Charitable Advisor Tools | InFaith Community Foundation

Brochures, Product Sheets & Resources

‘Back Office’ Resource for Financial Professionals to Build Charitable Business

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.

SUBSCRIPTION INFORMATION & ARCHIVED ISSUES

Giving Solutions for Your Charitable Business

InFaith's team of gift planners present giving solutions for your charitable business, including:

  • Starting the Charitable Conversation
  • Donor Advised Funds & Bundling Gifts
  • QCDs
  • Gift Annuities

This video is being shared at this year's Thrivent Summer Academies.

For financial professional use only, not to be shown or distributed to the public.

Helping You 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 Fact Finder

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.

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.

Learn more

SalesForce - InFaith Generosity Indicator

For Thrivent financial professionals - the InFaith Generosity Indicator analyzes your clients to determine those most likely to give.  To access this report tool, or to check out tips and screen shots, log into SalesForce.

InFaith Fast Facts

Our invitation to you and your clients including fast facts about InFaith.

Download now

InFaith Infographic

A visual overview of InFaith Community Foundation.

Download now

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 six 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.

more information

Sharing Your Good Fortune

A Thrivent & InFaith co-branded piece for clients that explains different giving styles and ways to give through InFaith.

Download Now

If you're a Thrivent financial professional, this piece can be found on the Sales Literature page of FieldNet and on Storefront under the "Charitable Giving" category, or by searching the product number 32085.

Thrivent & InFaith Webinar

How Will Tax Reform Affect Charitable Giving?
InFaith, in partnership with Thrivent Financial, hosted a webinar on March 20 on how the new tax law may affect charitable giving to churches and faith-based nonprofits.

WEbinar recording

InFaith Reports

2017 Annual Report

Investment Report & Policies

Brochures for Individual Giving

Your Values. Your Giving.

Give now. Give later. Give & receive.

Give now. Give later. Give & receive.

This is designed to provide an overview of the many options available through InFaith. These options can be tailored to your charitable interests and financial circumstances through the flexibility of a donor advised fund.

Download now

Create your Charitable Fund

A workbook for starting your fund.

Download now or

Create a Fund Online

Donor Advised Fund Policies & Guidelines

Donor Advised Fund Policies & Guidelines

Defining Your Charitable Goals

The steps and questions in this guide were created to help each donor articulate their beliefs and desires so their giving has the clarity it needs to achieve charitable goals and have lasting impact.

This resource is currently being updated. If you would like a copy of this piece, please contact InFaith.

 

NON-ADVISED FUND POLICIES & GUIDELINES

NON-ADVISED FUND POLICIES & GUIDELINES

Brochures for Organizational Endowments

Growing Future Support

Create Your Endowment Fund

Organizational Endowment Guide

Endowment Giving Options & Benefits

Organizational Endowment Guide PowerPoint Presentation

InFaith's Endowment Program: Overview

Endowment Fund Policies & Guidelines

Additional Information - Giving Options & Benefits

Giving Options & Benefits

Giving Options & Benefits

Charitable Fund Options at InFaith

A Gift of Life Insurance

A Gift of Life Insurance

Charitable Gift Annuities

Charitable Gift Annuity Application

Charitable Gift Annuity Rates

2012 to June 30, 2018 rates - Download Now

July 1, 2018 and thereafter rates - Download Now

Charitable Remainder Trust  sheet

Charitable Remainder Trust

Giving Later, Upon Death

Giving Later, Upon Death

Leveraging an Annuity with Life Insurance sheet

Leveraging an Annuity with Life Insurance

Life Estate Reserved sheet

Life Estate Reserved

Roth IRA Conversion & Charitable Giving sheet

Roth IRA Conversion & Charitable Giving

Your Plan for Giving worksheet

Your Plan for Giving

InFaith Portfolio Allocation

Gifts of Qualified Charitable Distributions

Benefits of Giving Stocks & Mutual Funds

Complex Asset Donation Questionnaire

For clients who are making gifts which may require more information, such as closely-held stock, equipment, partnerships or companies.

Download now: fillable form

Download now: printed form

Real Estate Questionnaire

For clients who are making a gift of real estate.

Download now: fillable form

Download now: printed form