Advancement

Qualified Charitable Distributions from your IRA  You can support the work of Lutheran Social Services with a tax-wise gift from your retirement plan.  Donors aged 70.5 years or older can contribute money or stock (up to $108,000 annually in 2025) from a retirement plan directly to Lutheran Social Services of Wisconsin and Upper Michigan.   Why the QCD is a tax-wise gift  Contact your…

Gifts of Stock and Other Securities  You can support the mission of Lutheran Social Services with a tax-wise gift from your investment portfolio.  When you donate appreciated securities or mutual funds to a qualified charity, you may claim a federal income tax charitable deduction if you itemize, based on the fair market value, just as if you wrote a check. Additionally, when you donate shares directly to a qualified charity instead of selling shares and donating…

Beneficiary Designations  Your support for the neighbors served by LSS can continue even beyond your lifetime when you name LSS or the LSS Foundation as a primary or secondary beneficiary of an asset such as your retirement plan, insurance policy, commercial annuity, or donor advised fund. The process is quick and easy. It typically requires nothing more than completing a simple form provided by your plan or policy administrator. It costs you nothing now, and it’s a planned…

Donor Advised Funds  With a donor advised fund (DAF), you establish a charitable giving account through a contribution to a fund administrator. If you have a DAF, you can recommend a one-time grant or recurring grants to support the work of Lutheran Social Services of Wisconsin and Upper Michigan.   To Recommend a Grant to LSS  Contact your fund administrator to recommend a grant to LSS. The process may vary, but most fund…

Bequest Gifts  Your will is a simple tool you can use for protecting your loved ones and for ensuring that your wishes are carried out in the future. A bequest in your will is perhaps the easiest way to leave a lasting legacy of care for the people, places, ministries, and charities that have meant the most to you.  By leaving a bequest to the LSS Foundation Endowment, you’ll continue to provide help to neighbors served by LSS even beyond…