Resources to grow your charitable business
Charitable fact finder
Help your client create a charitable giving plan by starting with these questions regarding their financial security, values, charitable interests, and tax considerations.
Gift calculator
Explore potential income payments and charitable deductions for income-producing gifts such as charitable gift annuities and charitable trusts.
Gift illustration request
Request a formal gift illustration of an income-producing gift for your client.
Charitable seminars
Utilize these seminar presentations to share with your clients and prospects, either one-on-one or in a larger group setting.
Charitable gift annuity rates
Rates Effective July 1, 2020
Thrivent Hearsay social media program
Are you a Thrivent financial professional looking for pre-written and designed social media posts about charitable planning? Consider joining Hearsay, Thrivent's Field Social Media Program.
Step-by-step giving instructions: Give Now
Help your clients bring their generosity to life with gifts such as cash, stocks & mutual funds, qualified charitable distributions (QCDs), and real estate.
Step-by-step giving instructions: Give Later
These giving solutions allow your clients to make a larger gift upon their passing with assets such as life insurance, life estate reserved, bequests, and beneficiary proceeds.
Step-by-step giving instructions: Give & Receive
Charitable gift annuities, charitable remainder trusts/unitrusts, and testamentary charitable remainder trusts provide your clients with ongoing income payments. The remaining funds are directed to their favorite charities and causes.
Investment portfolios
Review investment performance and options
We are committed to long-term and effective investment strategies and transparent stewardship. Our investment portfolios are invested with sound stewardship to achieve at or above-market returns and expand charitable impact.
Connect with us
We make the process easy
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.
Thrivent Career FPs: Contact a gift planner Thrivent Advisor Network (TAN) Advisors: Contact a gift planner
From left to right: Cindy Aegerter, Ben Boline, Nikki Johnson, Greg Shamey