Regional Planned Giving Director

The Salvation Army

Regional Planned Giving Director responsible for securing planned gifts to support The Salvation Army's mission. Cultivating donor relationships and managing personal visits across Southern Florida.

Posted 8/2/2026full-timeRemote • Florida • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in planned giving strategies, including wills, charitable trusts, and gift annuities, while effectively cultivating and managing donor relationships. Possesses strong communication skills for public presentations and donor engagement, alongside a commitment to the mission of The Salvation Army.

Highest-signal resume keywords

Planned GivingFundraising ExperienceRelationship BuildingPublic Presentation SkillsPortfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Planned Giving StrategiesCharitable TrustsCharitable Gift AnnuitiesEstate PlanningFundraising Techniques

Soft Skills

Strong CommunicationSelf-StarterRelationship Management

Certifications & Qualifications

Valid State Driver’s License

Industry Keywords

Donor StewardshipFundraising FieldMajor GiftsCapital CampaignsAdvisory Boards

About the role

Key responsibilities & impact

cultivating, soliciting, securing, documenting, and stewarding planned gifts, such as wills, charitable trusts, charitable gift annuities beneficiary designations and other gift strategies to fund the Mission of The Salvation Army.
Cultivates and maintains strong relationships with donors and their professional advisors.
Responds to inquiries and communicates with donors, prospects, advisory board members, Salvation Army staff and Officers.
Conducts personal visits after identifying prospects, consults with individuals about specific planned giving vehicles and assists them in their charitable estate planning to help them decide on the most appropriate planned gift for their personal circumstances.
Educates advisory boards and presents planned giving success stories and strategies.
Attends and participates in conferences and training sessions, maintains up-to-date knowledge and awareness of planned giving practices and legislation in relation to planned giving and taxation.
Travels often within the following region of Broward and Miami-Dade Counties, including the Florida Keys.

Requirements

What you’ll need

Three years’ experience achieving results in the fundraising field; planned giving, major gifts, development, capital campaigns or related (financial advisor, outside territorial sales, etc.)
Bachelor’s degree (preferred, but not required)
Demonstrated ability and experience building strong relationships with individual clients.
Demonstrated self-starter and ability to work with minimal supervision from a personal home office.
Experience actively developing, cultivating, stewarding, and managing a portfolio of donors (or prospects).
Excellent oral and written communication skills, including public presentations.
Valid State Driver’s License
This position requires an active Christian faith in harmony with Salvation Army doctrine and practice.

Benefits

Comp & perks

competitive salary
company automobile
home office set up (computer and cell phone)
health, dental and life insurance coverage
retirement plan
professional development
training
reimbursed travel expenses
paid time off!