Regional Planned Giving Director

Paycom - ATS; Lutz (FL); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Company automobile

Home office setup

Health insurance

Dental insurance

Life insurance

Retirement plan

Paid time off

Travel reimbursement

Job summary

The Salvation Army in the Southwest Florida region is seeking a Regional Planned Giving Director to cultivate, solicit, secure, document, and steward planned gifts such as wills, charitable trusts, gift annuities, and beneficiary designations to fund the Mission.

The role requires traveling throughout Manatee, Sarasota and Charlotte Counties, building strong donor relationships and advising professional advisors; you will educate advisory boards and present success stories while staying current

Qualifications

• Three years’ experience achieving results in fundraising, with planned giving or major gifts.
• Ability to build strong relationships with individual clients.
• Excellent oral and written communication, including public presentations.
• License/Certifications: Valid State Driver’s License.
• Active Christian faith in harmony with Salvation Army doctrine.

Responsibilities

• Cultivates, solicits, secures, documents, and stewards planned gifts such as wills, trusts, charitable gift annuities, and beneficiary designations.
• Cultivates and maintains strong relationships with donors and their professional advisors.
• Responds to inquiries and communicates with donors, prospects, advisory board members, Salvation Army staff and Officers.
• Conducts personal visits, identifies prospects, and assists with charitable estate planning decisions.
• Educates advisory boards and presents planned giving success stories and strategies.
• Attends conferences and training sessions; stays current on planned giving practices and tax laws.
• Travels up to 60% within the region (Manatee, Sarasota, and Charlotte Counties).

Education

Bachelor's degree

Job description

The Salvation Army has an outstanding opportunity for a Regional Planned Giving Director who lives in the Southwest Florida 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 BenefitsThe Salvation Army recognizes peace of mind is important to our employees and their families. Because of this, we offer a competitive salary, company automobile, home office set up (computer and cell phone), health, dental and life insurance coverage, retirement plan, professional development, training, reimbursed travel expenses and paid time off!Key responsibilities:This position is responsible for cultivating, soliciting, securing, documenting, and stewarding planned gifts, such as wills, charitable trusts, charitable gift annuities beneficiary designations and other gift strategies to fund the Mission of The Salvation Army.Cultivates and maintains strong relationships with donors and their professional advisors.Responds to inquiries and communicates with donors, prospects, advisory board members, Salvation Army staff and Officers.Conducts personal visits after identifying prospects, consults with individuals about specific planned giving vehicles and assists them in their charitable estate planning to help them decide on the most appropriate planned gift for their personal circumstances.Educates advisory boards and presents planned giving success stories and strategies.Attends and participates in conferences and training sessions, maintains up-to-date knowledge and awareness of planned giving practices and legislation in relation to planned giving and taxation.Travels often within the following region of Manatee, Sarasota, and Charlotte Counties.Ideal candidate resides in Sarasota, Florida.Physical Requirements and Working Conditions:Manual dexterity. Ability to sit, walk, and stand on a frequent change basis in order to perform the duties of this position. Ability to lift objects weighing between 25-50 lbs. Ability to travel throughout the Division, by automobile, on a regular basis to work with donors/prospects, and professionals in their communities. Travel may include overnight trips; Travel requirements may be up to 60% of work time.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 is also performed in a home office setting, and, in a variety of multiple Corps and Area Command offices.Three years’ experience achieving results in the fundraising field; planned giving, major gifts, development, capital campaigns or related (financial advisor, outside territorial sales, etc.).Bachelor’s degree (preferred, but not required)Demonstrated ability and experience building strong relationships with individual clients.Demonstrated self-starter and ability to work with minimal supervision from a personal home office.Experience actively developing, cultivating, stewarding, and managing a portfolio of donors (or prospects).Excellent oral and written communication skills, including public presentations.License/CertificationsValid State Driver’s LicenseBona-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.Equal Opportunity Employer: Veterans | Disabled