Planned Giving Consultant

Posted Yesterday
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Springfield, MO, USA
In-Office
Entry level
Insurance • Financial Services
The Role
Develops, grows, and manages a planned giving program supporting Assemblies of God and affiliated ministries. Builds long-term philanthropic support through donor-advised funds, trusts, endowments, charitable gift annuities, and legacy gifts. Responds to donor requests through seminars, individual consultations, and personal visits while working with organizational leadership.
Summary Generated by Built In

Planned Giving Consultant

The Planned Giving Consultant works with organizational leadership to develop, grow and manage a planned giving program supporting Assemblies of God and other like-minded ministries.  This role focuses on building long-term philanthropic support through donor advised funds, trusts, endowments, charitable gift annuities and other legacy gifts in response to planned giving requests from constituents through seminars, individual consultations and personal visits. The ideal candidate must have a bachelor’s degree, preferably with a CAP, CFP, JD or similar. 

The Planned Giving Consultant is responsible to the Executive Vice President/Chief Business Development Officer.

Skills Required

  • Bachelor's degree
  • CAP, CFP, JD, or similar credential
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The Company
60 Employees
Year Founded: 1998

What We Do

AGFinancial is a faith-based financial services organization serving individuals, churches, ministers, and ministries. It provides church loans and financing, investments, retirement planning, planned giving, and insurance. Combining competitive financial products with personalized support, it aims to promote personal financial health and ministry growth. Established to integrate the Assemblies of God’s stewardship and financial-service ministries, AGFinancial directs financial resources toward ministry impact.

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