The Salvation Army - Central Territory

Returning Candidate?

Gift Planning Advisor

Gift Planning Advisor

Job ID 
2017-4170
# of Openings 
1
Job Locations 
US-MO-Kansas City
Category 
Development
Type 
Regular Full-Time

More information about this job

Overview

Identify and cultivate relationships with donors and potential donors in the division. Help donors consider deferred or current giving options to maximize their personal charitable and legacy goals while providing for The Salvation Army. Be a resource to professional advisors and their clients.

Responsibilities

• Enhance relationships with planned gift donors through personal visits, phone calls and postal or electronic correspondence in areas assigned.
• Identify, qualify, and cultivate planned gift prospects.
• Secure planned and outright gifts through ask and closure.
• Maintain donor and prospect files and gift contracts.
• Promote estate and charitable giving through promotional materials, personal visits, and electronic media. Participate in other fundraising activities as assigned. Make presentations as assigned related to Salvation Army programs/support needs.
• Work with major gift officers on opportunities for blended gifts.
• Participate in continued education program through attending meetings, conferences and specialized study.
• Provide reports and support activities to supervisor, corps and advisory boards. Meet with corps advisory boards and maintain regular contact with corps officers.
• Provide information to and collaborate with professional advisors of donors and potential donors regarding outright and deferred gifts.
• Additional projects as requested by the Director of Gift Planning.

Qualifications

• Bachelor degree or five years of prospective donor solicitation and gift management. Primary consideration given to applicants with experience in securing deferred or major gifts and knowledge of charitable tax laws and planned gift vehicles.
• Skills in soliciting and bringing closure to gift situations.
• Self-motivated with strong oral, writing, and active listening skills.
• Ability to work both independently and effectively away from supervision.
• Ability to travel frequently. Must have clean driving record.
• Must pass background check.
• Strong computer skills including database, e-mail and office software.
• Ability to work comfortably with donors of all ages (mostly older), professional advisors, advisory boards, officers, development staff, and volunteers.
• Ability to develop and steward relationships with prospective and current donors.
• Supportive of the mission of The Salvation Army. Ability to see donor visitation as an ongoing ministry.