Our Financials
Earning your trust through sound stewardship
We value your trust and care of your gifts so you can confidently share your blessings with others. We are committed to long-term and effective investment strategies and transparent stewardship. Our investment portfolios are invested with sound stewardship to achieve at or above-market returns and expand charitable impact.
Investment Performance
Market commentary
A quarterly market commentary from our investment advisor, Cambridge Associates.
Q1 2024 market commentary
Investment performance report
A performance summary of Thrivent Charitable's investment portfolios.
Please note: This report reflects our previous investment portfolios, sunset April 1, 2024.
Q1 2024 investment summary report
Please note: This report reflects our previous investment portfolios, sunset April 1, 2024.
Our investment portfolios
Explore the investment portfolios—available beginning April 1, 2024—curated to provide offerings from low-cost index funds to actively managed asset allocation funds, and designed to fit your individual investing preferences, time horizon and risk tolerance.
Explore the portfolios
Market commentary
A quarterly market commentary from our investment advisor, Cambridge Associates.
Q1 2024 market commentary
Investment performance report
A performance summary of Thrivent Charitable's investment portfolios.
Please note: This report reflects our previous investment portfolios, sunset April 1, 2024.
Q1 2024 investment summary report
Please note: This report reflects our previous investment portfolios, sunset April 1, 2024.
Our investment portfolios
Explore the investment portfolios—available beginning April 1, 2024—curated to provide offerings from low-cost index funds to actively managed asset allocation funds, and designed to fit your individual investing preferences, time horizon and risk tolerance.
Explore the portfolios
Keep up with what’s happening in the market and the latest news through Thrivent's insightful market analysis and easy-to-understand financial education resources.
Read more
Reports & financials
Note: Estimated market value applies 2/29/2024 actual market values with a proxy return for March 2024. Proxy returns consist of manager-specific index returns. Private investments assume 0% return.
Donors must itemize deductions to receive a charitable income tax deduction. Charitable giving can result in tax, legal and financial consequences. Thrivent Charitable Impact & Investing® does not provide legal, accounting or tax advice. Consult your attorney or tax professional.
While diversification can help reduce market risk, it does not eliminate it. Diversification does not ensure a profit or protect against loss in a declining market. Investing involves risks, including the possible loss of principal.
Performance results will include Thrivent Charitable administrative fees and may differ from the results of the underlying fund.
Donors must itemize deductions to receive a charitable income tax deduction. Charitable giving can result in tax, legal and financial consequences. Thrivent Charitable Impact & Investing® does not provide legal, accounting or tax advice. Consult your attorney or tax professional.
While diversification can help reduce market risk, it does not eliminate it. Diversification does not ensure a profit or protect against loss in a declining market. Investing involves risks, including the possible loss of principal.
Performance results will include Thrivent Charitable administrative fees and may differ from the results of the underlying fund.