Planned giving refers to gifts made at a future time, when your estate passes to the next generation. The processes of gift planning takes into account those that you love as well as the organizations that you care about. In some instances, gift planning can actually improve a current financial situation by creating current tax deductions and producing increased yet conservative current income.

For individuals interested in reviewing their current estate plans, Augsburg offers the services of a gift planner, David Whitenack, CFP, ChFC. Though the generosity of Augsburg, David meets with people, at no charge, and offers professional expertise to help ensure that those you love, and the organizations you cherish, will benefit from your estate in the most cost-effective way.

For a confidential consultation, you may call or email Gift Planner, David Whitenack at 800-652-9416 or david.whitenack@elca.org.