Gift and Estate Planning Stewardship Director ( Divisional Headquarters)

The Salvation Army Indiana Division; Indianapolis (IN); Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player is looking for a dedicated Gift and Estate Planning Stewardship Director to enhance donor relationships and manage stewardship efforts. This role involves coordinating events, recognition programs, and supporting fundraising initiatives to further the organization’s mission. Ideal candidates will possess strong interpersonal and organizational skills, along with a relevant degree and experience in fundraising or estate planning. Join a team that values diversity and offers a supportive environment where your contributions can make a significant impact.

Qualifications

• Bachelor's degree required; 2+ years in fundraising or estate planning.
• Fundraising or planned giving certifications are a plus.

Responsibilities

• Manage donor stewardship program and recognition activities.
• Develop relationships with donors through various communication channels.
• Coordinate events and promotional materials for donor engagement.

Skills

Interpersonal Skills

Communication Skills

Organizational Skills

Attention to Detail

Microsoft Office

Salesforce

Fundraising Software

Estate and Tax Terminology

Education

Bachelor’s Degree in a Relevant Field

Tools

Salesforce

Microsoft Office

Job description

Gift and Estate Planning Stewardship Director (Divisional Headquarters)

Join to apply for the Gift and Estate Planning Stewardship Director (Divisional Headquarters) role at The Salvation Army Indiana Division.

Job Overview

The Salvation Army Indiana Division is seeking a dedicated Gift and Estate Planning Stewardship Director to manage donor stewardship and marketing efforts within the Planned Giving department. The role involves building long-term relationships with donors and planning advisors, coordinating events and recognition programs, and supporting fundraising initiatives to advance the division's mission.

Responsibilities

1. Coordinate and manage a donor stewardship program, including recognition activities for the Hope Brigade donors.
2. Develop and maintain relationships with donors through various communication channels, including face-to-face visits and phone calls.
3. Execute a significant number of donor contacts annually, ranging from 150-300.
4. Coordinate promotional materials, events, and recognition for the Hope Brigade Giving Society.
5. Support planned giving directors with communications, vendor interactions, and database management.
6. Maintain inventory of promotional and donor recognition items.
7. Conduct donor research and engagement activities, including events and outreach to professional advisors.
8. Manage mass mailings and ensure accurate data entry into Salesforce.
9. Assist with donor and professional events, including marketing and invitations.
10. Implement outreach activities such as the Red Shield Symposium and other engagement initiatives.
11. Manage IRA and DAF gift solicitations, acknowledgments, and reporting.
12. Ensure proper stewardship of planned and matured gifts, maintaining accurate records and reporting.
13. Coordinate legal document receipt and processing related to estates, trusts, and wills.
14. Prepare reports and recommendations for divisional financial decisions.
15. Participate in webinars and training related to planned giving and fundraising software.
16. Perform other duties as assigned by leadership.

Minimum Qualifications

• Bachelor’s degree in a relevant field.
• Two or more years of experience in fundraising, estate planning, or related fields.
• Fundraising or planned giving certifications are a plus.
• Valid driver’s license and compliance with Safe From Harm training.

Skills and Abilities

• Excellent interpersonal and communication skills.
• Strong organizational skills and attention to detail.
• Discretion and ability to handle confidential information.
• Proficiency with Microsoft Office, Salesforce, and fundraising software.
• Knowledge of estate and tax terminology is advantageous.

Physical and Travel Requirements

• Ability to perform typical office tasks, including using a computer and office equipment.
• Occasional local travel; minimal overnight travel.

Work Environment

Work is performed in a professional setting, with options for partial remote work. Some evening and weekend hours may be required.

Additional Information

The Salvation Army is an equal opportunity employer and encourages candidates from diverse backgrounds, including veterans and individuals with disabilities, to apply.