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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

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.

Kathryn Ulvilden Moen’s lifelong passion for music was evident throughout her St. Paul, Minn. home. A cello sat in her living room, bookshelves held stacks of sheet music and a set of organ pipes eight feet high made up an entire wall.

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.

It is with great joy that we share our 2018 annual report: ALIGNED.

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.

On Tuesday, January 15, 2019, National Public Radio's (NPR) Marketplace Morning Report included a segment on the rise in popularity of Gender-Lens Investing. Veris Wealth Partners, investment advisor to the WomenInvest inFaith portfolio, is quoted. Click on the "play" arrow in the blue bar to listen to the recording.

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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