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Gift Planning Counselor

Gift Planning Counselor

LCMS Foundation

Hillside, IL

Full-time

Posted 29 days ago

Job description

Gift Planning Counselor - Northern Illinois District
LCMS Foundation
Organization Profile
The LCMS Foundation was created in 1958 by the Lutheran Church—Missouri Synod to provide Christian estate planning services to LCMS members, and to help ministries invest or endow the gifts members leave them in their wills or estate plans.

More specifically, the Foundation has two purposes. First, we provide planned giving services to LCMS members, helping them make sure their God-given assets—things like retirement accounts, their home or land—will leave a positive, lasting impact upon the people they love, but also the congregation or ministries they care about most.
Second, we provide investment services to LCMS ministries, helping them be good stewards and grow the gifts their members and supporters have so generously provided. Essentially, we pool together the assets of hundreds of ministries to gain access to the type of highly attentive investment services usually reserved for large corporations.
Reporting Relationships
  • Reports to the Vice President of Counselor Performance and Training or his/her designee of the LCMS Foundation.
Essential Job Functions
  • Visiting prospects, both individuals and married couples, to learn about their family 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. At the same time, assisting in the development of strategies that can also help them minimize taxes and/or provide income today, according to their desires and needs.
  • Working with other professional advisors including accountants, financial planners, attorneys and others in the design and implementation of these charitable estate plans. Interacting 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 and the Michigan District CEF in this gift planning work.
Education and Experience
  • Bachelor’s degree or equivalent practical work experience.
  • CFRE certification a plus.
  • Active membership in an LCMS congregation.
Knowledge, Skills and Abilities
  • An outgoing, engaging personality with the ability to quickly build trust
  • The ability to educate donors and others on financial concepts
  • The ability to develop and nurture relationships with key ministry partners
  • Possesses integrity
  • People skills
  • Communication skills
  • Ability to motivate others
  • Professional discretion and judgment in confidential matters
  • Willingness and ability to travel frequently, including overnight.
Supervisory Responsibility
  • None

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