News & InFaith Insights | Page 6 | InFaith Community Foundation

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.

Subscribe to InFaith Insights by filling out the form below. You will receive an email confirmation of your enrollment.

subscribe to Infaith Insights

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.

READ MORE

Money

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.

A message from Chris Andersen, InFaith Community Foundation's President & Executive Director on the 2018 President's Grant.

Merry Christmas from InFaith Community Foundation.

The Dr. Richard Hay Barkalow Fund was mentioned in the November 2018 issue of Living Lutheran. 

Pages