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Effective 2007, the LCF increased its level of stewardship by retaining
a new investment advisor, Cambridge Associates, a leading investment
consulting group for nonprofits nationally.
Through the recommendations of Cambridge, the LCF has
realigned its investment portfolio with the objective of seeking
the highest possible return within acceptable levels of risk.
LCF investment Details
PAst issues of Field News
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As part of Thrivent Financial's Meaningful Contact Initiative,
financial representatives are reaching out to members with
nonqualified annuities. For members with charitable intent,
this may be a good time to reintroduce the concept of life
insurance.
Visit TheLCF.org/leveraging to learn more about converting
a nonqualified annuity to two life insurance contracts -- one
to benefit your client's favorite charities, and one to benefit
heirs. |
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Since early 2007, the LCF
has been busy updating its website and brochures with a new visual
identity.Samples of materials are being sent to financial
advisors as they're updated.
Use our online
request form to order additional
brochures or a poster that you can display in your office.
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Charitable giving can result in significant tax, legal and financial
consequences. Because the Foundation cannot give legal or tax advice,
you are strongly encouraged to consult with your personal legal and tax
advisors.
To ensure compliance with IRS requirements, be aware
that any U.S. federal tax advice that may be contained on this webpage
is not intended or written to be used, and cannot be used, for the purpose
of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting,
marketing and recommending to another party any transaction or matter
addressed herein.
© 2007 Lutheran Community
Foundation. All rights reserved. www.TheLCF.org |