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Planned Giving

Our team is available to guide you in considering giving options.

Ask about planned giving
mature couple smiling outside

Planned Giving

Our team is available to guide you in considering giving options.

Ask about planned giving

Making A Gift That Lasts for Generations

Philanthropy is one of the most important things in the St. Luke’s community, as it binds us together and provides comfort and reassurance to our patients, family members, and staff. Planned giving, also known as legacy giving, is a way for you to make a gift in your will, living trust, or other part of your estate plan that will benefit St. Luke’s for generations to come. 

If you're considering a planned gift, our team is available to assist you in exploring options to find the best fit for your needs and interests. We invite you to call us at (208) 505-2981.

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Bequests

A bequest is a gift from your estate. It could be a transfer of cash, securities or other property. You can make a bequest to St. Luke’s Health Foundation by including language in your will or living trust, leaving a portion of your estate to St. Luke’s, or by designating St. Luke’s as a beneficiary of your retirement account or life insurance policy. 

Learn more
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Gifts of Stock

You may choose to transfer ownership of stock to the St. Luke's Health Foundation. We are able to provide general instructions on making this sort of gift, and answer any specific questions you may have.

Learn more
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Retirement Accounts

An easy way to make a legacy gift is to designate St. Luke’s as a beneficiary of your retirement plan. Funds in most retirement plans have never been subject to income tax. So, your heirs will usually have to pay income tax on the proceeds. Gifts to charitable organizations, like St. Luke’s, however are income tax free. An efficient tax and estate plan uses retirement funds to make your charitable gifts and distributes other assets for heirs.

If you are 70 ½ years old or older, you can take advantage of a simple way to benefit St. Luke’s and receive tax benefits in return. You can give up to $108,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.

Learn more
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Charitable Trusts

The charitable remainder trust is a tax-exempt irrevocable trust designed to reduce the taxable income of individuals by first dispersing income to the non-charitable beneficiaries of the trust for a set time and then donating the remainder amount of the trust to the designated charity. You can set up a trust using cash, stock or real estate and you may designate your gift to support your favorite program or service or provide for perpetual funding of a program.

A charitable remainder trust offers you many rewards including generating income, tax benefits and the ability to make a significant gift to community health care at the end of your life.

Call (208) 505-2981 for more information.

Endowed Gifts and Named Funds

You can help support programs and services for future generations by establishing a named endowment fund to support a specific area or by giving to help grow an existing fund. St. Luke’s Endowments are monies held by St. Luke’s and invested to provide annual income for designated purposes. The “spending rate” represents a percentage of interest generated by the principal investment. The spending rate is set to permit the endowment to fund its stated objective while also growing the initial investment.

Like an endowment, a named fund can be set up to support a program or service that is of interest to the donor. Special purpose funds can also be named and funded similar to an endowment. However, these funds are used as needed and can be fully expended over time rather than being held indefinitely. The minimum amount to start a named or endowed fund is $25,000.

Call (208) 505-2981 to learn more.

Planned Giving Resources

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     Deciphering the Details

    Each planned giving option has benefits to consider, along with specific processes and regulations to follow in making your gift. For more details, we invite you to review our planned giving resources or call us at (208) 505-2981.

    Review planned giving resources
  • Hands on top of one another in a group.

     Legacy Society

    Legacy Society members are individuals or couples who have generously named the St. Luke’s Health Foundation in their estate plans. These types of gifts help ensure that we can continue to support health care excellence long into the future.

    Email us for more info

Donor Stories

Roslin

Originally from England, Roslin has now been a Boise resident for decades. She worked at St. Luke’s in a variety of roles over fifteen years and often reflects on the value of St. Luke’s relationship-based care philosophy.

When asked what inspired her to include a bequest to St. Luke’s in her will, Roslin’s answer was simple: the staff. “The leaders and staff we have are exceptional. Our iCare values are alive at St. Luke’s. Staff are dedicated and caring—not only of our patients, but of one another.”

Roslin’s generosity goes beyond her estate gift. Each year, she directs part of her required minimum distribution (RMD) from her IRA to St. Luke’s and other charities, a choice that lowers her tax bill while maximizing her impact.  

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Considering Planned Giving?

We're Here to Help

Our team is available to guide you in considering giving options.

Call us today at (208) 505-2981 or send us an email.

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