• Who We Are
    • Our Gift Planners
    • Our Board
    • Core Values
  • Who We Serve
    • Individuals & Families
    • Congregations
    • Ministries
  • What We Do
    • Plan Your Gift
    • Ways To Give
    • Estate Planning
    • Support Congregations
  • Resources
    • FAQ
    • Documents & Forms
    • Seminars
    • Webinars
    • Links
  • Contact
Documents and Forms

LFC provides helpful tools, documents, and resources to help you plan and develop your charitable gift.

Forms

  • Share Transfer Form
  • Planned Gift Confirmation Form
  • Gift Allocation Agreement
  • Funeral Planning Worksheet

Documents and Reference Material for Individuals

Foundation Documents

  • Sample Bequest Wording For Your Will
  • Sample Christian Preamble For Your Will
  • Estate Planning Guide
  • Personal Information Directory
  • Estate Executor Duties
  • Choosing an Estate Executor
  • Charitable Gifting – Timing And Tax Summary

External Reference Material

  • Continuing Power of Attorney Brochure
  • Estate Executor Liability
  • Memorandum of Articles

Documents for Congregations & Ministries

  • Congregational Stewardship Planning Guide – (Word) (PDF)
  • Custodial Fund Agreement
  • Custodial Fund Overview
  • LFC Investment Policy Statement
  • Gift Acceptance Policy (Template)

EXPLORE

Who We Are Who We Serve What We Do Plan Your Gift Ways To Give Estate Planning

RESOURCES

FAQ Seminars Documents & Forms Links Gift Planners

CONTACT

gift@lutheranfoundation.ca

1.877.711.4438 (GIFT)

3074 Portage Avenue

Winnipeg, MB

R3K 0Y2

Contact
LFC on Facebook