Planned Gift Director - Higher Ed. jobs in Jefferson, CO

Job Title: Associate Director of Gift Planning 

FLSA Status: Full Time - exempt
Reports to: Divisional Director of Development 

Schedule: FT/E, M-F
Supervises: Gift Planning Associate 

Start Date: TBD

Rate of Pay: $85,000-$95,000/year

Closing Date: 3/15/24

Benefits: Standard; Full-Time, Exempt employees are eligible for but not limited to the following:

• Health, vision, dental, life as well as voluntary life and disability insurance
• Sick leave benefit – 1 day per month, 12 sick days per year (accrual and availability begins at hire)
• Vacation benefit – 20 vacation days per year, accrued at the rate of .0769 hours for each hour worked (accrual begins at hire but may not be used until the completion of six months of employment)
• One floating day off for use (accrued immediately, and again annually, but may not be used until the completion of the initial three-month introductory period of employment)
• Pension Plan (after one year of continuous service)
• Voluntary Tax-Deferred Annuity Plan (403(b)plan)

Function: 

The ADGP is considered an entry-level or mid-level Gift Planning position. The primary purpose of the ADGP is to provide Division-wide supplemental support for all Directors of Gift Planning (“DGP”) in achieving their annual Gift Activity goals. They will support the Gift Planning team by identifying, cultivating, soliciting, securing, and stewarding individual donors, and targeting deferred gifts. Incumbents in the position actively participate in the implementation of each DGPs Forecast and Marketing Plans (“FMP”). This position reports directly to the Lead Director of Gift Planning as assigned by the Development Director.

Duties and Responsibilities:

• Performs tasks assigned by the Divisional Director of Development to assure the Divisional Gift Planning team achieves its fundraising goals.
• Maintains average weekly work product goals of 20 substantive donor calls, 10 CEP proposals, and 2 visits per week (including Zoom) based on a 46-week year.
• Support each Director of Gift Planning’s (DGP) annual gift activity (production) goals but maintains solely work product goals themselves with the intention of not being in competition with the DGPs for gifts.
• Responsible for cultivating and developing professional advisor relationships.
• Responsible to handle outright gifts of real estate, stock, QCDs, and DAFs that is not assigned to any fundraiser and is under $100,000 in value.
• Responsibility includes processing all Charitable Gift Annuity as assigned by the DGP.
• Develops and delivers CEP proposals as requested by the DGP. Writes donor acknowledgements, volunteer solicitor briefings and reports.
• Contacts and cultivates persons identified through marketing efforts and relationships developed with Corps and Division staff, professional advisors, and other referral sources.
• Works with other Development staff to identify, qualify and research new planned gift prospects.
• Works with the Divisional Development Director, Director of Planned Giving, and major gift staff as part of a team of fundraisers for the Division, including joint strategy sessions and other matters important for an effective development effort.
• Identifies innovative development, cultivation, and stewardship activities; crafts new strategies and support planning that will strengthen the Planned Gifts Program over time.
• Assists in the organization of occasional events and small donor meetings for cultivation and stewardship purposes.
• Develops a documented plan to achieve endowment and planned gift goals from assigned portfolio. 
• Prepares and submits statistics, reports, and budget information to the Divisional Director of Development and/or Director of Planned Giving as requested.
• Performs other duties as required.

Qualification and Education Requirements:

Preferred Experience, Education and Knowledge:

• Bachelor’s degree, other considerations include an advanced degree in a related field such as law, finance or non-profit management, or proven committee/board experience; a certification is a plus, such as CFP or CAP designation.
• 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 is preferred.
• 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 fund-raising priorities.
• Familiarity with issues of fundraising and general professional and workplace ethics.

Required Skills and Capabilities:

• Ability to work well with a variety of people in a dynamic environment; high energy; focus; collaborative spirit.
• Self-directed and initiative-taking, ability to take the initiative without direction.
• Able to manage confidential information with discretion.
• Detail-oriented with a strong focus on quality and accuracy.
• Strong people skills and the ability to work comfortably with donors is required.
• Computer literacy including proficiency in the use of Microsoft Windows including Word, Excel, and PowerPoint. Proficiency in the use of email applications such as Microsoft Exchange or Lotus Notes.
• Mature judgment and effective reasoning skills; ability to process and interpret complex information as well as make independent and effective decisions without close supervision.
• Above average written and oral communication skills including making well organized and impactful presentations.
• Strong organizational skills and the ability to work efficiently.
• 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 for budget management and projections.
• Be supportive of The Salvation Army’s mission. Ability to reflect and model the high standards of our organization as one of the world’s most distinguished human services charitable organizations.