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Professional Advisors

Have you thought to remember LWML in your estate plan? Our legal name is: Lutheran Women's Missionary League

Pat Bilow
LWML Gift Planning
Counselor

Dear Friends,

With capital gains taxes increasing on the sale of appreciated assets in 2011, one option you may wish to consider is making a gift to fund a charitable remainder unitrust (CRUT). Creating a charitable remainder unitrust can help you bypass gain on the sale of your appreciated assets while producing lifetime income. For more information, call 1 (888) 482-8425 or e-mail lwmlgiftplanner@lwml.org.

Pat

Weekly Thought

God never asks us to do too much, only to take one step at a time. As He commanded Paul, "Arise and go into the city and you will be told what you must do" Acts 9:6 (NKJV). While the Lord doesn't always reveal the end of the story to us, we can be assured the journey is worth it.

Wills Guide

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IRA Gift Video

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Blessings for Family and LWML

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 people. Just click on the picture and you can view each story.

Working Smarter in Difficult Times
Remember the days when you could get double digit returns? Gone, gone, gone . . . maybe to never appear again. But wait! There may be an attractive charitable alternative. It's called a charitable gift annuity. More on Working Smarter in Difficult Times >>.

A New Plan
It just so happened that Elaine Stier heard my talk about charitable planning at the LWML Minnesota North Convention, and it just so happened that I was at my booth when she walked by, and it just so happened that she wanted to learn more. More on A New Plan >>.

Blessed to Be A Blessing
Grandparents realize how quickly little ones grow into their teen years. Then their time with Grandma and Grandpa comes at a premium. Those of you who are grandparents have learned a lot about child care along the way and finally have some extra hours and much love to give to those great bundles of energy. More on Blessed to Be A Blessing >>.

A Lutheran Woman on a Mission
From the clothes she wears to the purple umbrella she carries to her license plate holder that marks her as a Lutheran Woman on a Mission, Marguerite Christman of Oklahoma City personifies LWML. More on A Lutheran Woman on a Mission >>.

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 lwmlgiftplanner@lwml.org.

If you are a professional advisor, you may take the following steps on this site.