How to buy mutual funds from Thrivent

We’re delighted you’re considering Thrivent Mutual Funds. No matter how you buy, we’re here to help you invest with confidence.

Buy online through Thrivent Funds

You can open an account and purchase funds right on our site.

Why buy online?

  • Set up an account starting with as little as $50 per month1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

 

Buy through a financial professional

Need more guidance? Ask your financial professional about Thrivent Mutual Funds.

Why work with a financial professional?

  • Receive investment help from an experienced professional.
  • Build a relationship through in-person meetings.
  • Get help planning for life’s goals such as saving and retirement.

Additional fees may apply, when working with a financial professional.

 

Buy through an investment account

Our funds can be purchased through other online brokerage platforms. Search for Thrivent Mutual Funds when making your selections.

Why buy through a brokerage account?

  • Add Thrivent Mutual Funds to investments within your existing portfolio.
  • Take advantage of your account to keep your investments in one place.

Additional fees may apply.

 


Not quite ready?

We want you to invest your money wisely and with confidence. Here are some other options that may help you.

 

Need more help?

Call or email us.
800-847-4836

M-F, 8 a.m. – 6 p.m. CT
Say “mutual funds" for faster service.
contactus@thriventfunds.com or,
Visit our support page

 

New accounts with a minimum investment amount of $50 are offered through the Thrivent Mutual Funds "automatic purchase plan." Otherwise, the minimum initial investment requirement is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts, minimum subsequent investment requirement is $50 for all account types. Account minimums for other options vary.

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INVESTING ESSENTIALS

Inspiring generosity with your Thrivent Funds

06/01/2021

06/01/2021

Giving back is an important value of Thrivent, as well as many of you. You can give back to causes you care about from your Thrivent Funds account in three ways:

1.     Donate shares of your Thrivent Funds to a charity of your choice.

You can gift a portion or all of your non-retirement account shares to a charity of your choice through a transfer of ownership (see the next section for retirement accounts). Not only will this help support a cause you care about, it may also provide you with potential tax benefits. That’s because you may be able to include the value of the shares you donate as a charitable deduction.*

To donate this way, you would need to complete the Change of Registration form (MF23432) with all account owners’ signatures. For interval funds, you’ll also need to include the Repurchase Offer Request form (MF29974).  If the charity you select does not have a Thrivent account, the charity will also need to complete a Business Entity Information form (MF23438) and the Transfer of Ownership Suitability form (26872). The charity may complete these forms on its own or, if you have a Thrivent financial professional, you may connect them with your financial professional.

2.     Direct your Required Minimum Distributions (RMDs) on retirement accounts to a charity of your choice.

In retirement, when you need to make required minimum distributions (RMDs) from your retirement account, you may choose to donate these distributions directly to charity. An RMD is the minimum amount of money you must withdraw each year from a tax-deferred retirement plan after you reach age 72 (or 70.5 if you were born before July 1, 1949). But anyone age 70.5 or over can elect a Qualified Charitable Distribution (QCD), although the QCD will count towards an RMD. Generally, you would be required to pay ordinary income taxes on those withdrawals. However, you may distribute up to $100,000 per year (even if that is more than your RMD) from an IRA directly to a charity and, by doing so, the amount does not need to be recognized as income for federal tax purposes.

To donate an RMD, you would need to complete the Qualified Charitable Distribution Request form (MF29998) for mutual funds. For interval funds, you would need to also include the Repurchase Offer Request form (MF29974).

3.     Donate fund shares as part of your estate plan.

As you think about your legacy and prepare an estate plan, it is possible to assign a charity as a beneficiary on your fund shares and potentially reduce taxes on your estate.*  This will direct your assets to a cause you care about upon your death and allow you to make a lasting impact. To assign a charity as the beneficiary, you would need to complete a Beneficiary Designation Request form (MF307).

With any of these options, you can use your gift to establish a donor-advised fund through Thrivent Charitable, which is a public charity. A donor-advised fund through Thrivent Charitable provides an efficient and strategic option for your charitable giving and may have tax benefits. Visit thriventcharitable.com for more details.


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* The information provided is not intended as a source for tax, legal, or accounting advice. Thrivent and its financial professionals do not provide tax, legal or accounting advice. Contact your attorney or tax professional for specific information regarding your individual situation.

Thrivent Charitable Impact & Investing, a separate legal entity from Thrivent, the marketing name for 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

 

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