Associate Gift Planner - Charitable

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.

• 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.

• Bachelor’s degree or 3+…