TOOLS AND RESOURCES FOR ADVISORSTOOLS AND RESOURCES FOR ADVISORS

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.
more...

Gift Calculator

Through the Gift Calculator, you can learn more about potential income and charitable deductions available through income-producing gifts like gift annuities and charitable remainder trusts.
more...

Gift Story

Educate and motivate potential donors with GiftStory, a tool that helps you make custom planned giving presentations in just a few steps.
more...

Gift Illustration Request

Request an illustration for a gift annuity or charitable remainder trust at the Lutheran Community
Foundation.
more...

Charitable Seminar Presentations

The LCF has two new seminars available for download, making it easy for financial representatives to present charitable giving concepts to both individuals and organizations.
more...

Guide to Making Gifts of Thrivent Life Insurance

A step-by-step guide for Thrivent Financial representatives who wish to create a charitable fund using life insurance.
more...

Video - Donors on Charitable Giving

Foundation donors describe spreading joy through charitable giving.
more...

Thrivent Introduction Letter

This introduction letter can be used to start a conversation with your clients about charitable giving.
more...

Congregational Endowment Guide

Download the Congregational Endowment Guide, a balanced, helpful overview of the issues facing a congregation as it explores creating an endowment fund.
more...

LiveMeeting Presentations

Review upcoming and archived LiveMeeting presentations for more ideas how the Lutheran Community Foundation can assist your clients with their charitable giving.
more...

Request Materials

Enter your contact information in the fields below and choose which materials you would like us to send you. Click on the Submit button below to send the request. You may also download brochures here.
more...