The Planned Giving Director is responsible to develop, promote, implement, and administer a strategy for donor development and cultivation through the procurement of charitable gifts through the planned giving program of The Salvation Army Golden State Division.
Be familiar with the goals and objectives, organizational structure, and reporting hierarchy of all TSA operations within the Golden State Division.
Ensure understanding and competence in using available software for illustrations and other opportunities to assist existing and potential donors in their decision-making process.
Fully understand the various planned giving instruments offered by The Salvation Army and how they can best be used for the benefit of donors.
Remain abreast with all documentation associated planned giving agreements.
Maintain detailed records of donor visits and cultivation activities in a secure and confidential fashion.
Maintain accurate and up-to-date information on all laws, particularly those relating to taxation, that impact charitable planned giving.
Develop and implement a strategy for donor contact and cultivation that leads to securing planned giving gifts to meet agreed personal production goals.
Initiate and maintain donor contact both prior and subsequent to making a gift.
Record and report all activities and production statistics on the approved Salvation Army Divisional Planned Giving Field Report, monthly Completed Gift Agreement Report and weekly Activity Report.
Acknowledge all gifts in a timely manner.
Ensure prompt and efficient communication of donor giving and personal information to the centralized donor management system.
Provide technical support and assistance to Divisional Leaders and Development staff.
Provide support and assistance to Corps Officers, Advisory Boards and Program Directors as they relate to education and promotion of planned giving opportunities.
Promote the planned giving program of the Division through media advertising, direct mail and Divisional publications.
Design, prepare and make personal presentations as required in a professional and competent manner.
Be willing and prepared to represent The Salvation Army at public meetings, seminars, service clubs, corporations and another group gathering.
Identify and pursue professional growth education and training opportunities.
Actively participate and promote the development and growth of teamwork.
Undertake projects and research as required relative to this position.
Promote, organize and participate in planned giving seminars within the Division. There are four aspects to the seminar program:
The informal seminar conducted by the Divisional Planned Giving Director.
The semi-formal seminar conducted by the Divisional Planned Giving Director with the assistance of one or two professionals such as an attorney or trust officer.
The formal seminar conducted by several professionals with the Divisional Planned Giving Director taking a supportive role.
The totally professional seminar conducted by professionals within the community by a leading tax authority and sponsored by the Division or adjoining Divisions. These seminars should be organized with the involvement of the Territorial Planned Giving Consultant at the request of the Divisional Commander(s).
In all matters involving donors and potential donors, the interests of the donor shall come before that of The Salvation Army. No program, agreement, trust, contract or commitment shall be urged upon a donor which would benefit The Salvation Army at the expense of the donor’s best interest.
It is the policy of The Salvation Army to refrain and discourage the use of any high-pressure sales techniques when dealing with donors.
Cooperate with and participate in the approved training programs conducted by the Territorial Planned Giving Department.
Adhere to all policies and procedures as established within the Division and Territory.
Conduct activities within the framework of the Planned Giving Manual directives.
Refrain from any activity that may lead to conflict of interests – e.g. sale of securities, real estate, life insurance, etc. Where these have been carried from previous employment, the incumbent will in no way use Salvation Army contacts to make sales for personal gain while representing The Salvation Army.
Refrain from signing official legal documents on behalf of The Salvation Army, particularly those relating to investments or subordinating funds belonging to a donor.
Work closely with the Territorial Planned Giving Consultant, and the Associate Territorial Planned Giving Consultant, and approved Divisional Legal Counsel.
Refrain from all activities that may lead to personal gain, refuse to accept gratuities or gifts and allow no bequests of remainder interest to be designated to the individual representing The Salvation Army.
It is understood that the position is based on a salary and under no circumstances can remuneration be linked to a percentage of funds raised or any other arrangement that could be construed as commission.
Four-year college degree in a legal and related field.
Minimum 3-5 years experience in planned giving fund raising or related field.
Dedicated to the advancement of planned gifts as a means of supporting TSA programs.
Able to communicate effectively both verbally and in writing with all levels of education, professionalism, and people from diverse backgrounds.
Self-motivated, able to meet deadlines and production goals with the minimum of supervision.
Articulate, persuasive, people-oriented, and adaptable.
Capable of maintaining a high level of energy, integrity, credibility, enthusiasm, and insight.
Detail-oriented, accurate and precise; maintain accurate filing systems.
Able to take initiative.
Qualified applicants with criminal histories will be considered for the position in accordance with the San Francisco Fair Chance Ordinance.
Excellent benefits to include medical/dental, vacation, sick leave, Short Term Disability, Life Insurance, Retirement (Defined Contribution Plan), and much more!
Equal Employment Opportunity Employer. Minorities/Women/Veterans/People with Disabilities
Internal Number: 94027
About The Salvation Army
The Salvation Army is an inspiring place to work. With offices in every major US city and 127 countries around the globe, it’s a place where people can invest in people on every level. From food to shelter and almost everything in between, we are committed to being an effcient and effective network of local offices that make up a huge global team. In other words, we’re committed to being big and small at the same time. That makes us a seriously great place to work.