Associate Gift Planner - Thrivent Charitable

MN - Minneapolis

Full time

REQ-48418

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 is part of the 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.

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 and Consultants 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 .

• S erve as a key coordinator with and partner to Gift Planners and Consultants on inbound inquiries.

• Share our generosity services and offerings story with financial a dvisors , donors, and endowment partners.

• 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 .

• Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients .

Provide overviews of Thrivent Charitable’s offerings to prospective and current donors, financial advisors, and organizational endowment partners , and steps on how to execute gifts / grants . P artner closely with Thrivent Charitable teams such as service operations, donor services, and Thrivent’s call center professionals , to enhance and optimize workflows linked to the end customer experience. Collaborate with Thrivent Charitable leadership and staff – team projects with shared outcomes of an optimized customer experience.

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 and/or other core systems .

• Ability to work onsite in Minneapolis as needed for team meetings, processing, or other business needs

• Paralegal or similar experience a plus.

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $30.71 - $41.55 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

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 [email protected] or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.