Planned Giving Support
Helping You Build a Thriving Culture of Planned Giving
Planned giving support for Lutheran churches, schools, and organizations
One of the most effective ways to ensure lasting success for your organization is to build a thriving culture of planned giving.
Planned giving programs (sometimes known as legacy giving programs) equip your members to include your ministry in their estate plans — turning a lifetime of faith into a lasting financial foundation for your congregation. By championing legacy giving among your people, you build a culture of generosity that funds your (or a) ministry for generations to come.
Lutheran Legacy Foundation supports the estate coaching process to make it simple to launch and sustain that program, so you can focus on what matters most – leading your people well.
What LLF Provides
Planned Giving with Confidence
Estate Coaching
Lutheran ministries partner with professional & trusted estate coaches to provide gift planning programs for their members/supporters. This fosters a culture of giving, honors legacy, and ensures ongoing financial support.
Financial Assistance
LLF offers financial support when engaging in professional estate planning/coaching services, up to 1/3 of the cost of an individually focused, coaching program’s cost over 3 years.
Endowment Services
Choose an endowment through LLF alongside your planned giving program and receive a matching grant.
Estate Coaching
What is Estate Coaching?
Estate coaching connects your members with a qualified professional who walks them through completing their will or estate plan—and in that process, naturally opens the door to including a gift to your ministry. Through our support, a portion of the cost of that guidance is covered, removing a common barrier to getting started. Members leave with a finished plan and your ministry gains committed future supporters—it’s a service your people will thank you for.
Financial Support for Estate Coaching
Lutheran Legacy Foundation understands that hiring a professional estate coach is an investment. That’s why we offer direct financial support to organizations that launch a Planned Giving Program — so cost is never the barrier to building your legacy culture.
Support is funded through the Clara and Spencer Werner Fund, a Donor Advised Fund within LLF, and is available for up to three years.
Support for Different Giving Options
LLF can accommodate various giving options— such as a gift to an existing endowment, creating your own endowment, or establishing a Charitable Remainder Unitrust (CRUT) through your estate plan.
Endowments
Start an Endowment Alongside Your Estate Planning Program with a Grant.
Maximize your financial support by starting an endowment fund with LLF. LLF will provide a grant and establish an endowment fund that can then be shared with your organization as a potential vehicle to accept future gifts, during their lifetime or through the estate planning process.
What does our support look like?
If a congregation enters into a contract with an estate coaching service for $27,000, with the agreement to set up families with individual meetings for estate planning services, LLF will provide $3,000 per year of the total outlay for the contract, and an additional $3,000 per year to start an endowment through LLF if the organization does not currently have an endowment with LLF.
