp

s

Provide

planned giving

information to and collabo

rate with professional advisors

Supervise and evaluat

e Gift

and Estate

Planning support staff

Additional Duties:

Assist

Senior

Director

of

Gift

and Estate

Planning with department strategy a

nd budget preparation a

s

requested

Minimum Qualifications

Education :

Bachelor degr

ee or five years of prospect

moves and g

ift

management

Experience :

Understanding and securing planned gifts. Knowledge of charitable

tax laws and financial concepts

Certifications/Licenses :

CAP, CSPG, CGPP o

r CFRE helpful but not required

Skills/Abilities :

Self-motivated with strong oral, writin

g, and active listening skills

Ability to work both independently and effectively away from supervision. Good supervis

ory strengths

Ability to travel frequently

Strong computer skills including database, e-mail

, Office

and

gift illustration

software

Ability to establish

portfolio

and implement planned gif

t solicitation and close goals

Ability to summarize prospect

contacts

Ability to work comfortably with donors of all ages (mostly older), professional advisors, advisor

y boards, officers, and staff

Supervisory Duties:

Direct supervision of

Gift

and Estate

Planning sec

retaries

Physical Requirements:

The position requires sitting; climbing and/or balancing; stooping, kneeling, bending, stretching, crouching and/or crawling; standing; walking; manual dexterity and eye-hand coordination; use of vision; driving a vehicle; pushing/pulling/lifting/carrying 25 pounds; traveling by airplane; both outdoor and indoor navigation of settings, and standing and/or walking up to 12 hours per day.

Reasonable accommodation may be made to enable individuals to perform the essential functions of this job.

Mental Demands:

Work under stressful conditions

Interact with others with courtesy and tact

Manage and prioritize multiple projects in an organized and efficient manner to meet tight deadlines

Respond to crisis situations in a calm and effective manner

Complete projects on schedule

Maintain confidentiality

Maintain regular and punctual work attendance

Communication Demands:

The position requires

strong oral, writing, and listening skills in working with prospects who are mainly older.

Respond quickly to inquiries from prospects and corps officers.

Travel:

Travel weekly to visit donors, prospects, corps or officers.

Driving:

Must possess a valid driver's license from the state in which you reside. Must be approved through The Salvation Army Fleet Safety Program to drive either a Salvation Army or personal vehicle on Salvation Army business.

Working Conditions:

Daily work is performed in a typical office environment; may require some weekend and evening work. Event work may include hotels, indoor/outdoor venues, Corps Community Centers, and other public venues.

All employees 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.

The Salvation Army Mission :

The Salvation Army, an international movement, is an evangelical p

art of the universal Christian c

hurch. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

The Salvation Army is an equal opportunity employer. Candidates who are back-to-work, US Veterans, people with disabilities, people who have been impacted by the justice system, and/or people without a college degree are encouraged to apply.

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