Planned Gifts
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For almost 150 years, Luther College has made a difference in the lives of her alumni through their educational experiences here. These experiences would not have been possible without the generous support of donors like you. Going forward, the dreams and investments of donors will continue to enhance the Luther experience.
This Web site has been created to help alumni and friends, and their professional advisors, explore the many opportunities in gift planning. There are many options from which you can choose—strategies that can enhance your personal well being, as well as Luther College.
Contact Jim Anderson, Director of Estate and Gift Planning at 800-225-8664 or 563-387-1522 or andersjp@luther.edu if you have questions about navigating this site.
Check Out Our Monthly Feature Articles:
Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More
Now's the Time to Review This Important Estate Planning Checklist
As the new year gets under way, now is the perfect time to take the necessary steps to update your estate plans so they reflect any life changes you experienced in the past year. More
Use Your Will to Change the Future
Do you hesitate to give to your favorite causes because you are concerned about needing your assets in the future for you or your family? A gift in your will, called a bequest, could be the right option for you. More
3 Steps to Change Beneficiaries in Your Will or Living Trust
If you wanted to name or change a beneficiary in your will, would you know what to do? The process is actually easier than you might think. More
Surviving the Loss of a Loved One: Estate Planning Help
Life is challenging. The loss of a loved one makes it even more so. But don’t let stress over your finances make it even harder—ease your way through the tough times with these smart financial strategies. More
