Elmwood’s Donna Lien is featured in a lovely article entitled, “A Legacy on the Land.” Photo by Sara Rubinstein for Thrivent magazine
Elmwood’s Donna Lien is featured in a lovely article entitled, “A Legacy on the Land.” Photo by Sara Rubinstein for Thrivent magazine

ELMWOOD, WI – Elmwood’s Donna Lien is featured in a lovely article entitled, “A Legacy on the Land” and subtitled ‘For Donna Lien, protecting a cherished family property meant rethinking later-life finances’ by Denise Logeland, in the March 2019 edition of the national publication of Thrivent magazine, the official publication of Thrivent Financial for Lutherans.

Donna’s story is topical in the table of contents as “Handle with Care – rethinking finances to benefit the family.” The article is the story of Donna Lien, her love of the 40 acres of land in the country of rural Elmwood that she and her husband Chet (deceased) developed.

It also details Lien’s financial guidance relationship with Thrivent Financial Professional Joan Bartz through various trusts and other protecting financial instruments that provide for Donna’s needs now and later and gives her family the legacy she wishes to provide them in the future.

Quoting from the article, “I feel like I’ve got things under control,” says Lien. That feeling let’s her continue to live generously. She has set up life insurance contracts and college savings plans for her grandchildren. She leads Thrivent Action Teams, directs Thrivent Choice Dollars, plus she makes personal donations and volunteers with her church, Spring Lake Lutheran in Spring Valley, Wisconsin.

The article continues: Bartz credits Lien’s 40 years of working at the local bank and her willingness to think about financial risk for the solid plan they developed together.

“I compliment her often on what a good job she’s done. She and Chet did the heavy lifting. They were dedicated to saving,” Bartz says.

“I really have the fun job of coming in and helping with the transition, making sure that the legacy stays in place and that her goals and values are at the forefront.”

This feature story in the March 2019 edition of the national publication of Thrivent magazine was the result of the magazine doing a national search within the Thrivent regional offices for possible story candidates about estate planning. Joan Bartz was suggested as she does a lot of that and she suggested doing the story about our Donna Lien.

If you have questions about estate planning or other financial services give Joan Bartz a call at 715 265-4453.

Editor’s note: Photos and copy from the March 2019 Thrivent magazine used with permission.