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Planned Giving Director

The Salvation Army SW Division


Location:
Phoenix, Arizona 85008
Date:
07/06/2018
2018-07-062018-08-05
Job Code:
PGD750
Job Type:
Employee
Job Status:
Full Time
Shift:
1st Shift
The Salvation Army SW Division
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Job Details

  • Promote, develop, and secure planned gifts.
  • Report activities and production on the approved Salvation Army Divisional Planned Giving Field Report and   the Completed Gift Agreement Report on at least a monthly basis.
  • Maintain donor contact both before the completed gift and after.
  • Keep up-to-date on all appropriate tax laws relating to planned giving.
  • Keep familiar with the various planned giving agreements.
  • Work cooperatively with the Divisional Leaders, Advisory Boards, Corps Officers, professionals and advisors.
  • Promote, organize, and participate in the planned giving seminars in the Division.  There are four general approaches to the seminar program:
    • The informal seminar conducted by the Divisional PlannedGiving Director alone.
    • The semi-formal seminar conducted by the Divisional Planned Giving Director with the aid 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 supporting role.
    • The totally professional seminar conducted for professionals of 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).
  • Promote the planned giving program of the Division through media advertising, direct mail and Divisional publications.
  • Establish an annual planned gift goal for the fiscal year October 1 to September 30 each year.
  • Give full-time to planned giving.  Other functions such as public relations, annual campaigns, capital campaigns, and foundation and corporation appeals, will be the responsibility of other personnel.
  • Cooperate with and participate in the approved training programs conducted by the Territorial Planned Giving Department.
  • The Planned Giving Director shall work within the established framework and organization of the Division and the Territory.  To accomplish this, he or she will:
  • Adhere to all policies as outlined in the Employee Handbook of
    • The Salvation Army and in his or her employment agreement.
    • Conduct activities within the framework of the Planned  
    • Giving Manual directives.
  • Refrain from engaging in any activity which might lead to a
    • Conflict of interest such as the sale of securities, real estate life insurance, etc.  Where these have been carried forward previous employment, he or she will in no case be so involved while representing The Salvation Army or use Salvation Army contacts to make sales for personal profit.
  • Work closely with approved Divisional Legal Counsel, with the Territorial Planned Giving Consultant, and through him or her with the Territorial Legal Counsel.
  • Maintain a high level of honesty, credibility, enthusiasm, and insight.
  • Refrain from signing on behalf of The Salvation Army, from investing or subordinating funds belonging to a donor or to The Salvation Army.
  • Refrain from any direct personal gain as a result of donor contacts.  Accept no gratuities or gifts and allow no bequests of remainder interest to be designated to the individual representing The Salvation Army.
  • This position will be on a stated salary, and remuneration shall not be based on a percentage of funds raised or any other arrangement which could be construed to be a commission.
  • Be self-motivated, articulate, persuasive and people oriented. 
  • Give attention to detail and be adaptable.
  • Assist with budget preparation for the department.
  • General Statements:
    • In all matters involving donors or prospective 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 interests.
    • It is the policy of The Salvation Army to exercise caution against the use of any high-pressure sales techniques when dealing with donors.
    • All information concerning donors shall be kept strictly confidential.
    • The Salvation Army is a branch of the Christian Church and the ultimate goal of all programs is a spiritual regeneration of all people.
  • Other duties as assigned as they relate to the position of Planned Giving Director.

Requirements

  • Minimum 3-5 years of experience in planned gift fund raising or a related field.
  • HS Diploma req
  • College degree in related field preferred
  • Excellent written and verbal communication skills.
  • Strong public speaking skills.
  • Strong networking and social skills.
  • Ability to simplify complex issues to increase effectiveness of communication.
  • Working knowledge of charitable deduction calculation software.
  • Ability to work in a fast-paced environment and maintain poise under pressure.
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