Financials | Thrivent Charitable Impact & Investing
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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.

The core growth portfolio's purpose is to provide maximum sustained support to charities far into the future. It is allocated as follows:

Core growth portfolio allocation

Click on the link below for an in-depth report on the investment performance of the mission growth portfolio from investment manager Cambridge Associates. This document is updated quarterly.

Core growth portfolio performance

The objective of the mission growth portfolio is to provide maximum sustained support to charities over the long term through investments that are aligned with mission and provide positive outcomes for our shared community. It is allocated as follows:

Mission growth portfolio allocation

 

 

 

 

 

 

 

 

 

 

 

Click on the link below for an in-depth report on the investment performance of the mission growth portfolio from investment manager Cambridge Associates. This document is updated quarterly.

Mission growth portfolio performance

The WomenInvest portfolio invests in companies that do well when women do well by investing in economic opportunity, access to education, affordable housing and other opportunities that promote the overall well-being of women within our shared community.

The WomenInvest portfolio is allocated as follows:

Womeninvest portfolio allocation

 

 

 

 

 

 

 

 

 

 

 

Click on the link below for an in-depth report on the investment performance of the WomenInvest portfolio from investment manager Veris Wealth Partners. 

WomenInvest portfolio performance 

More on WomenInvest
WomenInvest portfolio overview WomenInvest portfolio stories

The income portfolio's purpose is to provide maximum grant distributions within a five-year time horizon. It is allocated as follows:

 

 

 

 

 

 

 

 

 

 

 

Click on the link below for an in-depth report on the investment performance of the income portfolio from investment manager Cambridge Associates.

Income portfolio performance

Investment performance

as of March 31, 2021

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Investment performance report

A performance summary of Thrivent Charitable's investment portfolios. 

Q1 2021 investment report

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Investment portfolio allocation

A breakdown of the investment allocations in each portfolio.

Q1 2021 investment portfolio allocation 

Charity Plan

Market commentary

A quarterly market commentary from our investment advisors.

Q1 2021 market commentary

Investments, whether actively managed or indexed, are measured by appropriate benchmarks and monitored quarterly, and the overall investment portfolio is measured against a composite benchmark that reflects the target asset allocation. Thrivent's investment policies, objectives and guidelines are reviewed at least annually.

Thrivent Mutual Funds are a component of Thrivent Charitable Impact & Investing investments. For more information on Thrivent Mutual Funds, and a prospectus, visit ThriventFunds.com. You are now leaving the Thrivent Charitable Impact & Investing website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website.

Market insights

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.

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Sound stewardship

Gifts are managed responsibly and used for the greatest good.