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.
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.
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 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 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.
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.
InFaith Infographic
A visual overview of InFaith Community Foundation.
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 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.
Sharing Your Good Fortune
A Thrivent & InFaith co-branded piece for clients that explains different giving styles and ways to give through InFaith.
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.
InFaith Reports
2017 Annual Report
Investment Report & Policies
Brochures for Individual Giving
Your Values. Your Giving.
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.
Create your Charitable Fund
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
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
Charitable Fund Options at InFaith
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
Giving Later, Upon Death
Leveraging an Annuity with Life Insurance
Life Estate Reserved
Roth IRA Conversion & Charitable Giving
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.
Real Estate Questionnaire
For clients who are making a gift of real estate.