Director, Gift Planning

Pay Range:$110,000-$115,000

MISSION STATEMENT: 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.
POSITION SUMMARY: The Director of Gift Planning ("DGP") leads, develops, implements, and
coordinates all phases of the Gift Planning Program within their assigned Divisional coverage area to
achieve the goals set for identifying and establishing gift commitments.
DESIRED QUALIFICATIONS
1. A strong desire to help and impact others (donors) in achieving their philanthropic goals.
2. A Bachelor's degree in marketing, sales, finance, or related field. A preference is given for
candidates with an advanced degree or certification such as, Certified Financial Planner
("CFP"), MBA, JD, CPA, or CSPG.
3. Proven ability to assist donors in closing gift plans at the six- and seven-figure levels.
4. Ability to simplify complicated concepts in writing and verbally.
5. Comfortable with technical conversations involving financial or legal concepts.
6. Ability to develop creative options to present to an audience - provide choices.
7. Possess strong analytical skills, attention to detail, and ability to maintain accurate records.
8. Someone self-motivated, articulate, people & goal-oriented, and can work in a fast-paced
environment, maintaining poise under pressure, and work as a team member or independently
as needed.
9. Strong public speaking skills.
10. Professionally presents oneself.
11. Ability to maintain confidentiality and sensitivity about information and documentation.
12. Proficient in MS Office, Excel, Word, PowerPoint, and can readily learn CRM software.
13. Ability to travel for training, conferences, and donor face-to-face visits.

DIRECTOR OF GIFT PLANNING DUTIES & RESPONSIBILITIES:
A DGP is responsible for identifying, cultivating, finalizing, and stewarding gift plan commitments. This
will be achieved through management, marketing, metrics, and training activities.
Management
1. A DGP is responsible for all gift planning activities within their assigned coverage area.
2. Maintain and build relationships with all appropriate Corps Officers and staff in their area.
3. Maintain personal responsibility for 75 - 150 existing life income donors.
4. Maintain annual stewardship for all living bequest donors within your area.
5. Maintain and build relationships with professionals such as, CPAs, CFPs, and Attorneys.
6. Collaborate with Corps Officers, Donor Relations Directors (Major Gifts) and Development staff to
provide donors with exceptional service and collaborate with site/donor visits.
Metrics
1. Achieve minimum work product metrics as identified by the Sr. Gift Planning Leadership team.
2. Make a minimum of twelve (12) strategic/substantive face-to-face visits per month (donor,
prospect, or advisor visits).
3. Create and present a minimum of two (2) gift planning proposals per week.
4. Meet with all Corps Officers a minimum of two (2) times per year.
5. Schedule one (1) joint DRD-donor meeting per month.
6. Schedule one (1) joint Corps Officer-donor meeting per quarter.
7. Achieving these work product metrics will produce the following:
a. Year 1: Identify or close fifteen (15) plus gifts per year valued between $2.5M-$5M.
b. Year 2+: Identify or close twenty-five (25) plus gifts per year valued between $5M-$10M.
8. Promote, organize, and participate in a minimum of (1) donor or advisor seminar per year.
9. Report all communication activities in our CRM and report all gift production in the Gift Report
module.
Marketing
1. Complete and update a multi-channel Forecast and Marketing Plan (FMP) annually based on
the template provided by Territorial Headquarters.
2. Annually submit your FMP to the THQ GP Office for integration into the THQ GP marketing
budget.
3. Personally manage or utilize staff assistance to operate your marketing activities throughout
the year based on your FMP.
Training
1. Participate in the monthly DGP Training call.
2. Participate in the annual twelve (12) week training session.
3. Participate in an annual technical training conference and kindred sessions.
4. Participate in all Territorial and Mentor scheduled training sessions.
Other
Work within the established framework, policies and organization of the Division and Territory. To
accomplish this, s/he will:
1. Conduct activities within the framework of the territorial gift acceptance policies.
2. Adhere to all territorial standards and policies regarding the gift planning program.
3. Work closely with the Territorial Director of Gift Planning (TDGP) in the development and
closing of complex gift planning arrangements.

4. Refrain from signing any legal commitments on behalf of The Salvation Army.
5. Refrain from any personal gain because of donor contacts. Accept no gratuities or gifts and
allow no bequest or remainder interest to be designated to the individual representing The
Salvation Army.
6. Other duties as assigned.
PHYSICAL REQUIREMENTS:
Qualified individuals must be able to perform the essential duties of the position with or without
accommodation. A qualified person with a disability may request a modification or adjustment to
the job or work environment in order to meet the physical requirements of the position. The
Salvation Army will attempt to satisfy requests as long as the accommodation needed is
reasonable and no undue hardship would result.
While performing the duties of this job, the employee is regularly required to walk, stand, climb,
or balance, stoop, kneel, crouch, crawl and reach with hands and arms on a continuous basis.
The employee must regularly lift and/or move up to 20 pounds, frequently lift and/or move up to
40 pounds, and occasionally lift and/or move up to 60 pounds. Specific vision abilities required
by this job include close vision, distance vision, color vision, depth perception and ability to
adjust focus. Must have the ability to operate telephone, a desktop or laptop computer, as well
as the ability to access and produce information from a computer, and to understand written
information.

COMMUNICATION:
The position requires: professionally communicating verbally with co-workers, other
departments, program staff, donors, and vendors; talking on the telephone; responding to written
or verbal requests; training/giving verbal and written instructions; receiving verbal and written
instructions; writing/composing written language; reading; visiting/working at other worksites and
non-worksite locations; communication via the latest technologies.
ACKNOWLEDGEMENT OF RELIGIOUS PURPOSES OF THE SALVATION ARMY
The employee acknowledges that s/he has been informed and understands The Salvation
Army's religious purpose and status as a church. The employee agrees that s/he shall do
nothing in his/her relationship with The Salvation Army as an employee to undermine its
religious mission. The employee agrees and understands that his/her work-related conduct must
not conflict with, interfere with, or undermine such religious programs or the Army's religious
purposes.
Qualified individuals must be able to perform the essential duties of the position with or without
accommodation. A qualified person with a disability may request a modification or adjustment to
the job or work environment in order to meet the physical requirements of the position. The
Salvation Army will attempt to satisfy requests as long as the accommodation needed is
reasonable and no undue hardship would result.
I understand the job description, its requirements and that I am expected to complete all duties
as assigned. I understand the job duties may be altered from time to time. I have noted below
any accommodations that are required to enable me to perform these duties.