Planned Giving

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name LSSI as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to LSSI
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at LSSI

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

David P. Novak, JD
Vice President, Advancement
david.novak@lssi.org
847-635-4671

 

Lutheran Social Services of Illinois
1001 East Touhy Avenue, Suite 50,
Des Plaines, IL 60018

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