- Deliver charitable planning expertise through resource development and guidance, workshops, and advice calls. This will include one-on-one consults with advisors and/or clients to large conference audiences.
- Work with advisors and teams of advisors on client cases and files to incorporate charitable and legacy planning into financial plan.
- Build trust and confidence as a thought-leader, subject matter expert, and strategic partner among clients, advisors, and corporate partners.
- Develop strategies for client engagement, business plans with financial advisors to help them target specific clients and business opportunities. Manage the relationships and the data needed to further charitable giving goals.
- Stay up to date as an expert in charitable giving, presentation skills, and strategic integration in the advice process of financial advisors.
- Develop and inspire charitable giving with internal business partners and external clients through education, presentations and relationship building.
- Collaborate with marketing, products, field distribution and other executives to identify innovative product development opportunities, and other partners to further charitable planning with financial advisors.
- For Senior Gift Planners who are also attorneys, their legal skills will continue to be relevant and utilized in their daily work.
- Strong communication skills and E.Q. - ability to influence and inspire others.
- A servant-leader mindset that can listen and provide charitable solutions that align with people's values, bringing a passion for the power of individual generosity, no matter how small or large, to change the world.
- Bachelor's degree and 7+ years of experience required in planned giving, development, sales, or related fields. J.D., MBA or other relevant advanced degree or experience preferred.
- 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.
- 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.
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Senior Gift Planner - Minneapolis, United States - Thrivent Financial
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 Senior Gift Planner will be part of a growing Charitable Giving Services team 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 legacy planning, retirement distribution, tax efficiency, and wealth transfer. This position will be a key strategic and leadership partner for specific regions of Thrivent financial advisors in the United States, which requires travel and remote client meetings, trainings, and presentations on chartable planning strategies to educate and inspire generosity. To achieve Thrivent Charitable's purpose of helping more people experience joy through giving, the Senior Gift Planner will need to influence growth and change across various divisions of Thrivent, including Advice, and Growth, and Generosity.
This role can sit remote within the United States.
DUTIES & RESPONSIBILITIES:
Required:
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 or call and request Human Resources.
