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Individuals

Forms

If you’re ready to start your own endowment through Lutheran Legacy Foundation,  please complete the documents below. Click on a link below to download the form.

Forms for Charitable Remainder Trusts:

Charitable Remainder Trust Application
Gift Acceptance Policies and Guidelines
Instructions for Completing a Stock Power
Investment Policy Statement
Cost Basis Information
Disclosure Statement
Charitable Remainder Trust Fees

Forms for Endowment Funds:

Individual Donor Application
Donor Advised Fund Application
Investment Policy Statement

 

If you need assistance in completing the forms or have questions, please call us at 217-463-8202.

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