FOR PROFESSIONAL ADVISORSFOR PROFESSIONAL ADVISORS

The Lutheran Community Foundation works with financial representatives and other professional advisors to create charitable solutions for individuals, congregations and organizations. We can help financial representatives combine values of community and stewardship with financial expertise, and extend these services to your clients.

Professional advisors don't need any special qualifications to facilitate gifts to the LCF, and we support you with the tools to work with a variety of assets, plus step-by-step information to complete your client's gift.

Contact an LCF Gift Planner!

Leveraging Annuities with Life Insurance - Case Study

This concept takes an appreciated annuity and leverages it through two new life insurance contracts - one for the benefit of the client’s heirs, and the second to benefit the donor’s favorite charities. (Download presentation)
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The Joy is Out: $100 Million Granted from Donor Funds

Thanks to the generosity of you, our donors, the LCF has distributed more than $100 million in grants to charities serving our local, national and global community.
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Charitable Planning Makes Us More Generous

According to financial advisors, charitable planning not only focuses your giving, it helps you become more generous. more... |

Integrating Generosity Into Your Practice

Bruce Ensrud and Ted Contag of the Pinnacle Leaders Group provide tips on helping Members and Prospects live Generously

Review a Recording of the presentation on the FieldNet page.

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Advisors: Create Your Own Fund at LCF

The Lutheran Community Foundation invites all professional advisors to put their values into action by creating a fund at the LCF.
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Where to Start...

You don't have to be a charitable expert to help your clients explore the breadth of charitable giving options available today.  Use the Giving Options Tool to craft a plan that meets your client's specific giving interests and financial goals.  By answering a few simple questions, the Giving Options Tool can suggest a personalized, printable giving plan and outline all of the benefits.
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