Tacoma Lutheran Retirement Community

If you are interested in leaving a planned gift, please call the TLRC Foundation at:
(253) 756-7560

Foundation Page

Join the Club: Giving Clubs

Planned Giving

Community Partners

Meet our Board of Trustees & Foundation Staff

Financial Information:
View the overview report
View the 2012 annual report
IRS Form 990 Information

If you would like, you may also join our mailing list by sending us an email!

View Our Brochure Online Brochure

 

Planned Giving:
Everyone can make a gift!

Your gift will greatly impact the lives of TLRC residents! Modest or substantial, each amount creates a huge impact in the lives of TLRC residents!

Many believe that they have to choose between giving a gift to their family or their favorite charity. You can do both! And some gifts may preserve your family money by decreasing inheritance taxes.

Types of Gifts

Bequests

Leave a legacy by including TLRC in your will. Simply choose a percentage or a specific dollar amount. If you have already named TLRC in your will, please let us know so that we can THANK YOU!

Charitable Trust

Transfer cash, securities or real estate into a trust and receive income for life or a term of years. The amount of income paid to you is a set percentage of the trustís assets.

Charitable Gift Annuity

Cash or securities are transferred in exchange for guaranteed life payments to you or another person.

Life Insurance Policy

Ownership of a policy is transferred to TLRC. Or you can retain ownership of the policy and name TLRC as a beneficiary.

Securities

Receive a double tax benefit for gifts of securities and real estate!

You are eligible for a charitable gift tax deduction for the fair market value of the property. In addition, you may escape capital gains tax on the gifted property.

You Can Start Today!

  • Make sure your will is up-to-date and clearly states your charitable wishes.
  • Contact your financial advisor and ask for help in establishing a charitable gift.
  • Think beyond cash as you can leave stocks, real estate, insurance policies and personal property.
  • Make TLRC a beneficiary of your life insurance, pension plan, or IRA.