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!

News: Roth IRA Conversion and Charitable Giving

Charitably-minded clients who are converting to Roth IRAs in 2010 may seek tax savings as part of the conversion.  Recent articles in the New York Times and Chronicle of Philanthropy point out how donors can benefit from creating a charitable gift annuity when shifting money from a traditional IRA into a Roth.
posted by webmaster on Fri, 2010-02-26 15:49
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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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