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 is part of the 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.
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.
Pay Transparency
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.
Skills Required
- Bachelor's degree or 3+ years of experience in fundraising or a related field
- Experience working with data management systems
- Advanced proficiency with Microsoft Word, Excel, and other office technology
- Personal initiative and commitment to a high level of service
- Strong problem-solving and creative skills
- Sound judgment and ability to make decisions based on accurate, timely analysis
- Ability to work in a time-sensitive environment while maintaining attention to detail and quality
- Ability to handle confidential information with discretion
- Knowledge of planned giving vehicles, PG Calc, and Stellar iPhi or other core systems
- Ability to work onsite in Minneapolis as needed
- Paralegal or similar experience
Thrivent Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Thrivent Financial and has not been reviewed or approved by Thrivent Financial.
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Retirement Support — Retirement programs featuring both a 401(k) and a pension are highlighted as a standout element that strengthens total rewards. These offerings are perceived to enhance long-term security across many roles.
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Leave & Time Off Breadth — Time off provisions including PTO, company holidays, volunteer time, and paid parental leave are frequently called out as robust. These elements support work–life balance and overall satisfaction.
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Healthcare Strength — Medical, dental, vision, and wellbeing resources are consistently described as comprehensive. Plan options, including high-deductible and traditional choices, offer flexibility to fit different needs.
Thrivent Financial Insights
What We Do
At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs. As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond. For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.








