Professional Advisors

The Lutheran Legacy Foundation (LLF) is ready to support your work with clients.

At no cost to you or your clients, we can:

  • Consult with you and your clients on ways Lutheran Legacy Foundation can help them meet their charitable and financial goals.
  • Provide printed materials about giving through Lutheran Legacy Foundation, including information on a variety of fund types and giving strategies.
  • Offer strategies for discussing charitable giving with your clients.
  • Provide free illustrations for charitable gift annuities and charitable remainder trusts. We can also provide sample documents for various planned giving vehicles.
  • Handle the transfer of appreciated securities, life insurance and other complicated assets.

For reference on how community foundations differ from private foundations, click here.