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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

Trusts For Creative Spenders Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. More ...

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.

Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

Capital Gains Tax Bypassed Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with Lutheran Social Services. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

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.

• View the donor stories.
• View a personal color story for yourself.
• Read the Personal Planner.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

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© 2008 Lutheran Social Services of the South, Inc.
8305 Cross Park Drive, Austin, Texas 78754
Toll Free: (800) 938-5777 | Fax: (512) 467-2746