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, 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.
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From left to right: Cindy Aegerter, Ben Boline, Nikki Johnson, Greg Shamey