What are planned gifts?
A Planned Gift is a donation to a charitable organization that requires thought and consideration. It is not a gift that one can generally make by reaching for their daily checkbook. A Planned Gift typically involves a discussion with a financial advisor, CPA, attorney, etc.
Planned Giving Options
Gifts that Create a Legacy
Bequests– Leave a specific amount or percentage of your estate to LFSRM in you Will:
- You want to support Lutheran Family Services Rocky Mountains after your lifetime.
- You want to make a gift while ensuring your family is taken care of first.
- You would like an easy to establish gift that can be amended at any time.
- You can receive estate tax relief.
Beneficiary– Designate LFSRM as your beneficiary on a number of insurance or retirement policies:
- You want to support Lutheran Family Services Rocky Mountains after your lifetime.
- You can use IRA and Retirement, Life Insurance Policies, or Insurance Annuity Beneficiaries.
- You want an easy process which can be amended.
- You can receive significant tax relief.
Gifts that Pay You Income
Charitable Gift Annuities– Make a gift to LFSRM and receive steady payments back to you in return:
- You want to support Lutheran Family Services Rocky Mountains over the long term.
- You will receive stable payments, unaffected by changes in the economy.
- You are able to part with cash, stocks or other assets today while maintaining and possibly increasing income received from these assets.
- You are nearing retirement and would like to arrange for an extra steady stream of payments to supplement other retirement income, either now or later.
- You would like to receive income tax relief this year.
Charitable Remainder Trusts– Make a gift to LFSRM that provides you income in return:
- You want to support Lutheran Family Services Rocky Mountains over the long run.
- You would like more future income and a fixed rate which you can count on.
- You own low-yield assets that are worth more now than when you purchased them.
- You want a higher current income without incurring up-front long-term capital gains taxes.
Gifts You Make Today
Property:
- You can give your home, but live in it for the rest of your life!
- You can give real estate, vehicles, art, or other gifts.
- You can give stocks and other investments.
Resources
Bequest Intention Codicil to the Will
For questions or more information, please contact:
Tim Zeckser
800.579.9496 or 303.217.5838
tim.zeckser@lfsrm.org
– or your Financial Advisor