LCEF - Investment Account Options - Beneficiary Bequests

LUTHERAN CHURCH EXTENSION FUND

INVESTMENTS

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INVESTMENTS

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Beneficiary Bequests

Designating a Beneficiary—an Individual, a Ministry, or Both

Have the satisfaction of knowing your funds will be distributed to the individuals and/or organizations of your choice, immediately and without penalty...when you are at home with the Lord.

When Designating A Beneficiary on an LCEF Investment, You...
Avoid probate (a lengthy and sometimes costly process in which the courts distribute your assets). At your death, designated beneficiaries receive benefits immediately (without a penalty), potentially avoiding the delay, expense, and inconvenience of probate. Have the satisfaction of knowing your funds will be distributed to the individuals and/or organizations of your choice. Maintain complete control over your account.		Can change beneficiaries any time you wish. Establish an investment that your beneficiaries may have the option to continue after your death. Receive estate-tax deductions for bequests to qualified charitable organizations. When you designate a tax-exempt organization as a beneficiary (like LCEF), every dollar is passed on to the ministry. Your gift furthers the Lord’s work, and the estate-tax deductions save more money for your heirs.

To designate or change existing beneficiaries, you must complete a Beneficiary Designation Form.

For help in evaluating this and other options, call 1-800-843-5233.

Beneficiary Bequests Forms		Beneficiary Bequests Brochures
Search our literature rack for additional forms.		Search our literature rack for additional brochures.

Contact LCEF directly, or call the Lutheran Church Extension Fund at 1-800-843-5233, 7:45 a.m. - 4:15 p.m., CT, Monday through Friday if you have any questions or requests.

LCEF is a nonprofit religious organization; therefore, LCEF investments are not FDIC-insured bank deposit accounts. This is not an offer to sell investments, nor a solicitation to buy. The offer is made solely by LCEF’s Offering Circular. Investors should carefully read the Offering Circular, which more fully describes associated risks.