DUTIES & RESPONSIBILITIES:
Prepare illustrations, related disclosure materials, and tax packets for life-income producing gifts (charitable gift annuities and charitable trusts).
Partner with Charitable Gift Planners and Consultants 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 and Consultants on inbound inquiries.
Share our generosity services and offerings story with financial advisors, donors, and endowment partners.
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.
Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.
Provide overviews of Thrivent Charitable’s offerings to prospective and current donors, financial advisors, and organizational endowment partners, and steps on how to execute gifts / grants. Partner closely with Thrivent Charitable teams such as service operations, donor services, and Thrivent’s call center professionals, to enhance and optimize workflows linked to the end customer experience. Collaborate with Thrivent Charitable leadership and staff – team projects with shared outcomes of an optimized customer experience.
QUALIFICATIONS & SKILLS:
Required:
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.
Preferred:
Knowledge of planned giving vehicles, PG Calc, and Stellar iPhi and/or other core systems.
Ability to work onsite in Minneapolis as needed for team meetings, processing, or other business needs
Paralegal or similar experience a plus.
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 [email protected] or call 800-847-4836 and request Human Resources.
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