Planned Giving
How will you leave a legacy?
Learn how leaving a legacy with St. Luke’s University Health Network can help support the causes you care about while continuing to meet your current financial needs.
Reach Your Philanthropic and Financial Goals with Planned Giving
A legacy gift enables you to support St. Luke’s, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including St. Luke’s in your will or trust, naming it as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support St. Luke’s for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you.
Request a confidential, no-obligation conversation to get started.
Get in touch with usHow to Give
Not only do you have options for how your gift to St. Luke’s will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
General Bequest
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Download Bequest Language
Charitable Gift Annuity
Gifts That Pay You
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to St. Luke’s that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Download CGA Information
Donor Advised Funds
Beneficiary Designation and Grants
Designate St. Luke’s as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your Donor Advised Fund.
Learn More about DAFs
Tax-Free IRA Gift
Charitable IRA Rollover
If you're 70 ½ or older, you can make a gift directly from your IRA to St. Luke’s. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Download IRA Rollover Information
Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies
Name St. Luke’s as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name St. Luke’s as the owner and beneficiary.
Learn More about Life Insurance
Property
Real Estate and Other Valuables
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
Download Real Estate Gift Information
Beneficiary Gifts
Retirement Accounts
Naming St. Luke’s as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other Donor Advised Funds, will accomplish a charitable goal while realizing significant tax savings.
Download Beneficiary Gifts
Gifts of Stock
Appreciated Stock
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Download Stock Transfer Information
Other Options
Other Planned Giving Vehicles
There are many other ways to support St. Luke’s through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit St. Luke’s, while at the same time preserving the benefits of those assets for you and your family.
Contact Us to Discuss Your OptionsJoin The 1872 Society
When you make a gift to St. Luke’s from your will, trust or through an endowment, you'll be welcomed into The 1872 Society and join other supporters and friends of our important mission.
Is St. Luke’s already in your plans?
Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Meet Our Donors
Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
Dorothy Zug Taylor
Dorothy Zug Taylor was known to be a thoughtful and caring listener and counselor. Her long-standing ties to St. Luke's University Health Network date back to her time as a 1957 graduate of St. Luke's School of Nursing.
Ruth Nafus
Ruth Nafus included St. Luke's School of Nursing in her estate plan in appreciation for the education that became the foundation for her fulfilling career.
Anthony and Adrienne DaRe
Anthony and Adrienne DaRe of Easton pledged $1 million to St. Luke’s University Health Network, supporting women’s and babies’ services and scholarships for future physicians.
Charles and Sheila Saunders
Charles Saunders, MD, and his wife, Sheila, have made a lasting impact at St. Luke's through decades of service and philanthropy, supporting the School of Medicine and encouraging others to give.
Grace & Bernard Fried
Grace and Bernard Fried established the Mother’s Garden at St. Luke’s Warren Hospital in memory of their mothers and included St. Luke’s Warren in their estate plan to ensure its future.
Eleanor Massi
Eleanor Massi and her husband Alfred established a charitable gift annuity to benefit the School of Nursing, ensuring future students can achieve their goals through the Eleanor and Alfred Massi School of Nursing Scholarship Fund.
Kathy Stine Cope
Kathy Stine Cope, Class of 1951, established The M. Naomi Houser, R.N., B.S., M.A. Memorial Endowment Fund For School Of Nursing Scholarship to honor her mentor and help future nurses at St. Luke's.
Doris M. Begala Ursic
Doris M. Begala Ursic was a dedicated alumna of the St. Luke's School of Nursing and frequently attended class reunions. Here she is in 2015 at the age of 91 at her 70th—and last—reunion, proudly wearing her nursing pin.
Bobbie Spilman
Bobbie Spilman’s generosity at St. Luke’s involves years of volunteering and including St. Luke’s in her estate plan.
Joseph and Roseanne “Penny” Beidler
Joseph and Roseanne “Penny” Beidler have supported St. Luke’s for years, guided by faith and a desire to make a difference in the lives of others.
Jane R. Kiscadden-Ziegler
Jane R. Kiscadden, Class of 1946 St. Luke's School of Nursing, left a legacy of generosity by supporting her alma mater and providing scholarships for future nurses.
Frank Vassa
Frank and Heather Vassa's generosity and commitment to community live on through their support of St. Luke's, including a nursing education endowment and charitable gift annuity for the Quakertown and Upper Bucks campuses.
Arnold Cook
Arnold Cook, DDS, MSD, was a well-known orthodontist in Bethlehem for nearly 50 years. His charitable remainder trust will create the Cook Family Medical School Endowment for Temple/St. Luke's School of Medicine.