Director, Planned Giving & Estate Strategy

The Salvation Army North & Central Illinois Division; Hutchinson (KS); On-site; USD 90,000 - 130,000; Full time

Job summary

The Salvation Army North & Central Illinois Division is seeking a Planned Giving Officer to cultivate donors, explain gift options, and manage a portfolio of prospects. You will collaborate with major gifts staff and professional advisors to maximize planned giving outcomes.

Responsibilities include developing donor relationships, maintaining CRM records, and presenting at corps advisory boards while supporting education and strategy in gifting programs.

Qualifications

• Education: Bachelor degree or five years of prospect moves and gift management.
• Experience: Understanding and securing planned gifts. Knowledge of charitable tax laws and financial concepts.
• Certifications: CAP, CSPG, CGPP or CFRE helpful but not required.

Responsibilities

• Promote and explain various deferred and outright gift options to donors and professionals.
• Create and maintain active portfolio of planned gift prospects.
• Cultivate relationships and move prospects toward solicitation and closing.
• Create and maintain action plans in CRM for assigned prospects.
• Maintain donor gift contracts and prospect electronic records.
• Promote planned giving through personal contact and media.
• Work with major gifts staff on jointly-assigned prospects.
• Provide reports and support to supervisor and boards.

Skills

Oral communication

Written communication

Active listening

Travel frequently

Supervisory experience

CRM/database proficiency

Gift illustration software

Portfolio development

Prospect cultivation

Donor relationship management

Education

Bachelor degree or five years of prospect moves and gift management

Tools

CRM/database software

Job description

The Salvation Army North & Central Illinois Division is seeking a Planned Giving Officer to cultivate donors, explain gift options, and manage a portfolio of prospects. You will collaborate with major gifts staff and professional advisors to maximize planned giving outcomes.

Responsibilities include developing donor relationships, maintaining CRM records, and presenting at corps advisory boards while supporting education and strategy in gifting programs.