Director of Planned Giving

The Salvation Army has an opening for a “Director of Planned Giving” in the Golden State Divisional Headquarters.

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.

Employee Benefits

The Salvation Army recognizes that peace of mind is important to employees and their families. Because of this, we offer a competitive salary, company automobile for business travel, corporate expense card for business expenses, company cell phone for business communication, home office set up including a laptop computer, reimbursed business travel expenses, full health coverage, retirement, professional development, Training in advanced Charitable Estate Planning techniques and paid time off!

About this opportunity

The Director of Planned Giving position provides a unique opportunity to impact your community by collaborating with a team of innovative Charitable Estate Planning professionals as the regional Director. This position includes identifying, cultivating, and soliciting donors interested in impacting others through their giving. Work includes applying charitable gift planning to mutually benefit donors, their families, and The Salvation Army.

Key Responsibilities:

• Responsible for a portfolio of 100+ existing gift planning donors, 200+ prospects & professional advisors throughout San Francisco, San Mateo Country, Silicon Valley and Monterey County
• Maintain annual stewardship for all bequest and life income donors within your area.
• 40% of time traveling to achieve 16 in person visits per month.
• Deliver 20+ proposals per month that will generate $5M+ in new commitments per year.
• Communicate and reports into the donor database all significant interactions as required.
• Keeps detailed records in all appropriate databases and tracking spreadsheets.
• Ensures excellent customer service is provided to all donors.
• Communicates effectively and regularly with Divisional Director of Development on all relevant issues.
• Conducts tours of Salvation Army Facilities with donors and facilitates face-to-face interaction with Division leadership.
• Travel often throughout the following: (San Francisco, San Jose, Monterey) and to occasional conferences nationally is required.

You are an ideal match for the role if you have:

• Bachelor’s degree in business, marketing, sales, finance, or related field.
• Have a passion for and FULLY support the whole mission of The Salvation Army.
• Strong ability to close gifts six and seven figure gift plans.
• Active listener (70% listening 30% speaking) with experience in assisting people in making decisions.
• Attention to detail with effective communication skills making complex ideas simple.
• An understanding of bequests, charitable gift annuities, charitable unitrusts, and life estates.
• Proficient in the use of computers and a wide variety of software programs.

Preferred

• Minimum five (5) plus years of proven success in charitable gift planning or in related fields of fundraising, financial planning, or technical sales.
• A preference for candidates with an advanced degree or certification such as: Certified Financial Planner (“CFP”), MBA, JD, CPA, CSPG, CAP, or FCEP.

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: Veterans | Disabled