Jim Beikler

Experience

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  US Army

  Jun 1978 - Jan 1998

  US Army Reserve Officer & Enlisted

  Served primarily in the US Army Reserve as a Combat Engineer Officer (3 years enlisted before receiving a commission through ROTC) with numerous active duty tours. Currently in the Retired Reserve. Enlisted roles include: 12B/12E Squad Leader, NBC NCO, Recon Team Section LeaderCommissioned roles include: Recon Officer, Engineer Platoon Leader, Bridging Officer, Company Executive Officer, Company Commander, Battalion S2, Battalion S4, Engineer Group Utilities Officer, Group Civil Engineer, Mobilization and Plans Officer, Group NBC Officer, Battalion S3, Lanes Training Officer/Evaluator, NATO Special Projects/Liaison Officer, Assistant Division Engineer, Engineer Group Forward S3 and Commander, Joint Task Force Commander, Training Division Support Battalion/Brigade S4,. Weniger anzeigen

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  United Hospital Foundation

  Jul 1984 - Feb 1994

  Fund-Raising Specialist

  Assisted Executive Director of Development/Department Manager as part of a 3.0 FTE Team in meeting United Hospital Foundation Annual Goals• Assisted in creation and execution of detailed annual campaign plans for direct mail campaigns, telemarketing campaigns, memorial and tribute program, award dinners, concerts, golf tournaments, employee fund-raisers, and other events. Plans included time-lines, budgets, participation materials and donor thank-you materials• Executed annual campaign plans to maximize revenues exceeding annual campaign goals by an average of 10% in 1991, 1992 & 1993• Led and monitored United Hospital Foundation's computer operations, donor record keeping, computerized financial information, computerized donor and prospect research• Performed as Interim Director of Development during Director's three-month absence• Assisted in the successful completion of a three-year, $26 million dollar capital campaign to expand five areas of the hospital - Day Surgery Center, Perinatal Center, Emergency Room, Cardiac Family Center, and an Oncology Center• Submitted the principle accounting information for the foundation's annual, capital, and deferred giving campaigns to the hospital's fiscal department• Managed and applied gifts to 89 foundation funds. Maintained proper accounting and audit trails within designated funds. Conducted stewardship activities with key constituents • Acted as Development Counsel to River Falls Area Hospital, supporting a 3 year, $7,500,000 Capital Campaign used to build a new 45 bed hospital in River Falls, Wisconsin. This was a 10 hour per week assignment• Served as main contact with over 25 product vendors including printers, writers, suppliers and software providers. Coordinated the effort to become the primary Alpha/Beta test site for the FundMaster software program in a healthcare foundation setting. Weniger anzeigen

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  Indianhead Council, Boy Scouts of America

  Feb 1994 - Aug 1997

  Development Specialist Para-professional
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  Colorado State University

  Jan 2000 - Apr 2015

  Assistant Manager and Lead Prospect Research Coordinator for CSU. Gift strategist designing campaigns and matching donors with their dream projects, programs and legacies. Lead development professional for the college. Increased total giving to the college by 10% which included $2.28 million in new outright giving. Sucessfully solicited and closed a $500K gift from the WM Keck Foundation in support of the Soft Xray Laser Lab - the first gift ever to CSU from Keck.

  • Assistant Manager of Prospect Research & Prospect Research Coordinator

    Aug 1997 - Apr 2015

  • Director of Development College of Engineering

    Jan 2000 - Jul 2001
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  Mocha Bay Company/Beikler & Associates

  Jul 2001 - now

  Manager & Owner

  Currently providing individuals training and research assistance in Genealogy, and other small research and analytics projects. Work with individuals by providing basic financial education teaching the Financial Peace University course (David Ramsey course) and continue to provide ongoing coaching/mentoring to course participants. MBC also provides consulting and training for non-profit organizations and small businesses, and vendors targeting these endeavors as clients. (these services were on hiatus between May 2017 and July 2019 when I worked with Thrivent Financial)MBC also owned two coffee & ice cream shops in Fort Collins and Milliken that provided a community based resource for small to mid-sized non-profits to meet and receive guidance from the owner and other consultants. Always looking for that next opportunity to collaborate. Weniger anzeigen

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  Sam's Club

  Jun 2003 - Jan 2003

  Business Membership Representative and Marketing Manager

  Conducted 50-75 cold call business visits per week in the 9 county territory assigned to Club #6633. Responsible for generating over 150 new business memberships and more than 375 new personal memberships for the club during my 6 month tenure.

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  Third Sector Enterprises

  Jan 2004 - Jan 2007

  Consulting Partner

  Partner in providing fundraising counsel and support to local non-profits in Colorado and Southern Wyoming. Services included starting organization new development offices & efforts; basic fundraising training/support; providing capital campaign planning & support; prospect research support & training; constituent database selection, training and support;and contract in-house development services.Taught classes on basic development and prospect management/tracking to community organizations through a unique partnership with United Way along the Colorado Front Range and Southern Wyoming.Developed special referral partnerships with development solution vendors that were geared towards small/medium sized organizations including eTapestry & WealthEngine. Weniger anzeigen

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  LegalShield, Independent Associate

  Sept 2004 - Apr 2017

  Independent Associate

  (Formerly known as Prepaid Legal Services Inc.) I provided access to legal coverage and identity theft products for individuals, employee groups and small businesses. I also recruited individuals looking for additional income to join my network of associates.

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  IGivefirst

  Apr 2012 - Jan 2012

  Chairman of the iGivefirst Charitable Fund

  iGivefirst empowers people to take action and create real change fore things that matter, with a simple click of a button. The Give button is embedded into digital media (news articles) and makes Giving as easy as Liking or Tweeting by enabling people to take action on the content they are engaging with.Charitable giving made: easy, trustworthy and secure. iGivefirst leverages the innate, emotional response elicited by compelling stories and the breaking news on digital content. They increase the rate of charitable giving at the time empathy is at its highest. We have recently fully registered the iGivefirst Charitable Fund as a 501(c)(3) and are building out our board and expanding our reach. Weniger anzeigen

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  Thrivent

  Aug 2017 - Jun 2019

  Associate

  I strive to help people on their financial journey be wise with money and live generously!I’m a financial professional with experience helping individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen. Especially in today’s economy, reaching financial goals may seem scarier and harder than ever. I am a guide helping clients navigate the journey and reach their financial goals. I bring a listening ear, knowledge, and experience. Today, it's common to have multiple financial goals and concerns. That's why I take a broad-based approach to serving members. It's important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation, develop an in-depth financial program, and help you implement an integrated financial strategy. I can also assist you by providing various solutions based on products, issues, or values.My specialties include:Retirement accumulation and income strategiesInvestment strategiesRisk managementEducation fundingLegacy strategiesEstate strategiesCharitable gifting and generosity strategiesTeam:I'm also part of a broader team that includes professionals with experience in virtually every aspect of financial services. While you'll primarily work with me, you'll also have access and opportunity to meet with other financial representatives on my team. These professionals have in-depth knowledge of specific products and/or life stages, such as preparing for retirement. This combined individual and team approach ensures that a financial professional will be available whenever you need assistance.I am was licensed to do business in CO, DC, GA, HI, MN, ND, NE, SD, WI, and WY.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Weniger anzeigen