Job Information
Thrivent Financial Gift Planner - Thrivent Charitable in Minneapolis, Minnesota
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 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 legacy planning, retirement distribution, tax efficiency, and wealth transfer. This position will be a key charitable planning resource for specific regions of Thrivent financial advisors in the United States and will partner closely with the Charitable Giving Team to deliver charitable planning strategies that educate and inspire generosity. To achieve Thrivent Charitable’s purpose of helping more people experience joy through giving, the 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:
Deliver charitable planning expertise through resource development and guidance, and advice calls. This will include one-on-one consults with advisors and/or clients to small group audiences.
Educate and recommend Thrivent Charitable’s planning and generosity services and offerings to financial advisors, donors, and corporate partners. Offerings include but are not limited to, donor advised funds, charitable trusts and gift annuities, and endowments.
Build trust and confidence as a thought-leader, subject matter expert, and strategic partner among clients, advisors, and corporate partners.
Lead due diligence processes and decisions towards acceptance of complex assets such as closely held stock, real estate and limited or general partnerships. Partner closely with Senior Gift Planners as needed.
Partner with the rest of the Charitable Giving team to provide differentiated levels of support to advisors based upon tenure, production, and size of practice.
Stay up to date as an expert in charitable giving, presentation skills, and strategic integration in the advice process of financial advisors 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.
For Gift Planners who are also attorneys, their legal skills will continue to be relevant and utilized in their daily work.
QUALIFICATIONS & SKILLS:
Required:
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 5+ 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.
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.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.