JOB SUMMARY:
The Charitable Gift Advisor will assist our constituents to develop information and relationships to support our client church's initiatives of charitable gift planning services. With a thorough understanding of various giving strategies, the Charitable Gift Advisor will assist donors as they determine the most effective way to achieve their charitable financial goals. They will provide all necessary information to allow prospective donors to decide about the use of the New Covenant Trust Company, or its parent company, The Presbyterian Foundation, in collaboration with their church foundation. This includes educating and assisting staff, prospects, and clients with expertise on charitable gift strategies. Through active listening, they will craft a giving plan based on donor interests, desires, and expectations. This is a collaborative, team focused environment working with New Covenant Trust Company (NCTC) and the client staff, adhering to NCTC's core values, and regularly acknowledging each team member's contribution to the process. The Charitable Gift Advisor reports to the Executive Vice President, General Counsel/Chief Compliance Officer of New Covenant Trust Company.
SALARY RANGE: $80,000 - $85,000
TO APPLY: Charitable Gift Advisor - Louisville, KY - Ashley Rountree Jobs (recruitpro.com)