Planned Giving

Your legacy lives on with a gift to Lutheran Family Services Rocky Mountains with a gift from your estate. LFSRM has many financial planning options to help you plan your estate. Our Development Department staff are professionals with many years of experience in estate and gift planning who care about your goals and plans. We will work with your attorney or accountant to explain the many gift opportunities available to you and the financial advantages of each. Contact the Lutheran Family Services Rocky Mountains Development Department to learn how confidential, personal financial planning can help you achieve your goals while helping to sustain our life-changing mission.

Planned Gifts
The principal benefits of planned gifts accrue to Lutheran Family Services Rocky Mountains at a later time, after your death, or the death of your last named beneficiary. Planned gifts take many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities, and helping to fulfill your personal, humanitarian, and charitable objectives. Planned gifts can be made in cash, real estate, stocks, bonds, personal property, or life insurance.

Bequests by Will
One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. In addition to supporting Lutheran Family Services Rocky Mountains, it serves as an example to your heirs of the values and ideals you hold dear. A bequest also can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.

For more information regarding Planned Giving, please contact us at 303.922.3433.