What is Planned Giving?
Christian stewardship involves the faithful management of all God’s gifts – time, abilities, creation and money.
Tax smart ways to donate to Lakeside Lutheran:
Cash gift is the simplest and most convenient means of sharing.
Gifts of appreciated securities may also be used to donate. By transferring securities, you may completely avoid capital gains tax, while securing an income tax deduction for the full current fair market value of the securities—equaling up to 30% of your adjusted gross income in the year of the gift.
• Real Estate
A gift of real estate yields a deduction for the full fair market value of the property and avoidance of capital gains as in a gift of securities. An additional benefit is the option to retain the right to live in a residence or farm which you contribute.
You can include gifts in your will.
• Life Insurance
There are several ways you can give through life insurance. You can donate a new policy, give a policy you already own, assign the dividends as a gift or name Lakeside as a beneficiary.
is partnering with LLHS to provide up-to-date information about planned giving opportunities and options available to you. The Web links below will take you to the WELS Foundation Web site where you can find tools and useful information on various planned giving options such as charitable gift annuities, charitable remainder trusts, and donor advised funds.
Our area Lutheran High School is committed to educating students to use their gifts for things that are of eternal importance. We help prepare these young adults to go out into the world and forge their own paths with a solid foundation in God's word to guide their journey.
Our prayer is for you to please consider sharing your legacy with us in the form of a deferred gift to Lakeside Lutheran High School or Lakeside Lutheran Foundation, Inc. Your deferred gift will provide annual support far into the future.
The options for a legacy gift are: a cash donation or by simply filling out a designation form, adding Lakeside Lutheran High School or Lakeside Lutheran Foundation, Inc. as the beneficiary in your will, estate or life insurance policy.
To recognize your generosity, you will have the option to have your name engraved on a leaf that will hang from the Leaves of Legacy tree permanently displayed in LLHS. If you have already included Lakeside in your deferred gifts, please contact our Development Office (firstname.lastname@example.org) to be added to the Leaves of Legacy.