The trust fund exists so your values and legacy of Christian faith will live on for generations to come.
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Welcome to Trinity Lutheran Church
Planned Giving

Thank you for your interest in Trinity Lutheran Church. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Trinity Lutheran Church who now are benefiting from life income gifts, gift annuities and other plans. Our goal is to help you mazimize the assets the Lord has given you to manage.  Truly, when you remember ministry in your estate plans your family has a greater benefit.  We try to show you how to leave more for your family, remember ministry and to potentially avoid paying any unnecessary taxes.  Thank you for taking the time to explore the benefits of gift planning.


IRA Gift Video

Click here to learn more.


Benefits for Family and Trinity Lutheran Church

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.


Bequests
Joe and Anna have been faithful supporters of Trinity Lutheran Church. They believe it is important to support and encourage their mission. More on Bequests >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.


Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


Jennifer Nohelty
Gift Planning Counselor
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact trinity@giftplanningservices.com.

If you are a professional advisor, you may take the following steps on this site.







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