This presentation introduces Thrivent Charitable and outlines the benefits of incorporating charitable planning into an overall financial strategy. Giving examples illustrate how Thrivent Charitable’s giving solutions are created based on clients’ financial circumstances and charitable interests.
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This module shares information about the potential tax advantages through charitable giving and can be added on to the You're invited: Give Now, Give Later, Give & Receive seminar presentation.
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This module shares information on gifts of qualified charitable distributions (QCDs) and can be added on to the You're invited: Give Now, Give Later, Give & Receive seminar presentation.
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This presentation is used for events hosted by Thrivent Member Networks (TMNs) and other fraternal groups to introduce clients to the benefits of incorporating generosity into their holistic financial plans.
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We offer two presentations on endowment funds: one for committee members and one for endowment fund supporters. Both presentations explain how churches and nonprofits may benefit from a flexible endowment solution as well as the variety of giving options available to supporters of the fund.
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Presentation tips
- Please familiarize yourself with each presentation before sharing it with your clients and prospects. Information on the accompanying slides provides a script for your reference.
- Following up on your mailed or emailed invitation(s) with a phone call helps improve seminar attendance. Contacting clients and prospect after the seminar also improve the likelihood of them taking action on their charitable goals.