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Divisional Director of Gift Planning

The Salvation Army USA Western Territory - Cascade Division
Happy Valley, OR Full Time
POSTED ON 5/1/2025
AVAILABLE BEFORE 7/1/2025
Description

Recruiting Opportunity Closes: 05.13.2025

Annual Salary: $100,000

Hours Per Week: 40

Status: Exempt / Full Time

Number of Positions: 1

Position: Divisional Director of Gift Planning

Supervisor: Director of Development

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: Divisional Director of Gift Planning

To apply in person go to 8495 SE Monterey Ave., Happy Valley, OR 97086. Bring a resume and cover letter and complete the job application provided to you. Incomplete applications will not be accepted.

Questions, contact David Swanson at David.Swanson@usw.salvationarmy.org or call (503) 794-3200. Mr. Swanson is the sole point of contact for questions regarding this position.

Recruiting Accommodation Statement:

To obtain assistance with accommodations related to the American's with Disabilities Act (ADA) concerning your application process, please contact 1-888-887-6528 or email thq.reporting.line@usw.salvationarmy.org, attention Eric Hansen or Sheila Jordan.

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Overview:

An opportunity to impact your community by collaborating with a team of innovative Charitable Estate Planning professionals as the regional Director. This position includes identifying, cultivating, and soliciting donors interested in impacting others through their giving. Work includes applying charitable gift planning to mutually benefit donors, their families, and The Salvation Army. Supervise Associate Director of Gift Planning and Assistant to the Gift Planning Team.

Benefits:

  • Competitive Salary Benefits Package
  • Collaborative Team-Spirit Environment
  • Training in advanced Charitable Estate Planning techniques
Preferred Qualifications:
  • 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
Duties & Responsibilities:
  • Responsible for a portfolio of 100 existing gift planning donors, 200 prospects & professional advisors
  • Maintain annual stewardship for all bequest and life income donors within your area
  • 40% of time traveling to achieve 12 in-person visits per month
  • Deliver 10 proposals per month that will generate $2.5M in new commitments the first year
Minimum Qualifications:
  • 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 identify and 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
Qualifications

Education
Bachelors of Finance (preferred)

Experience
A preference for candidates with an advanced degree or certification such as: Certified Financial Planner ("CFP"), MBA, JD, CPA, CSPG, CAP, or FCEP (preferred)
5 years proven success in charitable gift planning or related fields of fundraising , financial planning. (required)

Licenses & Certifications
Driver's License (required)


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities/Women/Minorities

 

Salary : $100,000

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