Mark J. Hill, Vice President of Advancement and Development is available to provide you, confidentially, with the information and materials you need to include charitable giving in your overall estate plan.
Where there’s a will . . there’s a way!
If you have taken the step of formalizing a Last Will and Testament, you have designated a way for your assets to be distributed at your death. Without this document, state law will come into play – and that may not be consistent with your intentions.
To be sure, you will want to provide for those who are important to you, your family and/or your closest friends. You might also want to consider others, your congregation (perhaps 5%) and Lutheran Social Services (perhaps another 5%).
When you write or revise your will (preferably with legal advice), be specific. Include full names, addresses, and tax identification numbers. Give the institution you are naming a courtesy call so that they may say “thank you” while you are still alive.
You may or may not qualify for this opportunity. However, please know that any gift of any size is greatly appreciated and will be used to strengthen the lives of the people served through LSS in the name of Christ.
We encourage a conversation with legal, tax, and financial advisors before making a significant financial decision.
2016-2017 LSS Foundation Board of Directors
- Tim Roth, Chair
- Rev. Al Baumann
- Eric Benington
- Richard Chase
- Derek Dierks
- Mark Harr
- Jim Morgan
- Marv Mulholland
- Mark Stolly
- Mark Storer
- Lucy Wayton, Vice-President of LSS of NW Ohio