Skip to main content

Associate Gift Planner - Thrivent Charitable

    • Minneapolis, Minnesota
  • Growth & Generosity
Apply Now
Share

Description

Since 1995, Thrivent Charitable Impact & Investing (“Thrivent Charitable”) has worked with clients, financial advisors, and community partners to bring hope to the world by empowering people to create the change that matters most to them. We open the joy of generosity to all by making it easy for anyone to give to the causes they cherish. We act both as stewards of what donors entrust to us and champions for building a better world. We believe in possibilities that are greater than just what is seen, and we use the gifts God has given us with intention and accountability.

An independent 501(c)(3) public charity, Thrivent Charitable partners with Thrivent to 1) help more people achieve financial clarity by empowering lives of service and faith; 2) reach more clients who want their financial plans to incorporate generosity, charitable and legacy planning; and 3) provide a seamless client experience. Since its inception, Thrivent Charitable has received over $2 billion in charitable gifts and commitments to support the most important organizations and pressing issues in our communities.

The Associate Gift Planner will be part of a growing Charitable Giving Services team responsible for providing expertise and charitable planning solutions to donors, financial advisors, and organizational endowment partners. These solutions are often integrated within financial and estate planning topics such as retirement distribution, tax efficiency, and wealth transfer. This position will be responsible for providing customer workflow and program support to Charitable Gift Planners through providing charitable gift calculations, corresponding with advisors and donors, and properly recording charitable gifts. The role will also be responsible for documenting and enhancing workflows related to executing planned gifts.

This role can sit remote within the United States.

DUTIES & RESPONSIBILITIES: 

  • Prepare illustrations, related disclosure materials, and tax packets for life-income producing gifts (charitable gift annuities and charitable trusts).
  • Partner with Charitable Gift Planners on proper legal due diligence to accept charitable gifts.
  • Lead workflows and processes for the team to ensure charitable gifts are processed timely and accurately.
  • Be the first line responder for inquiries on charitable planning needs from financial advisors and donors alike.
  • Serve as a key coordinator with and partner to Gift Planners on inbound inquiries.
  • Share and tell the story with financial advisors, donors, and endowment partners on our generosity services and offerings.
  • Partner with Thrivent Charitable’s Service Operations Team as needed to finalize charitable gifts from living and deceased donors.
  • Learn and effectively use Thrivent Charitable’s software, systems, and process software.
  • Collaborate on projects to further the mission as needed.
  • Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients. 

QUALIFICATIONS & SKILLS:

 Required:

  • Bachelor’s degree or 3+ years of experience in fundraising or related fields.
  • Experience working with data management systems.
  • Demonstrated proficiency with current office technology, including advanced skills in Microsoft Word, Excel, and other programs. Ability to work on everyday details with an eye towards long-term strategy.
  • Personal initiative and commitment to a high level of service.
  • Strong problem solving and creative skills.  Ability to exercise sound judgement and make decisions based on accurate and timely analysis.
  • Demonstrated ability to work in a time sensitive environment, maintain attention to detail/quality, and handle confidential information with discretion.
  • There are no extraordinary physical demands or licenses required for this position.

 Preferred:

  • Knowledge of planned giving vehicles, PG Calc, and Stellar iPhi.

  • Paralegal or similar experience a plus.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to  human.resources@thrivent.com  or call 800-847-4836 and request Human Resources.

Apply

Associate Gift Planner - Thrivent Charitable

Share

Our DEI Perspective

At Thrivent, we know our organization is strengthened when we have a diverse team that reflects our clients and builds on the diverse perspectives of others.

We believe that humanity thrives when people make the most of all they've been given, which includes our history, heritage, individual and collective experiences. Take a moment to pause with us, reflect on where Thrivent is at in our DEI journey and look forward to the future in anticipation of great things to come.

Read our Diversity, Equity & Inclusion Report

Related Jobs

Senior Gift Planner - Thrivent Charitable

  • Minneapolis, Minnesota
  • Growth & Generosity

Gift Planner - Thrivent Charitable

  • Minneapolis, Minnesota
  • Growth & Generosity

Engineering Manager

  • Remote (United States)
  • Digital, Data & Technology