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.
Gift Illustration Request
Request a formal gift illustration of an income-producing gift for a prospective donor. Includes a personalized illustration, information and application.
Charitable Gift Annuity Rates
Rates Effective January 1, 2020 - Download Brochure
July 1, 2018 and thereafter rates - Download Brochure
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.
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.
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.
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.
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.
How to Start the Charitable Conversation with Clients - Webinar
- Introducing the topic of charitable planning
- How to introduce InFaith and our relationship with Thrivent Financial
- How to identify charitable prospects
- When to bring up the topic (within existing conversations like transfer of wealth, estate planning, etc.)
Your Giving Goals: Questions to Jumpstart Your Giving Plan
A small selection of questions from Set Your Course Well, Your InFaith Giving Plan. Reflecting on why you give and what charities you choose to support is an important first step and can serve as the framework for making more specific giving decisions.
Set Your Course Well: Your InFaith Giving Plan
The steps and questions in this guide were created to help donors articulate their beliefs so their giving has the clarity needed to achieve charitable goals and have lasting impact.
Helping Your Clients Leave a Legacy
Barbara Hollis Shingler
Starting the Charitable Conversation
Clients Want to Talk about Generosity
Nancy Hansen