Your Giving Goals Worksheet
Questions to Jumpstart Your Giving
Helping your client reflect on why they give and what charities they choose to support is an important first step and can serve as the framework for making more specific giving decisions.
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.
Charitable Gift Annuity Rates
Rates Effective July 1, 2020
InFaith Gift Calculator
Explore potential income payments and charitable deductions for income-producing gifts such as charitable gift annuities and charitable trusts.
Gift Illustration Request
Request a formal gift illustration of an income-producing gift for a prospective donor. Includes a personalized illustration, information, and application.
Giving Options Videos
This set of compliance-approved explainer videos describes the variety of giving options available through InFaith Community Foundation, including donor advised funds, bundling charitable gifts, qualified charitable distributions (QCDs) from IRAs, and more.
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.
Helping Your Clients Leave a Legacy
Barbara Hollis Shingler
Starting the Charitable Conversation
Clients Want to Talk about Generosity
Nancy Hansen
Tools to Grow Your Business
Thrivent 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.
InFaith Ads & Articles
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.