GIVING IS PERSONAL
Endowment Giving, even in the present moment, is not designed to replace the weekly/monthly Current & Benevolence Offerings or the Mortgage Debt Retirement. Rather, the Give Now, Give Later and Give and Receive opportunities described below suggest different and creative ways to provide resources for the future life of our church. What will Mt. Pleasant Lutheran Church look like in another ten, twenty or even fifty years? Contributions made through the Mt. Pleasant Lutheran Church Endowment Fund help provide a living presence for our congregation of tomorrow.
Learn how a giving partnership through The Mt. Pleasant Lutheran Church Endowment Fund and InFaith Community Foundation can maximize your support to charities and causes that reflect your values, and can also increase your benefits as a donor:
- Make a charitable gift while providing for your family;
- Make a charitable gift and, in turn, receive an ongoing stream of income;
- Benefit multiple missions with one gift – immediately and in the future; and
- Reduce or eliminate federal income, estate and gift taxes.
- Beneficiary Proceeds, Wills and Trusts
- Life Insurance
- Life Estate Insurance Reserved: Recreational Property
GIVE AND RECEIVE
- Charitable Remainder Trust
- Leveraging an Annuity with Life Insurance
- Roth IRA Conversion and Charitable Gift Annuity
Grant Requests are received twice a year, by the end of April and October. See this request form for more information:
FOR MORE INFORMATION about the Mt. Pleasant Lutheran Church Endowment Fund, please contact:
- MPLC member and Endowment Fund Treasurer, Dave Zuelke at firstname.lastname@example.org, or contact the church office at 262-634-6704. OR
- MPLC Member and Financial Advisor, Ryan VanDeLoo at 414-688-7265 or email email@example.com
Charitable giving can result in significant tax, legal and financial consequences. Because Mt. Pleasant Lutheran Church Endowment Fund cannot give tax or legal advice, you are strongly encouraged to consult with your personal tax and legal advisors.
To ensure compliance with IRS requirements, be aware that any U.S. federal tax advice that may be contained within this material is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) p