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Divisional Senior Manager of Planned Giving Stewardship

Divisional Senior Manager of Planned Giving Stewardship

Salvation Army Central TerritoryChicago, IL, US
15 days ago
Job type
  • Full-time
Job description

Divisional Senior Manager of Planned Giving Stewardship

At The Salvation Army, we are dedicated to "Doing the Most Good". We are made up of thousands of officers, soldiers, staff, volunteers, donors, and partners working together to holistically meet the physical, emotional, and spiritual needs of our most vulnerable neighbors. We do this through programs designed to combat homelessness and hunger, provide safe spaces for kids after school and on the weekends, achieve and maintain sobriety, and give hope to the hopeless. The Salvation Army North and Central Illinois Division provides these services to people in need.

The Divisional Senior Manager of Planned Giving Stewardship provides strategic direction and vision for all stewardship, engagement, and marketing initiatives of the North and Central Illinois (NCI) planned giving unit. This role is responsible for creating, developing and executing long-term and annual stewardship plans that align with The Salvation Army's mission and fundraising goals. The Senior Manager ensures the stability, satisfaction, growth, and sustainability of all NCI planned giving stewardship programs across the division.

Essential Duties And Responsibilities :

Strategic Direction & Planning :

  • Lead the development, creation, and implementation of comprehensive stewardship strategies for all current existing planned giving partnerships.
  • Collaborate with all planned giving directors to align planned giving prospect activities with divisional stewardship priorities and mission impact.
  • Oversee the creation and implementation of regular annual and multi-year stewardship donor engagement plans with measurable goals and performance indicators.

Communications :

  • Steward planned giving relationships at all levels year round to maintain donor loyalty to the organizational mission.
  • Guide the Planned Giving team in developing tailored stewardship strategies for new prospects and existing bequest donors.
  • Ensure robust communications and recognition programs that enhance donor bequest retention and satisfaction.
  • Manage the contents, design, and production of planned giving donor newsletters, websites, collateral materials, social media, email communications, and other marketing efforts.
  • Gather stories for department use with donors.

    • Donor Engagement :

  • Manage the gift acknowledgement process for planned giving donors.
  • Arrange donor visits to TSA programs.
  • Oversee planned giving donor events such as Hope Brigade, Red Shield Symposium, etc.
  • Track performance and effectiveness of planned giving marketing efforts by accurately capturing and recording data. Develop, produce, and analyze reports that will enable the planned giving department to identify new prospect pools, refine ongoing marketing practices and improve return on investment.
  • Coordinate large volume acquisition, stewardship, and solicitation mailings for planned giving donors and prospects and ensure proper entry of those actions and responses in Salesforce.

    • Team Support :

  • Provide administrative stewardship support to the Sr. Director of Gift & Estate Planning, DHQ Planned Giving Directors, and assist other Development Department staff as directed.
  • Collaborate with planned giving staff to update internal systems and processes to improve workflow and provide better customer stewardship service to donors, prospects, and other constituents.
  • Keep track of / order department supplies and donor collateral.
  • Update and electronically store / organize department digital files and forms.

    • Cross Functional Collaboration :

  • Serve as a liaison between the planned giving department and other internal teams (Marketing, finance etc.)
  • Partner with regional, divisional and territorial leadership to support all planned giving stewardship strategies as needed.

    • This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

    Minimum Knowledge, Skills, And Abilities :

  • Education : Bachelor's Degree.
  • Experience : A minimum of two years' experience in a non-profit organization.

    • Skills / Abilities :

  • A demonstrated ability to manage projects, priorities and programs in a constantly changing environment.
  • An interpersonal style that builds significant relationships with both current and potential donors.
  • Advanced understanding of resource development systems, especially in Major and Planned Gifts, as well as the professional knowledge necessary to achieve department objectives.
  • A commitment to supporting the work of the Army through the identification, recognition and development of donors.
  • Exceptional leadership, communication and relationship building skills.

    • Job Limitations :

  • This individual will only commit Army resources that have been allocated or approved.
  • This individual will adhere to all policies and procedures in carrying out the responsibilities of this position.

    • Physical Demands / Work Environment :

  • This position is required to do light physical work.
  • To successfully perform the essential functions of this position, the employee is regularly required to use standard office equipment including a PC and make a public presentation.
  • The work environment for this position includes an office environment with a moderate to high noise level.
  • This individual must be able to travel to meet potential and current donors.

    • Competencies :

  • Maintain a positive work atmosphere by behaving and communicating in a manner that fosters and maintains positive relationships with co-workers and supervisors.
  • Resolve conflicts in a positive manner.
  • Treat staff, clients, and visitors with courtesy.
  • Respect others' property and people.
  • Use professional and appropriate communication to and about co-workers, supervisors and subordinates.
  • Support the Mission of The Salvation Army by treating every donor, contact and colleague with respect and dignity, and without discrimination of any kind.

    • Reporting Relationships :

  • This position reports to the Sr. Director of Gift & Estate Planning
  • Collaborates with Development, Marketing, Volunteer and Finance teams

    • Performance Measures :

  • Achievement of annual and long-term corporate fundraising goals.
  • Team performance and staff development outcomes
  • Efficiency and ROI of fundraising initiatives
  • Quality and consistency of donor engagement and stewardship

    • Position Limitations :

  • The individual will only commit Army resources that have been allocated or approved.
  • This individual will adhere to all policies and procedures in carrying out the responsibilities of this position
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