Insights
The latest generosity resources to support you
What is charitable planning and how can you incorporate it into your practice? Learn more in this seminar presentation for financial professionals.
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Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. Subscribe to our free e-newsletter by filling out the form below. You will receive an email confirmation of your enrollment.
Most Recent Issues
Life Insurance Extends Clients’ Generosity Goals.
While generosity is the common denominator for donors Chuck and Barb, their equation has changed with guidance from Financial Consultant Alex Gonzalez in the decades since they began partnering with Thrivent Charitable.
Real estate donations: making the complex simple.
It’s one thing for your clients to consider donating real estate to charity. And it’s another thing to make it happen.
We recently collaborated with a retired couple who were ready to sell but decided to donate instead.
We recently collaborated with a retired couple who were ready to sell but decided to donate instead.
Noncash donations create decades-long relationships.
Are you looking for a reason to meet with clients in the coming months not related to turbulent markets? Consider starting conversations with them about donating noncash assets. The tax advantages could be significant, and their generosity amplified.
Endowment Funds: Plant seeds and watch them blossom.
When Financial Consultant Josh Langholz was just getting started nearly 30 years ago, his father made a comment, which stuck with him to this day.
Veteran FA offers 4 charitable conversation starters.
Incorporate charitable planning into your practice for 20 years, and you’re bound to learn a few lessons to share with colleagues. That’s the case for Jonathan Behnken whose advice may help you meet the needs of your clients.
Talk less, listen more:
building charitable relationships
Though Financial Consultant Bryan Schmeling has been with Thrivent for 17 years, it is only in the last five years he made charitable planning a cornerstone of his practice. Doing so opens doors the Voices in Philanthropy-Hall of Honor* member never knew existed.
Life Insurance Extends Clients’ Generosity Goals.
While generosity is the common denominator for donors Chuck and Barb, their equation has changed with guidance from Financial Consultant Alex Gonzalez in the decades since they began partnering with Thrivent Charitable.
Real estate donations: making the complex simple.
It’s one thing for your clients to consider donating real estate to charity. And it’s another thing to make it happen.
We recently collaborated with a retired couple who were ready to sell but decided to donate instead.
We recently collaborated with a retired couple who were ready to sell but decided to donate instead.
Noncash donations create decades-long relationships.
Are you looking for a reason to meet with clients in the coming months not related to turbulent markets? Consider starting conversations with them about donating noncash assets. The tax advantages could be significant, and their generosity amplified.
Endowment Funds: Plant seeds and watch them blossom.
When Financial Consultant Josh Langholz was just getting started nearly 30 years ago, his father made a comment, which stuck with him to this day.
Veteran FA offers 4 charitable conversation starters.
Incorporate charitable planning into your practice for 20 years, and you’re bound to learn a few lessons to share with colleagues. That’s the case for Jonathan Behnken whose advice may help you meet the needs of your clients.
Talk less, listen more:
building charitable relationships
Though Financial Consultant Bryan Schmeling has been with Thrivent for 17 years, it is only in the last five years he made charitable planning a cornerstone of his practice. Doing so opens doors the Voices in Philanthropy-Hall of Honor* member never knew existed.