The Salvation Army is an international Christian church. Its message is based on the Bible; its ministry is motivated by love for God and the needs of humanity.
The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.
The Salvation Army Canada and Bermuda has four core values:
Hope: We give hope through the power of the gospel of Jesus Christ.
Service: We reach out to support others without discrimination.
Dignity: We respect and value each other, recognizing everyone’s worth.
Stewardship: We responsibly manage the resources entrusted to us.
Position Purpose Summary:
The Territorial Manager of Estates is responsible for the strategic management and administration of a comprehensive Estates program, as part of the Development team for The Salvation Army Canada and Bermuda Territory. The Manager of Estates manages a team responsible for all estate gifts, reporting, allocation and best practices for estate gift administration, always creating the best possible experience for supporters.
In collaboration with the Planned Giving and the entire Development team, create a donor centered experience for estate gift administration that builds relationships with planned giving donors, executors, and family
Lead the review of open estate files for the continued administration of the file in an effort to receive estate donations in a timely manner
Manage the correspondence to follow-up on estate files as required
Supervise estate review processing and response for complex estates
Identify resolution options and liaise with stakeholders
Manage the process for final distributions received
Attend monthly Legacy Allocation meetings, reporting on all estate income for allocation
Manage the process for estate administration and legacy allocation for the Territory
Proactively raise the profile of The Salvation Army and its Christian mission, values and ministry through a comprehensive estates program that administers an average of $40 million in revenue annually
Establish and continue to achieve the highest levels of donor fulfillment, and engagement of external stakeholders including executors, family, solicitors and other professionals
Work collaboratively with THQ Development, divisional staff and internal stakeholders for strategy, effective processes that meet the Territory goals for estate administration and allocation
Promote planned giving and charitable estate administration through professional and industry networks, including Canadian Association for Gift Planners, Leave a Legacy and other opportunities as they arise
Design procedures and processes as well as maintaining territorial-wide estate systems
Possible travel (20%) annually to divisional offices for training
Qualifications and Education requirements:
NOTE: For some jobs, you may be required to provide validated educational documentation.
Post-secondary degree, with an emphasis on fundraising, trusts and/or estate planning
CFRE and/or Trust & Estate (TEP) training is preferred
5-7 years of experience in planned giving, estates and/or legal
Detail-oriented, with strong organizational and planning skills
Experience in all aspects of estate administration, tax and legal considerations
Previous experience supervising a team,
Previous management experience including budget preparation, strategic planning and establishing key performance indicators
Ability to lead projects to meet expected outcomes
Appreciation and acceptance of the values of The Salvation Army, its Mission Statement and Fundraising Code of Ethics
Demonstrated ability to manage several projects with varying deadlines
Ability to develop systems & processes that are donor centered, while ensuring compliance with all policies and regulations
Experience in building and managing a team approach to problem solving
Strong interpersonal skills and a team player
Strong organizational, administration, telephone and communication skills
Skill in preparing written reports and presentations
Ability to prioritize and manage multiple tasks and a variety of demands
Ability in budget management and working with external service providers
Proficiency in Microsoft Office applications and donor database systems
Successful candidates, prior to hiring, may be required to provide:
Background check consent
Please include the competition # 20-002 in the subject line of your email.
If there is a competition number associated with this posting, please include within the subject line of your email, fax or regular mail correspondence.
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.
In accordance with The Salvation Army policy and legislated requirements, employment is conditional upon the verification of credentials and completion of a background check.
Internal Applicants: Please advise Department Heads of your intentions prior to submitting your application.