About Charitable Gift Annuities
If you’re looking for a way to maintain your current lifestyle, increase your financial security, and lower your taxes, consider creating a charitable gift annuity. You will receive fixed annual payments for as long as you live.
If you are under 65, you may want to consider a Deferred Charitable Gift Annuity, where payouts start after you hit a certain age.
Lutheran Giving partners with the ELCA Foundation to offer charitable gift annuities.
Benefits
- Receive an immediate income tax deduction for a portion of your gift
- Annuity payments are guaranteed for life, backed by a reserve and the assets of a charitable organization
- Annuity payments are partially tax free, making them more valuable than fully taxable income of the same size
How it works
- Set up an annuity contract with a charitable organization and transfer cash or securities as outlined in the agreement.
- They invest the assets and pay you (or up to two annuitants) fixed income for life, with the amount depending on the size of the transfer and the age of the annuitants.
- The remaining funds pass to the charitable organization when the contract ends, creating a meaningful impact.
Learn more about Charitable Gift Annuities by starting a conversation with Lutheran Giving.
As you explore this opportunity, we encourage you to consult with your financial and legal advisors to ensure it is the right choice for you.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Sarah Callahan
Title :Executive Director
Phone: 402-342-5728
Email: info@lutherangiving.org
As Executive Director, Sarah provides charitable gift planning services to anyone wishing to support Nebraska Synod congregations and its agencies and institutions as well as any Synodical or Churchwide ministry. Sarah provides legacy presentations across Nebraska and consultation services to congregations wishing to form or build up an endowment fund. She also serves as the local representative of the ELCA Foundation’s Ministry Growth Fund.
Before joining Lutheran Giving in 2018, Sarah built a financial advising practice where she worked with families in Nebraska and Iowa with generational transition and estate planning. In her early career, she worked in fundraising and development. She holds a bachelor of arts in music and a master’s in business administration from Valparaiso University in Valparaiso, Indiana. Sarah earned the Accredited Estate Planner (AEP®) and Chartered Advisor in Philanthropy® (CAP®) professional designations from The American College of Financial Services.
Already included your favorite ministry in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.