Deferred Gift Information

St. Paul’s Lutheran Chapel

Endowment

Building the Future Together

Deferred Gift Information

Deferred gifting is one of the primary ways the St. Paul's Lutheran Chapel endowment will be funded. Deferred gifting options are numerous and include the following:

Adding the Chapel as a beneficiary to a list insurance policy or leaving a bequest to St. Paul's in a will or estate plan.
Create a Charitable remainder Trust. This type of trust offers a way to donate property and continue to receive an income during your lifetime.
Create a Wealth Replacement Trust. This type of trust, in conjunction with a Charitable Remainder Trust, has many advantages, including providing for beneficiaries while avoiding capital gains on appreciated assets.
Create a Charitable Lead Trust. This trust lets you donate the income from a gift while retaining ownership of the principal.

If you are interested in learning more about these and other deferred gifting opportunities, please contact a trusted financial advisor.

Additional information about types of deferred gifting is available at http://www.thrivent.com/planning/charitable/options.html