Senior Gift & Estate Design Specialist

Pay: $80,000

Full Time
Location - Remote

Cru has a long-standing history of being a pioneer in world Christian Missions. We are looking for the most talented individuals with a passion to see the Gospel of Jesus Christ proclaimed to the nations. Come use your God-given talents to help do this!

Our teams at Cru Headquarters are committed to praying for and with each other. Your faith isn't just something apart from who you are it's an integral part of you. Here at Cru we want you to use your gifts to further the Kingdom each day.

The Kind of Work You'll be Doing:

• Develop and implement comprehensive gift and estate plans for high-net-worth individuals, families, family offices, corporations, and organizations.
• Provide strategic guidance and advice to clients on current and deferred complex gift planning strategies, including charitable trusts, donor-advised funds, family foundations, and other charitable vehicles.
• Collaborate with clients' legal and financial advisors to ensure the seamless coordination and implementation of gift and estate plans.
• Complete in-depth financial analyses and evaluations of assets to determine and implement the most effective gift and estate planning strategies that protect the interests of both the ministry partner and Cru.
• Stay up to date about tax laws, regulations, and philanthropic trends to provide clients with timely counsel and solutions.
• Research, identify, and solicit contributions from potential major donors to successfully close gifts.
• Cultivate and maintain relationships with donors, professional advisors, and key stakeholders to generate new donor opportunities and referrals.
• Participate in networking events, conferences, and industry organizations to enhance professional knowledge and expand Cru Foundation's network.
• Continually sharpen public speaking skills to prepare and present professional presentations about Cru Foundation's complex services, including appeals for gifts.
• Mentor and provide guidance to junior team members, fostering their professional growth and development.
• Build and maintain effective working relationships with Cru development professionals and ministry leaders.
• Mentor ministry representatives in the art of identifying current and deferred major gift opportunities and how to introduce a specialist along with the Foundation's services.
• Collaborate with marketing and ministry development teams to create educational materials and thought leadership content on gift and estate planning topics.
• Maintain compliance with regulatory requirements and ethical standards in all client interactions.

Why Join Us?

• Find your purpose: Join a Global Movement Impacting the World for Jesus.
• Comprehensive Compensation & Benefits Package for full-time employees.
• Retirement Savings: 403B plan with matching contributions for qualifying salaried roles and lump sum contributions for hourly roles, helping you plan for your future.
• Paid Time Off & Holiday Pay to support your work-life balance.
• Paid parental leave: 2 months for mothers and fathers
• Health Coverage: 98% paid Medical and Dental Insurance for employees, 50% paid for dependents.
• Life Insurance: Basic life insurance provided, plus the option to purchase Voluntary Term Life Insurance (VTL) for self and dependents.
• Spiritual Growth and Development Opportunities: Quarterly paid half-day with the Lord, team spiritual development.
• Meaningful Work: Make a lasting impact on the lives of those you serve, while working with a supportive and collaborative team.

And additional perks!

Keyword: Senior Gift & Estate Design Specialist
Required Experience:

• 4-year Bachelor's degree in finance, accounting, law, or a related field.
• 5-7 years of experience in sophisticated estate design, wealth management, illiquid asset structuring, or tax mitigation strategy. Proven track record working directly with HNW clients ($5M+ portfolios)

From: Cru