PLANNED GIVING

Planned giving is a powerful tool as an individual or a family lives out the call to be good stewards of the Gospel.  There are many vehicles for you to utilize along with tax benefits to consider when giving through:

• Estate gifts

• Insurance Policies

• Gifts of Stock

• IRA and Required Minimum Distributions

Consider looking into a Charitable Contribution or an IRA Distribution and then contact your certified financial advisor to review your planned giving options. 

When making gifts of stock, please tell your advisor/broker to use DTC0226 and to notify the VLM office when the gift is being made. Thank you.

THRIVENT FINANCIAL ADVISOR

Jeff Hakala of Thrivent Financial works with VLM to develop generosity strategies and to provide resources to donors.  For more information, contact Jeff or visit Thrivent.com to contact an advisor near you.