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Job Opportunity Posting

                    

Title:                       Development Officer
Department:           Development
Posting Number:     08-01-01

MINIMUM QUALIFICATIONS

Experience and Job Related Requirements for Development Officers

  • Preference for an active member of the Presbyterian Church (U.S.A.) with knowledge of the polity, organizational structure and mission of the Presbyterian Church (U.S.A.).
  • The candidate will have 2 or more years of documented success in fundraising or other professions requiring the presentation and closing of complex products and services.
  • A college degree in business, finance, accounting or the humanities (equivalent degrees for clergy) is required.
  • Must be creative to meet the needs and desires of individual prospects and donors, and must be able to self-manage diverse priorities.
  • Ability to establish relationships of confidence, trust and full credibility with donors and prospective donors and their legal and/or tax advisors, as well as with pastors and other church leaders.
  • Computer proficiency required, including competence in Microsoft Word, Microsoft Excel, and basic investigate computer skills.
  • Must have demonstrated leadership and organizational skills.
  • Must possess a valid driver’s license.
  • Must be capable of obtaining and holding appropriate professional registrations and licenses, including Series 6.

Position Summary


The Development Officer is the primary source of fund development in the interest of mission causes related to congregations, presbyteries, synods, the General Assembly, and Presbyterian-related organizations and institutions. This is accomplished through various charitable and investment strategies, including wills emphasis, deferred giving, investment management and life income plans.  This position also promotes and coordinates the sale of mutual funds and trust services to interested prospects provided by subsidiaries of the Presbyterian Foundation.

Accountabilities

  • Targets, cultivates, solicits and secures planned gifts to meet long-term charitable gift goals to support the missions and ministries of the Presbyterian Church (U.S.A.).
  • Cultivates new prospects and client relationships with high profile Presbyterians to deliver major gifts for use in approved Presbyterian related missions to perpetuate the services of the Foundation and personal stewardship.
  • Generates a gift dollar volume sufficient to generate revenues to offset administrative expenses of the Presbyterian Foundation while increasing dollars available to the Presbyterian Church (U.S.A.) related missions.  Gifts of cash and securities may include: charitable gift annuities, annuity trusts, unitrusts, pooled income funds, permanent funds, bequests, real estate and personal trusts.
  • Develop and maintain ongoing harmonious and fruitful relationships with regional leadership of the Presbyterian Church (U.S.A.), its governing bodies, institutions and related entities to exchange information about Foundation services and opportunities to create new mutually beneficial relationships.
  • Keeps abreast of trends and developments in gift planning, financial services and compliance with NASD, SEC, licensing and banking regulations.

 

Major Duties and Responsibilities

  • Through one-on-one presentations, seminars and workshops in all presbyteries of the assigned region, promotes and encourages the use of the Foundation’s investment, planned and charitable giving services, as a means of supporting the mission of the Church.
  • Provides technical expertise to Presbyterians and other prospective donors about charitable giving, utilizing planned giving instruments, mutual funds and trust services.
  • Assists congregations, presbyteries and synods in developing programs for the stewardship of accumulated resources; and provide encouragement and assistance to all governing bodies with their stewardship efforts.
  • Develops networks through association with church leadership, national/regional church gathering, and church committees to identify potential clients and promote the financial services provided by the Foundation.
  • Responsible for continuing education to maintain Series 6 license and skill level in the areas of finance, tax law compliance, charitable giving and any other areas related to the position.
  • Keep the Regional Vice President informed of activities through informal verbal and written reports and computerized data logs.
  • Interfaces with the President/CEO and Ministers for Special Interpretation for special emphasis, alertness, and sensitivity to the racial/ethnic components of the Church and insure Foundation services are extended to all through the creation of non-traditional promotion efforts.
  • Establishes and maintains a collegial relationship with pastors in the assigned region, using the services of the Foundation to support the mission of the Church at all levels.  Plans, schedules, and provides the leadership for workshops and other meetings assisting people in their charitable estate planning.
  • Keeps abreast of tax law changes, charitable giving and other refinements in this highly technical field through attendance at appropriate training conferences and events; must continue with professional development in the area of charitable giving and investments.

Internal Candidates should submit an internal job application to the Human Resources Department. An application may be obtained on the intranet at Human Resources.

 

Forward resume´ to:

lkd@fdn.pcusa.org

Or, Fax to: 1-502-805-0435

 

 

 

 

 

 

 

“The Presbyterian Foundation is an Equal Opportunity Employer.”
 



“The Presbyterian Foundation is an Equal Opportunity Employer.”