Work for the Foundation

 
     
 

Research Administrator/Analyst
Help Desk Technician
Planning and Development Officer



 


Title:                     Research Administrator/Analyst
Posting Date:           7-31-14                       
Department:             Development
Posting Number:    14-07-03


Position Summary
This position is primarily responsible for performing a variety of tasks including prospect research, general correspondence, data management and reporting, fundraising, marketing and mailings.
 
Scope and Breadth of Position
This position reports directly to the Vice President Ministry Relations, who in turn, reports to the President & Chief Executive Officer of the Foundation.  This position has no direct reports.
 
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.
  • Support for the Vice President Project Regeneration in efforts assisting churches in transition. Input data into Raiser’s Edge and make logistical arrangements for forums.
  • Support for New Covenant Trust Company (NCTC) in efforts assisting churches with investment opportunities.  Input data into Raiser’s Edge.  Run reports and extract data to enhance proposals.
  • Furnish training and support to team members for system applications.
  • Maintain the database of prospects and donor information and maintain the database for financial research.
  • Responsible for identifying, researching, and analyzing prospects for major gift cultivation and solicitation.
  • Responsible for major gift prospect identification and research in support of the Ministry Relations Officers 
  • Serve as the principal authority on prospect research and wealth trends. 
  • Proactively and independently plan and execute creative strategies to identify sources of major gifts.
  • Provide high-level research on individuals 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.
  • Extract and communicate key information which directs cultivation and solicitation strategies.
  • Develop and format reports.
  • Manage office filing system.
  • Provide assistance as needed for events and meetings and arrange conference calls.
  • Produce weekly, monthly, quarterly and any other reports necessary.
  • Attend 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.
  • Basic knowledge of the polity, organizational structure, and mission of the Presbyterian Church (U.S.A.) 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. 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.
  • General fundraising skills, including proficiency at supporting and participating in prospect management and tracking processes, and staying informed of trends in the field.

 
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.
Forward résumé and cover letter to lisa.pesavento@presbyterianfoundation.org
 
Attn: HR Posting #14-07-03



 




Title:                            Help Desk Technician
Department:              IT
Posting Number:     14-08-01
 
Position Summary
Maintains and supports various applications of the Presbyterian Foundation and NCTC in order to provide the programs necessary to meet user and client needs.  Responsible for handling user requests and problems as reported via the remote Help Desk Team, maintaining the integrity and security of the applications, and providing excellent customer service to internal customers.  Provides primary hardware installation, setup, and testing of all desktop and laptop systems including board meeting network configuration.

Major Responsibilities
  • Help Desk support
  • Tracking of help desk tickets utilizing the Information System’s tracking software. 
  • Respond to security issues and virus and other malware notifications and attacks
  • Printer and print server management
  • Upgrade and maintain all general use software
  • Document all application and infrastructure changes to change management system
  • Basic Windows active directory management and support for users and computers
  • Provide primary desktop hardware support, installation, and maintenance
  • Test new hardware and software for evaluation prior to deployment
  • Provide support of all company managed mobile devices.
  • Backup for security administration process for software applications and systems 
  • Onsite technical support for all board meetings (requires occasional travel) including maintenance and setup of  equipment and networks used at meetings
  • Primary support for all audio/video equipment in conference rooms

 
Experience and Job Related Requirements

  • Two years of IT Customer Service/Help Desk experience
  •  A+ or Net+ Certifications preferred
  • Must possess excellent written/verbal communication skills and be able to work with employees at all technical and professional levels.
  • Requires a working knowledge of a large number of applications to effectively implement security and connectivity and provide internal customers with needed support to meet user and client needs.
  • Must be willing to seek out additional training when the technical environment requires additional skills and provide basic hardware and software training to users when required.
  • Proficient in Microsoft Office Suite products (Excel, Word, Outlook, PowerPoint, Access, Visio)
  • Willing and able to assist higher level technicians install, test, implement, administer, or maintain systems, applications, equipment and plans.
  • Ability to effectively communicate technical information verbally and in writing, using language that is appropriate to the complexity of the topic and to the understanding of the audience.
  • Ability to work as part of a team to complete agency wide initiatives, using strong interpersonal skills.
  •  Ability to work independently to troubleshoot and resolve general help desk issues, with enthusiastic self-motivation.
  • Ability to multi-task and remain organized.
 
  Working knowledge of the following equipment and systems is required

Solid working knowledge of windows networking (mapping network drives, shared folders & printers, TCP/IP, etc.)
Solid working knowledge of network troubleshooting, LAN/WAN connectivity, etc.
Solid working knowledge of Windows Domains & Active Directory.
Solid working knowledge of Microsoft Office

  • Solid working knowledge of Microsoft Office 365 (Administration)
  • Solid Working knowledge of desktop operating systems, user profiles, and integration w/ Windows domains
  • Basic working knowledge of VMWare (VMWare Server, vSphere, ESXi)
  • Basic working knowledge of Exchange Server
  • Basic working knowledge of Internet technologies such as FTP, DNS, Etc.
  • Basic working knowledge of firewalls and routers
  • Basic working knowledge of Smart Phones (setup, troubleshooting, etc.)
  • Basic working knowledge of VPN technologies
  • Basic working knowledge of using Remote Desktop
  • Basic working knowledge of wireless networking (setup, troubleshooting, etc.)
  • Basic working knowledge of Internet Explorer (troubleshooting, etc.)
  • Basic working knowledge of network printers, (setup, sharing, troubleshooting, etc.)

 
Optional Skillsets (preferred)

  • Administering SQL Server
  • Veeam Backup
  • Barracuda Backup
  • Network-Managed AntiVirus Systems
  • GFI LANGuard
  • Previous customer service training
  • Imaging (cloning) software

 

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.
  • Ability to relocate equipment that may weigh up to 50 pounds.
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.
 

Forward resume and cover letter to lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #14-08-01





Posting Date:          April 10, 2014
Title:                          Planning and Development Officer
Department:            Trust
Posting Number:    HR 14-04-01  
 
 
Position Summary     
This position has responsibility for execution of specific portions of the strategic plan, developing relationships with potential and prospective donors and clients, soliciting their financial, gift, estate, and investment needs and circumstances and, providing all necessary information to allow the client to make a decision about the use of Foundation and New Covenant Trust Company services.
 
Scope & Breadth of Position
Reports to the Senior Vice President and Chief Operating Officer of New Covenant Trust Company.  No employees report to this position.
 

Essential Job Accountabilities

  • Assist in the development of market plans, identify and profile prospects to build trusted relationships with prospective clients, and develop business in furtherance of asset growth according to the targeted sales goals and objectives.
  • In cooperation with leadership, create coordinated prospect contact strategies with Ministry Relationship Officers seeking opportunities to assess prospect needs and promote appropriate products and service solutions.  
  • Provide regular reports updating leadership on the status of development efforts. 
  • Work closely with Ministry Relations Officers, Trust Officers, Investment Officer, and Operations personnel to insure the establishment and management of accounts under the terms and conditions specified by client agreements.
  • Keep abreast of current developments and trends in the financial planning, trust, charitable giving, and investment product marketplace.
  •  Attend training and professional programs necessary to maintain abilities and any previously earned accreditations. 

 
Major Duties and Responsibilities

  • Prepare a quarterly and annual sales and marketing plan and regularly report progress.
  • Consult with prospective clients and their advisors to facilitate new relationships and gather assets.
  • Participate with Trust Administration team members in the preparation of client development materials, the opening of new accounts, and the delivery of assets for management.
  • Prepare and conduct sales presentations to prospective and current clients and advisors.
  • Collect and submit all information required to make new business acceptance decisions.  Assist, as directed, in determining the acceptability of proposed business.
  • Work closely with trust officers, investment officer, legal counsel, and the NCTC operations area in all facets of gift, trust, and investment administration including leading investment reviews.
  • Work closely with clients, Presbyterian constituencies, and other interested prospects employing a servant style work ethic to fulfill the reasonable needs of the client and support and enhance the relationship.
  • Travel required, including overnight travel; up to 60%.
  • Serve in advisory role regarding inquiries of gifts and charitable products and services.

 
Experience and Job Related Requirements

  • College degree required, advanced degrees or professional designations preferred.
  • CFP preferred.
  • Five years of experience and thorough knowledge in the area of financial planning, taxation, gift, estate, trust, and investment management. 
  • Position requires professional interpersonal skills inclusive of excellent oral and written communication. 
  • Good reasoning ability is required to solve a wide range of business problems. 
  • Ability to apply statistical and mathematical calculations required. 
  • Able to understand and utilize financial reports and legal documents to conduct business.

 
Physical Requirements:

  • Ability to communicate orally with management, co-workers, and customers both individually and in a group/team setting.  Regular use of the telephone and e-mail for communication is essential.
  • Sitting for extended periods is common.
  • Hearing and vision within normal ranges are essential for normal conversations to receive financial information and to prepare or inspect documents.
  • 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 terminals, calculator, telephone, copiers, and FAX machines.
  • Ability to travel up to 60% of the month is required.  Regular transport of suitcase and laptop will be required.

 
Work Environment
Many of the duties are performed indoors in a traditional office setting.  Additional duties require travel to meet clients and prospects often at their churches or in their homes. 
 

Forward resume to Debbie Haag, Human Resources
debbie.haag@presbyterianfoundation.org
Attn: HR Posting #14-04-01

“The Presbyterian Foundation is an Equal Opportunity Employer”

 
 
 

  


 
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