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News & InFaith Insights

What's New at InFaith?

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 Giving & Tax Efficiency

Financial Consultant Nathan Mahnke shares how he helped his client realize her giving dreams and benefit from a significant annual tax deduction by giving a charitable life insurance policy to InFaith Community Foundation.

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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 like you as you put your faith and values into action through charitable giving.

The following Q1 market update provides context for the investment performance of your charitable assets at InFaith Community Foundation.

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.

In 2009, InFaith donors Ronnie & Marge set up The Alvin & Marie Memorial Fund to remember Ronnie’s parents, Alvin & Marie. The couple remains active in their giving journey by practicing generosity as a family to support the charities and causes closest to their hearts. 

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.

Mandy Tuong, President & CEO of InFaith Community Foundation, talked with "Your Money" host Kent Smetters about Donor Advised Funds on Channel 132 on SiriusXM, Business Radio Powered by The Wharton School. During their conversation, Mandy and Kent discuss the giving flexibility and charitable impact available through an InFaith donor advised fund.

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.

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

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