Gift and Estate Planning Stewardship Director ( Divisional Headquarters)

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.

Salary Range Starting at: $47,000.00

Job Description:

As the Gift and Estate Planning Stewardship Director, you will manage the stewardship and marketing efforts of the Indiana Planned Giving department. The Director plays a crucial role in solidifying long-term interest in and continued commitment to The Salvation Army, showing appreciation and keeping donors and planning advisors informed of their impact. The Stewardship Director is an integral part of the planned giving team, providing support and collaborating with planned giving directors and the donor relations team, ensuring that the mission of The Salvation Army is effectively carried out.

What You Will Do:

• Coordinate, implement, and manage an effective donor stewardship program for planned giving donors, including coordination of the Hope Brigade planned gift donor recognition

• Develop relationships with assigned portfolio of Hope Brigade donors through various cultivation communications with emphasis on phone calls and, face-to-face visits.
• Complete an assigned number of significant moves and contacts per year with donors and prospects from portfolio, ranging from 150-300 annually
• Coordinate promotional materials, certificates and gifts, donor member list, events for the Hope Brigade Giving Society
• Support PG directors by preparing response requests and other communication, communicating with vendors, utilizing PG software, answering phone, etc.
• Maintain and coordinate inventory of promotional materials for donor and professional gifts
• Perform donor research

• Engage donors and their professional advisors in regular communication and events for cultivation and stewardship, collaborating with other development staff as appropriate

• Coordinate, produce, and distribute mass mailings for planned giving donors and professionals utilizing complex queries
• Ensure proper entry of campaign mailing and donor responses into Salesforce
• Facilitate and assist team with donor/professional events as needed, coordinate marketing materials and donor invitations

• Develop and implement effective cultivation of planning advisors to include the Red Shield Symposium (in-person estate-planning webcast) as well as other annual outreach and engagement activities, including implementation of the Council of Hope membership and Red Shield Awards.

• Coordinate the Red Shield Symposium host sites in Indiana in collaboration with PG directors and support continuing education record process for attendees

• Manage divisional outright IRA and DAF gift solicitations to grow revenue and acknowledgement including generating letters, communicating as necessary, and reporting

• Coordinate and implement annual solicitation materials for IRA and DAF donors and prospects
• Responsible for transmitting accurate accounting to finance and gift processing teams. Utilizing word processing mail merge and complex queries, process and acknowledge outright gifts from donors in a timely manner

• Ensure planned and matured gifts are stewarded appropriately and monitored, tracked, recorded, and distributed in an accurate and timely manner, coordinating internal reporting.

• Process expectant and mature gifts from PG donors as communicated by PG Directors or THQ Legal and coordinate acknowledgement to donor families and professionals

• Coordinates receipt and forwarding of legal documents from Corps Officers, attorneys and other professionals regarding matured wills, estates, trusts and trust documents. Submits pertinent documentation from donor files. Maintains and updates Salesforce information as needed.
• Compiles report and reviews the proper recommendation of allocation of donor funds for Divisional Finance Board approval

• prepare reports for DHQ and THQ.
• Utilize mail merge and advanced queries

• Attend appropriate webinars or workshops related to planned giving, vendor software
• Other tasks as assigned by leadership

Minimum Qualifications: The requirements listed below are representative of the minimal education, experience, skills, and/or abilities required for this position.

Background Checks: Position requires a background, and all background checks will be reviewed

Education: Bachelor's degree in relevant field required

Certifications: Fundraising or Planned Giving certificates a plus. Must have a valid driver's license and maintain The Salvation Army Driver's qualification standard; must complete Safe From Harm training within the first 90 days of employment.

Experience: Two or more years of experience in fundraising, marketing, estate planning financial planning, or planned giving related field required. Experience with personal solicitation a plus.

Skills/Abilities:

• Ability to work well with a variety of people in a dynamic environment; focus; collaborative spirit.
• Able to manage confidential information with discretion and integrity.
• Detail-oriented with a strong focus on quality and accuracy.
• Strong interpersonal skills and ability to work comfortably with donors is required.
• Above average written and oral communication skills a manner sufficient for effective communication with leadership, field personnel, and stakeholders.
• Strong organizational skills and the ability to work efficiently.
• Proactive with ability to take initiative without direction.
• Able to ensure that several projects are progressing at the same time
• Minimum of intermediate proficiency with Microsoft Office Word and Excel, Proficient with MS Suite and fundraising databases (e.g., Salesforce), Zoom and other fundraising software.
• Familiarity with estate and tax terminology and concepts a plus.

Supervisory Responsibility: Provide guidance, direction, and support to volunteers and special project interns.

The physical requirements described here are representative of those that must be met by an employee to successfully perform the duties of this job. Reasonable accommodation may be made to enable individuals to perform the essential functions of this job.

Physical Requirements Include:

• Good speaking, hearing and vision ability, and excellent manual dexterity
• Some sedentary work using a computer, office equipment, and a phone. May require bending, squatting, walking.
• Lifting, pulling and pushing of materials up to 25 pounds

Travel: Occasional local travel using agency vehicle. Overnight travel is minimal.

Working Conditions: Work is performed in a professional environment; may eligible for a partially remote-friendly work environment. Primarily business hours with occasional evenings and weekends.

All employees recognize that The Salvation Army is a church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.

The Salvation Army is an equal opportunity employer. Candidates who are back-to-work, US Veterans, people with disabilities, people who have been impacted by the justice system, and/or people without a college degree are encouraged to apply.

This job description should not be interpreted as all inclusive. It is intended to identify the essential functions and requirements of the position. Other job-related responsibilities and tasks may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.

Why Work with Us?

If you're ready for a career doing meaningful work with a discernable impact, keep reading. The Salvation Army's brand promise is to Do the Most Good - and it's our employees that help us get there. At every level and in every discipline, you can have a real impact on your community through the work done inside our walls every day. If you work for us, you will be the hands and feet that enable us to help others.

We are as impassioned about our employees as we are about our mission to preach the Gospel of Jesus Christ and help anyone in need in His name without discrimination. Our work culture reflects this quality, which makes our offices seriously great places to work. Just walk inside our doors and you'll quickly see that our employees are proud to support programs that make a difference.

In addition to traditional Health, Wellness, RX and PTO benefits, see what our employees told us they most liked about working for the Indiana Division of TSA by responding to our most recent 2023 survey...

• 91% are proud of their work to help meet the needs of people in their communities
• 75% find their "Work Stress" manageable
• 80% find their managers supportive during those times of stress
• 89% appreciate the flexible work options they have in their position
• 98% appreciate how they are allowed to use 4 sicks days as "Discretionary"
• 99% appreciate the 11 paid holidays they receive each year

See what our employees said when asked to rank the best reasons for working at the Indiana Division Salvation Army...

1. Helping People
2. Faith Centered Organization
3. Work Environment/ Co-Workers
4. Benefits