Planned Giving

Planned giving offers individuals a special opportunity to share in Luers mission. It may be through a simple bequest in a will, a life insurance policy, or even a charitable trust. We encourage you to discuss various options with your financial planner.

If you are considering including Bishop Luers in your estate plans,
we ask you to keep us informed of that commitment. We also ask for documentation of the planned gift, for example, a copy of pertinent provisions in the individual’s will or trust, a copy of the life insurance policy which names the school as a beneficiary, or a letter from an individual’s attorney stating
that he or she has, indeed included Bishop Luers High School in his or her estate plans.

For more information on how you can support Bishop Luers
High School please contact the Development Director at
(260) 456-1261 or email Kathy Skelly.

Type of Gift	Your Benefits
Cash	Tax Deduction
Securities	Tax Deduction Tax Avoidance on gain
Personal Property for related use of us	Tax Deduction Tax Avoidance on gain
Real Property	Tax Deduction Tax Avoidance on gain
Life Insurance Policy	Current and possibly future tax deductions
Remainder in personal residence or farm	Continued use Tax Deduction Tax avoidance on gains Estate tax savings
Charitable Remainder Trust	Life income Tax Deduction Tax avoidance on gain Estate tax savings
Lead Trust	Allows to pass to others with reduced gift and estate taxes Income to charity
Bequest	Estate Tax Savings

You are the light of the world...your light must shine before others, that they may see your good deeds and glorify your heavenly Father.
- Matthew 5:14