Associate Divisional Director of Planned Giving

Recruiting Opportunity Closes: 04.19.2025

Yearly Salary: 70,000-75,000

Hours Per Week: 40

Status: Exempt

Number of Positions:1

Location: This position is in the State of Idaho

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 God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Application Instructions:

Complete the online job application, upload a resume and cover letter.

To apply online go to: https://tinyurl.com/y7cant6r

Questions, contact David Swanson at David.Swanson@usw.salvationarmy.org or call (503) 794-3200. Mr. Swanson is the sole point of contact for questions regarding this position.

Recruiting Accommodation Statement:

To obtain assistance with accommodations related to the American's with Disabilities Act (ADA) concerning your application process, please contact 1-888-887-6528 or email thq.reporting.line@usw.salvationarmy.org, attention Eric Hansen or Sheila Jordan.

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 Associate Director of Gift Planning (ADGP) position is a Territorial recognized Gift Planning position and part of the Gift Planning program along with the Director of Gift Planning (DGP) and Senior Director of Gift Planning/Mentor (SDGP/M) positions.
The primary purpose of the position is to provide Division-wide support for Directors of Gift Planning (DGP) to achieve 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. ADGPs will actively participate in the implementation of each DGPs Forecast and Marketing Plans ("FMP").
DESIRED QUALIFICATIONS
1.A strong desire to serve donors and team members.
2.A strong desire to learn, grow, and work on a team to achieve set goals.
3.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, CSPG or CAP.
4.Comfortable with technical conversations involving financial or legal concepts.
5.Ability to develop creative options to present to an audience - provide choices.
6.Possess strong analytical skills, attention to detail, and ability to maintain accurate records.
7.Someone that is 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.
8.Presents oneself in a professional manner.
9.Ability to maintain confidentiality and sensitivity in relation to information and documentation.
10.Proficient in MS Office, Excel, Word, PowerPoint, and has ability to learn CRM and application software readily.
11.Ability to travel for training, conferences, and donor face-to-face visits.
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ASSOCIATE DIRECTOR OF GIFT PLANNING DUTIES & RESPONSIBILITIES:
At the direction of the lead DGP, the ADGP is responsible for supporting all DGPs within their Division. While the ADGP does not have gift production goals, they support the DGPs in identifying, cultivating, finalizing, and stewarding gift plan commitments. This will be achieved through management, marketing, metrics, and training activities.
Management
1. An ADGP assists with all gift planning activities within their assigned coverage area.
2. Assist in building relationships with all appropriate Corps Officers and staff in their area.
3. Working with donors to establish life-income plans such as Charitable Gift Annuities, Charitable Remainder Trusts, and Bequest commitments.
4. Maintain annual stewardship for all living bequest donors within your area.
5. Maintain accurate donor records for their communication, and those of their DGPs as requested.
6. Visit donors, advisors, and Corps on a limited basis as directed by the DGP.
7. Maintain and build relationships with professionals such as, CPAs, CFPs, and Attorneys.
8. 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. Coordinate a minimum of two (2) gift planning proposals per week.
2. Make a minimum of ten (10) substantive phone calls per week.
3. Make a minimum of twenty (20) written communications per week, i.e. thank you cards, birthday cards, etc.
4. Participate in seminars as requested.
5. Report all communication activities in our CRM and report all gift production in the Gift Report module.
Marketing
1. The ADGP is responsible for completing and updating a multi-channel Forecast and Marketing Plan (FMP) annually based on the template provided by Territorial Headquarters.
2. The ADGP is responsible for the implementation of all DGP Forecast and Marketing Plan (FMP) throughout the year at the direction of the DGP.
3. The ADGP works with Divisional and Territorial staff and vendors to assure that all marketing activities are operating as planned.
Training
Participate in all DGP trainings as follows:
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.
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3. Refrain from signing any legal commitments on behalf of The Salvation Army.
4. 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.
5. 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.

Driving is a requirement of this position, must have valid license and be able to pass The Salvation Army's driver screening.