Financial Reps | InFaith Community Foundation

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.

Will you give more or less in retirement? That’s the question Wealth Advisor Kent Jensen, who was recently named to InFaith's VIP-Hall of Honor, asks clients to inspire their charitable planning.

Thrivent Financial professionals make a difference when it comes to charitable giving.

Michelle Clary, CEO and Senior Wealth Advisor of Piton Wealth, Kennewick, Washington, will join the Board of Directors of InFaith Community Foundation in February of 2019.

In December, veteran financial consultant Shawn Taylor met with a long-time client who came to his office to double check beneficiaries. A widower for about a year, the man mentioned he was thinking of donating money. With Shawn’s recommendation, the client established a donor advised fund at InFaith Community Foundation that day.

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