Associate Gift Planner - Thrivent Charitable

Thrivent; Minneapolis (MN); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k

Pension

Paid Time Off

Sick Time

Parental leave

Well-being benefits

Job summary

Thrivent Charitable is hiring an Associate Gift Planner to deliver charitable gift calculations, communicate with donors and advisors, and document gifting workflows. The role supports life-income gifts, ensures timely processing, and collaborates with Gift Planners and Consultants to optimize the end-to-end donor experience.

The position sits on the Charitable Giving Services team, with onsite work in Minneapolis as needed for team meetings and processing.

Qualifications

• Bachelor’s degree or 3+ years in fundraising or related fields.
• Experience with data management systems and MS Office.

Responsibilities

• Prepare illustrations, disclosure materials, and tax packets for life-income gifts.
• Lead workflows to ensure gifts are processed timely and accurately.
• Respond to inquiries from financial advisors and donors.
• Document and enhance workflows related to planned gifts.
• Collaborate with Gift Planners and Consultants on due diligence for gifts.

Skills

Fundraising experience

Data management

MS Office proficient

Attention to detail

Discretion

Education

Bachelor’s degree

Tools

Microsoft Word

Excel

Data systems

Job 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 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.
• Serve as a key coordinator with and partner to Gift Planners and Consultants on inbound inquiries.
• Share our generosity services and offerings story with financial advisors, 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. Partner 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.

Benefits

• 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

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 [e-mail] or call 800-847-4836 and request Human Resources.