Gift Types and Acceptable Assets
There are a number of options for how you structure your gift plan. Our gift planning counselors will help you find gift types that are just right for your situation and wishes. These include:
You make a gift and receive fixed, lifetime payments for one or two individuals. Click here to quickly calculate your rate based on age, payout, and charitable deduction.
Click here to download a Gift Annuity Application. Any LCMS organization (congregations, seminaries, universities, etc.) may be named as beneficiary.
You transfer cash or property to a trust that pays income for your life or a term of years.
The remainder goes to ministry (click here to make an addition to your charitable remainder trust).
A smart alternative to a family foundation (click here to make an addition to your current donor advised fund).
Establish a legacy that supports the ministries you care about (click here to make an addition to your current endowment fund).
The Foundation’s Pooled Income Fund commingles gifts from many donors, invests the funds in a diversified portfolio, and distributes the income proportionately among the individual donors, similar to a mutual fund.
What types of assets will the Foundation accept as gifts?
The LCMS Foundation accepts many types of assets for any of gift types listed here. Cash is always an acceptable asset for giving, along with securities, real estate, retirement assets and personal property that the Foundation liquidates for the LCMS. Please contact the Foundation about gifting non-cash assets at 800-325-7912.
The best assets to use for a gift during life are highly appreciated assets, such as publicly traded securities, and real property. The more the property has appreciated, the better the asset for a gift. If you sell an appreciated asset yourself, or give it to your family, you or your family will have a tax liability. If the appreciated asset is given to ministry the ministry is liable for the tax. Since the ministry is exempt from tax, the tax is avoided.
The LCMS Foundation Federal Tax ID: 43-6034481
The LCMS Foundation
1333 S. Kirkwood Road
St. Louis, MO 63122
The Foundation assists donors with making gifts of appreciated marketable securities to an LCMS entity of their choice. Be advised that not all securities may be transferred via DTC so if you are not 100% sure please contact us via one of the methods listed below and we will be more than happy to provide you with the appropriate instructions.
Appreciated Security Guidelines Important security notification for the LCMS Foundation
Appreciated Security Transfer Form Gift instructions for ministry designation (Interactive PDF)
Multiple Benefiting Ministries Form (for use with the above Security Transfer Form if more than eight benefiting ministries)
Transfer Authorization Letter Letter of Direction to Broker
Irrevocable Stock or Bond Power Form (for use ONLY with a physical stock certificate – DO NOT sign the back of the physical certificate)
Questions about gifting securities?
Please contact Sue Sehrt.
800-325-7912, extension 1621.
Real Estate for Sale
For a current list of properties, please view our real estate for sale. If you are interested in purchasing any of the described properties or have any questions, please contact:
Wayne Sell 800-325-7912, extension 1620.