Simplify your giving
The Index Portfolio simplifies your giving by helping you set a path and easily maintain your charitable fund while it grows. These offerings are a series of broadly diversified, low-cost funds with an all-index, fixed-allocation approach that may provide a complete portfolio in a single fund.
Charitable Investments: Index Portfolio
Learn more about our Index Portfolio
Within the Index portfolio, there are three fund options: the Vanguard LifeStrategy Growth Fund, the Vanguard LifeStrategy Moderate Growth Fund, and the Vanguard LifeStrategy Income Fund.
Watch the video,download the quarterly performance report and scroll down for additional information on each option.
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- 80% Global public equity
- 20% Fixed income
- Benchmark: 80/20 equity/fixed income
- Expense ratio: 0.14%
- Time horizon: 7 or more years
- 60% Global public equity
- 40% Fixed income
- Benchmark: 60/40 equity/fixed income
- Expense ratio: 0.11%
- Time horizon: 5 to 7 years
- 20% Global public equity
- 80% Fixed income
- Benchmark: 20/80 equity/fixed income
- Expense ratio: 0.11%
- Time horizon: 3 to 5 years
- 100% U.S. Government securities
- Expense ratio: 0.11%
- Time horizon: 0 to 2 years
Donors must itemize deductions to receive a charitable income tax deduction. Charitable giving can result in tax, legal and financial consequences. Thrivent Charitable Impact & Investing® does not provide legal, accounting or tax advice. Consult your attorney or tax professional.
While diversification can help reduce market risk, it does not eliminate it. Diversification does not ensure a profit or protect against loss in a declining market. Investing involves risks, including the possible loss of principal.
Performance results will include Thrivent Charitable administrative fees and may differ from the results of the underlying fund.
While diversification can help reduce market risk, it does not eliminate it. Diversification does not ensure a profit or protect against loss in a declining market. Investing involves risks, including the possible loss of principal.
Performance results will include Thrivent Charitable administrative fees and may differ from the results of the underlying fund.