The Salvation Army Southern California
Director of Gift Administration
The Salvation Army Southern California, Rancho Palos Verdes, California, United States, 90275
Mission Statement
The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by love for God. Its mission is to preach the gospel of Jesus Christ and meet human needs in his name without discrimination.
Title Director of Gift Administration
Department Gift Services
Status Full-Time, Exempt
Salary $140,000 - $150,000
Position Summary The Director of Gift Administration provides strategic and operational leadership for the administration of the Salvation Army Western Territory’s complex charitable gift program. The role oversees all charitable gift annuities, charitable remainder trusts, outright gifts funded with securities, real estate, mineral rights, insurance policies, cryptocurrency and other non-cash assets. The Director manages a high‑profile team, ensures fiduciary and regulatory compliance, and maintains excellence in donor service, reporting, asset and gift administration. The leader partners closely with the Executive Director of Gift Services to refine processes, ensure efficiency, and uphold The Salvation Army’s mission and integrity in every aspect of gift management.
Qualifications
Education Bachelor’s degree (B.A. or B.S.) required; advanced degree or certification in finance, nonprofit management, or law preferred
Experience Minimum of 5 years senior‑level experience in planned giving, trust administration, investment management, banking, estate/financial planning, or non‑profit operations Demonstrated success managing complex charitable gift annuities and charitable remainder trusts Proven ability to lead teams and manage multifaceted administrative functions in a mission‑driven organization Minimum of 2 years experience in coaching, mentoring, motivating and evaluating team members
Knowledge, Skills, and Abilities Strong leadership, supervisory, and mentoring skills Excellent written and verbal communication skills, simplifying complex information for diverse audiences Understanding of common investment instruments, asset allocation strategies, and performance measurement criteria In‑depth knowledge of charitable tax law, trust administration, and real property transactions Outstanding analytical, problem‑solving, and project management capabilities High ethical standards and commitment to donor confidentiality Ability to think independently and make decisions using sound and logical judgment
Technology Skills Proficiency in Microsoft Office Suite (Word, Excel, Access, PowerPoint) Experience with fundraising and planned giving software (e.g., Crescendo, PG Calc) Experience with database management and reporting systems Ability to learn and use new software programs and databases
Professional Attributes Mission‑driven leader exemplifying integrity, accountability, and service Collaborative and proactive team player, consistently delivering best effort Detail‑oriented focus on operational excellence and compliance Strong interpersonal skills and customer service mindset Committed to continuous learning and professional development
Key Responsibilities
Leadership and Department Operations Ensure accurate, accountable, and timely administration of the planned gift program Direct supervision of Assistant Directors of Trust Services, Gift Administrators, and others as needed; foster a collaborative, mission‑driven culture Develop and implement departmental policies and procedures promoting efficiency, compliance, and operational excellence Partner with the Executive Director to evaluate and enhance systems, reporting, and internal controls
Gift and Trust Administration Manage administration of all charitable gift annuities and charitable trusts Oversee sale and liquidation of real property funding charitable gift annuities and charitable remainder trusts Supervise real property acceptance, marketing, sale and transaction activities, ensuring alignment with donor intent and best practices Manage all transactions for outright gifts of securities and real estate, and securities contributed as outright gifts or to charitable funds Work with real estate and financial brokers, attorneys, fiduciaries, and external advisors to resolve complex gift and asset issues Prepare and present timely, accurate agenda items to the Gift Services Committee, Board of Directors, and Property Council related to gifts or assets Oversee acceptance, gift valuation substantiation, sale and distribution of complex assets
Financial Management and Compliance Oversee preparation and review of tax reporting materials, regulatory filings, and state‑required submissions related to charitable gift annuities and trusts Collaborate with the Finance Department and external partners to ensure accurate accounting, fund transfers, and reconciliations Ensure full compliance with federal and state regulations governing planned giving, including registration, reporting, and fiduciary standards; ensure timely distribution of funds >Maintain thorough understanding of charitable tax law, investment strategies, and fiduciary obligations relevant to gift administration
Donor and Field Support Provide expert technical support to Planned Giving Directors, Major Gift Officers, and divisional personnel on assets, gift and trust administration matters Draft and review staff correspondence to donors, field personnel, brokers, executors and allied professionals >Ensure timely and accurate donor payments, statements, reports and resolve related issues >Deliver training and mentorship to staff and field personnel on policies, compliance, and industry standards
Process Improvement & Reporting Develop and monitor performance metrics and reporting tools for departmental activities Identify opportunities to streamline processes, enhance data integrity, and improve field and donor services Prepare presentations and reports for senior management, internal clients and external partners Stay current with emerging trends in planned giving, regulatory updates, and fiduciary best practices
Reports To Executive Director of Gift Services
Seniority Level Director
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Title Director of Gift Administration
Department Gift Services
Status Full-Time, Exempt
Salary $140,000 - $150,000
Position Summary The Director of Gift Administration provides strategic and operational leadership for the administration of the Salvation Army Western Territory’s complex charitable gift program. The role oversees all charitable gift annuities, charitable remainder trusts, outright gifts funded with securities, real estate, mineral rights, insurance policies, cryptocurrency and other non-cash assets. The Director manages a high‑profile team, ensures fiduciary and regulatory compliance, and maintains excellence in donor service, reporting, asset and gift administration. The leader partners closely with the Executive Director of Gift Services to refine processes, ensure efficiency, and uphold The Salvation Army’s mission and integrity in every aspect of gift management.
Qualifications
Education Bachelor’s degree (B.A. or B.S.) required; advanced degree or certification in finance, nonprofit management, or law preferred
Experience Minimum of 5 years senior‑level experience in planned giving, trust administration, investment management, banking, estate/financial planning, or non‑profit operations Demonstrated success managing complex charitable gift annuities and charitable remainder trusts Proven ability to lead teams and manage multifaceted administrative functions in a mission‑driven organization Minimum of 2 years experience in coaching, mentoring, motivating and evaluating team members
Knowledge, Skills, and Abilities Strong leadership, supervisory, and mentoring skills Excellent written and verbal communication skills, simplifying complex information for diverse audiences Understanding of common investment instruments, asset allocation strategies, and performance measurement criteria In‑depth knowledge of charitable tax law, trust administration, and real property transactions Outstanding analytical, problem‑solving, and project management capabilities High ethical standards and commitment to donor confidentiality Ability to think independently and make decisions using sound and logical judgment
Technology Skills Proficiency in Microsoft Office Suite (Word, Excel, Access, PowerPoint) Experience with fundraising and planned giving software (e.g., Crescendo, PG Calc) Experience with database management and reporting systems Ability to learn and use new software programs and databases
Professional Attributes Mission‑driven leader exemplifying integrity, accountability, and service Collaborative and proactive team player, consistently delivering best effort Detail‑oriented focus on operational excellence and compliance Strong interpersonal skills and customer service mindset Committed to continuous learning and professional development
Key Responsibilities
Leadership and Department Operations Ensure accurate, accountable, and timely administration of the planned gift program Direct supervision of Assistant Directors of Trust Services, Gift Administrators, and others as needed; foster a collaborative, mission‑driven culture Develop and implement departmental policies and procedures promoting efficiency, compliance, and operational excellence Partner with the Executive Director to evaluate and enhance systems, reporting, and internal controls
Gift and Trust Administration Manage administration of all charitable gift annuities and charitable trusts Oversee sale and liquidation of real property funding charitable gift annuities and charitable remainder trusts Supervise real property acceptance, marketing, sale and transaction activities, ensuring alignment with donor intent and best practices Manage all transactions for outright gifts of securities and real estate, and securities contributed as outright gifts or to charitable funds Work with real estate and financial brokers, attorneys, fiduciaries, and external advisors to resolve complex gift and asset issues Prepare and present timely, accurate agenda items to the Gift Services Committee, Board of Directors, and Property Council related to gifts or assets Oversee acceptance, gift valuation substantiation, sale and distribution of complex assets
Financial Management and Compliance Oversee preparation and review of tax reporting materials, regulatory filings, and state‑required submissions related to charitable gift annuities and trusts Collaborate with the Finance Department and external partners to ensure accurate accounting, fund transfers, and reconciliations Ensure full compliance with federal and state regulations governing planned giving, including registration, reporting, and fiduciary standards; ensure timely distribution of funds >Maintain thorough understanding of charitable tax law, investment strategies, and fiduciary obligations relevant to gift administration
Donor and Field Support Provide expert technical support to Planned Giving Directors, Major Gift Officers, and divisional personnel on assets, gift and trust administration matters Draft and review staff correspondence to donors, field personnel, brokers, executors and allied professionals >Ensure timely and accurate donor payments, statements, reports and resolve related issues >Deliver training and mentorship to staff and field personnel on policies, compliance, and industry standards
Process Improvement & Reporting Develop and monitor performance metrics and reporting tools for departmental activities Identify opportunities to streamline processes, enhance data integrity, and improve field and donor services Prepare presentations and reports for senior management, internal clients and external partners Stay current with emerging trends in planned giving, regulatory updates, and fiduciary best practices
Reports To Executive Director of Gift Services
Seniority Level Director
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