Gift Planning Associate (Development/DHQ)

The Salvation Army USA Eastern Territory; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

The Salvation Army USA Eastern Territory is seeking a Gift Planning Associate in New York. This role involves providing administrative support, managing donor relations, and tracking planned gifts. Candidates should have a Bachelor's degree and 2-3 years of experience, with strong communication and organizational skills. Proficiency in Salesforce, Excel, and PowerPoint is essential. Flexibility for occasional regional travel and event attendance is required.

Qualifications

• Bachelor’s degree and 2-3 years of relevant experience.
• Clear written and verbal communication skills.
• Detail oriented with excellent organizational abilities.

Responsibilities

• Oversee and track all Planned Gifts in the administration process.
• Manage gift acknowledgment process and generate donor letters.
• Coordinate mass solicitation mailings for planned giving.

Skills

Communication skills

Organizational skills

Data analytics

Relationship building

Education

Bachelor’s degree

Tools

Salesforce

Excel

PowerPoint

Job description

Overview

The Salvation Army is the largest provider of social services and second largest provider of disaster relief in the United States. The Greater New York Division covers New York City, Long Island, Westchester, and the Lower Hudson Valley. Within Greater New York (GNY), The Salvation Army operates 38 community centers, dozens of soup kitchens and food pantries, three homeless shelters, eight homes for developmentally disabled adults, and five drug and alcohol rehabilitation centers, among numerous other programs catering to community needs, such as free daycare, after school programming, and Seniors’ activities.

Reporting to the Director of Gift Planning, the Gift Planning Associate will provide administrative support to the Director of Gift Planning and the Gift Planning Representative. As part of a larger Development and Marketing Department, the Gift Planning Associate will additionally collaborate with other teams on projects such as events, mailings, and other assigned activities.

The Gift Planning Team secures funding through bequests, gift annuities, charitable trusts, and other planned giving vehicles. This is a detail-oriented role in a highly technical fundraising team. Opportunity to learn and train in gift planning and develop a small portfolio of donors is available once other responsibilities are mastered.

The candidate must live in the Greater New York City area and be able to commute into the Headquarters office in Manhattan. Occasionally travel throughout the GNY Division for site visits and training is mandatory. Flexibility attending fundraising or community events in the evenings is required.

Responsibilities

• Oversee and track all Planned Gifts throughout the Gift administration process.
• Assign new prospects/donors to the appropriate staff person based on geographical areas or refer outright gifts to Major Gifts section when appropriate.
• Create and maintain electronic and paper donor/prospect records and files; run donor reports as needed.
• Manage the gift acknowledgement process, including review of the Daily Gift Report and generation of donor acknowledgement letters for Planned Giving Representatives to review.
• Coordinate mass solicitation mailings for planned giving donors and prospects.
• Draft acknowledgment letters, donor reports, event invitations, and other correspondence.
• Manage the content, design, and production of Planned Giving Newsletters, collateral materials, web presence, email communications, social media, and other local marketing efforts.
• Identify and plan opportunities for stewardship and cultivation events for members of the Hope Brigade Legacy Society.
• Prepare basic gift illustrations using Crescendo software. Have regular, professional contact with donors, as assigned, through telephone, email, and letters. Manage general Planned Giving number and email box.
• Track all activities in Salesforce database for accuracy and completion.
• Develop, produce, and analyze reports that will enable Planned Giving to refine ongoing marketing practices and improve return on investment.
• Opportunity to manage a small portfolio of Gift Planning donors.
• Other duties as assigned.

Qualifications

• Bachelor’s degree and a minimum of two to three years of work experience.
• Clear and persuasive written and verbal communication, presentation, and organizational skills.
• Detail oriented.
• Able to manage multiple ongoing projects with multiple stakeholders simultaneously without compromising accuracy or efficiency.
• Excellent computer skills, with the ability to manage complex Excel spreadsheets for data analytics, create visually appealing PowerPoint decks, and work within several databases including becoming proficient in Salesforce.
• Effective people skills and proven expertise in building and maintaining positive relationships with diverse individuals.
• Comfort with donor interaction, including discussions of personal and family finances.
• Adept at working as a part of team while also being able to independently manage one’s own workload.
• Strong initiative to identify and complete tasks independently.
• Flexibility, with the understanding that we need to be creative in our approach to projects and occasionally support our colleagues on projects that benefit the team and the mission as a whole.
• Professional and positive demeanor.
• Occasional regional and national travel is mandatory.