Director of Gift and Estate Planning

Job Objective: Identify prospects and build relationships to cultivate, solicit, close, and steward planned gifts. Help donors consider planned giving options to maximize their personal goals while providing for The Salvation Army. Be a resource to major gifts staff, professional advisors, officers, and corps development staff in assigned area. Essential Functions: Promote and explain various deferred and outright gift options to donors, prospects, professional advisors, and corps advisory boards in assigned areas Create and maintain active portfolio of planned gift prospects Cultivate relationships with portfolio prospects. Move prospects toward solicitation, closing, and stewardship of planned gifts Create and maintain action plans in CRM database of assigned prospects Maintain donor gift contracts and prospect electronic records Promote planned giving through personal contact, print and electronic media Promote stewardship of planned gift donors through Light Brigade recognition soc...Estate, Director, Planning, Advisor, Staff, Management, Officer