Engage clients with a Gift Story presentation
As you work with clients who are charitably inclined, keep in mind the Lutheran Community Foundation has numerous resources to help you present charitable concepts. One new tool that’s increasingly popular is a customized GiftStory presentation. GiftStory's animated presentations communicate planned giving information in a clear, engaging manner which includes text, graphics, and optional audio narration.
Designed to make your job easier and to save you hours of preparation, these online presentations can be created for group of clients or individualized for a particular client.
Topics include:
- Give and Get Income
- Meet Your Goals with a Gift of Real Estate
- Meet Your Goals with a gift of Retirement Assets
- Give and Get More in Retirement
- Meet Your Goals with a Bequest to Charity
- Meet Your Goals with a Gift Annuity
- Meet Your Goals with a Deferred Annuity
- Meet Your Goals with a Unitrust
- Meet Your Goals with an Annuity Trust
- Give Your Home and Keep it Too
You can request a Gift Story presentation in place of or in addition to a printed illustration, or contact an LCF gift planner at 800-365-4172to create a Gift Story.
Examples:
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.
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