Create Your Plan
Explore a variety of planned gift options to meet your needs and achieve your giving goals.
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Bargain SaleWe purchase your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.
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Beneficiary Designation GiftsYou can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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BequestYou designate Cal Lutheran as the beneficiary of your asset by will, trust or other legal instrument.
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IRA RolloverCongress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
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Charitable Remainder Annuity TrustYou transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax-free and provides you with fixed income for life or a term of years.
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Charitable Lead TrustYou transfer your cash or property to fund a lead trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
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Charitable UnitrustYou transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
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Give it Twice TrustYou may be looking for a way to provide your children with income while making a gift to charity. The Give It Twice Trust is a popular option with many parents, allowing you to transfer your IRA at death to a unitrust.
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Life Estate ReservedYou can chose to leave your home or farm to Cal Lutheran and receive a current charitable tax deduction.
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Sale and UnitrustIf you give a portion of your property to Cal Lutheran to fund a charitable remainder trust, you receive cash and income for life when the property sells.
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