Create Your Plan

Explore a variety of planned gift options to meet your needs and achieve your giving goals.

  • Bargain Sale
    We 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.
    Learn More
  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
    More
  • Bequest
    You designate Cal Lutheran as the beneficiary of your asset by will, trust or other legal instrument.
    Learn More
  • IRA Rollover
    Congress 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.
    Learn More
  • Charitable Remainder Annuity Trust
    You 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.
    Learn More
  • Charitable Gift Annuity
    You transfer your cash or appreciated property to Cal Lutheran in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
    Learn More
  • Charitable Lead Trust
    You 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.
    Learn More
  • Charitable Unitrust
    You 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.
    Learn More
  • Give it Twice Trust
    You 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.
    Learn More
  • Life Estate Reserved
    You can chose to leave your home or farm to Cal Lutheran and receive a current charitable tax deduction.
    Learn More
  • Sale and Unitrust
    If 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.
    Learn More
scriptsknown