Planned Giving Director - DHQ (Grand Rapids

Company: Regional Recreation Corporation of Wood Buffalo
Location: Grand Rapids
Posted on: February 22, 2021

Job Description:

Planned Giving Director - DHQ (Grand Rapids) in Grand Rapids, Michigan - Careers at Western Michigan Northern Indiana Divisional Hdqrs Skip Branding Planned Giving Director - DHQ (Grand Rapids) in Grand Rapids, Michigan - Careers at Western Michigan Northern Indiana Divisional Hdqrs Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Welcome page Returning Candidate? Log back in! Planned Giving Director - DHQ (Grand Rapids) Job Locations 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 Salvation Army.
• 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 assigned;
  • 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 individual gifts.
  • 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 gifts.
  • 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 training programs.
    • 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 needed.Fiscal Management
      • Develops annual budgets.
      • Routes all finance-related requests through the Divisional Development Director.
      • 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 Board approval.
        • Develops new programs/services as needed; approved through official channels.
        • Along with the Divisional Development Director, evaluates all programs annually.
        • Establishes and monitors annual goals/objectives.Recording and Reports
          • 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 requested.
          • 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 subordinates.
          • 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 employment.
            • Demonstrated experience in planned giving fundraising, legal services, financial planning, development, estate planning or related fields.
            • 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 employment.
            • 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 Apply for this job online Apply Share Email this job to a friend Refer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Loading... Application FAQs Software Powered by iCIMS
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Keywords: Regional Recreation Corporation of Wood Buffalo, Grand Rapids , Planned Giving Director - DHQ (Grand Rapids, Accounting, Auditing , Grand Rapids, Michigan