Planned Giving

Planned Giving Options

There are several options to consider when considering a planned gift.

Planned Giving Options

There are several options to consider when considering a planned gift.

Estate Plan Coaching

At Concordia Educational Foundation, we understand the importance of planning for the future. Did you know that 65% of families do not have a will or estate plan in place? We’re here to help you navigate this essential process with confidence.

Craig Mellendorf

SFC Estate Coaching

We’ve partnered with Craig Mellendorf of SFC Estate Coaching to guide families through creating a will/estate plan. Craig provides educational coaching sessions to help you become “Attorney Ready,” preparing you to work with an attorney to execute your plan. The services offered are:

Complimentary

These coaching sessions work alongside your professional advisors, ensuring your plan aligns with your overall financial strategy.

Confidential

All discussions and information shared are kept confidential between you and Craig Mellendorf.

Educational

Families will gain the knowledge and confidence needed to make informed decisions about their estate planning.

"Attorney Ready"

Craig will collaborate with your chosen attorney to ensure your will/trust reflects your wishes accurately.

No Cost to You

The coaching services are provided at no charge; any fees involved are between your family and your attorney.

5 Steps for Estate Planning

Data Gathering

In the initial appointment, we collect essential information such as family details, professional advisor contacts, provisions for children, power of attorneys, gift plans, and financial specifics.

Presentation

Each donor receives a personalized plan, reviewed for accuracy. Options for charitable giving are explored, offering new opportunities for donors to contribute in meaningful ways. Donors decide on any charitable gifts within their will or estate plan, and are encouraged to consult with an attorney for document completion.

Decisions

Estate plans often feature unconventional charitable vehicles. Families typically take a few days to two weeks to decide on incorporating these options into their plans.

Attorney Appointment One

The family meets with their attorney to outline their estate planning goals. The attorney drafts necessary documents and sends them to the family for review and potential revision.

Attorney Appointment Two

The family returns to finalize and sign the documents, completing the estate planning process.

Let's Talk About Your Future

Now offering virtual consultations for your convenience! Take the first step towards securing your legacy and ensuring Concordia Lutheran High School’s mission continues for generations to come. Schedule a virtual call or book an appointment to meet on campus.