Planned Giving Resource Manager

Salvation Army Territorial Headquarters Payroll Account; Atlanta (GA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Retirement Benefits

Professional Development

Generous PTO

Job summary

The Salvation Army Southern Territorial Headquarters in Atlanta, GA is seeking a Planned Giving Resources Manager. The role oversees administration and project management of planned giving programs, donor proposals, and related reporting.

It requires strong leadership to supervise staff and coordinate with donors, advisors, and legal/financial partners. Responsibilities include training staff, ensuring compliance with Salvation Army policies, and advancing gift planning initiatives across

Qualifications

• Bachelor’s degree in Legal, Business Administration, Accounting, Finance, or related field.
• 5+ years of nonprofit experience; planned giving preferred.
• Experience supervising staff or teams.

Responsibilities

• Manage administration and project management of planned giving resources across the Southern Territory.
• Provide guidance and approval of gift agreement reports and leadership reporting.
• Supervise Planned Giving Coordinator to ensure duties are completed.
• Collaborate with donors, advisors, and external entities for planned gifts.

Skills

Project Management

Gift Proposals

Donor Reporting

Staff Training

Education

Bachelor's degree in Legal/Business/Accounting/Finance

Tools

Planned Gift processing software

Job description

The Salvation Army Southern Territorial Headquarters, located in Atlanta, GA, has an opening for a Planned Giving Resources Manager.The Salvation Army operates in communities across the United States. We are committed to meeting human needs wherever we can by providing food distribution, disaster relief, rehabilitation centers, anti-human trafficking efforts, housing for the homeless, children’s programs, and many other programs.What We Offer:We recognize the importance of supporting our employees and their families through a comprehensive benefits package, including:Competitive salaryMedical, dental, vision, and life insurance coverageRetirement benefitsProfessional development opportunitiesGenerous paid time offKey responsibilities:Responsible for managing and participating in the administration and project management of key planned giving resources in the Southern Territory to support the interpretation and administration of planned giving donor programs, including new business development, field documentation, and training.Responsible for program management to support the Territorial and Division planned giving functions. Provides guidance and approval of all completed gift agreement reports and leadership reporting.Ensure all duties and responsibilities are carried out in accordance with established procedures, policies, and regulations.Supervises the Planned Giving Coordinator's work to ensure all required duties are completed in this area.Planned Giving Administration Management:Serves as a liaison for The Salvation Army Territorial Planned Giving section between donors, professional advisors, outside legal, marketing, and financial entities for completing matters associated with those entities.Marketing Responsibilities:Serves as primary liaison with external vendors and internal colleagues in a high-quality, high-volume, time-critical environment; implements efficient processes in partnership with the Territorial Director and vendors to help increase the quality and quantity of gift planning leads across the Divisions.Planned Giving Training and Staff Support:Develops and participates in training new staff on specific functions, including gift proposals, applications, processing, and policies.Provides training and insight in collaboration with OOI to staff on all applicable Territorial programs in which The Salvation Army serves as fiduciary.Reviews donor proposals, Planned Gift documentation, applications, and disclosure statements to ensure compliance with all current Salvation Army Policies, Federal and State regulations.Assists with Annual CRD Conference for PG & MG staff and facilitates the awards process for leadership & recipientsPhysical Requirements and Working Conditions:Work is performed in a normal office environment where there are little or no physical discomforts associated with changes in weather or discomforts with noise, dust, dirt, and the like.Work requires travel and overnight stays throughout the Southern Territory and can include travel to locations outside of the Southern Territory.Bachelor’s degree from an accredited college or university in Legal, Business Administration, Accounting, Finance, or a related field, and Five (5) years of progressively responsible nonprofit experience, with experience in Planned Giving preferred, and one (1) year of supervisory experience.Knowledge of project management skills is necessary to track the activities of multiple accounts and ensure compliance with approved guidelines and deadlines.Knowledge of and preferably experience with Planned Gift processing software to develop proposals and support legal and tax requirements to fulfill the business development deliverables and administrative requirements of the Planned Giving program.Bona-fide Occupational Qualification (BFOQ):This position requires an active Christian faith in harmony with Salvation Army doctrine and practice.Candidates should recognize that The Salvation Army is a Church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.Licenses and Certifications:Valid State Driver’s LicenseEqual Opportunity Employer: Veterans | Disabled