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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 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, LCEF 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 during your lifetime.
  • 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 charitable 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.
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Have a question?
Contact your local LCEF District Vice President, contact LCEF directly at Contact Us, or call the Lutheran Church Extension Fund at 1-800-843-5233, 7:45 a.m. - 4:15 p.m., CT, Monday through Friday.
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.