Charitable Advisors LLC
  • 05-Feb-2018 to 06-Mar-2018
  • - Salvation Army Indiana
  • Indianapolis, IN, USA
  • Full Time

Planned Giving Representative will identify, cultive, solicate, secure and steward individual prospects and donors, targeting planned gifts for The Salvation Army Indiana Division, while working directly with other fundraisers, senior staff, volunteer leadership and Salvation Army Officers.  Responsiblities include engaging and soliciting donors and friends of The Salvation Army for planned gifts.

Mission Statement of The Salvation Army:
The Salvation Army, an international movement, is an evangelical part of the universal Christian Church.  Its message is based on the Bible.  Its ministry is motivated by the love of God.  Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Essential Duties and Responsibilities
This job description should not be interpreted as all inclusive. It is intended to identify the essential functions and requirements of the position. Other job related responsibilities and tasks may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.

•        Help assure that DHQ achieves its fundraising goals in collaboration with others within the Development Department and interdepartmentally
•        Manage a prospect portfolio of approximately 125-150 planned giving donors and  prospects, and manage the qualification of a select group of suspects
    o Develop solicitation plans for new and current planned gift donors and prospects within prospect and suspect portfolio
    o Develop relationships with assigned donors and prospects through various cultivation calls, letters and handwritten notes, with an emphasis on successful face-to-face meetings
    o Complete an assigned number of significant contacts per year with donors and prospects from portfolio, ranging from 280 to 400 annually
    o Solicit and close planned gifts in accordance with annual goals as set by director in consultation with Divisional Leadership and the Territorial Planned Giving Director
•        Develop and write donor cultivation materials, acknowledgements, volunteer solicitor briefings and reports.  Produce personalized planned giving proposals for individual support
•        Contact and cultivate persons identified through marketing efforts, work with Corps and Division staff, professional advisors and other referral sources
•        Coordinate and provide assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, leadership and volunteers
•        With other Development staff, identify, qualify and research new planned gift prospects
•        Work with the Director of Planned Giving, Executive Development Director and major gift staff and Salvation Army Officers as part of a team of fundraisers for the Indiana Division, including joint strategy sessions and other matters important for an effective development effort

•        Identify innovative development, cultivation and stewardship activities, craft new strategies and support planning that will strengthen the Planned Gifts Program over time
•        Assist in the organization of occasional events and small donor meetings for cultivation and stewardship purposes
•        Manage other duties as assigned

Recording and Reports:

•        Develops a documented plan to achieve endowment and planned gift goals from assigned portfolio
•        Responsible for submitting required statistics, reports and budget information to the Director of Planned Giving 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.

A minimum of five years' experience, in fund raising (including significant experience in personal solicitation, and familiarity with fundraising practices), financial sales, insurance sales, estate and financial planning, or other related areas. Strong interpersonal skills and comfortable working with donors required. Successful track record of fundraising with major and/or planned gift donors a plus.  Experience working with high-level volunteers, donors and program staff on collaborative activities.  Experience, familiarity and/or ability to work in a complex non-profit organization with many departments, programs and fund raising priorities.  Ability to work well with a variety of people in a dynamic environment; high energy; focus; collaborative spirit.  Self-directed and proactive, able to manage confidential information with discretion.  Familiarity with issues of fundraising and general professional and workplace ethics.  Detail-oriented with a strong focus on quality and accuracy

Bachelor's degree required.  Other considerations include an advanced degree in a related field such as law, finance or non-profit management, 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.

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.  

Qualified candidates must also be able to pass The Salvation Army's background check and drivers' qualification.  The incumbent must have the ability to travel in community, and throughout the Division.  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 within the first ninety (90) days of employment.  

Click the APPLY button to submit cover letter, resume, names and phone numbers for at least 3 references and salary expectation to Jo Ann Remender, Director of Planned Giving for the Indiana Division

The Salvation Army is an Equal Opporutnity Employer.

This position has been closed and is no longer available.
Charitable Advisors LLC


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