Insights | Thrivent Charitable Impact & Investing
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. 

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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.

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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. 

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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.