Remote Gift Planning Lead – Associate Director

The Salvation Army Southern California; Phoenix (AZ); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote role with travel for donor work

Competitive salary

Comprehensive benefits package

Professional development

Job summary

The Salvation Army Southern California is seeking an Associate Director of Gift Planning (ADGP) to support division-wide gift activity goals from Metro Phoenix, Las Vegas, or Albuquerque regions. The role involves identifying, cultivating, soliciting, and stewarding donors, with a focus on deferred gifts and life-income plans, under the guidance of the DGP and SDGP/M.

Remote position with travel for donor visits, meetings, and training.

Qualifications

• A Bachelor’s degree in marketing, sales, finance, or related field is required; advanced degree or certification is a plus.
• Comfortable with technical conversations involving financial or legal concepts.
• Strong analytical skills with attention to detail and ability to maintain accurate records.

Responsibilities

• Support DGPs with gift planning activities and reporting within the division.
• Build relationships with Corps Officers and staff across the area to enable gift planning.
• Work with donors to establish life-income plans and bequest commitments.
• Maintain donor records and coordinate communications and stewardship.
• Visit donors and advisors as directed to foster ongoing engagement.
• Collaborate with CPAs, CFPs, and attorneys to provide excellent service.

Skills

Donor relations

Team collaboration

Analytical skills

Communication

Attention to detail

Education

Bachelor’s degree in marketing, sales, finance, or related field

Advanced degree or certification such as CFP, MBA, JD, CPA, CSPG or CAP

Tools

MS Office

CRM software

PowerPoint

Job description

The Salvation Army Southern California is seeking an Associate Director of Gift Planning (ADGP) to support division-wide gift activity goals from Metro Phoenix, Las Vegas, or Albuquerque regions. The role involves identifying, cultivating, soliciting, and stewarding donors, with a focus on deferred gifts and life-income plans, under the guidance of the DGP and SDGP/M.

Remote position with travel for donor visits, meetings, and training.