Professional meeting with client

Charitable planning fundamentals

What is charitable planning and how can you incorporate it into your practice? Learn more in this seminar presentation for financial professionals. 

Download seminar


Charitable Insights newsletter

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.

Subscribe to Charitable Insights  Archive issues

Most Recent Issue

Beat the year end rush

As we approach mid-year, it’s a perfect time to speak to your clients about their charitable giving plans. 

Read more

The American Council on Gift Annuities (ACGA) increased its recommended annuity rates effective July 1.  For most annuitants, age 70 or older, the new rates are .4%-.6% higher than before. This good news gives you a reason to connect with clients.

Financial consultant Katie Garber is quick to confirm it’s not ‘if’ she talks about charitable planning with clients, but ‘when.’

Toni Homann's partnerships with financial professional Steve Becker and Thrivent Charitable helped her clients accomplish their charitable goals by creating a gift annuity.

Highly appreciated stock can present your clients with both opportunities and challenges. Ryan Eckhardt and Anthony Spangler helped their clients offset tax obligations and rebalance their portfolios by including charitable planning in their financial strategies. 

Jimmy Moore has discovered a recurring theme when building relationships with churches and nonprofit organizations. Learn how Jimmy has incorporated Thrivent Charitable's endowment fund offering into his business.