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Time for a mid-year check up

Beat the year-end rush
As we approach mid-year, it’s a perfect time to speak to your clients about their charitable giving plans. We can help ensure your clients are making the change in the world that matters most to them, realizing their generosity goals and understanding potential tax efficiencies for 2024.

Did you know almost everyone has the ability to make a planned gift? However, only around 37% of Americans know about their ability to give during their lifetime or provide support after their death. This is a missed opportunity for your clients to support the charities and causes they cherish. (Source:

Together with Thrivent Charitable, you can help your clients develop a giving plan designed to match their charitable interests and financial circumstances. This kind of generosity can be implemented now or in the future. Mid-year is an ideal time to check in with clients on this important part of an overall financial strategy.

What is planned charitable giving
Each client chooses to give in different ways and times. We've defined three main categories of giving:

  • Spontaneous giving is typically spur of the moment and donations are smaller. Examples include disaster relief efforts and neighbors in need.
  • Intentional giving includes donations made on a regular basis. Examples include giving to your church or other favorite charities.
  • Planned giving is part of an overall financial strategy and has the potential to amplify your clients' generosity. 

Questions to ask your client as part of mid-year review

  • Have you or will you receive any unanticipated income (bonus, inheritance, etc.) that may impact your year-end tax situation? 
  • Have you met your charitable giving goals for the year? 
  • Are you aware of how a donor-advised fund works and how it helps you simplify your charitable giving? 
  • If you could give more efficiently to your charities of choice, would that be of interest to you?

Contact our team of expert gift planners for additional assistance including charitable planning in your mid-year check ups.