One of the simplest ways to make a charitable gift is to designate Thrivent Charitable as beneficiary of an IRA, tax-sheltered annuity, or 401(k) or 403(b) plan.
Beneficiary proceeds directed to charity are not subject to income or estate taxes, typically referred to as “double tax”, providing significant tax advantages to the giver and their family. These assets may also be used to fund a charitable remainder trust at death to benefit a spouse or the family.
When a donor names Thrivent Charitable beneficiary of specific assets, he/she enjoys some flexibility and simplicity in giving, including the ability to:
Our team of charitable gift planners utilizes deep charitable expertise to expand your clients' options and help meet their giving goals. Our collaborative approach will allow you to maintain your current client relationships while we provide the most relevant advice that aligns with your clients' financial priorities.