InFaith Community Foundation brings generosity to life through stewardship and embodies a culture that is committed to helping donors achieve their philanthropic goals. The Gift Planner within the Charitable Giving Services (CGS) team will provide subject matter expertise and support and drive new donor and organizational (endowment) relationships with the Foundation. While the Foundation works with many different advisors and donors, 95% of the Foundation’s donors are also members of Thrivent Financial (a Fortune 500 nonprofit financial services company), and many are referrals from Thrivent’s Field force (the Field). CGS facilitates the front end of these donative relationships and charitable gift planning, and serves as a primary point of initial contact with the Foundation. CGS, along with the Grantmaking, Marketing Communications and Legal departments are a part of the larger Donor Services Group.
The Gift Planner will be part of a team of planned giving professionals who guide, support, and train a large national network of financial and other professional advisors, prospective individual donors and organizational clients. This position will be based in Atlanta, Georgia and primarily support Ronald Blue Trust’s network of financial advisors by providing charitable planning guidance and solutions for their clients. Ronald Blue Trust acts as a trusted advisor to clients with the objective of empowering them to make wise financial decisions, live generously, and leave a lasting legacy through highly focused services right for their situation. This position will require regular travel as needed throughout the year for one-on-one meetings, training and presentations on charitable giving strategies. The rest of the Gift Planner’s time would be committed to the same type of work at the home office, and working closely with the Director of Charitable Giving Services to continually develop curriculum, tools and services that align with the overall strategic direction and organizational development of InFaith Community Foundation. For Gift Planners who are also attorneys, their legal skills will continue to be relevant and used in their daily work; there also may be opportunities within the Foundation’s Legal department depending on a candidate’s qualifications.
Primary responsibilities and duties include:
- Serve as a key relationship builder and advisor to the professional advisors, organizations, and donors in their charitable journey.
- Inspire donors to support charities in new ways through InFaith’s suite of charitable products.
- Master and perform the Gift Planning subject areas and duties (e.g., working with professional advisors on charitable gift options, solutions and design; preparing materials for life-income producing gifts and accompanying tax information; preparing/giving presentations on charitable giving).
- Handle due diligence in acceptance of noncash assets, such as closely held stock and real estate, as well as review title examination reports, appraisals, and market analyses
- Prepare computer illustrations, related disclosure materials, and tax packets for life-income producing gifts.
- Reinforce and expand the Foundation’s collaborative relationship with Ronald Blue Trust and with other professional advisors and institutions.
- Be a key Field-facing representative for the Foundation.
- Collaborate with other departments within the Foundation on marketing Foundation services, including those provided for organizational endowments and the Field.
- Demonstration of a willingness to advance strategic goals of the Foundation. Meet or exceed Strategic Dashboard goals pertaining to Thrivent field engagement and productivity, as well as endowment building.
- Work collaboratively to achieve all outcomes of the Strategic Plan.
- At all times, uphold the values, mission and vision of the Foundation.
- Undergraduate degree required; JD, CPA, or other relevant advanced degree or experience preferred.
- Strong demonstrated writing and communication skills.
- Ability to build strong relationships, personal and professional.
- High learning agility, strong problem solving skills.
- Professional flexibility to work with change and adapt according as an individual contributor and in a team environment.
- Positive, solutions-oriented attitude.
- Bilingual (Spanish) preferred.
Key Performance Factors and Accountability Measures:
- Demonstrates flexibility and versatility in handling all tasks assigned to him/her.
- Demonstrates a high degree of professionalism in interactions with Foundation staff, potential grantees and grant recipients.
- Demonstrates initiative, competence and reliability.
- Exhibits accuracy and timeliness in all areas of responsibility and assigned work.
- Exhibits regular and reliable attendance at work.
- Demonstrate an interest and ability to develop new skills and operate in a continuous leaning environment by creating an annual plan for professional development.
- Adheres to policies and procedures.
- Exhibits confidentiality and discretion.
Expectations for This Position:
- Attention to detail and dedication to high quality work.
- Personal initiative and commitment to a high level of service.
- Ability to troubleshoot and resolve problems in a timely manner, recognizing limits of authority and calling upon additional resources, when required.
- Ability to work in a fast-paced environment, sometimes under tight deadlines.
- Ability to work independently, but also as part of a “team” framework.
- Proficiency with current office technology and database management best practices.
- Solid administrative skills, including ability to organize and prioritize tasks, and manage time for optimal productivity.
- Ability to manage multiple tasks and adjust to changing priorities.
- Well-developed verbal and written communication skills, including solid grammar, spelling, sentence structure, document formatting and proofreading skills.
- Ability to use technology effectively and to adapt quickly to the use of new technology.
- There are no extraordinary physical demands or licenses required.
Competencies and Values Common to All Positions:
- A clear and consistent commitment to the Foundation’s mission, vision and values.
- Performance of assigned responsibilities and contribution to a respectful, collaborative work environment in a manner consistent with the Foundation’s values.
- Advancement of the Foundation’s mission by providing excellent service to staff, donors, professional advisors and grantees.