Job Details


Requisition Number 20-0015
Post Date 1/31/2020
Title Gift Planning Counselor I
Organization LCMS Foundation
Job Grade 10
City St. Louis
State MO
FT/PT Full Time
Description

Organization Profile

  • Linking Christians with Giving Opportunities®

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.
Requirements

Education and Experience

Candidates should have the following credentials:

  • Bachelor’s degree or equivalent practical work experience.
  • Active membership in an LCMS congregation. 
  • 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
  • Willingness to travel frequently, including overnight

 

Knowledge, Skills and Abilities

  • Possesses integrity, people skills, communication skills, an ability to motivate others, professional discretion and judgment in confidential matters, and a willingness and ability to travel.  Must be an active member in an LCMS congregation.

 

Supervisory Responsibility

  • None.
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