Starting the Charitable Conversation
Charitable Fact Finder
Questions for your clients including financial security, values, charitable interests, and tax considerations. Based on the responses, InFaith can help you create a charitable giving plan for your client that matches their needs and interests.
How to Start the Charitable Conversation with Clients - Webinar
- Introducing the topic of charitable planning;
- How to introduce InFaith and our relationship with Thrivent;
- How to identify charitable prospects; and
- When to bring up the topic (within existing conversations like transfer of wealth, estate planning, etc.).
Sharing Your Good Fortune
A Thrivent & InFaith co-branded piece for clients that explains different giving styles and ways to give through InFaith.
If you're a Thrivent Financial Professional, this piece can be found on the Sales Literature page of FieldNet and on Storefront under the "Charitable Giving" category, or by searching the product number 32085.