Planned Giving

Some donors find comfort, others find joy in connecting to the community by giving to St. Luke's Foundation. Listed below are the many gift-giving options that you may find meaningful. We thank you in advance for your consideration.

Outright Gifts

Many donors support us through gifts of cash, checks, credit cards (Visa/MasterCard), securities or stocks, real estate and in-kind gifts – often the easiest to arrange.

Life-Income Gifts

One of the following trust options may be the best fit for you:

• Charitable Remainder Annuity Trust pays a set income annually.

• Charitable Remainder Unitrust pays a fixed percentage of the trust’s assets.

• Charitable Lead Trust pays a fixed or variable income to St. Luke's Foundation for a set term, and then passes to heirs.

Bequests in Wills

Please tell us if you have named St. Luke's Foundation in your will. We would love the opportunity to share our appreciation.

If you are considering this option, an example of bequest language for St. Luke's Foundation is: “I, (name), give, devise and bequeath to St. Luke's Foundation (written amount or percentage of the estate or description of property) for its unrestricted (without conditions attached) use and purpose.”

Should you wish to restrict your bequest, please consult with Aspirus St. Luke's Foundation when you make your will to be certain your intent can be accomplished.

Life Insurance

You may name Aspirus St. Luke's as the beneficiary for income tax deductions.

Retirement Plan

By naming Aspirus St. Luke's as the beneficiary of the remainder of the assets after your lifetime, you can avoid leaving heavily taxed gifts to heirs.

Retained Life Estate

You can designate the ownership of your home to Aspirus St. Luke's while you retain occupancy.

For more information on how you can donate to and support the mission of St. Luke's Foundation, please contact Catherine Carter Huber at 218.249.2420 or Catherine.CarterHuber@aspirus.org. We will be honored to work with you to ensure that your wishes are carried out in the manner that you request.

This information is not intended as legal, tax or investment advice. For such counsel, please contact an attorney, tax or investment professional.