Lutheran Social Services of Northwestern Ohio Foundation

Gift Planning Information

 

Generosity Matters

by Fred Heintz, Executive Director, LSS Foundation

We thank God!

When faithful supporters of Lutheran Social Services continue to support our ministries and service even after their death, that is precisely what we do. We thank God!

During the last fiscal year (ending June 30, 2009), Lutheran Social Services and the LSS Foundation received contributions from nine (9) separate estates through:

Trust distributions
Charitable trust distributions
Life Insurance beneficiary distributions
Charitable Gift Annuity distributions
Bequest distributions through wills.

We received a total of $390,431 through these distributions during Fiscal Year 2009! The dollars are always allocated according to the donor’s wishes – and if a gift is undesignated, it is split 50% to LSS and 50% to the LSS Foundation. Last year, $167,679 went to LSS in undesignated funding and $222,752 was channeled to the LSS Foundation to be invested for future revenue to the agency.

We do thank God for the foresight and planning of these 9 individuals or families. Their generosity gives hope to people today, tomorrow, and for a long time to come!

We encourage a conversation with legal, tax, and financial advisors before making a significant financial decision.

 

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Appointed in March 2006, Mr.Heintz oversees the permanent investments within the LSS Foundation and serves as the Major and Planned Gifts officer for the agency (assisting donors with their generous gifts). He came to LSS with 12 years as a Pastor in the Evangelical Lutheran Church in America and 15 years as a Financial Advisor with Thrivent Financial for Lutherans. While with Thrivent, Fred earned the Chartered Life Underwriter and Chartered Financial Consultant designations and earned Million Dollar Round Table recognition.

Fred is currently President of the Toledo Area Planned Giving Council, a member of the Association of Lutheran Development Executives, chairs the Task Force for Funding the Mission of the Northwestern Ohio Synod – ELCA, and is a Junior Achievement volunteer. Fred and his wife, Lana, are members of Olivet Lutheran Church, Sylvania, Ohio.

 

2009 LSSNWO Foundation Board

Fred Heintz, Director Olivet, Sylvania

Jim Roemer, Chairman, Trinity Lutheran, Findlay

David Alleman, Community of Christ Lutheran, Whitehouse

Rev. Charles Campbell, Church of the Master, Perrysburg

Mark Frey, Epiphany Lutheran Church

Terry Hetrick, St. John Lutheran, Oak Harbor

Richard Lock, St. Stephen, Sylvania

S. Dean Roberts, All Saints, Toledo

Karen V’Soske, Community of Christ, Whitehouse

Riad Yammine, First, Findlay