Trust Officer – South Central Region

Adventist Media Ministries

1d•Remote

About The Position

This position reports directly to the Director of Planned Giving and Trust Services (PGTS) and assists with responsibilities in the PGTS Department. The Trust Officer serves by building quality relationships with donors and potential donors, communicating to them the organization’s vision and mission so they can participate in funding its evangelistic goals. This will mean representing and effectively communicating planned gifts and trust services for the ministry at events, meetings, and with individual donors. It is crucial that this position supports the mission and values of It Is Written by exemplifying the values and beliefs of the Seventh-day Adventist Church in all interactions.

Requirements

A high school diploma, or equivalent, is required.
North American Division Trust Services Certification is required. If not already certified, must obtain certification within two (2) years of initial employment. Thereafter, annual continuing education is required to maintain certification.
A mature Christian who is in agreement with all 28 fundamental Bible teachings of the Seventh-day Adventist Church and who maintains a close, growing relationship with Jesus Christ as personal Savior.
Able to discern the spiritual condition of donors and understand how to encourage them to a greater understanding of the spiritual dimension of estate stewardship.
Is a “people person” – one who loves people and learning what makes them happy. A personable, good conversationalist with a variety of interests and the ability to relate well with a wide range of people types.
Understand and communicate the mission and initiatives of It Is Written.
Obtain formal training in planned giving concepts and instruments with a commitment to continuing education in the field as required by the employer.
Is goal and task-oriented – one who is able to meet deadlines and goals, maintains a high level of self-discipline, is a self-starter in making donor visit appointments and following through, and excels in managing time on the road and in the office.
Exhibit excellent written and verbal communication skills.
Ability to exercise direction, independent judgment, make decisions, and assume responsibility.
Exhibit excellent organizational skills and follow through on tasks and goals.
Display a positive attitude, show concern for people, demonstrate presence, self-confidence, common sense, and good listening ability.
Demonstrate servant leadership and exemplify a collaborative, decisive, motivating, and engaging communication style.
Possess extreme tact and discretion, attention to detail, and a commitment to excellence.
Commitment to pursue training on a regular basis to stay updated with the most recent trends and best practices in the industry.
Able to exhibit Christ-like behavior in daily tasks, collaborative projects, and under stress.
Embrace the mission and values of It Is Written and be a member in good standing of the Seventh-day Adventist Church.

Nice To Haves

A bachelor’s degree is preferred.
Planned giving and trust service experience is preferred.
A minimum of seven (7) years of professional work experience is required.

Responsibilities

Perform Trust Officer responsibilities in the South Central Region for It Is Written. This region is defined as: Texas, Oklahoma, New Mexico, Colorado, Kansas, Missouri, and Arkansas. This region is subject to change by the Director of PGTS from time to time.
Field representative at functions and with individual donors: Search for opportunities to communicate with people about the vision and mission of It Is Written to help facilitate donors’ goals of funding evangelistic initiatives.
Represent the Ministry and/or speak at seminars, major donor events, conferences, convocations, and Partnership events as assigned.
Be willing and able to travel as needed to meet donors face-to-face in their space. Plan travel to maximize travel budget by seeing as many donors as possible in a geographic territory on the same trip.
Assist donors with planned gifts, including but not limited to cash, non-cash gifts, gift annuities, life insurance gifts, wills, charitable trusts, and revocable trust plans.
Remain continuously in contact with donors with a healthy balance of phone and written communications and face-to-face visits.
Maintain ongoing relationships with donors so as to always have an influence in the donor’s life for when and if they want to make current and future gifts.
Interview donors at every opportunity to learn about their spiritual and financial situation and assist them as needed with their giving goals.
Explain and assist donors with the planned giving program and processes: Explain planned giving to prospective donors and share educational materials.
Assist donors in organizing their estate plan, so the donor may present it to their choice of independent legal counsel.
Present gift plan illustrations and proposals to donors, including options that are designed to suit their values, priorities, and goals, and help them complete the planning process to establish their estate plan.
Obtain information to complete the Environmental Questionnaire and Site Inspection Checklist for each parcel of real property to be part of the estate plan.
Forward information and documents to the PGTS office as needed for files and fiduciary responsibilities.
Work with office staff to follow through on the administrative recording and filing of the gift and/or estate plan. Provide instructions to the office staff as needed to make sure all details are properly handled.
Administrative expectations: Initiate phone, email, hard-copy correspondence, and other contacts with donors on a consistent and regular basis.
Plan to make, on average, 35 face-to-face visits per month.
Participate in setting realistic territory goals, develop a territory communication plan, develop a plan to immerse donors in the ministry of It Is Written, and set up a schedule designed to fulfill the required levels of donor visits.
Maintain updated donor records and files, making sure that all donor data is properly entered into the database.
Complete reports that are required by the PGTS department or It Is Written.
Participate in regularly scheduled phone/video meetings and share recent progress and activities along with upcoming plans.
Fulfill other responsibilities and duties as assigned.