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.
Q4 2023 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.
Q4 2023 investment 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.
Q4 2023 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.
Q4 2023 investment 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
The core growth portfolio's purpose is to provide maximum sustained support to charities far into the future. It is allocated as depicted in the pie chart.
Click on the link below for an in-depth report on the investment performance of the core growth portfolio from investment manager Cambridge Associates. This document is updated quarterly.
Core growth portfolio performance for Q1 2024
This portfolio is no longer available as of April 1, 2024. Visit theCharitable Investments page to see our current investment options.
Click on the link below for an in-depth report on the investment performance of the core growth portfolio from investment manager Cambridge Associates. This document is updated quarterly.
This portfolio is no longer available as of April 1, 2024. Visit the
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 depicted in the pie chart.
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 for Q1 2024
This portfolio is no longer available as of April 1, 2024. Visit theCharitable Investments page to see our current investment options.
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.
This portfolio is no longer available as of April 1, 2024. Visit the
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 depicted in the pie chart.
Click on the link below for an in-depth report on the investment performance of the WomenInvest portfolio from investment manager Veris Wealth Partners. Please note: Since this portfolio is being sunset, the ending date for final performance shows 3/21/2024.
Women Invest Portfolio Performance Q1 2024
This portfolio is no longer available as of April 1, 2024. Visit theCharitable Investments page to see our current investment options.
The WomenInvest portfolio is allocated as depicted in the pie chart.
Click on the link below for an in-depth report on the investment performance of the WomenInvest portfolio from investment manager Veris Wealth Partners. Please note: Since this portfolio is being sunset, the ending date for final performance shows 3/21/2024.
This portfolio is no longer available as of April 1, 2024. Visit the
The income portfolio's purpose is to provide maximum grant distributions within a five-year time horizon. It is allocated as depicted in the pie chart.
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 for Q1 2024
This portfolio is no longer available as of April 1, 2024. Visit theCharitable Investments page to see our current investment options.
Click on the link below for an in-depth report on the investment performance of the income portfolio from investment manager Cambridge Associates.
This portfolio is no longer available as of April 1, 2024. Visit the
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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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.