IRAs, Retirement Accounts and Gifts of Insurance
Individual Retirement Accounts (IRA) and insurance policies may be donated by designating Saint Luke Institute, Inc., as the beneficiary.
If you are at least age 70-½, you may be able to make a direct gift from your IRA during your lifetime. Subject to limits, such gifts may qualify as your Required Minimum Distribution, or part of it. Please consult your tax adviser.
To designate a beneficiary:
- IRA: List Saint Luke Institute, Inc., Tax ID# 52-1082730, as the beneficiary on the beneficiary form available through the plan administrator.
- Insurance policies: Consult with your insurance broker or the issuing insurance company.
Contact: Carolyn Boyle, 301-422-5405 or firstname.lastname@example.org.