Territorial Manager of Estates

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The Salvation Army
Published
January 13, 2020
Location
Toronto, Canada
Job Type
Salary
$70,000 - $86,611
Competition #
20-002
Interested applicants must respond in writing to
thq_careers@can.salvationarmy.org
Closing date
January 24, 2020
Street Address
2 Overlea Blvd

Description

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.

Mission Statement

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.

Core Values

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.

Responsibilities

Key Responsibilities:

  •  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

Qualifications and Education requirements:

NOTE: For some jobs, you may be required to provide validated educational documentation.

Education/Certifications:

  • Post-secondary degree, with an emphasis on fundraising, trusts and/or estate planning
  • CFRE and/or Trust & Estate (TEP) training is preferred

Experience:

  • 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

Required Skills/Knowledge:

  • 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
  • Education verification

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.

Imagine Canada Standards - Accredited

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