Planned Giving Representative, Salvation Army

Posted by on December 04, 2011

Planned Giving Representative, Salvation Army

Posted on: November 18, 2011

Description of Position: Manage the Army’s relationship with an assigned caseload of prospects and donors for the cultivation, promotion and closure of planned gifts within and for the benefit of the Division or corps/units within the Division. Develop and implement a communications and stewardship plan for each assigned constituent, and solicit gifts with a view toward facilitating major and ultimate gift commitments. Work to successfully fulfill financial and activity goals agreed upon for each fiscal year. Work in close partnership with Major Gift Officers (DRDs, RDMs, corps-based fund raisers) in sharing prospects and co-managing the cultivation and closure of planned gifts, as well as renewal of individual annual gifts as it relates to the PGR’s caseload. Provide proper estate and gift planning education, counsel, wording and strategy development to donors, prospects, volunteers and volunteer groups (including advisory boards / committees), financial advisors, Salvation Army officers, and employees who require such knowledge for fulfillment of their respective responsibilities or who can partner with planned giving staff for the cultivation and achievement of planned giving commitments and goals. Support the development and implementation of the planned giving strategic plan and marketing efforts. Maintain organized, meticulous, and up to date professional records in the divisional donor database (Raiser’s Edge) related to donors and prospects, recording contacts made, information gathered, giving interests, gift discussions, relationships discovered, wealth / assets data, gift records, contact information, etc., with the support of the Planned Giving Administrative Assistant.

Requirements: Bachelor’s degree. Significant experience in planned giving, major giving, or related financial planning work.

Demonstrated record of cultivating and closing individual gifts. Related computer skills in working with general office, fundraising development and planned giving and development software applications. Superior customer service skills that include the ability to work well and effectively with elderly individuals, and a professional and confident demeanor when working with people on a personal basis. Strong oral, written, and interpersonal communication and presentation skills. The ability to proactively follow through on assigned tasks and plans in a timely manner and to take initiative. Strong affinity for the ministry of The Salvation Army. Must have an understanding of and appreciation for the Missionof The Salvation Army.

Have or earn within three years from date of hire a level of certification applicable to planned giving, such as: CFP®, ChFC®, JD, CAP®, CFA, CGPA, CGPP or other designation approved by the Territorial Director of Special Gifts. Since the Representative will be driving in the performance of his or her duties, at the time of hire the Representative must have and maintain a valid automobile operator’s license and a driving record acceptable to The Salvation Army.

Please send, fax or e-mail your resume and a cover letter to:

Deborah Fisher at or fax 215-787-2857

No phone calls, please.

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