
Director of Gift Estate Planning
THE SALVATION ARMY OF WISCONSIN & U
MILWAUKEE, WIJobSeen todaySeen in employer's feed today
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Job overview
The Director of Gift & Estate Planning identifies, cultivates, solicits, secures, and stewards individual prospects and donors for planned gifts benefiting The Salvation Army Wisconsin and Upper Michigan Division. The role supports divisional fundraising campaigns and goals in collaboration with the Development Department and other teams, managing a portfolio of approximately 125–180 planned-giving donors and prospects.
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Full job description
JOB REQUIREMENTS: The Salvation Army's Wisconsin and Upper Michigan Division is located in Wauwatosa, Wisconsin. The division is home to 26 Worship and Community Centers (Corps), 67 service extension units, a camp, as well as multiple homeless shelters, thrift stores and food pantries. Service extension units are branches of The Salvation Army in communities where Corps are not located but service is provided by committees of volunteers. As a whole, our organization is made up of thousands of officers, soldiers, adherents, employees, volunteers and other individuals all working together to bring the Gospel of Jesus Christ to all people, as well as working to meet the physical needs of those less fortunate. The Salvation Army Wisconsin and Upper Michigan Division is the administrative unit which provides services to people in need in Wisconsin and Upper Michigan. We are an organization dedicated to Doing the Most Good in your community! Apply now! The Director of Gift & Estate Planning will identify, cultivate, solicit, secure, and steward individual prospects and donors, targeting planned gifts for The Salvation Army WUM Division (WUM). Actively participate in the implementation of WUM philanthropic campaigns and plans, focusing on Planned Giving fundraising priorities and involving volunteers and other stakeholders in the realization of Divisional goals. About the role: Helps ensure that WUM achieves its fundraising goals in collaboration with others within the Development Department and interdepartmentally. Manages a prospect portfolio of approximately 125-180 planned giving donors and prospects as follows: Develops solicitation plans for new and current planned gift donors and prospects within prospect and suspect portfolio Develops relationships with assigned donors and prospects through various cultivation calls, letters and handwritten notes, with an emphasis on successful face-to-face meetings Completes an assigned number of significant contacts per year with donors and prospects from portfolio, ranging from 280 to 400 annually Solicits and closes planned gifts in accordance with annual goals as set by the Senior Director of Gift and Estate Planning in consultation with leadership and the Territorial Planned Giving Director Utilizes Sales Force to document donor interaction, progress, communication, and actions, towards qualifying,... For full info follow application link. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. The Salvation Army is committed to providing reasonable accommodation for qualified job applicants, job candidates, and employees with disabilities to ensure they enjoy equal access to all employment opportunities and benefits of employment as required by the Americans with Disabilities Act. EEO is the Law. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/6AF573AEA2134F51
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