Salvation Army Southern Territory: Planned Giving Director
Salvation Army Southern Territory
Planned Giving Director
Are you looking for a fulfilling new career path? Would you like to work for one of the largest Christian organizations in the world that is “doing the most good?” This opportunity might be just what you are looking for! The Salvation Army Southern Territory is seeking an experienced Planned Giving Director professional to lead, manage, cultivate, solicit and steward planned gifts for National Capitol (D.C.) area, and the Commonwealth of Virginia.
The Salvation Army operates in communities across the United States. We are committed to meeting human needs wherever we can by providing food distribution, disaster relief, rehabilitation centers, anti-human trafficking efforts, housing for homeless, children’s programs and many other programs.
The Divisional Director of Planned Giving (Legacy and Estate Planning) position will be responsible for engaging The Salvation Army’s donors in planned and deferred gifts, with responsibility for identifying prospects, designing and implementing gift planned strategy, providing guidance in gift structures that achieve donor’s goals and stewardship of donors with deferred gift commitments, and lead the marketing program for the gift planning team. The Director will manage a small portfolio of donors and lead the gift planning team (2 associate planned giving directors around the region and 1 support staff) while providing gift planning expertise for the team. Travel often throughout the assigned region and to occasional conferences nationally is required.
The position also:
- Plans, develops, coordinates, administers and supervises all phases of a Planned Giving Program for an assigned Division.
- Leads and supervises up to five Associate Planned Giving Directors and support staff with the responsibilities of soliciting and securing planned gifts throughout the assigned region; instructs and trains staff on the proper methods and procedures; monitors work for compliance, coaches and trains staff.
- Reviews, accepts, and submits all gifts and agreements from directors (wills, trusts, annuities, pooled income funds as well as outright gifts of stocks and property).
- Provides several types of weekly, monthly quarterly reports.
- Donor development and relationship responsibilities.
We are looking for candidates with a proven track record of success and the following skills and experience:
- A minimum of 5 years’ experience in planned giving fundraising. Advanced planned giving experience preferred
- 3 years successful management experience.
- Proven track record of planned giving achievement.
- Knowledge of best practices in planned giving including all relevant rules, regulations, and programs/policies for meeting compliance with a variety of planned giving vehicles.
- Experience and a strong desire to help people over 65 make decisions.
- Affinity for the mission of The Salvation Army.
- Bachelors’ Degree from a four-year accredited college or university.
Bon-a-fide Occupational Qualification:
This position requires an active Christian faith in harmony with Salvation Army doctrine and practice.
The Salvation Army recognizes that peace of mind is important to employees and their families. Because of this, we offer a competitive salary, company vehicle, gas card, cell phone, home office set up including a lap top computer, reimbursed travel expenses, full health coverage, retirement, professional development, and paid time off!
For consideration, please send a resume, cover letter, and salary requirements to: firstname.lastname@example.org.
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
Charles E. Smith Life Community: Planned Giving Officer
Charles E. Smith Life Community
Planned Giving Officer
Charles E. Smith Life Community, a premier provider of sub-acute, dementia, long-term care, and independent and assisted living services is searching for an energetic self-starter to work as a PLANNED GIVING OFFICER.
Located on a 34-acre campus in suburban Rockville, MD, our system provides a continuum of care encompassing long-term care at the Hebrew Home of Greater Washington, assisted living at Landow House, memory care assisted living at Cohen-Rosen house, independent living at Ring and Revitz House, and the Hirsh Health Center, an outpatient health clinic. With a rich history of over one hundred years of service to the community, we deliver quality services to over one thousand residents each day.
- Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for planned gifts
- Implement short- and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base to support Charles E. Smith Life Communities’ mission
- Collaborate with the other members of the Development team to develop a strategic, comprehensive approach to generating planned gift support leveraging donors from both the mid-level and direct response program
- Provide expertise in structuring complex gifts and working with colleagues to close new planned gift intentions
- Oversee effective handling and processing of estate gift administration to ensure appropriate stewardship and closure of realized gifts
- Manage the internal budget, track all invoices/expenses, provide regular written reports to the Vice President, and manage vendor relationships
- Direct and oversee stewardship and recognition programs for planned giving donors and ensure effective regular communication and retention. Collaborate with major gift team to integrate planned giving goals and objectives in all fundraising activities
- Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients and provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals and discuss donor interests
- Provide in-service training to professional and support staff on planned giving best practices
- Prepare timely and complete gift proposals and illustrations, transfer documents, bequest language and other relevant gift agreements
- Work with prospects and their professional advisors, and volunteers to develop appropriate solicitation and gift strategies
- Create and implement multichannel marketing strategies including direct mail, marketing collateral, online communications, and events
- Work closely with finance departments to oversee the administration of estates to ensure prompt settlement and payment of bequests
- Set annual performance goals and report at least quarterly regarding progress toward goals, challenges, successes, etc.
- Acts consistently with ethical guidelines and organizational core values and beliefs
- Establishes, cultivates and stewards strong relationships with donors and friends to build and maintain lifelong partnerships and trust
- Acts decisively to achieve results
- Collaborates with Vice President of Development and Community Engagement Team to grow the planned giving program which increases revenue to support the strategic direction of Charles E. Smith Life Communities
- Develops fundraising strategies and plans that integrate into the organization’s mission, priorities and goals.
Knowledge, Experience and Education:
- Bachelors degree in a relevant course of study required
- Ten or more years of professional experience in fundraising or related field
- Understanding of ethical standards and fundraising principles
- Individual must be a highly motivated, well-organized professional with a progressive record of achievement and level of responsibility in fundraising
- Must have proven record in prospecting, donor cultivation and gift solicitation experience resulting in successful gift solicitations
- General knowledge of the law, with specific emphasis on charitable aspects of tax, estate planning and probate law
- Superior written and verbal communication skills
- High level of tact and diplomacy is required to work well with donors, trustees, volunteers, and staff at all levels
- Ability to establish and maintain confidential communication with lawyers and financial advisors, verbally and in writing
- Keen sense of personal integrity and discretion when handling sensitive information
- Ability to establish and maintain positive working relationships with others, both internally and externally, to achieve the CESLC’s Pillars of Strength
- Ability to foster teamwork, work cooperatively with others to set goals, resolve problems and make decisions that enhance organizational effectiveness
- Ability to set priorities, monitor progress towards goals, create and implement action plans, and evaluate the process and results
- Possesses a strong intellectual curiosity, passionate interest in ideas in the broadest sense, current events and trends, and especially those related to the work and mission of Charles E. Smith Life Communities
- Proficiency with Microsoft Word and Excel; Raiser’s Edge and PG Calc required
- Team player, able to work both independently as a self-starter, and cooperatively in a challenging, fast-paced, complex organization
- Proven success in closing traditional and complex planned gifts, including but not limited to, bequests, gift annuities, remainder trusts, and gifts of real estate
- Manage multi-channel marketing and communications efforts to promote planned giving to prospective donors and help build a robust pipeline of donors and prospects
- Successfully managed a targeted portfolio of donors who have made deferred or planned gifts through trusts, charitable annuities, life insurance, wills, and bequests.
How to Apply:
Charles E. Smith Life Communities offers an attractive compensation and benefits package, including health, pension and flexible spending plans, various scholarships and tuition reimbursement. Submit resume and salary requirements to:
Charles E. Smith Life Communities
Attn: Chris Stamps
6121 Montrose Road, Rockville, MD 20852
Fax: (301) 770-8511
African Wildlife Foundation: Legacy Giving Associate
African Wildlife Foundation
Legacy Giving Associate
Position Title: Legacy Giving Associate
Reports To: Legacy Giving Manager
The African Wildlife Foundation (AWF)'s mission is to ensure wildlife and wild lands thrive in modern Africa.
AWF is the primary advocate for the protection of wildlife and wild lands as an essential part of a modern and prosperous Africa. Founded in 1961 to focus on Africa's unique conservation needs, we articulate a uniquely African vision, bridge science and public policy and demonstrate the benefits of conservation to ensure the survival of the continent's wildlife and wild lands.
The Legacy Giving Associate (Associate) works as an integral member of the African Wildlife Foundation (AWF)’s Philanthropy Team. Reporting to the Legacy Giving Manger (Manager), this is a full-time position that helps to build AWF’s pipeline of future legacy gifts focusing primarily on the cultivation and conversion of leads into confirmed gift intentions.
The Associate, who will be based at AWF’s Washington, DC office, will be primarily responsible for the execution of marketing campaigns and subsequent lead follow up by mail, email and phone. When appropriate, s/he will conduct face to face visits with prospects. The Associate will also assist with data entry, donor stewardship and estate administration.
Principal Duties and Responsibilites:
- Develop marketing strategies with the Manager, AWF’s Marketing Team and Vendors, assist with implementation.
- Interview donors and write compelling legacy profiles and/or testimonials for AWF publications.
- Provide requested estate planning information to prospects by mail and email, follow up to ensure packets are received and answer questions.
- Develop a portfolio from approximately 2,000 planned gift prospects (leads), and conduct a minimum of 10 substantive calls and/or visits per month with an ultimate goal of conversion to the Kilimanjaro Society.
- Work with Data Services to upload marketing leads, surveys and other information gleaned from mailings to Raiser’s Edge and ensure coding is correct.
- Assist Manager with estate administration, including completion of paperwork, filing, etc.
- Attend local planned giving council meetings as appropriate.
Skills and Qualifications:
- 1-2 years of development experience working directly with donors in a customer service capacity.
- Knowledge of, or direct experience with gift planning a plus.
- Self-Starter who can work independently, and collaborate with colleagues.
- Exceptional written and verbal communications skills.
- Experience with Raiser’s Edge or CRMs preferable.
- Strong time management and multi-tasking skills.
- Familiarity with conservation, especially in Africa, a distinct asset.
- Ability to travel (approx. 10% of time with potential for increased travel).