Associate Gift Planner - Thrivent Charitable
Core
Provide expertise and charitable planning solutions to donors, financial advisors, and organizational endowment partners, integrated within financial and estate planning topics.
Role type
Associate Gift Planner (Charitable Giving Services)
Builds
Charitable gift calculations, workflow support, and documentation for planned gifts.
Domain
Non-profit / Financial Services / Charitable Giving
Deliverable
client delivery
Required skills
data management, advanced Microsoft Office (Word, Excel), problem solving, attention to detail, confidentiality handling
Preferred skills
knowledge of planned giving vehicles, PG Calc, Stellar iPhi, paralegal experience
Technologies
PG Calc, Stellar iPhi, Microsoft Word, Microsoft Excel
Responsibilities
Prepare illustrations, disclosure materials, and tax packets for life-income producing gifts; Partner with Charitable Gift Planners on legal due diligence; Lead workflows to ensure timely and accurate processing of charitable gifts; Serve as first line responder for inquiries on charitable planning needs; Coordinate with Service Operations Team to finalize gifts from living and deceased donors.
Seniority
Associate, individual contributor