Regional Planned Giving Director

The Salvation Army; Sarasota (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

competitive salary

company automobile

home office set up (computer and cell:

health, dental and life insurance

retirement plan

professional development

training

reimbursed travel expenses

paid time off

Job summary

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

Ideal candidates will have fundraising experience, strong donor relationship skills, and the ability to work effectively from a home office while traveling within Manatee, Sarasota, and Charlotte Counties.

Qualifications

• Three years’ experience achieving results in the fundraising field; planned giving, major gifts, development, capital campaigns or related.
• Bachelor’s degree preferred but not required.
• Demonstrated ability and experience building strong relationships with individual clients.
• Self-starter with the ability to work from a home office with minimal supervision.
• Experience actively developing, cultivating, stewarding, and managing a portfolio of donors.
• Excellent oral and written communication skills, including public presentations.

Responsibilities

• 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 region of Manatee, Sarasota, and Charlotte Counties.

Skills

Donor relations

Strong communication

Self-motivation

Portfolio management

Education

Bachelor's degree (preferred)

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 Benefits

• 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
• paid time off

About this opportunity:

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.

Key Responsibilities:

• 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.

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

• 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.

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