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Plan Your Will
Wills Guide
E-newsletter

Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Luther Seminary as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percen tage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


scriptsknown

Susan Dunlop, MBA, CFRE
Director of Gift Planning
Seminary Relations
Office: 651-523-1751
Fax: 651-641-3531
sdunlop001@luthersem.edu

For gifts the legal
name to use is:
Luther Seminary Foundation
or Luther Seminary
St. Paul, MN