Planned Giving

Planned Giving

Planned Giving and The Legacy Society

Throughout our 70-year history, Planned Giving has been the backbone of growth for the Association and its life-changing ministry to young adults. Often, "Planned Giving" is a term that is thought of as only associated with those who are very wealthy. This mindset is wholly incorrect . . . a significant legacy through planned giving can be secured by individuals of all income levels! Planned Giving can take many forms, including:

  • IRA (RMDs) distribution 
  • Bequests
  • Charitable life insurance policies
  • Stocks
  • Annuities
  • End-of-Year GiftsLegacyLogo
The Legacy Society was established in 2014 by the CLHSA's Cleveland Lutheran Educational Endowment Fund (CLEEF) in order to recognize those who have included the CLHSA, Lutheran West, and/or Lutheran East in a planned gift. 
 
As an endowment fund, financial gifts to CLEEF are invested and live into perpetuity, providing necessary funding for special projects at the Association and both high schools. Endowment funds are required to make regular disbursements, which CLEEF does to the Association. 
 
Your financial planner can advise you on how to set up a planned gift, and the best planned gift options CLEEFlogofor your indivudal situation. If you do include the CLHSA in any way in your plans, although you are not required to make us aware, it is certainly helpful in our future projections and planning if we are aware of gifts that may be coming. 
 
Those who would like to notify the CLHSA of a planned gift should contact us so that we can provide a declaration form and recognize you as a member of our Legacy Society.
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