Director of Gift and Estate Planning

Mykroc; St. Louis (MO); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, Dental, Vision, and Hearing保险

Company-paid Life Insurance

Long Term Disability

401(k) / Retirement plan

Voluntary Benefits

Job summary

The Salvation Army Midland Divisional Headquarters in St. Louis, Missouri, seeks a Director of Gift & Estate Planning to lead planned giving efforts within the Midland Division. This is a full-time, exempt role based in St.

Louis with 40 hours per week and compensation based on experience. Responsibilities include soliciting deferred gifts, developing annual goals with the planned giving director, cultivating donors using moves management, and coordinating with major gifts officers.

Qualifications

• Bachelor’s degree with 4 years in development or related field and knowledge in planned giving.
• Excellent interpersonal, written, and verbal communication skills.
• Proficient with word processing, spreadsheets, databases, and email; able to handle multiple projects.

Responsibilities

• Solicit and secure deferred gifts from prospects and donors per policy.
• Work with planned giving director to set annual goals.
• Develop cultivation and stewardship of donors using moves management.
• Identify and qualify donor prospects and build planned giving committees.
• Prepare deferred giving proposals for prospects, attorneys, donors.
• Public speaking on estate topics to professionals and the public.
• Ensure donor data accuracy and coordinate with Midland Planned Giving.
• Collaborate with major gifts officers on shared donor assignments.
• Participate in development meetings and professional development.

Skills

Interpersonal communication

Written communication

Verbal communication

Judgment

Time management

Travel willingness

Driver's license

MVR checks

Education

Bachelor's degree

Tools

Word processing

Spreadsheets

Database

Email

Job description

The Salvation Army Midland Divisional Headquarters located in St. Louis, Missouri, is looking for a Director of Gift & Estate Planning. This individual will be responsible for the promotion, development and securing of planned gifts within the assigned service area in Midland Division.

This is a Full‑Time, Exempt position, 40 hours per week, pay is based on experience.

We are located at 1130 Hampton Ave St. Louis, Missouri 63139.

Essential Functions

• Solicit and secure deferred gifts from prospects and donors for Salvation Army services within Salvation Army policies applying working knowledge of legal and tax consequence of charitable giving and explanation of the various gift plans.
• Work with planned giving director to establish annual goals and objectives.
• Develop and implement cultivation and ongoing stewardship of prospective and current donors utilizing moves management.
• Identify and qualify donor/prospects and build planned giving committees working with corps officers, key volunteers, council members, community professionals…
• Prepare deferred giving proposals for prospects, attorneys, donors…
• Utilizing marketing plan using direct mail, newsletters, targeted mailings working with directives as provided by THQ.
• Perform public speaking opportunities to both the professional communities and the general public, e.g., basic estate and wills seminars.
• Assure all electronic data regarding donor/prospect file information and gift production information is processed accurately and in coordination with the Midland Planned Giving Department.
• Work with major gifts officers in cultivating and stewarding shared donor assignments.
• Actively participant in development department meetings and activities as needed.
• Enhance professional development through personal study and attending educational opportunities.
• Maintain confidentiality and comply with Safe from Harm guidelines.

This job description should not be interpreted as an all‑inclusive list. It is intended to identify the essential duties and requirements of the position. Employee will follow other instructions, and perform other related duties, as may be required by his/her supervisor. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.

Minimum Qualifications

Bachelor’s degree and four (4) years proven experience in development/related field with comprehensive knowledge in planned giving. Combination of training and experience will be considered. Excellent interpersonal, written and verbal communication skills. Requires working knowledge and skill in computer software applications to include word processing, spreadsheet, database and e‑mail. Must be a team player, self‑starter, able to handle several projects at the same time and perform well with minimum supervision. Ability to think independently and exercise sound judgment. Ability to work under pressure and deadlines. Capable and willingness to travel, sometimes for consecutive days. Must have a valid drivers’ license and pass TSA MVR check.

Physical and Working Conditions

Must be capable of performing the above essential duties in an office environment to include using a computer, answering phones, etc. Work will be done on the road as well as in a climate‑controlled office.

Employee Status

Full‑time: Normal work hours will be determined by supervisor, however working additional hours including some weekends may be required.

Benefits

• Sick time, personal days, and a floating holiday
• Health, Dental, Vision, and Hearing insurance
• Company‑paid Life Insurance
• Voluntary Life Insurance
• Long Term Disability with buyup option
• Voluntary Retirement Fund (403b)
• Voluntary Aflac products
• Voluntary Short‑term Disability
• Other elective benefits

The Salvation Army is an equal opportunity employer. Candidates who are back‑to‑work, US Veterans, people with disabilities, people who have been impacted by the justice system, and/or people without a college degree are encouraged to apply.