Planned Giving Resource Manager

The Salvation Army; Brookhaven (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Retirement plan

Professional development

Travel reimbursement

Paid time off

Job summary

The Salvation Army is seeking a Planned Giving Resources Manager in the Atlanta, Georgia region to lead administration and project management of planned giving resources. This role involves coordinating with donors, professional advisors, and external partners to support gift planning across divisions and to train staff on procedures.

An ideal candidate has a bachelor’s degree in a related field, five years of nonprofit experience (planned giving preferred) and supervisory experience.

Qualifications

• Bachelor’s degree in Legal, Business, Accounting, Finance, or a related field with five years of nonprofit experience.
• Experience in Planned Giving preferred and one year of supervisory experience.
• Knowledge of project management processes and deadlines.

Responsibilities

• Manage and participate in administration and project management of planned giving resources.
• Provide guidance and approve reports and leadership reporting for territorial functions.
• Supervise the Planned Giving Coordinator and ensure duties are completed.
• Serve as liaison with donors, advisors, and external entities for gift matters.
• Lead marketing efforts to increase gift planning leads across divisions.
• Develop and deliver staff training on gift proposals, processing, and policies.
• Ensure compliance with Salvation Army policies and regulations.

Skills

Project management

Donor relations

Communication

Education

Bachelor’s degree in Legal, Business, Accounting, Finance, or related field

Tools

Planned Gift processing software

Job description

The Salvation Army has an outstanding opportunity for a Planned Giving Resources Manager who lives in the Atlanta, Georgia region to expand their skills and grow with one of the oldest and most successful development programs in the United States.

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 homeless, basic needs assistance, children’s programs, and many other programs.

Employee Benefits

The Salvation Army recognizes peace of mind is important to our employees and their families. Because of this, we offer competitive salary, health, dental and life insurance coverage, retirement plan, professional development, training, reimbursed travel expenses and paid time off!

About this opportunity:

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.

Key Responsibilities:

• 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 & recipients.

You are an ideal match for the role if you have:

• 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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Equal Opportunity Employer: Veterans | Disabled