TOOLS AND RESOURCES FOR FINANCIAL REPRESENTATIVESTOOLS AND RESOURCES FOR FINANCIAL REPRESENTATIVES

Gift Calculator

Gift Calculator

Through the Gift Calculator, you can learn more about potential income and charitable deductions available through income-producing gifts like gift annuities and charitable remainder trusts.
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Most Recent Quarterly Investment Report

Most Recent Quarterly Investment Report

Download a copy of the Lutheran Community Foundation's most recent Investment Report and Policies.
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Giving Options Tool

Giving Options Tool

Use this tool to shape a plan that matches your assets and maximizes your charitable possibilities.
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Charitable Seminar Presentations

Charitable Seminar Presentations

The LCF has two new seminars available for download, making it easy for financial representatives to present charitable giving concepts to both individuals and organizations.
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IRS Appraisal Required for Some Insurance Gifts

IRS Appraisal Required for Some Insurance Gifts

The IRS now requires an independent qualified appraisal for all non-cash charitable gifts of $5,000 or more. These “non-cash gifts” include life insurance made through absolute assignment to a charity, such as the Lutheran Community Foundation.
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Fund Workbooks May be Submitted Electronically

Fund Workbooks May be Submitted Electronically

Funds for individuals and organizations can now be started online, by submitting a fund workbook electronically! Click for instructions and to download the Fund Workbooks. User must have an active internet connection.
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Guide to Making Gifts of Thrivent Life Insurance

Guide to Making Gifts of Thrivent Life Insurance

A step-by-step guide for Thrivent Financial representatives who wish to create a charitable fund using life insurance.
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Gift Illustration Request

Gift Illustration Request

Request an illustration for a gift annuity or charitable remainder trust at the Lutheran Community Foundation.
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Thrivent Introduction Letter

Thrivent Introduction Letter

This introduction letter can be used to start a conversation with your clients about charitable giving.
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LiveMeeting Presentations

LiveMeeting Presentations

Review upcoming and archived LiveMeeting presentations for more ideas how the Lutheran Community Foundation can assist your clients with their charitable giving.
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