Mission and Values Statement
The Salvation Army is an international Christian church and charitable movement, active in over 128 countries worldwide. Its message is based on the Bible; its ministry is motivated by love for God and the needs of humanity. The Mission of The Salvation Army is to share the love of Jesus Christ, meet human needs, and be a transforming influence in the communities of our world. This is expressed in spiritual ministry, and also by a wide variety of social services, which are extended without discrimination as to race or creed.
There are three Core Values of our Faith: Salvation, Holiness, and Intimacy with God.
Rooted in these three values are the seven core operational values that guide all aspects of the Salvation Army in the Canada & Bermuda Territory.
Compassion: We reach out to others and care for them.
Respect: We promote the dignity of all persons.
Excellence: We strive to be the best at what we do and a model for others to emulate.
Integrity: We are honest, trustworthy and accountable.
Relevance: We are committed to the pursuit of innovation and effectiveness.
Co-operation: We encourage and foster teamwork and partnerships.
Celebration: We give thanks by marking milestones and successes.
The powerful mission and core values of The Salvation Army serve as significant attractors for those people who choose to join the organization, which has been serving the under-served and evolving for 150 years.
Position Purpose summary:
The Planned Giving Representative is responsible for playing a leadership role in the lead generation, cultivation, solicitation and stewardship of planned gifts for The Salvation Army. This position draws upon a high level of charitable gift planning expertise in working with a portfolio of individual donors and prospects to secure revocable and irrevocable planned gifts.
- Working with a pipeline of 200 donors and prospects, cultivate, solicit and steward planned gifts.
- Responsible for the continued growth to the organization of specific bequests, gifts of insurance, annuities, endowed gifts and other planned gifts
- Develop and implement a moves management strategy that includes face to face meetings, events and purposeful interactions to engage each donor and prospect in the mission of The Salvation Army and build their financial support through planned gifts.
- Organize and help conduct presentations for prospective donors, professional financial and estate planners, church congregations, and other constituencies.
- Write articles on planned giving opportunities and donor stories for various publications.
- Working with the divisional and territorial PRD teams, implement a comprehensive plan for marketing planned giving in the division.
- Research, identify and qualify planned giving prospects.
- Cultivate relationships with lawyers, accountants, trust officers, life underwriters, financial planners and other professionals to make them aware of, and keep them up to date on The Salvation Army and opportunities for funding by their clients.
- Be current on planned giving trends, tax implications of planned gifts and legislation.
- Plan and execute stewardship strategies for confirmed legacy donors.
Administration and Support
- Maintain active prospect management system in Raiser’s Edge NXT
- Coordinate with other staff on gift accounting, gift acknowledgement, accurate record keeping and stewardship initiatives
- Ensure that all donor interaction and outcomes are recorded in the database
- Ensure that the database, Raiser’s Edge, is properly maintained so that prospects, confirmed Gift in Will donors, other planned giving donors, and allied professionals are identified and that all communications with these individuals are recorded.
Critical Relationship Management:
- Member of the DHQ PRD team; work cooperatively as part of the Divisional PRD team to serve The Salvation Army through planned giving within the OCE Division
- Initiate donor-centered communication, meetings and stewardship with Salvation Army donors who may consider/or have made a planned gift to The Salvation Army.
- Reports directly to the Divisional Director of Development
- Working environment is typically in the office and travel in the Ontario Central East Division to donor meetings
- Donor meetings and events may require work outside of regular office hours.
The above responsibilities must be discharged in accordance with The Salvation Army’s Mission Statement, in a professional manner, exemplifying Christian standards of conduct.
Education and Experience Qualifications:
- Post-secondary education and experience in Planned Giving fundraising or related experience
- CFRE designation and/or membership in a professional association are considered assets
- Demonstrated ability to successfully plan, organization and manage a relationship-based program.
- Ability to work effectively with a variety of internal and external contacts including staff, volunteers and donors.
- Ability to work effectively in a team, a team player with sound judgment and the ability to handle matters of a sensitive and confidential nature.
- Hands-on experience with data entry. Experience working with a donor database management system (specifically Raisers Edge) is an asset.
- Intermediate to advanced knowledge of Raiser’s Edge database, including the ability to create and modify records, queries and reports.
- Superb written and verbal communication skills – volunteer briefings, proposal and letter writing
- A strategic mindset with superior listening skills and the ability to interpret the concerns and interests of corporations
- Strong project management skills and the ability to manage multiple projects at once from conception to completion with tightly prescribed timelines
- Demonstrated commitment to ongoing learning and professional development to stay informed about fundraising initiatives and the organization’s missions and objectives
- Appreciation and understanding of AFP Code of Ethics, Policies and Procedure
HOURS: 40 hours per week
SALARY: Under review
Interested applicants are asked to contact Janet Park by December 18, 2017
The Salvation Army will accommodate candidates as required under applicable human rights legislation. If you require a disability-related accommodation during this process, please inform us of your requirements.
We thank all applicants, however, only those candidates to be interviewed will be contacted.
Internal Applicants, please advise your managing supervisor of your intentions prior to submitting your application