Charitable Advisor Tools | InFaith Community Foundation

Tools & Resources

Helping Financial Professionals Build Charitable Business

Tools to Share InFaith with your Clients

Gift Calculator

Explore potential income payments and charitable deductions for income-producing gifts such as charitable gift annuities and charitable trusts. 

Launch Gift Calculator

Request Illustration

Gift Illustration Request

Request a formal gift illustration of an income-producing gift for a prospective donor.  Includes a personalized illustration, information and application.

Request Gift Illustration

Charitable Gift Annuity Rates

July 1, 2018 and thereafter rates - Download Now

2012 to June 30, 2018 rates - Download Now

Charitable Seminar Presentations

InFaith is excited to offer four presentations to share with your clients and prospects, either one-on-one or in a larger group setting.

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InFaith Infographic

A visual overview of InFaith Community Foundation.

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Thrivent Financial Hearsay Social Media Program

Are you a Thrivent financial professional looking for pre-written and designed social media posts about InFaith or other Thrivent products? Consider joining Hearsay, Thrivent's Field Social Media Program. InFaith loads posts for your use into the system monthly.

more information

short introduction to the program

InFaith Advertisements

InFaith offers seven advertisements for financial professionals to help grow their charitable business in the community. Each advertisement is Thrivent compliance-approved and fillable with your name and contact information.

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InFaith Insights

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

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Resources to Start 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.

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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.). 

View Webinar Recording

Jumpstart Your Giving: The Simple Way to Get Started

A quick, 15-minute exercise to help donors begin thinking about their giving goals and wishes.

This resource is currently being updated. If you would like to request a copy, please call InFaith.

Creating Your Focused Giving Plan

A longer, more in-depth version of Jumpstart Your Giving. Take a deep dive into the core values reflected in your giving.

This resource is currently being updated. If you would like to request a copy, please call InFaith.

Helping Your Clients Leave a Legacy

Barbara Hollis Shingler

Starting the Charitable Conversation

Clients Want to Talk about Generosity

Nancy Hansen