Insights | Thrivent Charitable Impact & Investing

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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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.

July 22, 2021

Six ways to introduce clients to charitable planning

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

May 10, 2021

Joint fieldwork brings expertise and tax advantages to clients

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

May 10, 2021

Charitable planning as a portfolio rebalancing tool

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.

May 27, 2021

Endowment funds: Giving for the future

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.