Associate Divisional Director of Planned Giving

The Salvation Army USA Western Territory - Cascade Division; Saskatchewan; On-site; USD 70,000 - 75,000; Full time

Job summary

An established industry player is seeking an Associate Director of Gift Planning to support their mission of serving donors and achieving fundraising goals. This role involves cultivating relationships with individual donors, implementing marketing plans, and coordinating proposals. The ideal candidate will possess strong analytical and communication skills, along with a Bachelor's degree in a relevant field. Join a dedicated team that values collaboration and creativity, and make a meaningful impact in the community through effective gift planning strategies.

Qualifications

• Bachelor's degree in marketing, sales, finance, or related field required.
• Strong analytical skills and attention to detail are essential.

Responsibilities

• Support gift planning activities and build relationships with donors.
• Coordinate gift planning proposals and maintain accurate donor records.

Skills

Analytical Skills

Communication Skills

Team Collaboration

Financial Concepts

Presentation Skills

Attention to Detail

Education

Bachelor's Degree in Marketing

Advanced Degrees or Certifications (CFP, MBA, etc.)

Tools

MS Office Suite

CRM Software

Job description

Recruiting Opportunity Closes: 05.13.2025

Yearly Salary: $70,000 - $75,000

Hours Per Week: 40

Status: Exempt / Full Time

Number of Positions: 1

Location: This position is in the State of Idaho

Position Title: Associate Director of Gift Planning (ADGP)

The Salvation Army 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.

Application Instructions:

Complete the online job application, upload a resume and cover letter. To apply online go to: Associate Divisional Director of Planned Giving. Questions, contact David Swanson at [e-mail] or call [phone]. Mr. Swanson is the sole point of contact for questions regarding this position.

Recruiting Accommodation Statement:

To obtain assistance with accommodations related to the Americans with Disabilities Act (ADA) concerning your application process, please contact 1-888-887-6528 or email [e-mail], attention Eric Hansen or Sheila Jordan.

POSITION SUMMARY:

The Associate Director of Gift Planning (ADGP) position is a recognized Gift Planning role supporting the Director of Gift Planning (DGP) and Senior Director of Gift Planning/Mentor (SDGP/M). The primary purpose is to support DGPs in achieving their annual Gift Activity goals by identifying, cultivating, soliciting, securing, and stewarding individual donors and targeted deferred gifts. ADGPs will implement each DGP's Forecast and Marketing Plans (FMP).

DESIRED QUALIFICATIONS:

• A strong desire to serve donors and team members.
• A desire to learn, grow, and work collaboratively to achieve goals.
• Bachelor's degree in marketing, sales, finance, or related field; advanced degrees or certifications such as CFP, MBA, JD, CPA, CSPG, or CAP are preferred.
• Comfortable discussing financial or legal concepts.
• Ability to develop creative presentation options.
• Strong analytical skills, attention to detail, and record-keeping abilities.
• Self-motivated, articulate, goal-oriented, able to work under pressure, and a team player or independent worker.
• Professional demeanor.
• Ability to maintain confidentiality and sensitivity.
• Proficient in MS Office, Excel, Word, PowerPoint, with ability to learn CRM and other software.
• Willingness to travel for training, conferences, and face-to-face donor visits.

ADGP DUTIES & RESPONSIBILITIES:

Management:

• Support all gift planning activities within the assigned area.
• Build relationships with Corps Officers and staff.
• Assist donors in establishing life-income plans.
• Maintain stewardship for living bequest donors.
• Keep accurate donor records.
• Visit donors, advisors, and Corps as directed.
• Build relationships with professionals like CPAs, CFPs, and attorneys.
• Collaborate with staff for excellent donor service.

Metrics:

• Coordinate at least two gift planning proposals weekly.
• Make at least ten substantive calls weekly.
• Send at least twenty written communications weekly.
• Participate in seminars and report activities in CRM and gift reports.

Marketing:

• Complete and update annual Forecast and Marketing Plan.
• Implement DGP's FMP as directed.
• Work with staff and vendors on marketing activities.

Training:

• Participate in monthly and annual training sessions, including technical conferences.

Other:

• Operate within division policies and standards.
• Adhere to gift acceptance policies.
• Avoid legal commitments or personal gains related to donor contacts.
• Perform other duties as assigned.

PHYSICAL REQUIREMENTS:

Must perform essential duties with or without accommodations. Tasks include walking, standing, climbing, lifting up to 60 pounds, and operating electronic devices. Vision and mobility requirements are specified.

COMMUNICATION:

Must communicate professionally via various channels, including verbal, written, and technological means.

RELIGIOUS PURPOSES:

Understand and support The Salvation Army's religious mission. Conduct must not conflict with religious programs.

Driving is required; valid license and successful screening are mandatory.