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:
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.
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 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.
Pay Transparency
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 $90,281.00 - $122,145.00 per year OR $43.40 - $58.72 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 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.
