Your Legacy: Family, Church, Charity

Your Legacy: Family, Church, Charity

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A More Than Money Matters® workshop

Why we’re here

Giving is important:

• It’s personal.

• It’s possible.

We’ll introduce options and ideas to help ensure your legacy is carried out as you intended.

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Giving is inspired by generosity

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How do you express your generosity?

01Spontaneously


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02Intentionally



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03Strategically/planned



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Planned giving

Provides for:

• Family and beneficiaries.

• Churches.

• Charities/causes.

Thrivent Pyramid

The Thrivent pyramid provides a frameworkto help you achieve your financial goals.

Protection

Accumulation

Distribution

Legacy

Protection

Accumulation

Distribution

Legacy


• I need to be rich, old or both.

• It will reduce what I leave for my heirs.

• I can’t change it once my plans are made.

• It will happen when I die.

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Planned giving misperceptions


Planned giving features

• May be able to give more.

• Can give an asset other than cash.

• Create opportunities to involve family and future generations.

• Ensure your kids’ or grandkids’ benefits.

• May be able to take advantage of tax benefits.

• Have options to receive ongoing income payments.


Planned giving strategies

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• Gifts of cash or other assets.

• Beneficiary proceeds.

• Charitable gift annuities.

• Gifts of life insurance.

• Charitable trusts.

• Donor-advised funds.

• Will or trust bequests.

• Qualified distributions from IRAs.



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Jeanne’s solution

Charitable gift annuity:

• Provides income while living.

• Benefits church foundation after her passing.


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Athena andHenry’s solution

Charitable trust anddonor-advised fund:

• Athena and Henry receive quarterly trust payments.

• Their kids will receive income tax-free inheritance from insurance.

• Charities receive ongoing support from the trust’s remainder upon their death.


• Reduce uncertainty about what tomorrow brings.

• Ensure your values are reflected in your plan.

• Enable you to give a more significant gift.

• Help ensure a reliable source of income in retirement.

• Take time to consider ways to reduce taxes.

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Why act now?


Live a legacy


Assemble a team

• Financial professional

• Attorney

• Tax professional

• Family


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Your generosity in action


Charitable Impact & Investing™ offerings

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Makes giving possible by providing:

• Range of options to give in ways that match your values and financial situation.

• Flexibility to support favorite charities at times of your choosing.

Check national ratings from ratings agencies such as Charity Navigator and GuideStar.

• Centralized giving, invested to maximize charitable support.

• Potential income tax benefits.

Thrivent Charitable Impact & Investing™, a separate legal entity from Thrivent Financial for Lutherans, is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable Impact & Investing works collaboratively with Thrivent and its financial professionals.



Customized strategy session


Documents

Your Legacy: Family, Church, Charity