Senior Planned Giving Director

Krocquincy; Wauwatosa, Northern (WI, KY); Hybrid; USD 89,000 - 111,000; Full time

Benefits offered by this job

Flexible schedules

Generous paid time off

Employee Assistance Program

Discounts for pet, auto, and home ins

Job summary

The Salvation Army Wisconsin and Upper Michigan Division in Wauwatosa seeks a Director of Gift & Estate Planning to identify, cultivate, solicit, secure, and steward donors and planned gifts, coordinating with volunteers and staff to meet divisional fundraising goals.

Requires a Bachelor’s degree and five years in fundraising or related fields; CFRE/CTFA/CFP/CAP preferred. Experience with Salesforce and high-level donor relations is essential for this on-site role with strong benefits.

Qualifications

• Five years’ experience in fundraising or related areas.
• Proven committee/board experience.
• Successful track record with major/planned gifts is a plus.

Responsibilities

• Help ensure fundraising goals are achieved in collaboration with Development and other departments.
• Manage a portfolio of 125–180 planned giving donors and prospects.
• Develop solicitation plans and cultivate donors through calls, letters and meetings.
• Prepare personalized planned giving proposals and donor cultivation materials.
• Coordinate with senior staff on strategies for cultivating and soliciting donors.

Skills

Fundraising

Donor Cultivation

Stakeholder Engagement

Face-to-face Meetings

Education

Bachelor's degree

Tools

Salesforce

Job description

The Salvation Army Wisconsin and Upper Michigan Division in Wauwatosa seeks a Director of Gift & Estate Planning to identify, cultivate, solicit, secure, and steward donors and planned gifts, coordinating with volunteers and staff to meet divisional fundraising goals.

Requires a Bachelor’s degree and five years in fundraising or related fields; CFRE/CTFA/CFP/CAP preferred. Experience with Salesforce and high-level donor relations is essential for this on-site role with strong benefits.