Job Description

DUTIES AND RESPONSIBILITIES:

• Responsible for a portfolio of 100+ existing gift planning donors, 200+ prospects & professional advisors throughout San Francisco, San Mateo Country, Silicon Valley and Monterey County
• Maintain annual stewardship for all bequest and life income donors within your area
• 40% of time traveling to achieve 16 in person visits per month.
• Deliver 20+ proposals per month that will generate $5M+ in new commitments per year.
• Communicate and reports into the donor database all significant interactions as required.
• Keeps detailed records in all appropriate databases and tracking spreadsheets.
• Ensures excellent customer service is provided to all donors
• Communicates effectively and regularly with Divisional Director of Development on all relevant issues.
• Conducts tours of Salvation Army Facilities with donors and facilitates face-to-face interaction with Division leadership.

EDUCATION AND EXPERIENCE:

Required

• Bachelor’s degree in business, marketing, sales, finance, or related field
• Have a passion for and FULLY support the whole mission of The Salvation Army
• Strong ability to close gifts six and seven figure gift plans
• Active listener (70% listening 30% speaking) with experience in assisting people in making decisions
• Attention to detail with effective communication skills making complex ideas simple
• An understanding of bequests, charitable gift annuities, charitable unitrusts, and life estates
• Proficient in the use of computers and a wide variety of software programs

Preferred

• Minimum five (5) plus years of proven success in charitable gift planning or in related fields of fundraising, financial planning, or technical sales
• A preference for candidates with an advanced degree or certification such as: Certified Financial Planner (“CFP”), MBA, JD, CPA, CSPG, CAP, or FCEP

SKILLS AND ABILITIES:

• Ability to work with a diverse donor base and workforce
• Ability to maintain the highest level of integrity and confidentiality
• Knowledge of The Salvation Army programs and ministry
• Proficiency and computer literacy in Microsoft Office, including PowerPoint, Word and Excel, and fundraising databases

COMPENSATION AND BENEFITS:

• Competitive Salary + Benefits Package, with salary range of $110,000-120,000
• Collaborative Team-Spirit Environment
• Training in advanced Charitable Estate Planning techniques
• Option to a hybrid schedule
• Use of company car

PHYSICAL REQUIREMENTS:

• Ability to lift up to 25 lbs. (usually file boxes)

EQUIPMENT USED:

• Modern Office Equipment and Relevant Software

ADA Statement:

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 if the accommodation needed is reasonable and no undue hardship would result.

Acknowledgment of Religious Purposes of The Salvation Army:

Please note that The Salvation Army has a religious purpose and status as a church. We ask our employees that they do nothing to their relationship with The Salvation Army to undermine its religious mission. Employees must agree and understand that their services are a necessary part of The Army’s religious purposes and their work-related conduct must not conflict with, interfere with, or undermine such religious programs or The Army’s religious purposes.

At-Will:

Any employment relationship with this organization is of an “at-will” nature, which means that an Employee may resign at any time and the Employer may discharge an Employee at any time with or without cause. It is further understood that this “at will” employment relationship may not be changed by any written document or by conduct unless such change is specifically acknowledged in writing by an authorized executive of this organization.