Work for the Foundation

 
     
 

Ministry Relations Officer
Senior Director for Theological Education Funds Development
Help Desk Technician
Planning and Development Officer






 



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: Senior Director for Theological Education Funds Development
Posting Number: 14-09-01

 
 
Title:Senior Director for Theological Education Funds Development
Posting Number: 14-09-01
 
 
Position Summary
The Senior Director for Theological Education Funds Development will lead the successful cultivation of and communication with current and potential financial supporters of our Presbyterian Church (USA) Seminaries through gifts and investments to the Theological Education Fund and Theological Schools Endowment Fund utilizing the products, services, and tools of the Presbyterian Church (USA) Foundation and its affiliates.  
 
Scope & Breadth of Position 
This position reports directly to the Vice President for Marketing and Communications of the Presbyterian Foundation and is supported in an advisory relationship with the Executive Committee of the Committee on Theological Education (COTE), which will conduct a review of the metrics effectiveness of the position and program on an annual basis.  This position may have a part-time administrative assistant to provide clerical support.  
 
Responsibilities
Secure gifts and commitments alongside Foundation Ministry Relations Officers, the Associate Director for Theological Education Funds Development, and Seminary Support Network leaders to target, cultivate, solicit, and secure assets of individuals and foundations to support Committee on Theological Education objectives.
  1. Articulate a case for theological education that motivates support for PC(USA) theological education and motivate others to do so from their perspective within their networks.
  2. Structure, gain support, implement, and maintain a prioritized fund raising strategy in cooperation with COTE and based on donor research and analysis.
  3. Cultivate new prospects and client relationships with high-profile Presbyterians to deliver major gifts for use with theological education related missions.
Manage PC(USA) Theological Education fundraising program  
  1. Ensure sound administration and management
  2. Apply key principles of marketing and public relations
  3. Conduct ongoing performance analysis of the program
  4. Foster professionalism and productive team-oriented work environment
  5. Contract for services in order to optimize the overall program
  6. Utilize the products and services of the Presbyterian Church (U.S.A.) Foundation to create a keen awareness of the Foundation services among the Presbyterian leadership and Presbyterian constituencies
Lead PC(USA) Theological Education fundraising program  
  1. Work collaboratively with and advise the Executive Committee of the Committee on Theological Education and the Executive Secretary of the Committee on Theological Education on clear short-term and long-range development plans.
  2. Participate in COTE strategic planning process in order to ensure the integration of the fundraising program.
  3. Engage a continuing education plan through the Foundation with COTE support.
Relationship Building
  1. Build and maintain close relationships with PC(USA) Seminary Presidents and Boards, and Seminary Development professionals.
  2. Develop trusted relationships with church leaders, national and regional and local church gatherings, to identify potential donors and investors in PC(USA) Seminaries.
  3. Develop and maintain ongoing harmonious and fruitful relationships with leadership of the Presbyterian Church (U.S.A.), its governing bodies, institutions and related entities to exchange information about Presbyterian Seminaries to create new mutually beneficial relationships.
  4. Maintain an established level of communication with the respective Foundation and Committee on Theological Education leaders related to activities and accomplishments.
Relationships
  • Donors to PC(USA) Theological Education
  • Committee on Theological Education
  • Presbyterian Foundation
  • Seminary Support Network
  • PC(USA) Seminaries & Theological Education
Experience and Job Related Requirements
  • The ideal candidate will have:
    • Respect among theological education leaders, especially in the PC(USA);
    • Extensive relationship networks within theological education and the church;
    • Stature, sophistication, and relationship building skills to gain the support of thought leaders, staff, donors, prospects, and other internal and external constituencies;
    • Proven and creative communication, presentation, writing, speaking, cultural competency, and interpersonal skills;
    • Political savvy and negotiation skills that solidify partnerships and/or move the mission forward;
    • Ability to identify and match donor interests and joys with needs in PC(USA) seminaries and PC(USA) theological education;
    • Proficiency at work plan prioritization, self motivation, team work, and time management that maximizes return on investment;
    • A record of proactive planning and implementation of long-term goals;
    • Excellent listening skills, giving full attention to partners with the ability to ask appropriate and adequate questions to uncover and identify potential donor opportunities; and
    • A life-long commitment to quality in conversation and excellence in all things
       
  • Required
    • Bachelor's degree and Advanced Degree in theological education.
    • Four to six years of experience in fundraising and/or theological education
    • Ability to navigate PC(USA) culture, polity, seminaries, and traditions
    • National experience in and knowledge and appreciation of the theological education enterprise and passion for PC(USA) Seminaries, and leadership development specifically
    • Excellent organizational, relationship building, and communication skills
    • Travel up to 30%
       
  • Other Preferred experience includes:
  • Active membership in the PC(USA)
  • Knowledge of the polity, organizational structure, and mission of the Church
  • Ordination as a ruling or teaching elder in the PC(USA)
  • Experience working in a faith-based or non-profit environment
  • An advanced degree or certification, especially in theological education or business administration



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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