Planned Giving Home

Welcome to Allegheny Lutheran Social Ministries
Planned Giving
Allegheny Lutheran Social Ministries (ALSM) depends on generous donors like you to fulfill our mission to serve. Each year we are able to provide at least $1M in charitable funds to those persons in our care who have exceeded their financial resources. In addition to contributions to our annual appeals, many people throughout ALSM's sixty years of service have benefited from making a planned gift. The information included on this page will give you an opportunity to explore the benefits of gift planning. Please know we appreciate your ongoing support of ALSM and for taking the time to read the stories of persons who have made a planned gift.

Benefits for Family and Allegheny Lutheran Social Ministries

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Chrissey Martinsen
Director of Development

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Chrissey.Martinsen@alsm.org.

If you are a professional advisor, you may take the following steps on this site.