YOUR GOALS AND BENEFITS

Your Goals

Your Strategy

Your Benefits

Leave a legacy to the Lutheran Deaconess Association that costs you nothing now.

Include a bequest for us in your will (cash, specific property, or a share of the estate residue).

Ability to make a substantial gift when you no longer need the assets.

Avoid capital gains liability and take an income tax deduction.

Use appreciated securities or property, instead of cash, to make your gift.

Make a lasting difference while avoiding capital gains tax.

Provide more for your heirs.

Name the LDA as beneficiary of your retirement plan, leave less-taxed assets to family.

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs.

Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need.

Reduce income taxes and increase your ability to make a significant gift to the LDA.

Secure steady payments for you with a significant gift to the LDA.

Create income for life with a charitable gift annuity or a charitable remainder unitrust.

Supplement your income for life and  receive a charitable deduction now.

Provide a greater inheritance to your children while reducing gift and estate taxes.

Create a charitable lead trust to pay income to the LDA for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

A larger deduction and greater fixed income for life than other life-income gifts.