Director of Gift Planning "DGP"

Director of Gift Planning "DGP"

Hiring Organization Information

Organization Name: 
The Salvation Army Northwest Divisional Headquarters
City: 
Seattle
State: 
WA

Position Information

Employment Type: 
Full time
Salary Range: 
85,000.00 - 120,000.00 DOE
Job Category: 
Development | Fundraising
Organizational Overview: 

 

To be considered for this position, please apply directly on the link below:
https://rn22.ultipro.com/SAL1002/jobboard/NewCandidateExt.aspx?__JobID=1...

 

THE SALVATION ARMY – WESTERN TERRITORY

DIVISIONAL DIRECTOR OF GIFT PLANNING

Job Description

  Key-Exempt Position

LOCATION:            Divisional Headquarters, Seattle, WA: 111 Queen Anne Ave North #300 Seattle, WA 98109

POSITION TITLE:   Director of Gift Planning (“DGP”)

REPORTS TO:       Divisional Director of Development

FLSA STATUS:       EXEMPT – Administrative

 

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 the love of God.  Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Role Responsibilities: 

POSITION SUMMARY:  The Director of Gift Planning (‘DGP”) leads, develops, implements and coordinates all phases of the Gift Planning Program within the Division for maximum success with planned gifts generation and gift closures.   The DGP is responsible for:  cultivating, stewarding and soliciting planned gift donors and prospects; engaging them in philanthropic planning 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 DGP 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. 

*Partial telecommuting options may be considered*

 

DUTIES & RESPONSIBILITIES:

  1. Maintain personal responsibility for between 75 – 150 existing planned gift donors.
  2. Maintain annual stewardship for all living bequest donors within your area.
  3. Maintain and build relationships with professionals such as, CPAs, CFPs, and Attorneys.
  4. Make 10-15 strategic/substantive visits per month (donor, prospect or advisor visits).
  5. Present 40-50 gift planning proposals per year.
  6. Years 1-3: Identify or close twenty-four (24) plus gifts per year valued between $2.5M-$5M.
  7. Years 3 +: Identify or close fifty (50) plus gifts per year valued between $5M-$10M

(Gifts and commitments include life income gifts, bequest intentions & outright gifts).

  1. Promote, organize & participate in three (3) or more donor or advisor seminars per year.
  2. Collaborate with Officers and development staff to provide donors with exceptional service and collaborate with site visits / donor visits.
  3. Develop and provide to management annual forecasts for production of gift activity.
  4. Develop and provide to management a multichannel marketing plan for your area annually.
  5.  Report activities and production on the approved territorial Salvation Army Metrics Reports.
  6. Submit Completed Gift Reports monthly to Territorial Headquarters for review and approval.
  7. Keep up-to-date on all appropriate tax laws relating to gift planning.
  8. Be familiar with and remain current on various gift planning tools and agreements.
  9. Promote, encourage and engage in joint DRD (major gifts) /DGP donor events.
  10. Give full-time to Planned Giving.  Functions such as public relations, major gift development, foundations and corporation appeals are the responsibility of other personnel.
  11. Participate in training programs conducted by Territorial Gift Planning Department.
  12. When asked, and approved by their divisional management, serve on Territorial committees.  Examples include but are not limited to:  Metrics Committee, ECGPI Committee, or other ad hoc committees formed for the good of The Salvation Army planned giving program.
  13. Air and car travel throughout the Northwest Division are required.
  14. Work within the established framework, policies and organization of the Division and Territory.  To accomplish this, s/he will:
    1. Conduct activities within the framework of the territorial gift acceptance policies
    2. Adhere to all territorial standards and policies in regard to the planned giving program
    3. Work closely with the Territorial Planned Giving Director in the development and closing of complex gift planning arrangements
    4. Refrain from signing on behalf of The Salvation Army any legal commitments
    5. Refrain from any direct personal gain as a result of donor contacts.  Accept no gratuities or gifts and allow no bequest or remainder interest to be designated to the individual representing The Salvation Army
  15.   Other duties as assigned.
Candidate Qualifications: 

PREFERRED QUALIFICATIONS

  1. A preference for candidates with an advanced degree or certification such as, Certified Financial Planner (“CFP”), MBA, JD, CPA or CSPG.
  2. Minimum five (5) years of experience in charitable gift planning or in related areas of finance, trust management, sales or law.
  3. Familiarity with gift illustration software programs such as Crescendo or PG Calc.
  4. Ability to develop creative solutions and have entrepreneurial skills are a plus.

 

MINIMUM QUALIFICATIONS:

  1. A Bachelor’s degree in marketing, sales, finance or other related field.
  2. Demonstrated ability to close principal gift plans at the six and seven figure level.
  3. Comfortability with technical conversations involving financial or legal concepts.
  4. Ability to communicate effectively with staff and ability to delegate.
  5. Strong analytical skills and attention to detail.
  6. Excellent written and verbal communication skills.
  7. Strong public speaking skills.
  8. Ability to simplify complex issues and communicate these to a wide range of audiences.
  9. Ability to work in a fast-paced environment and maintain poise under pressure.
  10. Ability to work with persons of varied socio-economic backgrounds.
  11. Ability to operate standard office equipment in an efficient and effective manner.
  12. Ability to present oneself in a professional manner.
  13. Ability to maintain confidentiality and sensitivity in relation to information and documentation.
  14. Be a self-starter and goal oriented.
  15. Ability to work independently.
  16. Ability to maintain detailed and accurate records.

 

SOFTWARE RELATED SKILLS:

  1. Advanced ability in MS Office including Excel, Word, PowerPoint and other Microsoft software.
  2. Ability to use electronic media.
  3. Advanced knowledge of integrated database applications.

 

 

 

PHYSICAL REQUIREMENTS:

Qualified individuals must be able to perform the essential duties of the position with or without accommodation.  A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position.  The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.

 

While performing the duties of this job, the employee is regularly required to walk, stand, climb or balance, stoop, kneel, crouch, crawl and reach with hands and arms on a continuous basis.   The employee must regularly lift and/or move up to 20 pounds, frequently lift and/or move up to 40 pounds, and occasionally lift and/or move up to 60 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus.  Must have the ability to operate telephone, a desktop or laptop computer, as well as the ability to access and produce information from a computer, and to understand written information.

 

COMMUNICATION:

The position requires:  professionally communicating verbally with co-workers, other departments, program staff, donors and vendors; talking on the telephone; responding to written or verbal requests; training/giving verbal and written instructions; receiving verbal and written instructions; writing/composing written language; reading; visiting/working at other worksites and non-worksite locations; communication via the latest technologies.

 

ACKNOWLEDGEMENT OF RELIGIOUS PURPOSES OF THE SALVATION ARMY

The employee acknowledges that s/he has been informed and understands The Salvation Army’s religious purpose and status as a church.  The employee agrees that s/he shall do nothing in his/her relationship with The Salvation Army as an employee to undermine its religious mission.  The employee agrees and understands that his/her work-related conduct must not conflict with, interfere with, or undermine such religious programs or the Army’s religious purposes.

Qualified individuals must be able to perform the essential duties of the position with or without accommodation.  A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position.  The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.

I understand the job description, its requirements and that I am expected to complete all duties as assigned.  I understand the job duties may be altered from time to time.  I have noted below any accommodations that are required to enable me to perform these duties.

How to Apply

Application Contact: 
Stephanie Diaz