Director of Gift Administration

TITLE: Director of Gift Administration

DEPARTMENT: Gift Services

STATUS: Full-Time, Exempt

SALARY: $140,000 - $150,000

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

The Director of Gift Administration provides strategic and operational leadership for the administration of The Salvation Army Western Territory's complex charitable gift program. This includes oversight of all charitable gift annuities, charitable remainder trust, outright gifts funded with securities, real estate, mineral rights, insurance policies, cryptocurrency and other non-cash assets.

The position manages a high-profile team, ensures fiduciary and regulatory compliance, and maintains excellence in donor service, reporting, asset and gift administration. This leader partners closely with the Executive Director of Gift Services to refine processes, ensure efficiency, and uphold The Salvation Army's mission and integrity in every aspect of gift management.

QUALIFICATIONS

• Bachelor's degree (B. A. or B. S.) required; advanced degree or certification in finance, nonprofit management, or law preferred

• Minimum of 5 years of senior level experience in planned giving, trust administration, investment management, banking, estate/financial planning, or non-profit operations.
• Demonstrated success managing complex charitable gift annuities and charitable remainder trusts.
• Proven ability to lead teams and manage multifaceted administrative functions in a mission-driven organization.
• Minimum of 2 years of experience in coaching, mentoring, motivating and evaluating team members

• Strong leadership, supervisory, and mentoring skills
• Excellent written and verbal communication skills, with the ability to simplify complex information for a diverse audience
• Understanding of common investment instruments, asset allocation strategies and performance measurement criteria
• In-depth knowledge of charitable tax law, trust administration, and real property transactions.
• Outstanding analytical, problem-solving, and project management capabilities.
• High ethical standards and commitment to donor confidentiality
• Ability to think independently, make decisions using sound and logical judgment.

• Proficiency in Microsoft Office Suite (Word, Excel, Access, Power Point)
• Experience with fundraising and planned giving software (e.g., Crescendo, PG Calc)
• Experience with database management and reporting systems
• Ability to learn and use new software programs and databases.

• Mission-driven leader who exemplified integrity, accountability, and service
• Collaborative and proactive team player willing to put forth their best effort at all times
• Detail-oriented with a focus on operational excellence and compliance
• Strong interpersonal skills and customer service mindset
• Committed to continuous learning and professional development

KEY RESPONSIBILITIES

• Ensure the accuracy, accountability, and timely administration of the planned gift program in the Gift Services Department of the Western Territory of The Salvation Army.
• Direct supervision of Assistant Directors of Trust Services, Gift Administrators and others as needed, fostering a collaborative and mission-driven culture.
• Develop and implement departmental policies and procedures that promote efficiency, compliance, and operational excellence.
• Partner with the Executive Director to evaluate and enhance systems, reporting, and internal controls.

Gift and Trust Administration

• Manage the administration of all charitable gift annuities and the charitable trusts for which The Salvation Army serves as trustee.
• Oversee the sale and liquidation of real property funding charitable gift annuities and charitable remainder trusts
• Supervise real property acceptance, marketing, sale and transaction activities, ensuring alignment with donor intent and organizational policies and best practices.
• Manage all transactions for outright gifts of securities and real estate and securities contributed as outright gifts or to funds a charitable gift.
• Work directly with real estate and financial brokers, attorneys, fiduciaries, and external advisors to resolve complex gift and asset issues.
• Prepare and present in a timely manner accurate Gift Services Committee (GSC), Board of Directors (BOD) and Property Council (PC) agenda items related to gifts or assets.
• Oversee the acceptance, gift valuation substantiation, sale and distribution of complex assets.

Financial Management and Compliance

• Oversee preparation and review of tax reporting materials, regulatory filings and state required submissions related to charitable gift annuities and trusts.,
• Collaborate with the Finance Department and TIAA Kaspick to ensure accurate accounting, fund transfers and reconciliations.
• Ensure full compliance with state and federal regulations governing planned giving, including registration, reporting, and fiduciary standards. Ensure distributions of funds are accurately and timely made.
• Maintain a thorough understanding of charitable tax law, investment strategies, and fiduciary obligations relevant to gift administration.

Donor and Field Support

• Provide expert technical support to Planned Giving Directors, Major Gift Officers and divisional personnel on assets, and gift and trust administration matters
• Draft and review staff correspondence to donors, field personnel, brokers, executors and allied professionals.
• Ensure timely and accurate donor payments, statements, reports and resolve related issues.
• Deliver training and mentorship to staff and field personnel on policies, compliance, and industry standards

Process Improvement & Reporting

• Develop and monitor performance metrics and reporting tools for departmental activities.
• Identify opportunities to streamline processes, enhance data integrity, and improve field and donor services.
• Prepare presentations and reports for senior management, internal clients and external partners.
• Stay current with emerging trends in planned giving, regulatory updates, and fiduciary best practices.

REPORTS TO: Executive Director of Gift Services