Planned Giving

Some friends give outright gifts, others prefer making deferred gifts. Everyone can benefit from planned giving. Planned giving enables you to meet your objectives and to take advantage of federal tax laws to maximize the value of your gift and, in some cases, even provides income for you. A planned gift to Lutheran SeniorLife Foundation helps to ensure the future of the care and services that we provide, continues a legacy that reflects Christian values and enriches the lives of elders.

Planned giving includes gifts through your will, charitable gift annuities, gifts of life insurance, charitable trusts and gifts of retirement plans.

Bequest
After personal and family needs are met, you can make a bequest through your will in which you designate a specific dollar amount, a specific asset, a percentage of your estate or the residue of your estate to the Lutheran SeniorLife Foundation.

Life Income Agreement
Life income agreements are available for our friends who wish to make an irrevocable gift that will benefit Lutheran SeniorLife after their death, while receiving an income for life.

Gifts of Life Insurance
Life insurance that was purchased years ago to provide for children or other family members who are no longer in need of it, can offer a convenient way to make a charitable gift to the Lutheran SeniorLife Foundation.

Gifts of Retirement Plans
Your IRA is a great way to save for retirement; accumulations build up tax-free until you need them for retirement. That's why qualified retirement plans can make great vehicles for making charitable gifts.