Insights

With our new investment options, you now have more choices when factoring your time horizon in giving and granting decisions. Your current clients may need guidance clarifying their goals and objectives for their donor-advised fund.

Clients can allocate charitable contributions to a donor-advised fund where they are invested to grow, and then direct them to charities of their choosing at a time of their choosing. They may receive a tax benefit for their donations, based on when and how they give.

As our partners in helping people experience the joy of generosity, we are pleased to share our expanded investment offerings are now available to your clients who open new charitable funds with us.

As you look to deepen relationships with clients and visit their financial plans in the new year, a charitable giving plan can be a key component of an overall financial strategy. It can also be the market differentiator you need to help retain and add new names to your client list.

What Tony Valazza has noticed in the decades he has served charitable clients is how common it is for them to think donating cash is the best approach. It’s only when he mentions their investments or other noncash assets that clients realize they can give so much more.

While generosity is the common denominator for donors Chuck and Barb, their equation has changed with guidance from Financial Consultant Alex Gonzalez in the decades since they began partnering with Thrivent Charitable.