St. Luke's Foundation
Leaving a Legacy for future generations
Ways to Give to the Foundation
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Cash gifts
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Gifts of securities including stocks, bonds, or mutual funds
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Charitable annuities and/or charitable trusts
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Life insurance policy with St. Luke's Foundation named as beneficiary
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Inclusion of St. Luke's Foundation in your will or trust
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Endowment
An estate plan can provide a method for passing assets on to family and friends after death, which may often be unexpected and can assist with incapacity planning and asset protection planning. An estate plan should include: (1) A will or trust; (2) Healthcare power of attorney and durable power of attorney; (3) Beneficiary designations; and (4) Guardianship designations.
Gifts are normally tax deductible. Donors should seek advice from their attorneys or tax professionals.
Wills and Estate Plans
To assist the church’s financial officers in properly planning for the future needs of St. Luke’s, we strongly encourage you to file a copy of your will or estate plan including either the Foundation or St. Luke's with Jeanette Yoder, the St. Luke’s Business Manager. Any such information provided will be kept confidential in accordance with church policy. It is understood that will or estate plan provisions or circumstances may change at a later date.
If you have any questions or need more information, please reach out to:
Andy Roquet, Foundation Committee Chair,
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