Financial Reps | InFaith Community Foundation

Financial professional Jean Greening has collaborated with InFaith Community Foundation for many years to provide a wide range of charitable solutions to her clients.

Through InFaith Community Foundation, financial professional Jeff Olinger helped his clients reach their retirement and charitable goals by establishing a charitable remainder unitrust. 

Like many financial professionals, Lauren Hutto likes to present her clients with choices when making recommendations. More often now, she includes charitable solutions in the options she offers. She recently took that approach with a retired couple she knows well from volunteering with them at her church’s bread ministry. They sold their home before moving into an assisted living facility and wanted to be smart with the $200,000 from the sale.

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.

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