Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.
Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.
A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
🌟 Action Team Spotlight: Serving with Purpose 🌟
This Thrivent Action Team highlights how Ann brought volunteers together during the LWML Convention to assemble 66 hair care kits—providing essential items and a meaningful boost of care and dignity to those in need.
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🎬✨ What an Incredible Day at the Movies! ✨🎬
Our Toy Story 5 event was a big success, with a great turnout across both Austin locations!
Thank you to everyone who joined us and generously donated toys and books for Upbring—making a meaningful impact in our community. 💙
We’re so grateful for your support and can’t wait to see you at our next event!
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When it comes to investing, even small missteps can make a big impact. ⚠️
The good news? These are avoidable. Learn what to watch for and how to invest more confidently: 👉 https://bit.ly/4cpFT8s
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Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back.
Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit.
See thrivent.com/social for important disclosures.
Membership
💙 The Power of Thrivent Membership 💙 Thrivent membership is more than financial services—it’s about living generously and making a real impact. As a member owned organization, Thrivent empowers its members with meaningful benefits, including opportunities to give back through Thrivent Action Teams®️, support causes they care about with Thrivent Choice®️, and access resources for life’s biggest moments. Together, members strengthen families, support communities, and put faith-based values into action—locally and beyond. Learn how membership helps turn good intentions into meaningful impact: 👉 https://www.thrivent.com/about-us/membership
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
We had a great time last Friday at Redeemer Church in Austin talking about how to spot scams before they happen!
Did you know?
🚩 If it sounds too good to be true—it probably is
🚩 Scammers often create a false sense of urgency to pressure quick decisions
🚩 Requests for gift cards, wire transfers, or payment apps are major warning signs
The more we know, the more we can protect ourselves and those we care about.
Thank you to everyone who joined us—we loved the great questions and conversations!
#StaySafe #FraudAwareness #AustinTX
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🎉 Congratulations to Melissa Knippa and Matthew Gilbertson, named 2025 Voices in Philanthropy (VIP) recipients by Thrivent Charitable! This honor reflects the generosity of their clients and HOH members who are creating meaningful change in our communities.
We’re also proud to celebrate Cathleen Wenger, recipient of The Impact Award, recognizing her outstanding impact as a total planner across South Texas.
Read the full article celebrating this year’s honorees: thriventcharitable.com/2025-VIPs
For important disclosures, see thriventcharitable.com/social
For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/4cVuu2j
Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage.
These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk
Boost your financial wellness—mind and wallet! Ready to get started? Sign up today.
David Blanchett and Michael Finke will share practical strategies and fresh perspectives on asset location, Social Security timing, and tax efficient withdrawals. You’ll learn how to adapt your plan to changing markets and feel confident about your financial future, with insights that go beyond the numbers to help you make smart, lasting decisions. https://connect.thrivent.com/arbors-financial-group/events
See thrivent.com/social for important disclosures.
✨ This is our moment. ✨
Thrivent’s 2026 Business Development Conference was a powerful reminder of why we do what we do—advice‑first excellence, deeper client impact, and growth with purpose. The momentum is real, and we’re building it together. 💙
#ThisIsOurMoment #Thrivent #AdviceWithPurpose
See thrivent.com/social for important disclosures.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
See thrivent.com/social for important disclosures.
Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk.
👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes.
If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss.
See thrivent.com/social for important disclosures.
If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.
Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
