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Planned Giving

Your Legacy Strengthens Our Mission

A planned gift to Saint Luke Institute helps sustain our long-term mission of caring for the psychological and spiritual well-being of Catholic clergy and religious, as well as our educational and other efforts to foster healthy ministers for a vibrant Church.

Contact us today to join the Saint Luke Legacy Society.

By Email:
development@sli.org

By Phone:
240-483-5445

Ceiling in St. Isaac's Cathedral, St. Petersburg, Russia

Planned Giving Options

People and religion, catholic sister praying in church and holding cross in hands. With model release

Estate Gifts for a Sustainable Future

Estate gifts are important to Saint Luke Institute because they provide critically needed funds for endowment, capital projects, or underwriting for new initiatives. These include research, treatment, or education programs that promote the health and well-being of women and men religious, clergy, and others involved in church ministry.

Signing Last Will and Testament. A shallow depth of field focuses putting the pen to paper finalizing the process of securing one's legacy. A red and gold ballpoint pen writes in blue ink and the writer begins to commit their name to paper in elegant blue cursive.  A pleasant reflection bounces off the gold pen.

Your Will or Revocable Trusts

The most common form of an estate gift to Saint Luke Institute is a specific bequest in a Will or Revocable Trust. In addition to providing critically needed funds to support our mission, a contribution to Saint Luke Institute qualifies for an estate tax charitable deduction. Please consult your attorney. Saint Luke Institute representatives are available upon request to confer with you or your attorney.

Sample Bequest Wording

I bequeath [(dollar amount) or (specified stocks or bonds) or (all or percentage of the rest, residue, or remainder of my estate computed prior to provision for estates taxes)] ______________ to Saint Luke Institute, 8380 Colesville Rd, Suite 300, Silver Spring, Maryland, 20910 (Tax ID 52-1082730) to be used for its general purposes.

You may also designate gifts through your Will or Revocable Trust for specific purposes such as the Saint Luke Institute Endowment Fund or a program. Please contact Saint Luke Institute for additional information.

Computer keyboard on bank statement and stock chart

Gift of Insurance, IRAs, or Retirement Accounts

Insurance policies may be donated by designating Saint Luke Institute as the beneficiary or a particular beneficiary. You may also designate Saint Luke Institute as the beneficiary or particular beneficiary of your Individual Retirement Account (IRA), or other retirement accounts.

Identify Saint Luke Institute, 8380 Colesville Rd, Suite 300, Silver Spring, Maryland, 20910 (Tax ID 52-1082730) as the beneficiary on the beneficiary form available from your plan administrator or account representative.

Contact

Christina DiMeglio Lopez

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