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Voices in Philanthropy (VIP) Recipient
We are honored to receive the 2024 Voices in Philanthropy recognition from Thrivent Charitable. Thank you to our members who live out their values by creating the change in their communities and the world that matters most to them.
Join us in reading the full news article, announcing this year’s honorees: 2024 Voices in Philanthropy
2024 VIP recipients
This honor is given annually to top advisors from Thrivent and its affiliates who met a set of minimum requirements* resulting in the highest value in clients’ charitable gifts in each Advisor Group and the Thrivent Advisor Network in 2024.
*Thrivent Charitable Voices in Philanthropy (VIP) recognizes the top 10 financial advisors from each Thrivent Advisor Group and the Thrivent Advisor Network who facilitate at least $100,000 in current or deferred gifts to Thrivent Charitable in the calendar year.
Thrivent Charitable Impact & Investing® 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 advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.
Together, we can explore how you can:
- Build emergency savings and manage debt.
- Protect your financial future.
- Save and prepare for income in retirement.
- Explore tax-efficient ways to manage your money.*
- Ensure a smooth and fair transition of your business with business continuation planning.
- Invest in your most valued business asset; your employees.
- Give to causes that matter to you.
- Fusion of finance and faith.
- and so much more...
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Location
Jensen Beach Office
- Phone:
- 772-408-0771
- Fax:
- 772-408-0776