Charitable Advisor Tools | InFaith Community Foundation

Tools & Resources

Helping Financial Professionals Build Charitable Business

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.

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RESOURCES TO START THE CHARITABLE CONVERSATION

InFaith's charitable fact finder sheet

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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Gift Annuity Rates Brochure

Charitable Gift Annuity Rates

Rates Effective July 1, 2020

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Diagram explaining how to set up a charitable fund.

InFaith Gift Calculator

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

Launch Gift Calculator

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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

InFaith Community

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.

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Donor Advised Funds Presentation Slide

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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Helping Your Clients Leave a Legacy

Barbara Hollis Shingler

Starting the Charitable Conversation

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Clients Want to Talk about Generosity

Nancy Hansen

Tools to Grow Your Business

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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.

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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.

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