Director of Gift & Estate Planning (Northeast Wisconsin)

Help create a legacy of hope that transforms lives for generations. The Director of Gift & Estate Planning will identify, cultivate, solicit, secure, and steward individual prospects and donors, targeting planned gifts for The Salvation Army WUM Division (WUM). Actively participate in the implementation of WUM philanthropic campaigns and plans, focusing on Planned Giving fundraising priorities and involving volunteers and other stakeholders in the realization of Divisional goals.

About the role:

• Helps ensure that WUM achieves its fundraising goals in collaboration with others within the Development Department and interdepartmentally.
• Manages a prospect portfolio of approximately 125-180 planned giving donors and prospects as follows:
• Develops solicitation plans for new and current planned gift donors and prospects within prospect and suspect portfolio
• Develops relationships with assigned donors and prospects through various cultivation calls, letters and handwritten notes, with an emphasis on successful face-to-face meetings
• Completes an assigned number of significant contacts per year with donors and prospects from portfolio, ranging from 280 to 400 annually
• Solicits and closes planned gifts in accordance with annual goals as set by the Senior Director of Gift and Estate Planning in consultation with leadership and the Territorial Planned Giving Director
• Utilizes Sales Force to document donor interaction, progress, communication, and actions, towards qualifying, cultivating, and stewarding gifts.
• Contacts and cultivates persons identified through marketing efforts and relationships developed with Corps and Division staff, professional advisors and other referral sources.
• Coordinates and provides assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, leadership and volunteers.
• Develops a documented plan to achieve endowment and planned gift goals from assigned portfolio.

Qualifications:

Education: Bachelor’s degree in a related field such as business, finance, law/pre-law, non-profit management, or other relevant discipline

Experience:

Five years’ experience, in fund raising (including significant experience in personal solicitation, and familiarity with fundraising practices), financial sales, insurance sales, estate and financial planning, or other related areas.

Certifications: Valid Wisconsin Driver’s License. CFRE. CTFA, CFP or CAP preferred.