WaterStone SrVP Opportunity Profile

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”