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Charitable Trusts and Gift Annuities
Charitable giving methods, such as Charitable Gift Annuities and Charitable Remainder Trusts, provide unique stewardship opportunities.
A Charitable Gift annuity gives you the satisfaction of not only helping a ministry you support, but it also provides you the practical benefits of a fixed rate of return, along with charitable tax benefits.
Your rate of return depends on your age at the time the agreement is made. The older you are the higher the return for the rest of your life. Your tax-free benefits can be determined at the time you create your annuity. After your death, the annuity principal will be used to assist the ministry of Lutheran Association of Missionaries and Pilots U.S. and the people we serve.
A Charitable Remainder Trust offers substantial benefits in the form of estate, gift and income tax deductions, as well as favorable income for one or more persons you designate.
For more information about Charitable Trusts and Annuities and to receive current rates, please call us at, 262-783-5267.
The Foundations of Lutheran church bodies have experienced, caring planned giving professionals familiar with current tax laws. They work closely with our staff providing information that shows you how to maximize your personal benefits.
Click here to download an ELCA Charitable Gift Annuity Application.
Click here to download a LCMS Charitable Gift Annuity Application.
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