Lutheran Homes of Oshkosh has a strong tradition of providing quality
care and with the generosity of donors who assist us in confronting the
opportunities of the future, we are optimistic that we will continue to
be a leader in caring for seniors and those in need. That is why
Lutheran
Homes of Oshkosh seeks your support to lead the way in planning for
tomorrow. The following web pages are designed to help you become
familiar with gift planning, including the various gift options and associated
features and benefits. You will be able to explore the possibilities and
opportunities of creative gift planning at your own pace.
To determine what gift option is best for you and will benefit the people and organizations you care most about, Lutheran Homes and the Bethel Foundation recommend that you seek the professional counsel of an attorney who specializes in estate planning. Our Bethel Foundation Director is available to assist you and your advisors in achieving your tax, estate planning and charitable giving objectives.
Features
- The opportunity to support Lutheran Homes of Oshkosh while preserving assets during life
- Reduction in estate taxes
- Membership in the Heritage Society
Personal Benefits
- Charitable tax deduction
- Avoidance of capital gains tax
- Estate tax and probate savings
- Some gifts may provide you with guaranteed income for life.
- Increase in income and rate of return
- Membership in the Heritage Society
By establishing a Planned Gift, you can create a legacy that will last for the lifetime of Lutheran Homes of Oshkosh. There are two forms of a planned gift. The first is a bequest through your will. The second is a deferred gift established now, that can provide lifetime benefits to you and your beneficiaries.
