Planned Giving Director - DHQ (Grand Rapids
Company: Regional Recreation Corporation of Wood Buffalo
Location: Grand Rapids
Posted on: February 22, 2021
Planned Giving Director - DHQ (Grand Rapids) in Grand Rapids,
Michigan - Careers at Western Michigan Northern Indiana Divisional
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US-MI-Grand Rapids Job ID 2020-15408 # of Openings 1 Category
Development Type Regular Full-Time Overview Responsible for the
planning, implementation and evaluation of a comprehensive fund
development program designed to identify, educate, cultivate,
solicit and recognize planned gift donors to The Salvation Army.
Manages, sets goals, monitors and evaluates Planned Giving
Representatives and support staff. Responsible for marketing,
negotiating, processing, & managing full menu of planned gifts;
provides professional guidance, technical assistance & training to
staff, officers, advisory board and volunteers. Responsible for
drafting policy statements for fund development, for board
approval.. Cultivates relationships with for-profit entities to
co-sponsor certain fund development efforts. Processes stock and
mutual fund donations, monitors industry requirements and tax laws
and recommends policy changes as needed. DOING THE MOST GOOD Do you
want to use your skills and talents to make a lasting difference in
the world? The Salvation Army is the fourth largest charity in the
United States and is an international organization based on
Biblical principles created to help people in need. We are
mission-driven, diverse, collaborative, and focused on positive
results for people... Join us in making a difference.
Responsibilities Manage Planned Giving
- The Director of Planned Giving oversees and is responsible for
the staffing, goal setting, management, implementation and
successful operation of all aspects of the planned giving program
for the Western Michigan Northern Indiana (WMNI) Division of the
- The Director is responsible for assignment of names to each
Planned Giving Representative. The Director will work with each
Planned Giving Representative to:
- Manage a prospect portfolio of approximately 125-175 prospects,
and manage the qualification and cultivation for those
- Develop solicitation strategies for new and current planned
gift prospects within assigned portfolio;
- Develop relationships with prospects through various
cultivation calls, letters and handwritten notes;
- Complete a specified number of significant contacts/moves
annually with prospects from portfolio in accordance with assigned
definitions for activity;
- Solicit and close gifts in accordance with annual goals as set
by Director in consultation with Divisional Director of Development
and Territorial Director of Planned Giving.
- The Director will, on a quarterly or more frequent basis,
monitor and review progress on goals and assignment of names to
each staff person, and help assure each staff person meets their
goals, and evaluate their performance annually.
- The Director will work closely with the Territorial Director of
Planned Giving to set goals, standards, processes, and other
matters necessary to the implementation of an ethical, legally
proper planned giving program.
- The Director will work with the Divisional Development
Director, other fundraisers and Leadership in developing and
coordinating strategies for major and planned gift donors, to ask
said donors for significant gifts which include both major and
planned gift components.
- The Director will work with the Divisional Development Director
as part of a team of fundraisers for the Division, including joint
strategy sessions, Divisional planning, and other matters important
for an effective development effort.
- The Director will personally manage a caseload of no less than
60 gift prospects and maintain a schedule of personal meetings,
setting goals for activity and fundraising from said caseload;
- The Director will engage board members, volunteers and key
staff in the planning, relationship building and solicitation of
- The Director will assure that staff report to Division and
Territory activity and results towards goals and objectives for
each staff person, in accordance with the definitions, forms and
report formats required by Division and Territory.
- The Director will maintain a contact management system and
record, track, qualify and respond to prospect inquiries in
appropriate software or other system.
- The Director will create and implement a stewardship plan to
recognize and engage planned gift donors who are not actively being
cultivated and solicited by other assigned staff.
- The Director will create and implement a marketing plan for
planned giving, incorporating efforts by Territory through direct
marketing, as well as local efforts through, by way of example,
buck slips, email, web based ideas, and using local publications;
and reporting results to the vendors, Division and Territory using
assigned report formats.
- The Director will keep current on relevant laws, regulations,
techniques through self-study, professional memberships,
conferences and webinars; and will evaluate the planned giving and
fundraising knowledge of staff, in accordance with standards
provided by Division and Territory.
- In coordination with the Territorial Director of Planned Giving
and the Divisional Director of Development, the Director will
develop an appropriate education and cultivation program for
selected attorneys, trust officers, CPAs CLUs, etc., to increase
their knowledge about The Salvation Army and charitable gift
planning options for their clients.
- The Director will prepare, or delegate, proposals for gift
opportunities in response to inquiries and/or cultivation of
- The Director serves as the staff liaison and coordinator of the
WMNI Advisory Board Planned Giving/Major Gifts Committee.
- Other duties as assigned.Staff Supervision
- Manages Planned Giving staff: hiring, discipline,
recommendation for termination, task assignments, goal setting,
training and coaching, evaluation, ongoing motivation and
interdepartmental staff coordination.
- Plans, implements and supervises staff development/in-service
- Responsible for completion of staff evaluations annually.
- Responsible for recruitment of staff and employment
recommendations to the Divisional Finance Board through the
Divisional Development Director.
- Attends regularly scheduled team leadership meetings.
- Handles personnel issues within section, consulting with the
Divisional Development Director and Divisional Human Resources as
- Develops annual budgets.
- Routes all finance-related requests through the Divisional
- Regularly monitors expenditures and income reports.
- Authorizes all approved expenditures for payment within the
Fund Development Department.
- Negotiates vendor contracts.Program Development and Evaluation
- Develops written policies/procedures for the Planned Giving
Department as needed. Submits to the Divisional Development
Director for review prior to submission for Divisional Finance
- Develops new programs/services as needed; approved through
- Along with the Divisional Development Director, evaluates all
- Establishes and monitors annual goals/objectives.Recording and
- Develops a documented plan to achieve endowment, major and
planned gift goals.
- Responsible for submitting required statistics, reports and
budget information through the Divisional Development Director as
- Maintains positive work atmosphere by behaving and
communicating in a manner that fosters good relationships with
co-workers and supervisors. This would include but not be limited
to such actions: resolution of conflicts in a professional manner;
courteous treatment of staff, visitors and clients; respect of
other's property and person and professional and appropriate
communication to and about co-workers, supervisors, and
- Supports the mission of The Salvation Army by treating every
client and colleagues with individual respect and dignity, and
without discrimination of any kind.
- Performs all other duties as assigned. Qualifications
- Bachelor's degree required. Other considerations include an
advanced degree in a related field such as law, finance or
organizational management, supervisory experience, proven
committee/board experience; a certification is a plus, such as CFP
or CAP designation. Those without such a certification are expected
to obtain a certification within 2 years of start of
- Demonstrated experience in planned giving fundraising, legal
services, financial planning, development, estate planning or
- Legal training, particularly an understanding of charitable
financial and estate planning is highly desirable.
- Expertise in organizing, directing and implementing a
comprehensive fund development program in a complex organizational
environment; knowledge of planned giving or major gifts techniques,
market segmentation and new audience development is essential.
- Must have experience in successful closing of gifts, working
knowledge of estate and tax planning techniques.
- Demonstrated knowledge of basic business terminology, financial
matters, ethical, legal and tax-related issues regarding the
solicitation, transfer, and management of charitable gifts.
- Qualified candidates must be able to demonstrate mature
judgment, initiative and the ability to make independent and
effective decisions without close supervision; strong interpersonal
skills; computer literate including proficiency in the use of
Microsoft Windows to specifically include Word, Excel and
PowerPoint. The incumbent must also be proficient in the use of
email applications such as Microsoft Exchange or Lotus Notes.
- Possess an above average aptitude in both written and oral
communication, be trustworthy, especially in confidential matters
and be well organized and efficient.
- The incumbent must have the ability to travel in community, and
throughout Western Michigan Northern Indiana Division. Acceptable
background check and Motor Vehicle Report are conditions of
- It must be understood by the incumbent that the position is
subject to the requirements of Safe From Harm upon commencement of
employment and that the required Safe From Harm training program
must be satisfactorily completed immediately upon hire. Options
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Keywords: Regional Recreation Corporation of Wood Buffalo, Grand Rapids , Planned Giving Director - DHQ (Grand Rapids, Accounting, Auditing , Grand Rapids, Michigan
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