Planned Giving Representative - The Salvation Army
- 09-Mar-2019 to 08-Apr-2019
- - Salvation Army Indiana
- Indianapolis, IN, USA
- Full Time
Northern Indiana Planned Giving Representative will identify, cultivate, solicit and steward individual prospects and donors, targeting planned gifts for The Salvation Army Indiana Division, while working directly with internal and external constituents.
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 the Planned Giving Department achieves its fundraising goals within the context of the development programs;
• Manage a prospect portfolio of approximately 125 to 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 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;
• Develop and write donor cultivation materials, acknowledgements, volunteer solicitor briefings and reports. Produce personalized planned giving proposals for individual support;
• Coordinate and provide assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, internal and external leadership and volunteers;
• Work with the Director of Planned Giving, Executive Development Director, Major Gift Staff and Salvation Army Officers as part of a team of fund-raisers for the Indiana Division, including joint strategy sessions and other matters important for an effective development effort;
• Develop a documented plan to report endowment and planned gift goals from assigned portfolio;
• Submit required statistics, reports and budget information to the Director of Planned Giving;
• Maintain positive work atmosphere by behaving and communicating in a professional manner;
• Support the mission of The Salvation Army by treating every client and colleague with individual respect and dignity, and without discrimination of any kind;
• Perform all other duties as assigned.
A minimum of five years' experience, in fundraising (including significant experience in personal solicitation, and familiarity with fundraising practices) and/or financial sales, insurance sales, estate and financial planning, or other related areas. Strong interpersonal skills and comfortable working with donors are required. Successful track record of fundraising with major and/or planned gift donors is 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 fundraising priorities. Ability to work well with a variety of people in a dynamic environment; high energy; focused; collaborative spirit. Self directed and proactive, able to manage confidential information with discretion. 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; 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 computer-literate, including proficiency in the use of Microsoft Windows that specifically includes Word, Excel and Power Point. 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 background check and driver's qualification. The incumbent must have the ability to travel throughout the Indiana 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.
The Salvation Army is an Equal Opportunity Employer.
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