Planned Giving
What is Planned Giving?
Christian stewardship involves the faithful management of all God’s gifts – time, abilities, creation and money. Our prayer is for you to please consider sharing your legacy with us -- for current and future needs. There are many tax smart ways to donate:
• Cash
Cash gift is the simplest and most convenient means of sharing.
Cash gift is the simplest and most convenient means of sharing.
• Securities
By transferring securities, you may completely avoid capital gains tax, while securing an income tax deduction for the full current fair market value of the securities.
• Real Estate
A gift of real estate yields a deduction for the full fair market value of the property and avoidance of capital gains. An additional benefit is the option to retain the right to live in a residence or farm which you contribute.
A gift of real estate yields a deduction for the full fair market value of the property and avoidance of capital gains. An additional benefit is the option to retain the right to live in a residence or farm which you contribute.
• Bequests
This act of giving can be made through the provision of a will or estate plan.
This act of giving can be made through the provision of a will or estate plan.
• Life Insurance
There are several ways you can give through life insurance--donate a new policy, give a policy you already own, assign the dividends as a gift or name Lakeside as a beneficiary.
There are several ways you can give through life insurance--donate a new policy, give a policy you already own, assign the dividends as a gift or name Lakeside as a beneficiary.
To recognize your generosity, you have the option to have your name engraved on a leaf for the Leaves of Legacy tree displayed at LLHS. If you have any questions about planned giving or have already included Lakeside in your deferred gifts, please contact Bruce Davis (920-648-2321 x2217; [email protected]) to be added to the Leaves of Legacy tree.
