Darren Mullenix, Cfp®, Chfc® Email and Phone Number
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Darren is currently Vice President for Investment Services at Church Extension Plan. Darren leads the strategy development and implementation for all investment related activity with the goal to increase investment participation, improve communication, and enhance already excellent customer service. Darren has a particular focus on pastoral retirement issues, working with ministry leadership and boards to establish and grow retirement savings. With a creative approach to the project, Darren and CEP become ministry partners with the church. The long-term relationship approach leads to great customer service and significant ministry impact. Darren regularly speaks to groups large and small about various aspects of financial planning with a focus on retirement and estate planning. Darren has co-authored two books related to pastoral retirement which are available through Amazon - Minister Retirement: Bringing Clarity to Retirement Planning and Stewarding The Future: Church Boards and Pastoral Retirement.Prior to joining Church Extension Plan, Darren was the Director of Operations for Donor Ministries at Samaritan's Purse, from 2004 to 2014. Darren's MBA in Organizational Development, and extensive experience in administration, management, finance, information systems, planned giving, donor relations, project management and strategic planning prepared him well for a wide variety of roles. Managing a budget of $2 - $2.5 million and a team of 30+, Darren drove innovation in staffing and organizational development.Darren also has international experience, serving as a consultant and interim manager in the Samaritan's Purse UK office. Darren advised on departmental re-organization, enhanced customer/donor service, staff development, and internal culture. Darren has led departments and organizations through strategic planning initiatives. Focusing on corporate or departmental growth initiatives, Darren has successfully led various size teams through planning and implementation of growth activities. Recognizing new opportunities for corporate growth, Darren created new programs including ancillary financial services for 3rd party organizations and, grassroots athletic and community fundraising events.
Church Extension Plan
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Vice President Investment ServicesChurch Extension Plan Dec 2022 - PresentSalem, Or, UsSet and drive strategy for investment performance. Expand the adoption of the retirement plan offering amongst the constituency. Work with the various Districts across the country to facilitate rollout of the retirement program. Create reporting mechanisms to monitor and provide data about outcomes. Set annual goals for investment sales and retirement plan adoption. Provide training for all staff as needed. Collaborate with the Sr. Vice President to train and monitor the lead generation process. Collaborate with marketing department to develop promotional communication and products. Manage budget related to travel and promotion. Keep abreast of industry and regulatory changes.
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Vice President And Ministry ConsultantChurch Extension Plan Sep 2015 - PresentSalem, Or, UsResponsible for development of loan opportunities in assigned area. Coverage included a wide segment of US geography including Rocky Mountains, Mid-West, Great Lakes, and New England. Attend various ministry events to promote the organization and communicate the value that the ministry brings to any relationship. Respond to loan inquiries and build relationship with applicant. Review loan applications for completeness and initial financial data adequacy. Work with loan specialists team to analyze loan suitability. Present loan to underwriting team for evaluation. Maintain regional data for analysis and future planning. Maintain ongoing communication of loan activity in the assigned region.Responsible for all investment sales referrals in their assigned region. Present investment opportunities to individuals and ministries in the assigned region. Make presentations to groups as needed, particularly as it relates to retirement planning opportunities. Participate as an active member of the strategic planning team.
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Vice President Advancement/Planned GivingChurch Extension Plan May 2015 - PresentSalem, Or, UsPresenting Wills and Estates workshops to churches and groups.Assisting individuals and couples think through the issues surrounding property ownership, transfers, Biblical stewardship, and charitable legacy. Cultivate relationships with individuals and couples as they consider charitable gifts to the ministry.Helping donors complete technical/planned gifts to support the New Growth Partners initiative.Established the Legacy Partners program to maintain connections with legacy donors, recognizing donors who have established an estate/deferred gift to the ministry.Connecting individuals and churches to their ministry calling through financial and gift planning.
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Director Of Operations - Donor MinistriesSamaritan'S Purse Oct 2004 - Jun 2014Boone, Nc, UsGeneral operations management including, donor relationship management, finance and budget development, marketing, process development, event management, database system implementation, and human resources systems management. Managed budget in excess of $2 million annually. Provided oversight of expenses within prescribed procedures, interacting with both team members and financial/accounting department.Led the organization onto Social Media platforms before handing responsibility to full time staff in Communications/marketing department. Led the organization onto mobile giving platform, providing opportunity for donors to give via text messaging. Created and managed grassroots program for donors to engage on behalf of the ministry resulting in annual giving in excess of $100,000. Provide oversight and build the workplace giving programs for the ministry. Current workplace programs (including Federal and State employee programs) provide in excess of $2 million annually.Led the department through two strategic planning/reorganization phases. Conducted departmental and employee audits, matching workflows and personnel with organizational goals and objectives. Served as an internal consultant to evaluate strategy and departmental initiatives. Provided departmental leadership during implementation of new CMS software. Continue to develop procedures for best practices. Serve as liaison between department and IS team to facilitate information flow and develop data reports.Established new process for completing annual charitable annuity filings with state regulatory agencies including Washington, California, New York and others. Monitored ACGA website for changes in regulations related to state filings and updated processes as needed. Collaborated with investment management firm and internal Finance department. Completed all filings within deadlines. -
President (Volunteer)High Country Soccer Association 2009 - 2010Led the organization through some significant transition including a $2 million capital campaign. Managed the organization through challenging partnerships with county government and a state university. Grew the membership by 10% through strategic partnerships within the school district and various marketing initiatives.
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Ministry Consultant/Account RepresentativeMinistrylinq Aug 2003 - Sep 2004Business to business financial services sales. Consult with non-profit organizations on internet fund-raising, merchant account services and web development. Assist in establishing online giving capability. Focus was on providing cost effective ways for organizations to accept electronic donations.
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Network Systems Installation ContractorIntegrity Networking Jul 2003 - Sep 2004Install computer network systems, computer hardware, and network wiring.
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Director For Systems And OperationsBibles For The World May 2001 - Jul 2003Serve as the chief operations officer. Lead the donor response team responsible for gift processing and acknowledgement. Revise acknowledgement letters on a monthly basis. Provide individual acknowledgement for significant gifts. Analyze donor CRM system and determine alternative solutions to improve service levels and internal efficiency.Lead finance team responsible for bookkeeping and reporting. Manage annual budget of approximately $4 million. Improved the process to link donor contributions to specific projects. Managed international remittance processes. Worked with auditing firm to prepare annual IRS 990 and ECFA reporting.Oversee IT infrastructure. Led the conversion of donor relations management software. Developed and implemented network conversion from Apple based systems to Microsoft system including the installation of new hardware and staff training.Manage human resource functions including payroll oversight, benefits renewal processes, and annual performance review documentation. Facilities management including negotiating contracts with service providers.
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Director Of Operations - Orchard FoundationThe Christian And Missionary Alliance 1992 - 2001Reynoldsburg, Ohio, UsPlanned Giving services to donors. Worked with donors to accomplish their charitable goals utilizing various planned giving instruments - charitable annuities, charitable trusts, donor advised accounts, etc. Provided proposals for gifts ranging from $100K to $1million. Coordinated production of draft legal documents with attorney. Responsible for donor services and account management. Supervised donor response team. Provided oversight of marketing programs, technology implementation, and general internal reporting. Coordinated investment strategies with donors to effectively manage charitable trusts and desired income. Regional director based at senior living facility in Florida. Provided financial planning services including estate planning integrated with charitable gift planing and financial account management. Led the team responsible for bill-pay services and provided limited power-of-attorney services for residents needing assistance.
Darren Mullenix, Cfp®, Chfc® Skills
Darren Mullenix, Cfp®, Chfc® Education Details
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University Of Colorado Colorado SpringsOrganizational Development -
Trinity Western UniversityBusiness Administration
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The American College Of Financial ServicesChartered Financial Consultant (Chfc)
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William & MaryAnd Planned Giving
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The American College Of Financial ServicesFinancial Planning And Services
Frequently Asked Questions about Darren Mullenix, Cfp®, Chfc®
What company does Darren Mullenix, Cfp®, Chfc® work for?
Darren Mullenix, Cfp®, Chfc® works for Church Extension Plan
What is Darren Mullenix, Cfp®, Chfc®'s role at the current company?
Darren Mullenix, Cfp®, Chfc®'s current role is Operations Director, Business Development, Financial Analysis, and 403(b) Retirement Specialist in the Non-Profit Sector.
What is Darren Mullenix, Cfp®, Chfc®'s email address?
Darren Mullenix, Cfp®, Chfc®'s email address is mu****@****ail.com
What is Darren Mullenix, Cfp®, Chfc®'s direct phone number?
Darren Mullenix, Cfp®, Chfc®'s direct phone number is +171966*****
What schools did Darren Mullenix, Cfp®, Chfc® attend?
Darren Mullenix, Cfp®, Chfc® attended University Of Colorado Colorado Springs, Trinity Western University, The American College Of Financial Services, William & Mary, The American College Of Financial Services.
What are some of Darren Mullenix, Cfp®, Chfc®'s interests?
Darren Mullenix, Cfp®, Chfc® has interest in Poverty Alleviation, Health, Disaster And Humanitarian Relief, Cyclist.
What skills is Darren Mullenix, Cfp®, Chfc® known for?
Darren Mullenix, Cfp®, Chfc® has skills like Fundraising, Nonprofits, Non Profits, Leadership, Strategic Planning, Public Speaking, Volunteer Management, Organizational Development, Program Development, Event Planning, Management, Event Management.
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