The Spiral of Life Society honors those who support the mission and values of Graceworks Lutheran Services by including Graceworks in their estate plans.
A life insurance policy can be written with the purpose of benefiting Graceworks at the time of your demise, or you can designate Graceworks as your beneficiary of your policy. If you are continuing to pay the annual premiums, those premiums will become tax-deductible each year.
A bequest to Graceworks is a gift that anyone can make. It’s a way of providing to Graceworks while enabling you to keep assets or property during your lifetime.
Types of bequests:
Retirement Plan Assets
You may gift retirement plan assets such as an Individual Retirement Accounts (IRAs) or other “tax-qualified” plans. A designation of a retirement plan asset could eliminate taxes that may otherwise consume a larger part of these assets.
Please remember that individual situations dictate exact exemptions and deductions with your planned gift. Individuals should consult with their financial advisor for specific benefits of a planned gift to Graceworks Lutheran Services.
For more information contact the Graceworks Lutheran Resource Development office at (937) 436-6888 or email@example.com