The Salvation Army - Metro Division Charitable Estate Planning Advisor in Davenport, Iowa
The Salvation Army 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 Christ. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.
Identify, cultivate, solicit, secure and steward individual prospects and donors, targeting planned gifts for The Salvation Army Heartland Division. Actively participate in the implementation of the division’s philanthropic campaigns and plans, focusing on Planned Giving fundraising priorities and involving volunteers and other stakeholders in the realization of divisional goals.
This job description should not be interpreted as all inclusive. It is intended to identify the essential functions and requirements of the position.
Help assure that DHQ achieves its fundraising goals in collaboration with others within the Development Department and interdepartmentally:
Forge relationships with donors to promote philanthropic planning and legacy giving throughout assigned region within the Heartland Division
Manage a portfolio of prospects of approximately 125-150 donors utilizing cultivation and moves management toward solicitation of planned gifts; may include actions that engage donors in conversations or activities leading to stronger ties with organization and mission; develop next action steps for relationship building
Evaluate individual situations, find creative charitable solutions and develop solicitation plans for donors in concert with meeting their personal planning objectives; complete an assigned number of significant contacts per year ranging from 280 to 400 annually toward these goals
Solicit and close planned gifts in accordance with annual goals as set by the director in consultation with divisional leadership and with the territorial Planned Giving Director
Prepare proposals and present gift agreements as needed
Ensure that all planned giving donors receive appropriate, consistent recognition and an accounting of the impact that their gift has on community needs in accordance with standard department policy
Respond to inquiries or leads generated and follow up with appropriate cultivation, solicitation and stewardship tactics.
Develop and maintain a network of professional advisors working with high net worth individuals. Utilize contacts to connect with donors; also help provide guidance for annual Red Shield Symposium (formerly the Estate & Charitable Gift Planning Institute) in multiple communities
Act as goodwill ambassador when required. Stay current regarding Salvation Army programs and ministry in regional areas represented to donors as well as nationally
Prepare and deliver presentations to service organizations, business groups and advisory boards with intent to promote philanthropic planning. Follow up on potential leads.
Assist in the development and implementation of an annual plan for departmental operations
Participate in team meetings with the Development Department and other Salvation Army leadership as needed.
Provide strategic information and guidance to assist in developing goals, plans, and procedures; provide feedback from donors to help guide messaging to donors and prospects
Keep abreast of charitable techniques that enhance basic and advanced estate planning; attend planned giving topic related workshops and trainings to enhance knowledge of techniques and best practices of planned giving
Maintain an understanding of tax laws that impact charitable giving, personal assets and estates
Work with the Planned Giving Director and other team members to reach annual goals
Participate in philanthropic planning to reach annual goals in partnership with Divisional Development Department, the Donor Relations Directors, local Corps Officers and local Corps Development Directors in regional areas represented
Create and file digital contact reports in accordance with office policy, to track and document contacts with assigned prospects
Organize or participate in other initiatives to promote the organization and philanthropy
Maintain positive work atmosphere through appropriate conflict management, courteous demeanor, and professional and appropriate communication practices.
Maintain compliance in The Salvation Army’s “Safe from Harm” Certification.
Perform other duties as assigned as related to philanthropic planning within the Heartland Division.
Travel will be required as necessary to support the mission of The Salvation Army. Valid driver’s license with clearance to drive from The Salvation Army insurance is required.
- Regular Full Time, Exempt
Strong interpersonal skills and comfortable working with donors required. Successful track record of fundraising with major and/or planned gift donors a plus. 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. Possess an above average aptitude in both written and oral communication, be trustworthy, especially in confidential matters and be well organized and efficient.
Candidates must have a passion for fulfilling the mission of The Salvation Army and must be articulate in presenting the same to others.
Candidates must successfully pass the pre-employment background inquiry and annual motor vehicle check with a valid driver’s license.
- Bachelor's degree required. Other considerations include advanced post-graduate studies in law, business, finance, or non-profit management.
Experience:Five years’ experience, in fundraising (including significant experience in personal solicitation and familiarity with fundraising practices), financial sales, insurance sales, estate and financial planning or other related areas is preferred. 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. Experience with CRM tools such as SalesForce a plus.
Certifications: A certification is a plus, such as CFRE, CFP or CAP designation
Familiarity with issues of fundraising and general professional and workplace ethics
Ability to demonstrate mature judgement, initiative and the ability to make independent and effective decisions without close supervision
Strong interpersonal skills
Computer literacy, including proficiency in the use of Microsoft Windows to specifically use Word, Excel, PowerPoint and Outlook.
Team player, self-starter, and perform well with minimal supervision.
Ability to be influential and persuasive in dealing with donors and other members of the community and colleagues at The Salvation Army.
Strong numerical reasoning skills sufficient to compute profit and loss; ration and proportion and percentage as it pertains to planned giving concepts.
Physical Demands/ Work Environment:
This Position is required to do basic business and office work. In order to successfully perform the essential functions of this position, the individual is regularly required to talk and listen, stand, walk, sit and use hands. Individual must be able to regularly lift up to 30 pounds and occasionally lift up to fifty pounds. The use of Office and Computer Equipment is necessary. Vision abilities will require close vision. Work may be performed indoors and occasionally require outdoors to attend meetings. There is low to moderate noise level for this position.
Job LocationsUS-IA-Cedar Rapids | US-IA-Davenport