Keith Mason - Thrivent

Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.

To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.

Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.

Explore your options for donating through your will: https://bit.ly/4nkZ47d

You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/4g9R3l2

While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.

Consider these charitable giving strategies: https://bit.ly/3IZ1x9f

A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.

A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.

Find out more: https://bit.ly/4hmPFKV

Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.

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There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Top 7 charitable giving strategies: Maximizing tax benefits and impact Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and how they can help you support the causes you care about in a tax-efficient way.

Wishing you and your loved ones a safe and relaxing Labor Day.

Whether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇

How to invest for retirement: Account types & strategic moves Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.

Alignment is about managing money well and understanding each other. When couples talk openly about values and long-term goals, financial trust grows.

In this episode of Money Insights with Ericka Young, author and financial educator, Thrivent explores why alignment matters far beyond the numbers. Watch the full interview here: https://bit.ly/4kZezCb