Insights | Page 2 | Thrivent Charitable Impact & Investing
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The latest generosity resources to support you

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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Charitable Insights newsletter

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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Before FP Brittany Lawson began recommending charitable solutions to her clients, she wanted to learn more about the benefits of incorporating generosity into holistic financial plans. She and her husband established a donor-advised funds part of her due diligence, using appreciated stocks for their initial contribution. 

Veteran Financial Professional John Leavitt was with Thrivent for more than a decade before intentionally adding the charitable planning conversation to every meeting. Since doing so, he has helped his clients support the causes and charities closest to their hearts. He shares these insights on adding a charitable component to your practice.