There are many ways to make a gift to St. Luke’s School. Outright gifts of cash are fully tax-deductible for those who itemize and provide the most convenient form of giving. Gifts of securities, real estate, and assets also provide for savings to the donor and are extremely beneficial to St. Luke’s.

For more information, please contact Ninette Enrique, Director of Development at (203) 801-4857 or at enriquen@stlukesct.org.

Checks can be written to “St. Luke’s School” and sent to Development Office, St. Luke’s School, P.O. Box 1148, New Canaan, CT 06840.

Visa and Master Card are also accepted.

If you hold appreciated securities, held for more than one year, you can make an outright gift to St. Luke’s School and

• Receive a deduction for the full fair market value.
• Avoid a capital-gain tax liability.

Thus, your after-tax cost for a gift of appreciated securities is very low.

Securities can be transferred electronically to St. Luke’s. Please contact Kathleen Murphy, Annual Fund Director, at murphyk@stlukesct.org or at 203-801-4859 for further information.

School policy stipulates that all stock gifted to St. Luke’s must be sold upon receipt.

Philanthropy through estate planning is an effective way of magnifying your support to St. Luke’s School, without straining current assets earmarked for other personal needs. There are also a number of tax and income benefits. For more information, please go to the Planned Giving section of this website.

If you put St. Luke’s in your will in 2003-04, our 75th Anniversary, you will be a founding member of the Hilltop Society.

Material donations are tax-deductible for their value. Please contact the Development Office for further information on what types of material gifts can be received.

Real Estate — An outright gift of appreciated real property, free of debt and owned for more than one year, provides you with a tax deduction equal to the fair market value of the real property on the date of the gift, subject to the overall annual limitation on charitable donations. Such a gift may, in addition, save you state and local transfer taxes which would ordinarily accrue upon the sale of real estate. Additional forms of real estate giving include:

• Retained Life Estate — You or a family member may continue to live on or use the property during your lifetime.
• Undivided Interest — A part of a piece of real estate is given or promised.
• Life-Income Gift — You transfer a residence, for example, to a charitable remainder trust and receive a lifetime income on the sale of the proceeds.

Personal Property — Art work, antiques, rare books, and other valued collections currently qualify for charitable deductions when their use relates to the education that St. Luke’s provides. We welcome inquiries in this area and will work with your financial advisors toward the method of disposition that best suits your needs. All gifts of real estate and/or personal property require approval by the Board of Trustees.