Director, Planned Giving & Estate Planning

The Salvation Army USA Central Territory; Wichita (KS); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

The Salvation Army USA Central Territory in Wichita is seeking a Director of Gift and Estate Planning to lead the organization’s planned giving efforts. The role focuses on identifying prospects, cultivating donors, and guiding gift strategies to meet personal and organizational goals.

You will manage a portfolio, work with professional advisors, and collaborate with major gifts staff while ensuring proper documentation in CRM systems and adherence to gift policies.

Qualifikationen

• Bachelor degree or five years of prospect moves and gift management.
• Understanding and securing planned gifts. Knowledge of charitable tax laws and financial concepts.

Aufgaben

• Promote and explain gift options to donors and professionals.
• Create and maintain active portfolio of planned gift prospects.
• Cultivate relationships to solicit and close planned gifts.
• Create and maintain CRM action plans for assigned prospects.
• Maintain donor gift contracts and electronic records.
• Promote planned giving through personal contact and media.
• Supervise Gift and Estate Planning staff.

Kenntnisse

Communication skills

Oral and written communication

Active listening

Independent work

Travel willingness

Supervisory ability

CRM/database software

Gift planning knowledge

Ausbildung

Bachelor degree

Experience in planned gifts (5+ years)

Jobbeschreibung

The Salvation Army USA Central Territory in Wichita is seeking a Director of Gift and Estate Planning to lead the organization’s planned giving efforts. The role focuses on identifying prospects, cultivating donors, and guiding gift strategies to meet personal and organizational goals.

You will manage a portfolio, work with professional advisors, and collaborate with major gifts staff while ensuring proper documentation in CRM systems and adherence to gift policies.