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Insights

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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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Valuable Insights

Expanded Investment Offerings Now Available

As our partners in helping people experience the joy of generosity, we are pleased to share our expanded investment offerings are now available to your clients who open new charitable funds with us.

Charitable planning is your differentiator

As you look to deepen relationships with clients and visit their financial plans in the new year, a charitable giving plan can be a key component of an overall financial strategy. It can also be the market differentiator you need to help retain and add new names to your client list.

Stock donations: Looking beyond the checkbook balance

What Tony Valazza has noticed in the decades he has served charitable clients is how common it is for them to think donating cash is the best approach. It’s only when he mentions their investments or other noncash assets that clients realize they can give so much more.

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.

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.

Expanded Investment Offerings Now Available

As our partners in helping people experience the joy of generosity, we are pleased to share our expanded investment offerings are now available to your clients who open new charitable funds with us.

Charitable planning is your differentiator

As you look to deepen relationships with clients and visit their financial plans in the new year, a charitable giving plan can be a key component of an overall financial strategy. It can also be the market differentiator you need to help retain and add new names to your client list.

Stock donations: Looking beyond the checkbook balance

What Tony Valazza has noticed in the decades he has served charitable clients is how common it is for them to think donating cash is the best approach. It’s only when he mentions their investments or other noncash assets that clients realize they can give so much more.

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.

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.