Charitable Gift Planner

Summary

About Thrivent Charitable Impact & Investing
Since 1995, Thrivent Charitable Impact & Investing (“Thrivent Charitable”) has worked with clients, financial advisors, and community partners to spread joy and change lives by helping more people share their blessings with the world. Thrivent Charitable has generated more than $1.7 billion in charitable investments and commitments to support the most important organizations and pressing issues in our communities.

An independent 501(c)(3) public charity, Thrivent Charitable is an important collaborative partner to Thrivent Financial. Leveraging the strengths and capabilities of each organization, Thrivent and Thrivent Charitable collaborate to 1) help more people achieve financial clarity and generosity, enabling lives full of meaning and gratitude; 2) reach more clients who want to a purpose-based plan that includes generosity, charitable and legacy planning; and 3) providing a seamless client experience so that they can fully live out their values.

Thrivent Charitable works with clients (individuals and institutions) to cultivate and facilitate their generosity. This is done through offerings such as donor-advised funds, endowments, charitable planning expertise, advice, insurance, annuities and trusts, mission/impact investments, grants vetting and distributions and community partnership. Through their charitable funds, Thrivent Charitable clients have given over $200 million to their communities worldwide. Thrivent Charitable also serves charitable organizations in all 50 states and across the world to grow their endowments and strengthen their ability to serve their communities. A majority of Thrivent Charitable clients are cultivated in close partnership with financial and other professional advisors, for whom Thrivent Charitable provides charitable and legacy planning, education, advice, charitable practice support, resources and ongoing administration of donor/client relationships and accounts across multiple generations. Thrivent Charitable has maintained a constituent (client, advisor, and organizational) annual satisfaction rate of between 92-98% over the last decade.

***This position can be remote within the United States.

Job Description

Position Summary

The Charitable 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 larger financial and estate planning topics such as legacy planning, retirement distribution, tax efficiency, and wealth transfer. This position typically requires travel as needed throughout the year for one-on-one customer meetings, to train advisors on chartable planning strategies, and lead presentations to educate and inspire generosity. The position also requires collaboration across Thrivent’s advice, distribution, and generosity partners to achieve Thrivent Charitable’s goals pertaining to fundraising, grantmaking, and customer satisfaction. For Gift Planners who are also attorneys, their legal skills will continue to be relevant and used in their daily work.

Duties and Responsibilities

The Charitable Gift Planner will:

• Maintain and grow subject matter expertise on planned giving, legacy planning, financial planning, tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable remainder trusts, life insurance gifts, beneficiary designation and bequests.
• Educate and advise financial professionals, donors, and endowment partners of Thrivent Charitable’s planned giving and generosity services and offerings.
• Provide thought leadership to clients, advisors and organizations to guide charitable planning and secure planned and deferred gifts.
• Lead key client-loyalty and engagement strategies across Thrivent Charitable’s customers (Advisors, Donors, Organizational Endowment partners). This includes client management with independent financial advisor practices, from client prospecting and cultivation to relationship and account management to estate administration with successor generations. This also includes donor engagement strategy, offerings and programs, policies and procedures, and ongoing evaluation of services.
• Lead due diligence processes and decisions towards acceptance of complex assets such as closely held stock, real estate and limited or general partnerships.
• Inspire donors to support charities in a variety of ways through a values-based planning approach.
• Prepare illustrations, related disclosure materials, and tax packets for life-income producing gifts (charitable gift annuities and charitable trusts).
• Implement and refine workflows to ensure planned gifts are processed timely and accurately.
• Learn and effectively use Thrivent Charitable’s software, systems and process software.
• Assist Thrivent Charitable leaders and staff with other projects and duties as required and assigned.

Key Performance Factors and Accountability Measures:

• Advances the organization’s mission by providing excellent service and a high degree of professionalism to donor clients, grantees, board members, financial representatives, and external consultants.
• Instills trust and credibility among advisors, clients and other constituents with deep planned giving knowledge, strong communication and drive, and high EQ.
• Meet or exceed team charitable gift goals pertaining to total gifts, advisor engagement, and customer satisfaction.
• Exhibits accountability for Thrivent Charitable’s strategies and outcomes.
• Demonstrates an interest and ability to develop new skills and operate in a continuous learning environment.
• Creates and executes on an annual plan for professional development.
• Adheres to policies and procedures, especially discretion surrounding confidentiality.
• Works effectively and efficiently in a fast-paced environment, both independently and as part of a team.
• Innovative in problem solving.
• Demonstrates initiative, competence, and reliability.

Qualifications

• Bachelor’s degree and 5 years of experience required in planned giving, development, sales, or related fields. J.D., MBA or other relevant advanced degree or experience preferred.
• Experience working with data management systems (working knowledge of PG Calc and Stellar Iphi a plus).
• Proficiency with Microsoft 365 particularly Microsoft Excel; experience with pivot tables and other more advanced functions is highly desirable.
• Ability to work on everyday details with an eye towards long-term strategy.
• 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.

Work Environment

The Charitable Gift Planner must be comfortable working in a fast-paced environment as well as work both independently and part of a team framework to deliver a seamless customer experience. This role is flexible as a virtual work role with provisional on-site time.

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.