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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Most Recent Issues
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.’
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.
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.
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.
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.’
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.
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.
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.