Financial Reps | InFaith Community Foundation

A financial professional with Thrivent for five years, Brittany began working with InFaith in 2019. She believes InFaith complements her gifts as an FP. “My vocational ministry is to help people make good choices with their money and be more generous,” she says.

Veteran Financial Professional John Leavitt was with Thrivent for more than a decade before intentionally adding the charitable planning conversation to every meeting. Working with InFaith 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.

As 2019 comes to a close, your calendars are likely busy with last-minute appointments to help clients finalize their year-end financial decisions. In the interest of time, we have a list of quick ways that you can help your charitably-minded clients make the most of December. 

InFaith Community Foundation uses the ACGA recommended rates to determine the payout rate on a gift annuity contract. The American Council of Gift Annuities (ACGA) is lowering the recommended gift annuity rates, effective January 1, 2020. In general, the payout rates will be lowered by 0.3 to 0.5 percentage points, based on the donor age. 

Year-end is a popular season for giving. By partnering with InFaith Community Foundation, you can help your clients maximize their year-end charitable gifts using the following resources. 

To help you grow your charitable business, InFaith has created a set of explainer videos on popular giving strategies including donor advised funds, bundling charitable gifts and qualified charitable distributions (QCDs).

Bryan Schmeling is always learning. In his 13 years as a Thrivent Financial professional, he’s learned three big lessons.

In her first career as a banker, Kaylee St. Germain quickly noticed that farmers like to talk about saving on taxes. Now working as a Thrivent financial professional for the past four years, she’s noticed that InFaith Community Foundation’s mission resonates with the farming clients she serves, because they find joy in sharing their gifts.

Making charitable gifts that occur upon death is one of the easiest, and perhaps one of the most flexible ways that your clients can make a difference through charitable giving. Donors make these gifts through their will or living trust, or by making a charity the beneficiary of their IRA, 401(k) and 403(b) plans, annuities or other qualified assets to a donor advised fund.

Shortly after Isaac Taylor joined the financial services industry, he met his business partner, Tony Valazza. They immediately found common ground. As an InFaith VIP-Hall of Honor member, Tony introduced Isaacc to charitable planning. Together with InFaith, Tony and Isaac have been able to incorporate the benefits of real estate gifts into their conversations with clients.

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