Bishop Luers High School We Are The Light Of The World

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Advancement » Planned Giving

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 please contact Bishop Luers Development Director, Louise Jackson at (260) 456-1261.

 

Gifts & Benefits

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