LEGACY GIVING

Spiritual

Pastor Brad Cusson (916-435-0330 ext. 4)
Pastor Nathan Hausch (916-435-0330 ext. 5)

Missional

Bonnie Tangen, representing our Governing Board, financial matters
Jeff Wiedeman, representing our Elders, financial matters

Counselors

Ric Carlson, former Elder, retired CFP - investment, tax & estate matters
Mike Benton, former SMLC President & Treasurer, current business owner
Brian Hyde, LCMS Foundation counselor, retired insurance agent

Abbreviated Summary of Duties

Lutheran Church Missouri Synod Foundation Group

• Initial & ongoing training for gift counseling of SMLC's Endowment team;

• Provide & monitor a diverse group of discount priced investments;

• Audience mapping tools, member interface material & case advice reviews.

SMLC Endowment Management Committee

• Recommend, monitor & report on LCMS Foundation investments;

• Review & recommend for acceptance donor property to Endowment fund;

• Request, review & submit accounting & legal Endowment documents.

SMLC Gift Development Committee

• Awareness & promotion of gift planning services at SMLC;

• Hold discovery interviews, analyze options & develop recommendations with senior SMLC Endowment counselors and LCMS Gifting experts;

• Develop & maintain ongoing communications with interested as well as active donors.

St Matthew Church Endowment Committee

• Set Objectives and monitor Key Results of Manager & Gift Developer teams;

• Approve and, when necessary, refer to Governing Board gift disbursements;

• Report progress periodically to Governing Board and to Congregation.

Decision & Responsibility Flows

All congregation members of
St. Matthew Lutheran Church

⬇️

Pastors of St. Matthew
Congregation President

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Governing Board
of St. Matthew Lutheran Church

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St. Matthew Lutheran Church
Endowment Committee

⬇️ ⬇️

Lutheran church Missouri Synod Foundation Group