Planned Giving Resource Manager (7252)

The Salvation Army; Atlanta (GA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Medical, dental, vision, and life保险

Retirement benefits

Professional development opportunities

Generous paid time off

Job summary

The Salvation Army Southern Territorial Headquarters in Atlanta, GA seeks a Planned Giving Resources Manager. This role leads the administration of donor programs, oversees reporting, and supervises staff to ensure compliant operations across the Southern Territory.

The ideal candidate has nonprofit fundraising experience and strong project management skills. Responsibilities include coordinating with donors and professional advisors, ensuring policy compliance, and supporting the Planned Giving

Qualifications

• Bachelor’s degree required; 5 years nonprofit/planned giving experience preferred.
• Strong project management skills with ability to oversee multiple accounts.
• Experience supervising staff and coordinating with legal/tax professionals.

Responsibilities

• Manage administration of planned giving resources and donor programs.
• Oversee program management, gift reports, and leadership reporting.
• Supervise Planned Giving Coordinator and ensure compliance.
• Liaise with donors, advisors, legal and financial entities to complete matters.

Skills

Project management

Nonprofit experience

Supervisory experience

Education

Bachelor's degree

Tools

Planned Gift processing software

Job description

Job Details

Job DetailsJob Location: THQ-Business Services - Atlanta, GA 30329Position Type: Full Time RegularEducation Level: Bachelor's DegreeJob Category: Fundraising & Donor RelationsThe Salvation Army Southern Territorial Headquarters, located in Atlanta, GA, has an opening for a Planned Giving Resources Manager.

What We Offer

We recognize the importance of supporting our employees and their families through a comprehensive benefits package, including:

• Competitive salary
• Medical, dental, vision, and life insurance coverage
• Retirement benefits
• Professional development opportunities
• Generous paid time off

Key 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 & recipients

Physical 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.

WHAT WE ARE LOOKING FOR IN YOU

• 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 License

Equal Opportunity Employer

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