Gift Planning Director

The Salvation Army

Cincinnati (OH)

On-site

USD 110,000 - 150,000

Full time

14 days+

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Job summary

The Salvation Army Southwest Ohio Northeast Kentucky Division seeks a Gift Planning Director to lead the Gifts Planning program within the Eastern Territory. You will cultivate donor relationships, promote planned gifts, and close major gift plans to meet annual targets.

This role reports to the Divisional Director of Advancement and collaborates with Territorial leaders to ensure program success. The position emphasizes strategic donor engagement, strong communication, and governance, with an

Qualifications

  • Bachelor’s degree required.
  • CAP, CFP and/or gift planning credential preferred with relevant work experience in planned gifts.
  • Knowledge of donor motivations and Gift Planning methods and vehicles in relation to overall resource development programs, campaigns, and efforts.
  • Demonstrated record of cultivating and closing large gifts.
  • Strong oral and written communication skills.
  • Project management or supervisory experience.
  • Valid driver’s license that meets The Salvation Army insurance requirements.
  • Strong affinity for the ministry of The Salvation Army.

Responsibilities

  • Cultivate, promote, and close charitable gift plans to meet or exceed annual goals.
  • Work with prospects and donors to discuss their plans and resource use.
  • Collaborate with Divisional and Territorial leaders to align gift planning with program strategy.
  • Ensure program quality and adherence to policies within the Eastern Territory Gift Planning program.

Skills

Donor motivations knowledge
Gift planning
Closing large gifts
Oral and written communication
Project management
Supervisory experience
Valid driver’s license
Ministry affinity

Education

Bachelor's degree in business, Human Services, Finance, or Accounting
Master’s in business preferred

Job description

Overview

DEPARTMENT: Division Community Relations and Development (DHQ CRD)

REPORTS TO: Divisional Director of Advancement

SUPERVISES: Gift Planning Coordinator

STATUS: Exempt

SCHEDULE: Full Time

FUNCTION:

This position serves the Southwest Ohio Northeast Kentucky Division and is part of The Salvation Army’s Eastern Territory Gift Planning (GP) Program. The Gift Planning Program is one of The Salvation Army’s leading revenue streams that provides significant financial resources to The Salvation Army Eastern Territory (TSAE) and the SWONEKY Division. Planned gifts fund current mission, capital needs, and long-term sustainability. As part of a team of highly skilled, trustworthy, values-based professionals, the Gift Planning Director for SWONEKY works with prospects and donors to discuss their plans and help them use their resources in ways that will fulfill their personal missions and do the most good for the most vulnerable in the world. The Director of Gift Planning cultivates, promotes, and closes charitable gift plans to meet or exceed the goals set annually by the SWONEKY Divisional Commander in collaboration with the Territorial Community Relations and Development Department (TCRD) and Divisional Director of Advancement.

This position works within the established structure and organization of the Salvation Army’s Eastern Territory, reporting to the SWONEKY Divisional Director of Advancement (DDOA) with a dotted-line relationship with the Territorial Director of Gift Planning (TDGP) to ensure program quality, adherence to Territorial minutes (policies), and participate in training and educational programs.

Qualifications

Minimum Qualifications:

  • Commitment to the mission and values of The Salvation Army.
  • Minimum education: Bachelor’s degree in business, Human Services, Finance, or Accounting. Master’s in business preferred.

SPECIAL SKILLS, CERTIFICATES, LICENSES, REGISTRATIONS:

  • Bachelor’s degree required.
  • CAP, CFP and/or gift planning credential preferred with relevant work experience in planned gifts.
  • Knowledge of donor motivations and Gift Planning methods and vehicles in relation to overall resource development programs, campaigns, and efforts.
  • Demonstrated record of cultivating and closing large gifts.
  • Strong oral and written communication skills.
  • Project management or supervisory experience.
  • Valid driver’s license that meets The Salvation Army insurance requirements.
  • Strong affinity for the ministry of The Salvation Army.

WORK ENVIRONMENT/PHYSICAL DEMANDS:

Usual office conditions apply. Individuals must be willing to work additional hours as required. Position has both internal contacts within the organization and external contacts within the community, which require considerable tact, courtesy, and diplomacy. The utmost integrity is required to safeguard confidential proprietary information of the organization. Routine driving/travel in all weather and visibility conditions as needed.

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This job description does not constitute an employment agreement between the employer and the employee, and is subject to change as the needs of the employer and requirements of the position change.

All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, disability or protected veteran status.

The Salvation Army’s Mission StatementThe Salvation Army, an international movement, is an evangelical part of the universal Christian church.Its message is based on the Bible. Its ministry is motivated by the love of God.Its mission is to preach the gospel of Jesus Christand to meet human needs in His name without discrimination.

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