Associate Divisional Director of Gift Planning

Associate Divisional Director Of Gift Planning

The Associate Director of Gift Planning (ADGP) position is a Territorial recognized Gift Planning position and part of the Gift Planning program along with the Director of Gift Planning (DGP) and Senior Director of Gift Planning / Mentor (SDGP / M) positions.

The primary purpose of the position is to provide Division-wide support for Directors of Gift Planning (DGP) to achieve their annual Gift Activity goals. From the Boise ID / Treasure Valley Area, they will support the Gift Planning team by identifying, cultivating, soliciting, securing, and stewarding individual donors, and targeting deferred gifts. ADGPs will actively participate in the implementation of each DGPs Forecast and Marketing Plans ("FMP").

Desired qualifications include a strong desire to serve donors and team members, a strong desire to learn, grow, and work on a team to achieve set goals, a Bachelor's degree in marketing, sales, finance, or related field, comfort with technical conversations involving financial or legal concepts, ability to develop creative options to present to an audience, strong analytical skills, attention to detail, and ability to maintain accurate records. Someone that is self-motivated, articulate, people & goal oriented, and can work in a fast-paced environment, maintaining poise under pressure, and work as a team member or independently as needed. Presents oneself in a professional manner. Ability to maintain confidentiality and sensitivity in relation to information and documentation. Proficient in MS Office, Excel, Word, PowerPoint, and has ability to learn CRM and application software readily. Ability to travel for training, conferences, and donor face-to-face visits.

Associate Director of Gift Planning duties and responsibilities include supporting all DGPs within their Division, assisting with all gift planning activities within their assigned coverage area, building relationships with all appropriate Corps Officers and staff in their area, working with donors to establish life-income plans, maintaining annual stewardship for all living bequest donors, maintaining accurate donor records, visiting donors, advisors, and Corps on a limited basis, maintaining and building relationships with professionals such as CPAs, CFPs, and Attorneys, collaborating with Corps Officers, Donor Relations Directors, and Development staff to provide donors with exceptional service, coordinating gift planning proposals, making phone calls and written communications, participating in seminars, reporting communication activities in the CRM, reporting gift production, completing and updating a multi-channel Forecast and Marketing Plan, implementing all DGP Forecast and Marketing Plan, working with Divisional and Territorial staff and vendors to assure marketing activities are operating as planned, participating in DGP trainings, conducting activities within the framework of the territorial gift acceptance policies, adhering to all territorial standards and policies regarding the gift planning program, refraining from signing any legal commitments or personal gain because of donor contacts, accepting no gratuities or gifts, and allowing no bequest or remainder interest to be designated to the individual representing The Salvation Army. Other duties as assigned.

Physical requirements include the ability to walk, stand, climb, or balance, stoop, kneel, crouch, crawl and reach with hands and arms on a continuous basis. The employee must regularly lift and / or move up to 20 pounds, frequently lift and / or move up to 40 pounds, and occasionally lift and / or move up to 60 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. Must have the ability to operate telephone, a desktop or laptop computer, as well as the ability to access and produce information from a computer, and to understand written information.

The position requires professionally communicating verbally with co-workers, other departments, program staff, donors, and vendors; talking on the telephone; responding to written or verbal requests; training / giving verbal and written instructions; receiving verbal and written instructions; writing / composing written language; reading; visiting / working at other worksites and non-worksite locations; communication via the latest technologies.

The employee acknowledges that s / he has been informed and understands The Salvation Army's religious purpose and status as a church. The employee agrees that s / he shall do nothing in his / her relationship with The Salvation Army as an employee to undermine its religious mission. The employee agrees and understands that his / her work-related conduct must not conflict with, interfere with, or undermine such religious programs or the Army's religious purposes.

Driving is a requirement of this position, must have a valid license and be able to pass The Salvation Army's driver screening.