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Regional Planned Giving Associate Director

Company: The Salvation Army
Location: Beaumont
Posted on: November 19, 2023

Job Description:

Regional Planned Giving Associate Director Thursday, November 16, 2023 The Salvation Army has an outstanding opportunity for a Regional Planned Giving Associate Director who lives in the eastern region of Texas 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, 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! About this opportunity: This position is responsible for cultivating and securing documentation of planned gifts, such as wills, trusts and annuities to fund the Mission of The Salvation Army. Key responsibilities:

  • 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 interviews to identify prospects, consults with individuals about specific planned giving vehicles and assists them in their estate planning to determine the most appropriate planned gift for their personal circumstances.
  • Educates Advisory Boards and presents planned giving 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. You are an ideal match for the role if you have :
    • Three years' experience achieving results in the fundraising field for a charitable organization or similar work experience; planned giving, major gifts, development, capital campaigns or related field (financial advisor, outside territorial sales, etc.)
    • Bachelor's degree (preferred, but not required) OR any equivalent combination of training and experience which provides the required knowledge, skills and abilities.
    • Demonstrated self-starter and ability to work with minimal supervision from a personal home office
    • Experience actively developing, cultivating and managing a portfolio of donors (or prospects).
    • Two to three years planned giving experience preferred by not required.
    • Candidate should reside in the College Station, Houston, Galveston region.
    • Ability to acquire a working knowledge of a large body of new, technical information.
    • Excellent oral and written communication skills, including public presentations.
    • Ability to travel (weekly day travel, with 7-10 overnight travel days annually)
    • Ideal candidate to reside in the following areas: Houston, Galveston, Orange, Beaumont and College Station in Texas Bona-fide Occupational Qualification (BFOQ) This position requires an active Christian faith in harmony with Salvation Army doctrine and practice. License/Certifications Valid State Driver's License Physical Requirements and Working Conditions: Ability to meet attendance requirements. Ability to read, write, and communicate the English language. Ability to communicate clearly and effectively both orally and in writing amongst a diverse group of people. Ability to perform public speaking and represent The Salvation Army in a professional manger. Ability to travel throughout the assigned territory on a frequent basis in order to perform the responsibilities of the position. Work is performed in a normal office environment where there are little or no physical discomforts. Ability to meet with donor prospects in their office or home where there may be physical discomforts and environment may not be handicap accessible. Work also requires extensive travel throughout the assigned region where there may be physical discomforts/dangers associated with driving a vehicle, changes in the weather and on-site visitation with potential donors and overnight hotel stays on a regular basis. Additional Comments: Oversight for the Regional Planned Giving Associate Director position is provided by the Texas Divisional Headquarters, located in Dallas, Texas. All employees 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. To apply, please complete our on-line application using the apply icon identified on the job posting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Opportunity Employer Minorities/Women/Veterans/Disabled When an application is selected for review, typically, only applicants who indicate the relevant education and experience requirements, as indicated in the job description for the position, may be considered for job openings. Please FULLY complete the application, answer questions completely, honestly and to the best of your ability. Please also upload a copy of your resume (when available). Those applicants requiring accommodation to the application and/or interview process should contact a representative of the Human Resources Department at the applicable location.

      We appreciate your interest in employment opportunities with The Salvation Army!
      • Job Family TX-EXEMPT

Keywords: The Salvation Army, Beaumont , Regional Planned Giving Associate Director, Executive , Beaumont, Texas

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