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Ministry Relations Officer
Development Office Administrator, Researcher & Analyst






 



Title: Ministry Relations Officer
Department: Development
Candidate Preferred Location: Seattle, Washington Area
Territory Covered: Washington, Oregon, Idaho, Montana, Wyoming, Utah, Alaska
Posting Number: HR 14-09-02  
 
Basic Commitment
This position calls for a commitment to Jesus Christ through the church, an evident love for all people of varying views and personalities, a commitment to the governance of the Presbyterian Church (USA), a responsible affirmation of personal stewardship, and a concern for the financial support of the Presbyterian Church (USA) in all its worship, mission, and witness.  The position provides leadership to the Foundation for the stewardship of accumulated resources.

 
Position Summary     
The Ministry Relationship Officer (MRO) will be the main relationship builders with Pastors as well as Church and institutional leaders.  This position has the primary responsibility of providing opportunities that will help congregations increase revenue by enabling them to access services and expertise offered by the Presbyterian Foundation Group’s ministry.  The MRO will lead congregations to resources, help Pastors and Church leaders identify major gift prospects and manage those prospects by utilizing services and expertise offered by the Presbyterian Foundation Group.  Those services and expertise include individual engagement, workshops and programs in the areas of generosity, stewardship, endowments, planned giving, estate planning, and investments in order to establish a referral flow and develop and retain gifts through the Presbyterian Church (U.S.A.) Foundation and its affiliates.  This position is the primary relationship-management role for congregations and organizations of the Presbyterian Church (U.S.A.).  It is responsible for the establishment and interaction through the Ministry Relations Program by these entities.  The position makes referrals for specific donor and investment management opportunities and maintains a relationship-management role thereto.

 

Scope & Breadth of Position
This position reports directly to the Senior Ministry Relations Officer, who in turn, reports to the Chief Ministry Relations Officer, who in return reports to the Foundation President as well as the COO. 
                         
Essential Job Accountabilities
Service a region
  1. Assists with any necessary problem solving between the institution and the Foundation in a defined geographic region.
  2. Assists in strengthening each institution within that region through brokering ideas and information for their use.
  3. Extensive travel as required.

Assessment tool
  1. Encourage use of the assessment tool by congregations to identify level of service to be provided by the Presbyterian Foundation Group.
  2. Utilize data from the assessment tool to determine strategic focus of services provided by the MRO.
  3. Market the assessment tool to appropriate entities.
 
Tool box
  1. Assists congregations, presbyteries and other councils in developing programs for the purpose of promoting generosity with the expectation that these programs lead to the gathering and management of accumulated resources through advanced stewardship efforts.
  2. Continually review material in tool box to ensure the most up-to-date useful information be provided to Churches.
  3. Steward existing donors.
 
Gifts
Cultivates new prospects and client relationships with Presbyterians to deliver major gifts for use in Presbyterian-related missions to perpetuate the services to the Foundation and personal stewardship.
 
Alignment with Board of Pensions and other Presbyterian Church (U.S.A.) agency representatives
  1. Maintains a level of communication with the respective Presbyterian Foundation Group team leaders related to activities and accomplishments.
  2. Collaborates with Board of Pension (BOP) representatives by providing services to Pastors, Church leaders and congregations.
  3. Maintains a level of communication with respective and appropriate Presbyterian Church (U.S.A.) leaders.
 
Ministry Partnership Funds
  1. Generate the creation of Ministry Partnership Funds.
  2. Maintains existing Ministry Partnership Fund relationships.
 
Relationships w/Pastors and Church Leaders
  1. Develops networks through association with national and regional church leaders and local congregation gatherings, as well as congregational committees to identify potential donors and investors.
  2. Cultivates relationships with regional church leaders and individual and organizational prospects as well as other sources of referrals for services.
 
Increase Revenue in Churches
Secure institutions to a client relationship for Ministry Partner Funds, investment service, or other asset-based relationship.
 
Referrals to Foundation Experts
  1. Identify, prioritize and create cultivation strategies to gain access to the leaders of institutions in order to bring the institution into a client relationship with the Foundation.
  2. Encourages congregations and councils to participate in the services of the Foundation and to follow-up with assistance in building endowments, gifts and investments in those bodies.
 
Marketing
  1. Promotes the products and services of the Presbyterian Church (U.S.A.) Foundation through presentations at key Church gatherings to create an awareness of Foundation services among Presbyterian leadership and Presbyterian constituencies.
  2. Through consultations, presentations, seminars and other means in Presbyteries of the assigned region, promotes and encourages the use of the Foundation’s services as a means of supporting the ministries of the Church.
  3. Promotes the use of PresbyterianCommunity.Org.
 
Performance Metrics
  1. Specific number of contacts with church leaders, institutional leaders, pastors and donors.  (50 per quarter)
  2. Specific number of Ministry Partnership Funds established.  (10 in initial year of the establishment of Ministry Partnership Funds)
  3. Specific number of leads generated to investment and giving specialists.  (10 per year)
  4. Specific number of assessment tools completed. (20 in initial year of the implementation of the assessment tool) 
Experience and Job Related Requirements
  1. A college degree in business, finance, accounting or the humanities (or equivalent degrees for clergy) is required.
  2. An active member of the Presbyterian Church (U.S.A.) with knowledge of polity, organizational structure, and mission of the Church.  Ordination as a ruling or teaching elder is preferred.
  3. Preference for individuals who have five or more years of experience in one of the following areas: funds development, sales, education, marketing, financial services, clergy.
  4. Working knowledge of tools and services commonly offered in charitable planning context such as the ability to explain the structure and use of a charitable remainder trust, gift annuity, donor-advised fund, private foundation and supporting organization.  Must know of the benefits of and differences with each and know how it would apply to a donor’s specific situation.
  5. Working knowledge of various asset classes and their impact on a donor and the Foundation in a giving scenario.
  6. Knowledge of principles and methods for showing, promoting, and selling products or services.  This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  7. Knowledge of principles and processes for providing customer and personal services. This includes customer needs, assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  8. Ability to establish relationships of confidence, trust, and full credibility with donors and prospective donors, investors and prospective investors, as well as legal and tax advisors, together with pastors and other church leaders.
  9. Excellent listening skills giving full attention to the customer/channel partner with ability to ask appropriate and adequate questions to uncover real needs/concerns.
  10. Must be creative so as to meet the needs and desires of prospective donors and investor organizations.
  11. Must have extraordinary interpersonal and communication skills and be able to effectively establish and maintain relationships as well as balance diverse priorities.
  12. Proficient in communicating ideas and concepts via presentations before audiences of various knowledge levels.
  13. Proficiency with time management disciplines such that one can work remotely and keep in good communication with the team.  Ability to handle multiple cases at one time and bring each case to a successful close and implementation.
Physical Requirements
  1. Ability to communicate orally with management, co-workers and customers both individually and in a group/team.  Regular use of the telephone and e-mail for communication is essential.
  2. Sitting, standing and walking for extended periods is common.  Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.
  3. No heavy lifting is expected.  Exertion of up to 30 lbs. of force occasionally may be required.  Good manual dexterity for the use of common office equipment such as computer equipment, calculator, telephone, cell phones, and copiers.
  4. Extensive travel required.  Regular transport of suitcase and laptop will be required.
  5. Good reasoning ability is required to solve a wide range of business problems.  Able to apply statistical and mathematical calculations required.  Able to understand and utilize financial reports and legal documents to conduct business. 

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #14-09-02
 


Title:                         Development Office Administrator, Researcher & Analyst
Posting Number:         14-10-01
Posting Date:               10-23-14

 
About the Foundation
The Presbyterian Foundation raises, stewards and distributes funds for mission. A vital part of the Presbyterian Church (U.S.A.) for over 200 years, the Foundation strengthens congregations and related mission and ministry efforts by developing gifts and managing funds on their behalf.  The Foundation provides all Presbyterians an avenue to realize their philanthropic goals through a variety of giving options.  Please visit our website at www:presbyterianfoundation.org. 
 
Position Summary
This position is primarily responsible for performing a variety of tasks including general correspondence, data management and reporting, prospect research, marketing and mailings, and administrative assistant functions.
 
Major Duties and Responsibilities
  • Support for the Vice President Ministry Relations and the national Ministry Relations Officer team in establishing and maintaining relationships with clergy, churches, and individual donors and investors.  Provide support for the Vice President Project Regeneration in efforts assisting churches in transition.
  • Input data into Raiser’s Edge.
  • Coordinate logistical arrangements for forums and provide assistance as needed for events and meetings; arrange conference calls.
  • Support for New Covenant Trust Company (NCTC) in efforts assisting churches with investment opportunities, which includes inputting data into Raiser’s Edge and running reports and extracting data to enhance proposals.
  • Furnish training and support to team members for system applications.
  • Maintain the databases of prospects and donor information, which will assist in financial research.
  • Responsible for identifying, researching, and analyzing prospects for major gift cultivation and solicitation in support of the Ministry Relations Officers using a wide variety of biographical, organizational and financial sources, including state-of-the-art online database services, Internet websites, library and government sources, and other external repositories of public information.
  • Analyze and synthesize accumulated information to assess financial capacity, philanthropic tendencies, giving propensity, and linkages to the PC(USA).
  • Compose documents (profiles, biographies, project summaries) using style, grammar and content appropriate to specific audiences.
  • Manage office filing system.
  • Develop and format weekly, monthly, quarterly and any other reports necessary.
  • Attend Ministry Relations Officer meetings as required, with some requiring light travel.
 
Relationships
The position works closely with home office staff, Ministry Relations team, donors, clergy, and members of Presbyterian Churches and related entities.
 
Experience and Job Related Requirements
  • Bachelor’s Degree preferred or related experience.
  • Experience in higher education or development a plus.
  • Basic knowledge of the polity, organizational structure, and mission of the Presbyterian Church (U.S.A.) would be helpful.
  • Experience with a fundraising database management system preferred.
  • Ability to maintain effective working relationships.
  • Demonstrated computer skills in Microsoft Office and Internet.
  • Ability to work in an economically and culturally diverse environment.
  • Excellent communication skills, both verbal and written, including editorial skills.
  • Excellent organizational and analytical skills.
  • Strong project management and problem-solving skills and demonstrated ability to work in a demanding environment.
  • Demonstrated experience in prospect research, development, library research, or information related field preferably in a higher education environment preferred. Knowledge of the range of resources available to prospect researchers and the ability to apply those resources in an organized and purposeful manner.
  • Demonstrated ability to work independently, prioritize work, and independently manage multiple, diverse, and competing priorities while meeting deadlines.
  • Ability to maintain confidentiality and work with sensitive information.
 
Physical Requirements
  • Ability to communicate orally with management and co-workers, both individually and in a group/team.
  • Regular use of the telephone and e-mail for communication is essential.
  • Sitting for extended periods is common. 
  • Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.
  • No heavy lifting is expected.  Exertion of up to 10 lbs. of force occasionally may be required. 
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.
 
Work Environment
The job is performed indoors in a traditional office setting.  Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator. 
 
Please submit cover letter and resume to lisa.pesavento@presbyterianfoundation.org
 
Attn: HR Posting #14-10-01
 
“The Presbyterian Foundation is an Equal Opportunity Employer”

 

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