How can I establish a Gift Annuity?
Establishing a Gift Annuity is easy. Before downloading an application, please visit our gift planning website and run a customized Gift Annuity presentation (click here) or enter your information into our online Gift Annuity calculator (click here).
You may also simply locate your rate based on age. For a one-life gift annuity click here. For a two-life gift annuity click here.
Click on the appropriate application and disclosure here and print it out.
Gift Annuity Application and Disclosure Statement (All U.S. states except for California and Hawaii*)
Gift Annuity Application and Disclosure Statement (California only)
*The LCMS Foundation does not currently issue gift annuities in Hawaii.
Read the application and disclosure thoroughly. Fill in the application and mail it, along with your gift, to:
Gift Processing - 2nd Floor
The LCMS Foundation
1333 S. Kirkwood Rd.
St. Louis, MO 63122
When the Foundation receives your gift and application, a letter will be sent to you containing important tax information and a draft of the agreement requiring your signature.
Please contact The LCMS Foundation at 1-800-325-7912 if you have any questions or concerns. If you want to use publicly traded securities as a gift, please contact The LCMS Foundation for further instructions.
What is a Gift Annuity? Click here for more information on this type of gift that benefits both your family and favorite LCMS ministry.
The LCMS Foundation encourages you to consult your tax of legal advisors if you have questions before establishing a charitable Gift Annuity or any irrevocable charitable gift. |