Charitable investments

Our investment options are led with the Thrivent Charitable Impact Fund™ (Impact Fund). The fund’s investment strategy focuses on high-performing enterprises that help heal, support or advance our neighbors and our world.

With the Impact Fund, your investment works every day—through products, services and solutions—helping you intentionally use the gifts God has given you to create a better world. And you can multiply your service to humanity through your grants.

• 75% Public & private equity
• 5% Opportunistic diversifying strategies
• 20% Fixed income and cash

Our Impact Fund is actively managed and globally diversified for donors seeking a competitive financial return alongside net positive social and environmental impacts over the long term. The fund has exposure to public and private assets.

• Investment manager: Cambridge Associates
• Benchmark: 80/20 equity/fixed income
• Time horizon: 7 or more years

Thrivent’s experienced investment managers build allocations and look for the right opportunities to help the portfolio stay consistent with its objectives. With the Thrivent portfolio you can harmonize your financial and giving goals.

These actively managed funds are made up of stocks and bonds from different sectors, regions and styles—together in a single fund—helping to reduce risk. The funds, each with a different allocation, target various risk-based objectives.

Thrivent Moderately Aggressive Allocation Fund (TMAFX)

• 80% Global public equity
• 20% Fixed income

This actively managed and globally diversified mutual fund is for donors with a long-term investment time horizon of seven years or more and a moderately high risk tolerance. The fund invests across all major equity and fixed income sectors and styles by investing in a combination of other equity and fixed-income funds managed by Thrivent Mutual Funds.

• Investment manager: Thrivent Mutual Funds
• Benchmark: 80/20 equity/fixed income
• Expense ratio: 0.89% Time horizon: 7 or more years

Thrivent Moderate Allocation Fund (TMAIX)

• 65% Global public equity
• 35% Fixed income

This actively managed and globally diversified fund is for donors with an investment time horizon of five years or more and a moderate risk tolerance. The fund invests across all major equity and fixed-income sectors and styles by investing in a combination of other equity and fixed-income funds managed by Thrivent Mutual Funds.

• Investment manager: Thrivent Mutual Funds
• Benchmark: 65/35 equity/fixed income
• Expense ratio: 0.79%
• Time horizon: 5-7 years

Thrivent Income Fund (LBIIX)

• 100% Fixed income

This actively managed fund invests primarily in investment grade corporate bonds, government bonds, asset-backed securities and mortgage-backed securities. The fund is for donors with an investment time horizon of three years or more and a moderately conservative risk tolerance.

• Investment manager: Thrivent Mutual Funds
• Benchmark: 100% fixed income
• Expense ratio: 0.46%
• Time horizon: 3-5 years

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.

Vanguard LifeStrategy Growth Fund (VASGX)

• 80% Global public equity
• 20% Fixed income

This globally diversified index fund is for donors with a long-term investment time horizon of seven years or more and a moderately high risk tolerance. The fund invests across all major equity and fixed income sectors and styles via a combination of other equity and fixed income funds managed by Vanguard.

• Investment manager: The Vanguard Group
• Benchmark: 80/20 equity/fixed income
• Expense ratio: 0.14%
• Time horizon: 7 or more years Vanguard

LifeStrategy Moderate Growth Fund (VSMGX)

• 60% Global public equity
• 40% Fixed income

This globally diversified index fund is for donors with an investment time horizon of five years or more and a moderate risk tolerance. The fund invests across all major equity and fixed-income sectors and styles via a combination of other equity and fixed-income funds managed by Vanguard.

• Investment manager: The Vanguard Group
• Benchmark: 60/40 equity/fixed income
• Expense ratio: 0.13%
• Time horizon: 5-7 years

Vanguard LifeStrategy Income Fund (VASIX)

• 20% Global public equity
• 80% Fixed income

This managed and globally diversified index fund is for investors with an investment time horizon of three or more years and a modest risk tolerance. The fund invests across all major equity and fixed-income sectors and styles via a combination of other equity and fixed-income funds managed by Vanguard.

• Investment manager: The Vanguard Group
• Benchmark: 20/80 equity/fixed income
• Expense ratio: 0.11%
• Time horizon: 3-5 years

Vanguard Federal Money Market Fund (VMFXX)

• 100% U.S. Government securities

This Vanguard government money fund is for donors with a short-term investment time horizon and a conservative risk tolerance. The fund’s investment objective is to provide current income while maintaining liquidity and a stable $1.00 share price. The fund invests in U.S. government securities and/or repurchase agreements that are collateralized solely by U.S. government securities.

• Investment manager: The Vanguard Group
• Expense ration: 0.11%
• Time horizon: 0-2 years