Thanks, Ted
Contag!
Ted Contag, Senior Financial
Planner at the Hopkins office of Thrivent Financial for Lutherans, enthuses
when he explains how he has helped people have more money - and, at the same
time, give away more money -- than they ever thought possible. His track
record is impressive.
Many of Ted's clients, all
members of Thrivent Financial, seek his advice in creating financial plans,
in planning for their retirement and in establishing their end-of-life
philanthropy. He says that many clients are surprised to learn of innovative
ways that they can leave large bequests to their families as well as to
organizations whose work they support.
"People who have children want
to make sure that the children and grandchildren are remembered," Ted
explained, "but often they have the potential to give substantial amounts of
their assets to benefit their community and organizations they respect. More
often than not, they can achieve both objectives."
Mary Ella Pratte, an LSS major
gifts officer, said that Ted has become an important part of LSS'
philanthropic network.
"When people want to set aside
funds to support programs for youth and families, for seniors or for people
with disabilities, Ted will often suggest that they consider Lutheran Social
Service," Mary Ella said. "He knows our services and can recommend them from
first-hand knowledge. His clients appreciate the home work he has completed,
and the value of his suggestions."
After the referral is made, then
it's up to the LSS staff to share information about LSS with the prospective
donors. If they find that their donations will make a difference in people's
lives, they welcome the opportunity to be of help and, in so doing,
demonstrate their values. "Often, Ted shows them how to make their
philanthropy bigger than they ever imagined," Mary Ella admired.
Ted Contag can be reached at
Ted.Contag@thrivent.com
