Lutheran Planned Giving of Wisconsin

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Larry WestfieldWhat Can Lutheran Planned Giving Do For Your Congregation?
1. Provide Support for Your Stewardship Education
    a. Temple Talks
    b. Sermon
    c. Meeting with groups of leaders

2. Lead an Estate Planning and Planned Giving Presentation
    a. During the adult education hour or at other occasions
    b. For your Seniors group
    c. For “empty nesters” group

Rev. Larry Westfield,
Director of Planned Giving

3. Assist in establishing a “Mission Endowment Fund”/ “Foundation”
    a. Meet with the endowment committee
    b. Make a presentation to the church council
    c. Make a presentation to the congregation
    d. Help to develop a marketing plan for your endowment

How Can Lutheran Planned Giving
Assist You Personally?
1. Lutheran Planned Giving offers a free no-obligation
    consultation on estate planning and planned giving that
    a. When do you need a will?
    b. When and how to update an existing wil
    c. How proper beneficiary designations can provide
        planning flexibility for your loved ones
    d. How a planned gift can provide current or deferred,
        tax free, income for life
    e. How planned giving can be used to help teach your
        children good stewardship habits
    f. How planned giving can help you generate tax free
       income from your pension plan or IRA’s
    g. How planned giving can help you increase your
        current gifts to your church or church-wide ministries

2. Provide information and resources to assist ELCA
    Lutherans in accomplishing their charitable goals
    and create a legacy for ministry

Download This Information Here
    Word Doc

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The South-Central Synod of Wisconsin is one of the sixty-five synods of the
Evangelical Lutheran Church in America.
©2013 South-Central Synod of Wisconsin-ELCA Web Master:
South-Central Synod of Wisconsin, ELCA
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