Planned Giving Opportunities
Estate Gifts
Planned gifts can provide opportunities for donors to support St. Luke's LifeWorks in a very significant way while protecting their estate for children and other heirs. Some of the most commonly used vehicles are as follows:
141 Franklin Street Stamford, Connecticut 06901 (203) 388-0100
Bequests
Including your favorite organization in your will is the most popular kind of estate gift. There are several commonly used methods of making a bequest to St. Luke's LifeWorks which produce tax advantages for donors and benefit long term financial strength for the organization.
Life Income
There are several kinds of Life Income Instruments. They include remainder trusts, lead trusts, unit trusts and annuity trusts. A donor benefits by receiving valuable income provided by the capital involved for the life of the trust.
Life Insurance
Making St. Luke's LifeWorks the beneficiary or co-beneficiary of a life insurance policy or retirement plan can create significant charitable deductions for your estate.
Property
Gifts of appreciated property like appreciated securities can provide your estate with a deduction for the full market value and avoid costly capital gains taxes.
Please contact Jason Shaplen at 203-388-0125 with any questions.
St. Luke's
LifeWorks
Where People Learn a Living
