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Planned Giving

Plan to support St. Luke's
 

Planned giving enables donors to take advantage of  the tax, financial, and estate planning benefits of philanthropy. Planned gifts can take many forms, including assets such as cash, stocks, bonds, mutual funds, property, and real estate.  St. Luke’s is happy to work with donors and their tax advisors to set up planned gifts.  Below are a few possibilities for planned giving that can benefit both the donor and the school.

Gift of Securities

St. Luke’s accepts gifts of publicly traded securities.  You can receive a charitable deduction for gifts of appreciated stock based on the fair market value on the date of the gift.  In addition, capital gains tax that would have to be paid if the donor sold the stock and donated the proceeds is avoided.

Bequests

Individuals may choose to set up a charitable bequest to St. Luke’s by including the school in their will or estate plan. Bequests can take many forms, such as residuary, outright, or contingent bequests; retirement fund gifts; or living trusts.  Gifts to St. Luke’s from an individual’s estate are exempt from federal estate taxes.  Bequests can either be unrestricted or restricted and can be designated for expendable or endowed funds, enabling donors to specify how they would like their gifts to be used to benefit St. Luke’s.