Regional Planned Giving Director (6034)

Posted 24 Days Ago
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Hiring Remotely in 75247, Dallas, TX, USA
In-Office or Remote
Mid level
Social Impact
The Role
Lead planned giving in Western Texas: cultivate, solicit, document, and steward wills, trusts, annuities, and beneficiary-designation gifts. Build relationships with donors and advisors, advise on estate planning, present to boards, and travel frequently across the region to secure and manage a donor portfolio.
Summary Generated by Built In

The Salvation Army has an outstanding opportunity for a Regional Planned Giving Director who lives in the Western Texas 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

The Salvation Army recognizes peace of mind is important to our employees and their families. Because of this, we offer a 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 and 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 organization members, Salvation Army staff and Officers
  • Conducts personal visits after identifying prospects, consults with individuals about specific planned giving vehicles and assists in their charitable estate planning to help them decide 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 Western Texas including Amarillo, Lubbock, Big Spring, Midland, Odessa, Abilene, San Angelo, and El Paso.
  • Ideal candidate to reside in the following: Lubbock, Midland/Odessa, or Abilene, Texas area.

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

Skills Required

  • Minimum three years' experience achieving results in fundraising, planned giving, major gifts, development, or related roles
  • Experience actively developing, cultivating, stewarding, and managing a portfolio of donors or prospects
  • Demonstrated ability to build strong relationships with individual clients and professional advisors
  • Experience advising on planned giving vehicles (wills, charitable trusts, gift annuities, beneficiary designations)
  • Excellent oral and written communication skills, including public presentations
  • Demonstrated self-starter able to work with minimal supervision from a home office
  • Ability and willingness to travel frequently within the Western Texas region (travel may be up to 60% and include overnight trips)
  • Valid State Driver's License and use of automobile for travel
  • Ability to sit, walk, stand frequently; manual dexterity and ability to lift 25-50 lbs
  • Bachelor's degree
  • Active Christian faith in harmony with Salvation Army doctrine and practice (Bona-fide Occupational Qualification)
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The Company
227 Employees
Year Founded: 1865

What We Do

The Salvation Army is an international movement and evangelical part of the universal Christian Church. Motivated by the love of God, its mission is to preach the gospel of Jesus Christ and meet human needs in His name without discrimination. The organization works to stabilize families ravaged by poverty and aims to eradicate homelessness, addiction, and other barriers to long-term stability for those in need.

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