News & InFaith Insights | InFaith Community Foundation

News & InFaith Insights

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InFaith Insights is a monthly e-newsletter for financial professionals. Each month InFaith Insights explores concepts and resources you can use to build your charitable business with your clients and it's free to sign up.

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Charitable Solutions to Bring into 2021

As you develop your 2021 business plan, Wealth Advisor Holly Mathiesen suggests a variety of solutions to support your charitable conversations with clients.

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Money

As you develop your 2021 business plan, Wealth Advisor Holly Mathiesen suggests a variety of solutions to support your charitable conversations with clients.

What are your charitable giving goals for 2021? Read more to learn how you can put your plans in place now and have a great start to the year.

Financial Consultant David Kratz has been sharing ideas with his clients for 35 years. One concept that many of his clients find especially meaningful is including family in their charitable planning decisions. That was the intent of David’s clients who recently established a donor advised fund at InFaith Community Foundation. 

By giving a charitable life insurance policy to her donor advised fund, InFaith donor Diane Jaeger accomplished her giving dream of supporting her church.

When Nathan Mahnke’s client revealed her dream to donate a million dollars to the church founded by her grandparents, tax efficiency was not on her mind. Then the Thrivent financial consultant explained how she could realize her dream and benefit from a significant annual tax deduction.

The following Q3 market update provides context for the investment performance of your charitable assets at 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.

With support from an InFaith donor, the University of Wisconsin-Madison is making scientific strides to discover a possible prevention of Type 1 Diabetes.

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

Constance is pursuing her Master's of Divinity with a goal of becoming a hospice or trauma chaplain to serve her community.

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