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Welcome to the Church of the Lutheran Brethren Planned Giving
Thank you for your interest in the Church of the Lutheran Brethren. Our hope is to serve you and your family with helpful information. We have an increasing number of friends of the CLBA who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to be a wise steward of God's blessing and explore the benefits of gift planning.
IRA Rollover Gifts
If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.
| Personal Planner | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ... |
Benefits For Your Family and the Church of the Lutheran Brethren
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Church of the Lutheran Brethren shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
 | Bequests
Joe and Anna have been faithful supporters of Church of the Lutheran Brethren. They believe it is important to support and encourage the Church of the Lutheran Brethren mission. More on Bequests >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact bradm@clba.org.
If you are a professional advisor, you may take the following steps on this site.
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