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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 | Integrity and Initiative
Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. 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.
 | Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
 | Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major 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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