Director, Planned Giving & Major Gifts

Milwaukee Succeeds; Wauwatosa (WI); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

The Salvation Army Wisconsin and Upper Michigan Division seeks a Director of Gift & Estate Planning to identify, cultivate, solicit, secure, and steward individual prospects and donors and to implement planned giving campaigns.

You will manage a portfolio of 125–180 donors, develop solicitation plans, and coordinate with senior staff and volunteers while preparing reports and proposals to meet division goals.

Competenze

• Bachelor's degree in business, finance, nonprofit management, or related field.
• Five years' fundraising experience including personal solicitation.
• Proven committee/board experience.
• Experience with high-level volunteers, donors and program staff.
• Knowledge of fundraising ethics in nonprofit work.
• Equivalent combination of training and experience accepted.

Mansioni

• Manage a prospect portfolio of approximately 125–180 planned giving donors and prospects.
• Develop solicitation plans for new and current donors and prospects within the portfolio.
• Cultivate relationships through various calls, letters and notes, including face-to-face meetings.
• Solicit and close planned gifts per annual goals as set by leadership.
• Utilize Salesforce to document donor interactions, progress, and actions.
• Develop donor cultivation materials and personalized proposals.
• Coordinate with senior staff, volunteers and donors to advance fundraising strategies.
• Assist in organizing events and small donor meetings for cultivation.
• Prepare statistics, reports and budget information for leadership.

Conoscenze

Fundraising

Donor relations

Planned gifts

Major gifts

Salesforce

Communication

Budgeting

Event planning

Formazione

Bachelor's degree

CFRE/CTFA/CFP/CAP preferred

Strumenti

Salesforce

Descrizione del lavoro

The Salvation Army Wisconsin and Upper Michigan Division seeks a Director of Gift & Estate Planning to identify, cultivate, solicit, secure, and steward individual prospects and donors and to implement planned giving campaigns.

You will manage a portfolio of 125–180 donors, develop solicitation plans, and coordinate with senior staff and volunteers while preparing reports and proposals to meet division goals.