Charitable Advisor Tools | InFaith Community Foundation

Tools & Resources

Helping Financial Professionals Build Charitable Business

Tools to Share InFaith with your Clients

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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

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Charitable Gift Annuity Rates

July 1, 2018 and thereafter rates - Download Brochure

2012 to June 30, 2018 rates - Download Brochure

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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.

View seminars available

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InFaith Infographic

A visual overview of InFaith Community Foundation.

Download Infographic

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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.

Explore the program

Read a short introduction to the program

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InFaith Advertisements

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.

View the advertisements

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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.

Learn more about InFaith Insights

Resources to Start the Charitable Conversation

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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 Charitable Fact Finder

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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.) 

View Webinar Recording

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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.

download the worksheet

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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.

download workbook

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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