Regional Planned Giving Director (7183)

The Salvation Army; Lutz (FL); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive salary

Company car

Home office setup

Health insurance

Dental insurance

Life insurance

Retirement plan

Professional development

Training

Travel reimbursement

Paid time off

Job summary

The Salvation Army in Lutz, FL seeks a Regional Planned Giving Director to lead our Southwest Florida fundraising program. You will cultivate and solicit planned gifts, document gifts, and steward donors to advance the Mission of The Salvation Army.

You will build relationships with donors and their advisors, educate boards, and stay current on planned giving vehicles and related tax considerations. The role requires regular travel within the region and the ability to work from a home office

Qualifications

• Three years’ fundraising experience including planned giving.
• Bachelor’s degree preferred.
• Ability to build relationships with individual clients.
• Self-starter with ability to work from a home office.
• Experience managing a donor portfolio.
• Excellent oral and written communication skills.

Responsibilities

• Cultivates, solicits, secures, documents, and steward planned gifts.
• Maintains strong relationships with donors and their advisors.
• Responds to inquiries and communicates with donors, prospects, and staff.
• Advises on estate planning and planned giving vehicles.
• Educates advisory boards and shares success stories.
• Attends conferences and trainings; stays updated on laws and taxation related to planned giving.

Skills

Fundraising

Donor relationships

Communication skills

Self-starter

Education

Bachelor's degree

Job description

Job Details

Job Location: FLA-Divisional HQ - Lutz, FL, Position Type: Full Time Regular, Education Level: Bachelor's Degree, Salary Range: Undisclosed, Job Category: Fundraising & Donor Relations, 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!

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.

WHAT WE ARE LOOKING FOR IN YOU

• 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/Certifications

• Valid State Driver’s License
• 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.

Equal Opportunity Employer: Veterans | Disabled