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Welcome to The LCMS Foundation Gift Planning Homepage
 Your district Gift Planning Counselor is a fellow Lutheran who shares your love for the Lord and understands your desire to help spread the Gospel. Your counselor is an experienced professional who can assist you with the Transfer of Blessings to family, heirs, and ministry. When you ask for the counselor's assistance you can expect:
· Convenient meeting time and place
· No charge for your counselor's services
· Counseling on organizing an estate Lifetime Plan for Giving
· Complete confidentiality
Counselors share a variety of choices that you may have in developing gift plans, such as Christian preambles, gift annuities and donor-advised funds. They will also give a general overview of other planning techniques like wills, living trusts, and credit shelter trusts.
Having a completed Gift Plan gives you peace of mind knowing that your wishes for the gifts God has entrusted to you are fulfilled.
New!!! Click here to locate and contact a counselor on our interactive map.
For Congregations and Ministry Organizations
The LCMS Foundation gift planning counselors also assist congregations and ministry organizations with establishing, promoting, growing, and managing ministry endowment funds.
Click here to download our free Ministry Endowment Funding booklet (Adobe Acrobat required).
| 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 ... |
LCMS Foundation Donor Stories
Many of the stories feature actual LCMS donor stories, while other stories are fictional to be used for illustrative purposes only.
Please contact The LCMS Foundation or your gift planning counselor for more information.
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman 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 >>. |
 | Sale and Unitrust
Gene and Carol White 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 Friendly 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 >>. |
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.
Terry Gerdts
Senior Vice President of Gift Planning Services
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Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Gift.Processing@lcms.org.
If you are a professional advisor, you may take the following steps on this site.
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