FINANCIAL REPRESENTATIVESFINANCIAL REPRESENTATIVES

The Lutheran Community Foundation works with Financial Representatives to create charitable solutions for individuals, congregations and organizations. We can help you expand services to your clients and open up new sales opportunities.

Tools and Resources for Financial Representatives

Field News

Charitable News for Financial Representatives
Topics: Engage Clients with GiftStory - Option for Early Retirement Income - Personal Charitable Training, more...
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Tools and Resources for Financial Representatives

Tools and Resources for Financial Representatives

Online tools and resources for Financial Representatives to explore charitable giving for their clients include the Giving Options Tool, Gift Calculator, Donor Video, and Charitable Seminars.
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IRS Appraisal Required for Some Insurance Gifts

IRS Appraisal Required for Some Insurance Gifts

The IRS now requires an independent qualified appraisal for all non-cash charitable gifts of $5,000 or more. These “non-cash gifts” include life insurance made through absolute assignment to a charity, such as the Lutheran Community Foundation.
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Charitable Solutions

Charitable Solutions

These step-by-step instructions help you facilitate a wide range of charitable gifts to the Lutheran Community Foundation.
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Fund Workbooks May be Submitted Electronically

Fund Workbooks May be Submitted Electronically

Funds for individuals and organizations can now be started online, by submitting a fund workbook electronically! Click for instructions and to download the Fund Workbooks. User must have an active internet connection.
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GRANT STORIESGRANT STORIES

Grant Story:  Fox Valley Lutheran Homes, Inc.