Expanded investment offerings now available
We heard from you—our donors—that you wanted more choice and clarity in how your charitable gifts are invested. This expansion of offerings has been designed for you. Our investment options and how we invest honors your generous commitment by amplifying your gifts to help you make the change that matters most to you.
With more choices to align with your values and financial goals, our new expanded investment offerings span from low-cost index funds to actively managed asset allocation funds designed to fit your individual investing preferences, time horizon and risk tolerance.
The new investment options are managed by highly experienced, reputable firms with long-standing track records as fund managers. The fund managers include Cambridge Associates, Thrivent Mutual Funds and Vanguard Group. The chart below summarizes the new offerings:
During April, we moved your charitable assets from our Mission Growth, Core Growth, WomenInvest and Income Portfolios—all of which are sunset—into one of our new offerings. Please note, we took great care to map your charitable assets into the new offering which best matched your previous selection (like to like). You can see the new allocation on your
Performance results will include Thrivent Charitable administrative fees and may differ from the results of the underlying fund.