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Welcome to Lutheran Social Services Planned Giving
Thank you for your interest in Lutheran Social Services. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at LSS who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. Please call me at 800-938-5777 if I can answer any questions.
David M. Kahle, Senior Vice President for Agency Advancement
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits For Family and Lutheran Social Services
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Lutheran Social Services shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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