Endowment Services Program
As Lutherans, we share a commitment to ensuring the future of our congregations and schools. However, in many cases, we do not have the resources or expertise needed for the long-term financial planning that is necessary to provide a healthy future.
The Lutheran Foundation’s Endowment Services Program has been established in response to an overwhelming interest in having the Foundation invest funds on your behalf. We encourage you to learn more about how this program can make a difference in your overall financial picture.
How it Works
The Endowment Services Program is a tool to gain access to The Lutheran Foundation’s investment expertise. Endowment funds are pooled with the Foundation’s portfolio in sub-accounts and invested in the same manner as the Foundation’s investments. Participants retain ownership of their organization’s assets. To learn more or arrange a personal visit from a Foundation representative, please contact Tyler Lothamer at 260.458.2112 extension 312 or email tlothamer@thelutheranfoundation.org
We look forward to helping your member Lutheran congregation, Lutheran School, or Lutheran organization take this important step toward ensuring your legacy.