Cash -Tax Deduction
Securities - Tax Deduction & Tax Avoidance on gain
Personal Property for related use - Tax Deduction & Tax Avoidance on gain
Real Property - Tax Deduction & Tax Avoidance on gain
Life Insurance - Current and possible 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
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 please contact Bishop Luers Development Director, Louise Jackson at (260) 456-1261.
E-mail: Louise Jackson