The LAOI Endowment Fund

The LAOI Endowment Fund provides a cornerstone for our long-term financial stability, ensuring that your generosity supports our mission for many years and lifetimes to come. Your donation to the Endowment Fund is truly forever, as contributions are invested to provide a perpetual source of income, securing LAOI’s future.

Variety of Donation Options for the Endowment Fund

Thrivent Charitable Impact & Investing offers a range of options for contributing to your designated fund, including:

  • Cash: You can donate cash via bank account transfer (ACH/EFT), credit card, physical check, or wire transfer.
  • Securities: This includes publicly traded stock or mutual funds, such as DTC-eligible securities held at Thrivent Brokerage or other firms, and mutual funds held at Thrivent Mutual Funds or Fidelity. Special arrangements can be made for securities ineligible for DTC transfer.
  • Other Assets:
    • Life Insurance: By naming Thrivent Charitable as the owner and beneficiary.
    • Beneficiary Proceeds: From qualified retirement plans (like IRAs), life insurance, and/or annuities.
    • Qualified Charitable Distributions (QCDs) from IRA: Available for individuals 70½ or older, specifically for Organizational Endowments like ours.
    • Real Estate & Closely Held Stock: Requires direct contact with Thrivent Charitable for guidance.
    • Cryptocurrency: Donated through their online platform via a partnered source.

How to Contribute to The LAOI Endowment Fund

You can contribute to The LAOI Endowment Fund using the details below through:

Fund Details:

  • Fund Name: The LAOI Endowment Fund
  • Fund Number: 710938

Your investment in the LAOI Endowment Fund helps secure our future.
Thank you for your generous and lasting support. We’re truly grateful.

Important Notice

The contents of this page are provided for informational purposes only and are not intended as a substitute for legal, tax, or financial planning advice. Lakes Area Outdoor Initiative urges you to consult a professional trained in handling trusts and estates when considering any of these planned giving options.