Estate Planner

Get Connected Icon Get Connected Icon ongoing
Get Connected Icon 10am - 4pm

Description

Acts 1:8 Ministry is looking for an Estate Planner Volunteer who will support and strengthen our estate planning program in order to grow awareness and raise support to further Acts 1:8 Ministry’s mission.

 

The Responsibilities will include but not limited to: 

  • Develop and grow the estate planning program including:

    • Researching cost effective ways to market the program to large groups.

    • Marketing the program to individuals and groups.

    • Presenting an estate planning presentation to individuals and groups.

    • Organizing and turning in the estate planning documents to the attorney in a timely manner.

    • Researching grants to help grow the estate planning program.

  • Connect and network with individuals and groups including churches, Christian groups, individuals, etc.

  • Research new ways to network and connect with new people.

 

If you have any or all of the following skills, please contact us:

  • Time management and organizational skills

  • Strong oral and written communication

  • Problem solving skills

  • Ability to manage and meet deadlines

  • Detailed oriented

  • Outgoing and cheerful disposition

  • Strong interpersonal skills

  • Strong computer, Google Sheets, and Microsoft Suite skills

 

We are seeking volunteers that have experience in charitable giving and estate planning, and a passion for sharing our mission: training Christians to evangelize through kindness. Estate planning certification and 5 years of related professional experience is preferred.

 This part-time volunteer opportunity is located at our home office in Green Bay, Wisconsin.  Remote volunteer opportunities available as needed.

Please fill out a volunteer registration form at: https://www.acts18.org/volunteer or contact Vickie Nell at vickienell@acts18.org.

Details

Get Connected Icon 25 and older
Get Connected Icon Is Not Outdoors
Get Connected Icon Is Wheelchair Accessible
Brought to you by Volunteer Center of Brown County
Get Connected Icon Friendly, personable, outgoing
Get Connected Icon Experienced in Estate Planning

Location

Get Connected Icon 2145 S. Oneida Street
Green Bay, WI  54304