What is Planned Giving?

Planned gifts are charitable gifts that require some planning before they are made. These gifts offer valuable life-income options, tax benefits, and estate planning flexibility.

Prospective donors, their advisors, and LHS Foundation staff work together to structure an optimal gift plan to make a significant capital asset gift to LHS Foundation, either now or in the future.

Charitable Gift Calculator

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Planned Giving General Information

• How to Give Stock and Bond Gifts

• Planned Gift Options

• LHS Charitable Gift Annuities

• Charitable Remainder Trusts

• Charitable Lead Trusts

• Gifts of Life Insurance

• Charitable IRA Gifts

• Retained Life Estates

• Farms and Homes

• Bequest Intentions and Revocable Living Trusts

Planned gifts represent significant commitments by our donors to help LHS plan and fund its future. These gifts come from the heart and provide substantial lifetime or testamentary support to LHS. They are a vote of confidence in our mission, values, and programs and serve as a shining testament and positive example to other prospective donors.

Growing the number of major and planned gift donors is a key goal of LHS Foundation. Achieving this goal is foundational to our future and vital to those children and elders we serve. We welcome and encourage your consideration of these giving options and the opportunities they provide to meet your family needs and your LHS charitable interests.

Many donors make their ultimate gifts through a bequest or their estate plans. Many others purchase charitable gift annuities or create trusts that deliver income for their lifetimes with the charitable remainder designated to support LHS.

Our planned gift donors become members of the Johannes Doerfler Fellowship, our planned giving society, and are invited to attend the annual Festival of Life luncheon.

Thank you for remembering Lutheran Homes Society.


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