Financial Reps | InFaith Community Foundation

For some of Financial Consultant Sabrina Fay’s charitable clients, the ‘now normal’ has added a sense of urgency to their giving. The CARES Act provides an opportunity for Sabrina to assist those clients who want to make an even greater impact now.

When meeting with her clients, financial professional Jennifer Cords emphasizes the effectiveness of a Donor Advised Fund. By helping her clients put their charitable plans in place, they're able to support the charities closest to their hearts, even in a time of uncertainty.

Craig recommended his client make a beneficiary proceeds gift to InFaith Community Foundation. Being strategic about timing the gifts will save her income taxes and taxable gains, and allow her to provide about $7 million to several causes related to animal and human rights, locally and globally, upon her death. 

Each year as part of InFaith Community Foundation’s Financial Professional Recognition Program, InFaith honors Thrivent Financial professionals who provide exemplary service to donors as they put their faith and values into action through charitable giving. 

As we continue to serve you and your clients, InFaith has created additional resource videos on popular giving strategies including gifts of life insurance, charitable gift annuities and bequests & beneficiary proceeds

Michael Fleming believes he’s paying it forward every time he talks to other Thrivent financial professionals about InFaith Community Foundation. A veteran FP took Michael under his wing about 19 years ago and introduced the young rep to InFaith. “He wanted to help me grow and invited me to a workshop featuring InFaith,” Michael says. The more he learned, the more he wanted to help clients with their charitable planning.

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. 

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