- Prepare illustrations, related disclosure materials, and tax packets for life-income producing gifts (charitable gift annuities and charitable trusts).
- Partner with Charitable Gift Planners 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 on inbound inquiries.
- Share and tell the story with financial advisors, donors, and endowment partners on our generosity services and offerings.
- 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.
- Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients.
- 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.
- Knowledge of planned giving vehicles, PG Calc, and Stellar iPhi.
- Paralegal or similar experience a plus. Pay Transparency
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Associate Gift Planner - Minneapolis, United States - Thrivent
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 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 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.
This role can sit remote within the United States.
DUTIES & RESPONSIBILITIES:
QUALIFICATIONS & SKILLS:
Required:
Preferred:
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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 $58, $78,735.00 per year OR $ $37.85 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 otherstatus 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 or call and request Human Resources.
