Planned Giving
Thank you for considering giving a planned or deferred gift to Lutheran Family Services of Nebraska.
These gifts may include securities, real estate, life insurance, trusts or annuities.
Such gifts will not only benefit the 35,000 people LFS serves annually, but can also be
an important part of your financial or estate planning.
A deferred gift will qualify you for The Legacy of Hope Society, which is our way of
recognizing and expressing our appreciation of those who have planned legacy gifts for LFS as
well as a way for LFS to encourage others to share their faith through bequests.
Planned Giving Options
- Bequests: In your will, you can include a bequest to support LFS. Your bequest can be
a percentage, a fixed amount, specific property or the residual of your estate, i.e. I give, devise and bequeath ____% (or
$_________) (or the rest, remainder and residue) of my estate to Lutheran Family Services of Nebraska, Inc., 124 South 24th
Street, Suite 230, Omaha, NE 68102, a Nebraska not-for-profit organization.
- Beneficiary Designations: Individual Retirement Account (IRA), Certificates of Deposit (CD's), mutual funds, stocks, bonds and other instruments can
be assigned to LFS as the recipient or beneficiary. You simply name Lutheran Family Services to receive a percentage or as
sole beneficiary of these instruments.
- Gifts that provide income to the donor: Appreciated property, securities, or
cash can be placed into a trust or annuity, benefiting you through a current return with the
remainder going to LFS at the time of your death(s). Appreciated assets placed into a trust or
annuity can avoid capital gains taxes. This increases the value of the trust or annuity and
increases the payments to you and eventually LFS will receive the balance.
- Securities: Stocks or other investments that have increased in value
and that you have owned for over one year can be a valuable gift to LFS at a lower cost to you.
You can take a charitable deduction for the current stock value while avoiding the
capital gains tax that would be due if you had sold it.
- Life Insurance: If you no longer need a paid-up life insurance policy,
LFS can be named owner and beneficiary and you will be eligible to receive a charitable income tax deduction.
Consider donating an existing policy on which you
still owe premiums - your premium payments may be deductible if LFS is named owner and
beneficiary. Or consider buying a policy with the expressed purpose of making LFS
the owner and beneficiary.
Consider naming LFS as partial beneficiary of your life insurance policy.
- Real Estate: By donating property you have owned for over one year, you can
receive a charitable deduction for the value of the property while avoiding the capital gains tax.
If you currently rely on income from the property, consider donating it through a trust.
You can avoid much of the capital gains tax, receive an income for life and receive a
charitable deduction at the time the trust is established.
If you have a residence that you would like to donate after your death(s), consider a life
estate. This allows you to deed the home to LFS, receive an immediate income tax
charitable deduction, and still live in the home for the rest of your lives.
To speak with a representative from LFS about these gift options, please call (402) 342-7038, or complete the form below.
Required fields are marked with an *
|
