Our Endowment Trust Fund

Mission:

To serve God's people in Christ’s name by providing financial foundations to the ministries and missions of Trinity Lutheran Church for all generations.

"You are the people of God; God loved you and chose you for his own...Everything you do or say, then should be done in the name of the Lord Jesus giving thanks to God." Colossians 3:12-17

Good news! Your life matters to God! God has acted in love towards you, calling you to respond with acts of kindness to others.

The Trinity Endowment Trust Fund exists so that your values and legacy of Christian faith will live on and further God’s work for generations to come. Gifts to the Endowment Trust Fund become part of a perpetual fund with earnings used to advance Trinity’s ministries and global missions.

You can leave a lasting gift to the future of this mission through the wise distribution of your estate. When you include the Trinity Endowment Trust Fund in your current giving or through a will, your assets can go on to influence lives with God’s love for generations to come.

We invite you to explore the many creative ways you can give to the Trinity Endowment Trust Fund. An 11 member Board of Trustees elected by the congregation guides and carries out our mission.

Contact Amber Moltzau, Office Administrator, for more information

Charitable IRA Rollover Option

The time to act is now!

The Charitable IRA Rollover enjoyed by many donors in the past is set to expire at the end of 2011.

• If you have reached age 70 ½ this means that you can give directly from your IRA to Trinity and the Endowment Trust Fund of Trinity. This gift can benefit the ministries you love, without having to first recognize the distribution as income on your federal tax return.
• Up to $100,000 may be transferred from an IRA prior to December 31.

Now is a great opportunity to make a year-end gift, especially if you are waiting until year-end to take your IRA required minimum distribution. Your financial advisor is able to assist you in directing your RMD to the church by December 31. For information from Trinity please contact Office Administrator Amber Moltzau at 715.832.6601 or amber@trinity-ec.org.

Information provided by Trinity should not be considered tax or legal advice. Please consult with your tax or legal advisor before proceeding with estate or gift planning.

• This act is The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, and is effective from January 1, 2010 to December 31, 2011.
• This is true for federal income tax returns, but it is possible that your state does not recognize the Charitable IRA Rollover, thereby requiring you to recognize income on your state income tax return and then take a charitable deduction. On the federal return, because no income is recognized, no deduction is taken. It’s a rollover.

Faith Lights

You're invited to give a gift in honor of someone or in memory of a loved one by purchasing a "Faith Light" to go on the Christmas Trees in the entry to Trinity. For $5 a light, you can brighten Christmas at Trinity this season. Order forms are available in the narthex by the Christmas tree or download a form here. Your gift will be listed in the Christmas worship bulletins, and you’ll help build Trinity's Endowment Trust Fund. Download a form at trinity-ec.org under the Give menu.

Recent Grants

In May the Fund's Board of Trustees awarded several grants which advance this mission. They include:

• Support toward seminarian Jami Brieske’s studies at Luther Seminary.
• Leadership development of high school students in Trinity's summer Day Camp Ministry .
• Tuition assistance for low-income families enrolling children in Trinity's preschool this fall.
• Expanding educational opportunities for children at our partner church/school, Jabneh Christian Academy, Savanna La Mar, Jamaica.

Grant applications are evaluated with consideration to the policies, funding objectives, and mission statement of the Trinity Endowment Trust Fund. The Trust Fund favors innovative proposals that:

• Help people grow in faith and service to God and neighbor.
• Promote the mission of the congregation and greater church.
• Strengthen the ability of our congregation to respond more effectively to needs of people not funded through regular contributions and budgeted funds.
• Help develop new leaders for the church.

Eligibility

Members of Trinity may apply on their own behalf or the behalf of qualified organizations or groups within the congregation. Organizations may apply and must be classified as a charitable organization under Section 501(C)(3) of the Internal Revenue Code or another qualified 501(C)(3) organization must agree to serve as fiscal agent. A letter of agreement signed by both parties must accompany the proposal.

Deadlines

Applications must be submitted to Amber Moltzau, Office Administrator by May 1 or November 1. Application forms are available in the office or below.

Download Endowment Trust Fund Grant Form