Charitable Consultant

POSITION SUMMARY

Focus on meeting the needs of donors through charitable gift planning and providing support. Develop relationships with Charitable Services donors, prospective donors, and non-profits. Work closely with the other members of the Harrisonburg Core Market team. Collaborate with the Trust and Investment Advisors for charitable gift planning and structured gifting plans.

RESPONSIBILITIES AND DUTIES

1. Increase donor base and deepen member/donor relationships through a systematic relationship-building program; including collaboration with the Harrisonburg advisor team.
2. Regularly contact not-for-profit organization leadership, i.e., executive directors, development directors, etc., to learn about their organizations and open discussions about their planned giving/development needs.
3. In collaboration with the Trust and Investment Advisors, discuss opportunities to meet the needs of donors through assessment of circumstances, goals, and objectives.
4. Collaborate with Stewardship Consultant on planning resource/educational events for not-for-profit organization leaders relative to planned gifting.
5. Proactive building and strengthening of institutional relationships through support of development activities and endowment management in tandem with the Stewardship Consultant.
6. Proactive and systematic calling program on centers of influence together with the managing director (institutional development staff, attorneys, accountants, etc.).
7. Enhance service and deepen member relationships in collaboration with other Everence staff, including, but not limited to, Stewardship Consultants, Advisors, and the Managing Director.
8. Serve as a charitable giving specialist to individual clients and to advisors by educating and facilitating charitable/planned giving into their plans as indicated by the clients’ intentions.
9. Be a connecting point for Harrisonburg Core Market and the community at large.
10. Collaborate with the Stewardship Consultant and Managing Director to facilitate the Fraternal Chapter Board Meetings for the Harrisonburg Core Market.

QUALIFICATIONS

Education: 

Bachelor’s degree required

Experience: 

Prefer charitable planning/development experience

Skills and Abilities:

1. Commitment to the values, beliefs, vision, and mission of Everence
2. Ongoing commitment to stay abreast of Everence products and services, with a special focus on planned giving and charitable offerings
3. Team player who is able to work effectively with church leaders, field staff, and home office
4. Strong networking and relationship-building skills
5. Responsive to customer service issues
6. Strong written and verbal skills: strong communication and public speaking skills, including presentations in church and community settings
7. Excellent organizational skills: able to take initiative, set priorities, and follow-through on commitments/responsibilities
8. Understanding of local church structures
9. Working knowledge of planned giving services and products, including the ability to work collaboratively with advisors, financial planners, members, and prospects to define goals and objectives, develop and implement planned gifts
10. Willingness to travel within the core market and periodically on a national basis
11. Willingness to perform other duties and responsibilities as assigned

SUPERVISORY RESPONSIBILITIES:  None

SCHEDULE:   Part-time