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Investment allocation change request

As a donor/fund advisor you have the flexibility to recommend how your charitable fund is invested. Your fund can be invested in our long-term portfolios: the Core Growth Portfolio, Mission Growth Portfolio, or WomenInvest Portfolio. Or, depending on your fund type, you can invest all or a portion of your fund's allocation to the Income Portfolio to reduce or eliminate your fund’s investment in equities. To determine the right investment mix for your giving, consider your grantmaking goals:

  • What are your short-term or long-term grantmaking goals? Do you want to grant for 10 to 20 years or more, or pass advisement to future generations? Do you grant larger amounts within the next 2 to10 years?
  • How would short-term fluctuations in investment values affect your grantmaking plans?
  • Do you want all or a portion of your fund invested for financial and mission/social return?

Investment allocation request

Please use this form to request changes to your fund's investment allocation. Allocations are typically adjusted within 2 weeks of your request. You may change your investment allocation at any time.

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If you selected "Automatic annual grants (designated)", please select how you'd like your fund invested:
If you selected "Advise grants as I go (dynamic)", please select how you'd like your fund invested:
If you selected "Organizational endowment", please select how you'd like your fund invested:
I acknowledge and agree that my recommendation is advisory only and Thrivent Charitable Impact & Investing may, at its sole and absolute discretion, follow or decline to follow my recommendation and may change the investment of all or any portion of the assets in the fund. Upon acceptance of my recommendation, the investments will be administered in accordance with the investment policies and my investments are subject to normal market and interest rate fluctuation risks, and any gain or loss generated by the above investments will be reflected accordingly in the fund’s value.