What are Planned Gifts?

A Planned Gift is a donation to a charitable organization that requires thought and consideration. It is not a gift that one can generally make by reaching for their daily checkbook. A Planned Gift typically involves a discussion with a financial advisor, CPA, attorney, etc.

Planned Giving Options

Gifts that Create a Legacy

Bequests- Leave a specific amount or percentage of your estate to LFS in you Will:

  • You want to support Lutheran Family Services after your lifetime.
  • You want to make a gift while ensuring your family is taken care of first.
  • You would like an easy to establish gift that can be amended at any time.
  • You can receive estate tax relief.

Beneficiary- Designate LFS as your beneficiary on a number of insurance or retirement policies:

  • You want to support Lutheran Family Services after your lifetime.
  • You can use IRA and Retirement, Life Insurance Policies, or Insurance Annuity Beneficiaries.
  • You want an easy process which can be amended.
  • You can receive significant tax relief.

Gifts that Pay You Income

Charitable Gift Annuities- Make a gift to LFS and receive steady payments back to you in return:

  • You want to support Lutheran Family Services over the long term.
  • You will receive stable payments, unaffected by changes in the economy.
  • You are able to part with cash, stocks or other assets today while maintaining and possibly increasing income received from these assets.
  • You are nearing retirement and would like to arrange for an extra steady stream of payments to supplement other retirement income, either now or later.
  • You would like to receive income tax relief this year.

Charitable Remainder Trusts- Make a gift to LFS that provides you income in return:

  • You want to support Lutheran Family Services over the long run.
  • You would like more future income and a fixed rate which you can count on.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.

Gifts You Make Today

Property:

  • You can give your home, but live in it for the rest of your life!
  • You can give real estate, vehicles, art, or other gifts.
  • You can give stocks and other investments.

Resources

Bequest Intention Bequest Intention (86 KB)

Codicil to the Will Codicil to the Will (40 KB)



For questions or more information, please contact:

Tim Zeckser
800.579.9496 or 303.217.5838
tim.zeckser@lfsrm.org

 - or your Financial Advisor