Charitable Gift Annuities
with Lutheran Senior Services (LSS)

Are you looking for a secure source of fixed income for now or your future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.

 

 

How it Works
A charitable gift annuity is a contract between you and our organization.

  • You transfer property to us. In exchange we pay you fixed income for life.
  • The fixed income can be quite high depending on your age.
  • A portion of your income stream may even be tax-free. You will receive a charitable deduction for your gift and the satisfaction of improving the lives of older adults.

Types of Assets You May Give

  • If you decide to fund your gift annuity with cash, a significant portion of the annuity income will be tax-free.
  • You may make a gift of your appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

Start Receiving Payments Now with a Current Gift Annuity
If you desire current income, you may transfer property in exchange for our promise to pay you fixed income beginning as early as this year. You will receive a current income tax charitable deduction for the value of your gift to our organization.

Deferred Gift Annuity for Income at Future Date
Perhaps you are not ready to begin receiving income until a future date, such as when you retire. You can establish a deferred gift annuity, receive a current charitable income tax deduction and receive payments at a designated future time. Best of all, because you deferred your payments, your annual payment will be higher than with a current annuity. Contact us about flexible date options for your future income.

 

Learn More About Gift Annuities

 

Making a Gift to Lutheran Senior Services

Join Lutheran Senior Services in mission as we work to preserve integrity and purpose in life for older adults. Your gift can help improve the lives of seniors who have outlived their ability to pay for the care they need. Click below to learn more, to give today, or to begin planning your gift.