Gift Planning Counselor - Nebraska

Gift Planning Counselor - Nebraska

The LCMS Foundation Mission

The Foundation has four primary purposes:

• Providing planned giving services to LCMS members for the benefit of all ministries of the Synod.
• Providing investment management services for ministry funds and endowments held by congregations and other LCMS ministries and institutions.
• Providing training to others in the LCMS on how to do charitable gift planning.
• Receiving non-cash gifts, like land and securities, on behalf of any LCMS organization, so that they can convert those gifts into liquid assets.

When the Foundation does its job well, both donors and ministries are blessed. Specifically, donors are assisted in using their God-given spirit of generosity to make the most effective gifts to ministries and their families. While ministries are blessed through the creation of long-term funding sources, as well as by having the Foundation as a trusted steward to invest and grow those sources.

Reporting Relationships

• Reports directly to the Vice President of Counselor Performance and Training and ultimately to the Senior Vice President of Gift Planning or his/her designee of the LCMS Foundation.

Essential Job Functions

• Visiting prospects, both individuals and married couples, to learn about their families and financial situation and desire to be generous. These take place in the home, at church or other locations.
• Helping these individuals create a plan that provides the very best gifts to their family and to ministries that they love.
• Assist in the development of strategies that can help minimize taxes and/or provide income today, according to desires and needs.
• Work with other professional advisors including accountants, financial planners, attorneys and others in the design and implementation of charitable estate plans.
• Interact as needed with ministry partner organizations such as churches, schools, colleges, and universities, the seminaries, LCMS auxiliaries and RSOs, etc., who are partners with the Foundation in gift planning work.
• Conduct presentations to ministries with donors in order to surface those ready to engage in Christian estate planning.

Education and Experience

• Bachelor's degree or equivalent practical work experience.
• Active member in good standing of an LCMS congregation.

Competencies (Knowledge,

Skills and Abilities

)

• Possesses integrity.
• An outgoing, engaging personality with the ability to quickly build trust.
• People skills and communication skills, with an ability to motivate others.
• The ability to educate donors and others on financial concepts.
• The ability to develop and nurture relationships with key ministry partners.
• Professional discretion and judgement in confidential matters.
• Willingness and ability to travel frequently, including overnight.