- FIELD NEWS
- TOOLS AND RESOURCES
- CHARITABLE SOLUTIONS
- LCF at a Glance
- Charitable Fact Finder
- Donor Advised Dynamic Funds
- Charitable Gift Annuities
- Charitable Remainder Unitrust
- Charitable Remainder Annuity Trust
- Gift of Real Estate into Charitable Remainder Trust
- Gift of Real Estate using Life Estate Reserved
- Charitable Life Insurance
- Organizational Endowments
- Bequests
- Beneficiary Proceeds
- Leveraging Annuities with Life Insurance
- Wealth Replacement Insurance
- Scholarship Funds
- Testamentary Charitable Remainder Trust
Over time, charitable giving has evolved into something more than a weekly envelope in the church offering plate. It’s become a way for your clients to leave a positive mark on their community, and financial advisors are a growing force in helping them.
Questions to start the conversation include:
- Is there anything you’d like to incorporate into your plan for your church and/or the community?
- What kind of legacy would you like to leave?
- Would you consider charitable planning if it helped you financially through tax benefits and/or lifetime income?
- LCF's Charitable Fact Finder - Based on responses to these questions, the Lutheran Community Foundation can help you create a charitable giving plan that matches your client’s giving needs and interests.
- Giving Options Tool -Online tool to create a charitable plan that's right for your clients.
- LCF gift planners can help you meet the specific financial needs and charitable interests of your clients. Please contact us to discuss options.
posted by webmaster on Tuesday, February 2, 2010 - 12:06