Welcome to Lutheran Planned Giving Services

Our hope is to serve your loved ones and your professional advisors with helpful information. Since 1971 Lutheran Planned Giving Services has helped over 1,000 families develop plans that benefit both loved ones and ministry.

Plan Your Future

Learn more about planning for your future, planning for your family's future, and how you may benefit from a planned gift.

Personal Planner - IRA and 401(k) Designated Beneficiary Options
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k)...
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Savvy Living - How to Recognize and Prevent Financial Scams
How to Recognize and Prevent Financial Scams
Can you provide some tips on how to protect seniors from financial scams? My 76-year-old aunt was recently swindled out of $25,000 and I want to make sure my own mother is protected....
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Donor Story - Sale and Unitrust
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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Professional Advisors - <!--cres_news_box_advisor_spotlight-SubTitle-->
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends....
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