DOWNLOAD BROCHURESDOWNLOAD BROCHURES

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REPORTS AND PUBLICATIONS REPORTS AND PUBLICATIONS


2012 Annual Report Giving Is Personal 


2012 Annual Report - Real Joy 

Profiles of Joy - The LCF's community newsletter.  Designed to share how donors, together and through the LCF, are spreading joy and changing lives. 
Profiles of Joy Donor Newsletter - Winter 2014 

Most recent Quarterly Investment Report 

 

DONOR ADVISED FUNDSDONOR ADVISED FUNDS

Your Partner in Giving - Designed to introduce the LCF and how it exists to help people give where they find their strongest connections. Your Values. Your Community. Your Own Giving. - Provides an overview of the options and benefits of giving through the LCF.  Designed to fit into a #10 envelope.  Ideal for larger audiences and mailing enclosures.

Your Partner in Giving

Your Values, Your Community, Your Own Giving

Ways to Give - Describes the full range of charitable options that can be used to make a gift through the LCF.
How to Establish Your Charitable Fund - The first step in making a charitable gift to the LCF.  Collects contact information and giving intentions from donors for the purpose of drafting a Fund Agreement.
Ways to Give:
Give Now, Give Later,
Give and Receive
Fund Workbook for Individuals:
How to Establish Your Charitable Fund

   

Suggested Charitable Gift Annuity Rates - Brochure of current gift annuity rates approved by the American Council on Gift Annuities

Charitable Gift Annuity Application
Charitable Gift Annuity Rates Charitable Gift Annuity Application
note: before accepting a gift annuity application, the foundation must first illustrate the intended gift.
   

ENDOWMENTS FOR ORGANIZATIONSENDOWMENTS FOR ORGANIZATIONS


Congregational Endowment Guide - A Thrivent Financial/LCF resource guide for organizations that are either considering an endowment fund or wish to renew commitment to an existing endowment fund.
Giving to Your Endowment - Details about the variety of gifts and tools people can use to support an organizational endowment fund.
Congregational Endowment Guide Endowment Giving Options

Growing Future Support - For Organizations - Provides an overview of teh LCF's endowment fund option -- how it works, the benefits and answers to frequently asked questions.

How to Establish Your Endowment Fund - Fund Workbook for Organizations - Collects contact information and endowment fund information from the organization for the purpose of drafting a Fund Agreement.
Endowments for Organizations: Growing Future Support Fund Workbook for Organizations:
How to Establish Your Endowment Fund
 
Bequest Toolkit - A guide to building your endowment with future gifts.
 
 Bequest Tool Kit  
   

PRODUCT SHEETSPRODUCT SHEETS

Charitable Gift Annuities - Describes the benefits of establishing a gift annuity at the LCF. Your Plan for Giving - designed to provide insight to the giving decisions reflected in your fund agreement. Your responses will also help guide the LCF and successor advisors to fulfill your giving intentions far into the future.
Charitable Gift Annuities
Your Plan for Giving

Charitable Remainder Trusts - Describes the benefits of establishing a charitable remainder trust at the LCF.

Charitable Life Insurance - Describes the benefits of giving life insurance through the LCF.
Charitable Remainder Trusts
Charitable Life Insurance


Roth IRA Conversion and Charitable Giving - details on how to use charitable giving to lessen tax impact of Roth IRA conversion.

 
Roth IRA Conversion and Charitable Giving - details on how to use charitable giving to lessen tax impact of Roth IRA conversion.
Giving through Beneficiary Proceeds, Wills and Trusts
Roth IRA Conversion &
Charitable Giving


Life Estate Reserved

 
Roth IRA Conversion and Charitable Giving - details on how to use charitable giving to lessen tax impact of Roth IRA conversion.
Life Estate
Reserved

Leveraging an Annuity with
Life Insurance for Family and Charity


Life Estate Reserved

 
Roth IRA Conversion and Charitable Giving - details on how to use charitable giving to lessen tax impact of Roth IRA conversion.
Donor Advised Fund - Designated

Donor Advised Fund - Dynamic

 
Life Estate Reserved
 
LCF Giving Options
 
   
   
   
   
   
   
It Adds Up
*Assumes single gift of $10,000, 5% grant distributions, 8.3% investment return, 1% administration fee and no additional gifts