WaterStone SrVP Opportunity Profile

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Opportunity Profile

SENIOR VICE PRESIDENT & SENIOR GIFT STRATEGIST


OVERVIEW

WaterStone is a 501(c)(3) organization, and an accredited

member of the Evangelical Council for Financial

Accountability (ECFA). It is a Christian public foundation

that comes alongside givers, advisors and ministries to

provide trusted counsel and innovative giving strategies.

Their expertise is working with business owners and

stewards of family wealth to unlock the giving potential of

their non-cash assets like real estate, business interests, oil,

gas and agricultural commodities. Through WaterStone,

families can multiply their giving impact for the Kingdom,

minimize taxes and heighten the joy of generosity.

MISSION

Honoring God through the transformational power of

giving. Serving Givers at the intersection of faith and

finance. Building the Kingdom by transforming assets into

living water.

VISION

Every Christian a faith-filled intentional giver.

VALUES

Christ-centered: Love, Integrity, Service.


STATEMENT OF FAITH

We believe . . .

• the entire Bible is the inspired and inerrant Word of God,

the only infallible rule of faith and practice. We believe that

there is one God, eternally existing in three persons: Father,

Son and Holy Spirit. We believe that Jesus Christ is the only

begotten Son of God, conceived by the Holy Spirit, born of

the Virgin Mary, and was true Man and is true God.

• that in this age, God manifests Himself through the Holy Spirit who

is a distinct personality, eternally coexistent with the Father

and the Son, whose basic task is to convict sinners, regenerate

those who believe and empower believers to live godly lives

and in every way glorify the Father and the Son through His

indwelling presence.

• that man was created in the image of God, that he sinned

and thereby incurred not only physical death, but also spiritual

death that was eternal separation from God and is upon all

men.

• that the Lord Jesus Christ died for our sins according to the

Scriptures, as a representative and substitutionary sacrifice,

and that all who believe in Him are justified on the basis of

His shed blood.

• that the Lord Jesus Christ was resurrected in body, ascended

into heaven, presently lives there for us as High Priest and

Advocate, and that His personal, physical return to the earth

is imminent.

• that there will be a bodily resurrection of both the just and the

unjust, the just to the everlasting blessedness of the saved

and the unjust to the everlasting conscious suffering of the

lost.


WATERSTONE BY THE NUMBERS


HISTORY

At WaterStone, they are witnesses to the transformational

power of giving. Since 1980, they have been blessed to see

lives changed, hearts turned to the Lord, and the Spirit guide

people to lead lives of significance – all through the grace of

God and the gift of giving. For nearly 40 years, WaterStone

has served givers by crafting customized, innovative giving

strategies for more than 1,000 families. With WaterStone

a donor will work with experienced, Christian relationship

managers who align with their core values, biblical views

and financial goals, so they can increase the amount of the

charitable giving and make a greater impact to the Kingdom

during a lifetime. Their eBook explains how WaterStone will

come alongside a client at the intersection of faith and finance

to:

• Design innovative giving solutions

• Multiply the impact of giving

• Minimize taxes

• Heighten the joy of generosity


THE POSITION

The Senior Vice President (SrVP) & Senior Gift Strategist will

provide direct support to the President by communicating

WaterStone’s giving solutions to givers, advisors and charities. In

this role, the SrVP & Senior Gift Strategist will act as a primary

contact to WaterStone’s clients, leads and referring professionals,

be the point person for providing educational information, and

will also contribute to the planning and execution of events that

feed WaterStone’s advisor community.

CEO

Dir. of HR, EC

to CEO

President

VP of Finance and

Administration

VP of

Generosity

Senior VP &

Gift Strategist

Gfit Strategies

Manager

Sr. Staff

Accountant

Administrative

Resources

Supervisor

Financial

Analyst

Donor Relations

Officer

Senior Gift

Strategies

Specialist

Staff

Accountant

Administrative

Resources

Coordinator

Marketing

Assistant

Gift

Strategies

Specialist

Gift

Strategies

Specialist


RESPONSIBILITIES

• Work closely with the WaterStone team to

develop advanced strategies and proposals

• Compose giving strategy proposals that include

a client’s family goals, tax and financial issues,

charitable purposes and a specific giving strategy

• Work closely with the Giving Strategies team to

recommend giving strategies and provide client

proposals

• Play a major role in interfacing with the WaterStone

giving community, especially advisors who are

looking for education and assistance with giving

strategies for their clients

• Serve as liaison to the WaterStone community

about technical strategies and solutions involved

in giving programs for individuals, families and

ministries


THE PERSON

The ideal candidate is a person of deep faith who sees God as the

provider of all. S/he must have a solid understanding of the principles

of Biblical stewardship and giving and have a Biblical call to be a

steward of the relationships that God places before us.

This is a financial professional who has excellent interpersonal, oral,

written and analytic skills and who has demonstrated the ability to

effectively communicate tax and financial benefits of intentional

giving; someone that clients, advisors and ministries would respect

and seek their advice on charitable giving issues.

QUALIFICATIONS

• The ability to acquire, develop and apply an extensive knowledge

of WaterStone’s creative giving solutions and applicable tax laws.

• Enjoyment of developing technical giving plan proposals that

utilize WaterStone giving solutions to assist givers in achieving

their goals, both financial and spiritual.

• Functional knowledge of both non-profit and for-profit

organizations.

• Participation in WaterStone’s Stewardship Advisory Summit

program, including creating and delivering presentations and

case studies, networking and building relationships.

• Commitment to life-long learning; continually improving

one’s technical expertise in giving strategies by attending and

participating in advanced training programs.

EDUCATION / EXPERIENCE

• Advanced Degree preferred in the area of business, financial

planning, accounting, law or related field

• Preferred experience working with individuals and families in

wealth management, tax planning or charitable giving


THE LOCATION

COLORADO SPRINGS, CO

WaterStone is in Colorado Springs, a pioneering powerhouse

offering world-class innovation, accessibility, and opportunity.

With a wave of business and industry development, unique

military assets, high-quality job growth, and competitive

affordability, Colorado Springs consistently ranks as one of

the best places to live and work. From startups to Fortune 500

companies, Colorado Springs businesses benefit from a

community rich with investment, talent, and experience.

Colorado Springs is also home to over 100 Evangelical

Ministries with a national or international footprint.

Colorado Springs offers more than 55 area attractions,

incredible scenery for endless outdoor adventures and a

vibrant culture filled with arts, entertainment and rich history.

Situated near the base of Pikes Peak, the city is home to 24

national governing bodies of sport, including the United States

Olympic Committee, the United States Olympic Training Center,

and USA Hockey. You’ll find no shortage of things to do in

Colorado Springs, where the adventures range from mild to

wild. The only challenge will be finding the activities that are

just right for you. Whether you’re looking for outdoor thrills or

educational and cultural activities, the number of things to do in

Colorado Springs are limitless.


PROCESS OF CANDIDACY

If after reading this Opportunity Profile you sense that the gifts and experiences God has given

you are a good match for WaterStone, we invite you to begin the inquiry process. All candidate

information and conversations are treated confidentially. You may contact Tommy Thomas of

JobfitMatters at any stage of the process to receive more information and ask questions.

Please provide the following for review:

• Résumé

• References: Provide the names and contact information (telephone numbers and email

addresses) for four references who know you and your career well enough to comment on

your suitability for the Senior Vice President & Senior Giving Strategist role at WaterStone.

References will be contacted only after we have received your permission to do so.

• Essay Questions: In order to help us gain a more complete picture of you and your interest in

WaterStone, please provide responses to the following questions (1-2 pages each):

1. Tell us about your faith journey, devotional life, involvement in the local church and other

church-related organizations. How do you personally practice your faith in everyday life?

2. Based upon what you have learned about WaterStone from this document and any other

personal due diligence you may have conducted, what specifically attracts you to this

position?

3. Based on the mission and ministry of WaterStone, outline how it aligns with your beliefs

and experiences around stewardship and serving givers at the intersection of faith and

finance.

Please do not be overly concerned with brevity in assembling this package of materials. While we

don’t want to read volumes, we do want to get to know you and why you would make a strong

Senior Vice President & Senior Giving Strategist candidate for WaterStone.

Submit this information in one document (Word or .pdf) to:

Tommy Thomas

JobfitMatters Executive Search

resumes@jobfitmatters.com

Phone: (615) 261-4623

In the subject line, please write “SVP & Senior Giving Strategist - WaterStone

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