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 Endowment Funds:
- Designated Fund Application
- Field of Interest Fund Application
- Donor – Advised Fund Application
- Companion to the Donor-Advised Fund
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
If you need assistance in completing the forms or have questions, please call us at 217-463-8202.