We offer a variety of presentations to share with your clients and prospects, either one-on-one or in a larger group setting. These presentations represent the original work of Thrivent. Any reproduction, in part or whole, can be done only with permission of Thrivent.
Your legacy: Family, church, charity
This presentation outlines the benefits of incorporating charitable planning into an overall financial strategy. Giving examples illustrate how charitable solutions are created based on your clients' financial circumstances, values and interests.
Growing future support for your organization
We offer two presentations on endowment funds: one for committee members and one for endowment fund supporters. Both presentations explain how churches and faith-based nonprofits may benefit from a flexible endowment solution as well as the variety of giving options available to supporters of the fund.
- Please familiarize yourself with each presentation before sharing it with your clients and prospects. Information on the accompanying slides provides a script for your reference.
- Following up on your mailed or emailed invitation(s) with a phone call helps improve seminar attendance. Contacting clients and prospect after the seminar also improve the likelihood of them taking action on their charitable goals.