Associate Divisional Director of Gift Planning in Happy Valley

Associate Divisional Director of Gift Planning in Happy Valley Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide. We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers. Recruiting Opportunity Closes: Yearly Salary: $80,000.00 Status: Exempt / Full Time Number of Positions: 1 Location: DHQ-Development - This job position is located in the Boise ID / Treasure Valley Area Position Title: Associate Director of Gift Planning (ADGP) 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. Application Instructions: Complete the online job application, upload a resume and cover letter. To apply online go to: Associate Divisional Director of Gift Planning , or Questions, contact David Swanson at *************@usw.salvationarmy.org or call . Mr. Swanson is the sole point of contact for questions regarding this position. To obtain assistance with accommodations related to the American’s with Disabilities Act (ADA) concerning your application process, please contact or email ***************@usw.salvationarmy.org, attention Eric Hansen or Sheila Jordan. POSITION SUMMARY The Associate Director of Gift Planning (ADGP) position is a Territorial recognized Gift Planning position and part of the Gift Planning program along with the Director of Gift Planning (DGP) and Senior Director of Gift Planning/Mentor (SDGP/M) positions. The primary purpose of the position is to provide Division-wide support for Directors of Gift Planning (DGP) to achieve their annual Gift Activity goals. DESIRED QUALIFICATIONS A strong desire to serve donors and team members. A strong desire to learn, grow, and work on a team to achieve set goals. A Bachelor’s degree in marketing, sales, finance, or related field. A preference is given for candidates with an advanced degree or certification such as Certified Financial Planner (CFP), MBA, JD, CPA, CSPG or CAP. Comfortable with technical conversations involving financial or legal concepts. Ability to develop creative options to present to an audience – provide choices. Possess strong analytical skills, attention to detail, and ability to maintain accurate records. Someone that is self-motivated, articulate, people & goal oriented, and can work in a fast-paced environment, maintaining poise under pressure, and work as a team member or independently as needed. Presents oneself in a professional manner. Ability to maintain confidentiality and sensitivity in relation to information and documentation. Proficient in MS Office, Excel, Word, PowerPoint, and has ability to learn CRM and application software readily. Ability to travel for training, conferences, and donor face-to-face visits. ASSOCIATE DIRECTOR OF GIFT PLANNING DUTIES & RESPONSIBILITIES At the direction of the lead DGP, the ADGP is responsible for supporting all DGPs within their Division. While the ADGP does not have gift production goals, they support the DGPs in identifying, cultivating, finalizing, and stewarding gift plan commitments. This will be achieved through management, marketing, metrics, and training activities. Management Assist with all gift planning activities within assigned coverage area. Assist in building relationships with appropriate Corps Officers and staff in the area. Work with donors to establish life-income plans such as Charitable Gift Annuities, Charitable Remainder Trusts, and Bequest commitments. Maintain annual stewardship for all living bequest donors within area. Maintain accurate donor records for communication and those of their DGPs as requested. Visit donors, advisors, and Corps on a limited basis as directed by the DGP. Maintain and build relationships with professionals such as CPAs, CFPs, and Attorneys. Collaborate with Corps Officers, Donor Relations Directors (Major Gifts) and Development staff to provide donors with exceptional service and collaborate with site/donor visits. Metrics Coordinate a minimum of two (2) gift planning proposals per week. Make a minimum of ten (10) substantive phone calls per week. Make a minimum of twenty (20) written communications per week, i.e., thank you cards, birthday cards, etc. Participate in seminars as requested. Report all communication activities in CRM and all gift production in the Gift Report module. Marketing Responsible for completing and updating a multi-channel Forecast and Marketing Plan (FMP) annually based on the template provided by Territorial Headquarters. Responsible for the implementation of all DGP Forecast and Marketing Plan throughout the year at the direction of the DGP. Works with Divisional and Territorial staff and vendors to assure that all marketing activities are operating as planned. Training Participate in monthly DGP Training call. Participate in annual twelve (12) week training session. Participate in an annual technical training conference and kindred sessions. Participate in all Territorial and Mentor scheduled training sessions. Other Conduct activities within the framework of the territorial gift acceptance policies. Adhere to all territorial standards and policies regarding the gift planning program. Refrain from signing any legal commitments on behalf of The Salvation Army. Refrain from any personal gain because of donor contacts. Accept no gratuities or gifts and allow no bequest or remainder interest to be designated to the individual representing The Salvation Army. Other duties as assigned. PHYSICAL REQUIREMENTS Qualified individuals must be able to perform the essential duties of the position with or without accommodation. The position requires regular walking, standing, climbing, balancing, stooping, kneeling, crouching, crawling, and reaching with hands and arms. The employee must regularly lift and/or move up to 20 pounds, frequently lift and/or move up to 40 pounds, and occasionally lift and/or move up to 60 pounds. Vision requirements include close vision, distance vision, depth perception, and ability to adjust focus. The employee must be able to operate a telephone, a desktop or laptop computer, and understand written information. COMMUNICATION The position requires professional communication both verbally and in writing with co‑workers, other departments, program staff, donors, and vendors. This includes telephone conversation, written response, training instruction, and use of modern communication technologies. ENFORCEMENT AND ACKNOWLEDGEMENTS The employee acknowledges that they have been informed and understand The Salvation Army’s purpose and status as a church. The employee agrees to conduct work-related conduct in a manner that does not conflict or undermine the organization’s mission. Employees must comply with all policy, procedure, and ethical standards set by the organization. DRIVING REQUIREMENT Driving is a requirement of this position, requires a valid license and the ability to pass The Salvation Army's driver screening. APPLICATION STATEMENT If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move. #J-18808-Ljbffr