Estate Planning
St. Paul’s has contracted with SFC Estate Coaching (the same firm used by Wisconsin Lutheran High School) to coach individuals or families through the estate planning process during 2022. Estate planning coach Tom Slye has recently expanded his calendar to accommodate up to 16 virtual time slots a month (Monday-Thursday will be: 4:00, 5:00, 6:00 & 7:00 PM). See available times and register by clicking the button below.
For more information, contact your Thirteen 22 Committee members: Mike Meyer (chair), Joanne Fritsch (secretary) and Pastor Panitzke.
Additional Estate Planning Information
The Top 10 Reasons You Need a Will
Estate Planning Options
St. Paul’s provides two options to assist you in your estate planning
Gift Trust Fund
30% of the fund is available for distribution each year. Distributions are determined at the annual voters meeting. An estate gift placed into the Gift Trust Fund is fully distributed over approximately ten years.
Legacy Fund
5% of the fund is available for distribution each year. Distribution are determined at the annual voters meeting. An estate gift placed into the Legacy Fund continues to help St. Paul’s ministry as on-going endowment fund. The Legacy Fund has four sub-funds that can be designated in an estate plan: Outreach, Christian Education, Capital Projects or Undesignated.
Thirteen 22 Society
“A good person leaves an inheritance for their children’s children” (Proverbs 13:22).
Many people have already included the Lord’s work here at St. Paul’s in their estate plan. We are forming the Thirteen 22 Society to celebrate your generous plans and encourage your ministry partners here at St. Paul’s to do the same. If a gift to St. Paul’s is included in your estate plans, please inform us using the contact form so that we can include you in the Thirteen 22 Society.
