Donor Stories
Learn how others have provided for St. Luke's future through their estate planning. Additional donor stories are representative of how various giving strategies may be employed.
If you would like to offer a generosity witness for others, please contact David Heetland, our Pastor of Planned Giving and Stewardship.
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Meet Jim WinnerJim and Joyce Winner were only together for 24 years, yet they shared a lifetime of memories. As youngsters and lifelong friends, they both attended the...
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Meet Debra and Jeff PeekBoth born in Indianapolis, Debra grew up in the Elkhart and Fort Wayne areas and moved to Speedway when in high school, and Jeff grew up in Broad Ripple and attended Jr and Sr High School...
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Meet Ann W. KingAnn W. King has had an amazingly rich and varied career. She graduated from Ball State University with a major in Marketing/Merchandising...
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Meet Denny and Judi JonesWhat inspires a couple to include St. Luke's in their estate plans? For Denny and Judi Jones, it is their desire to help ensure...
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BequestsJoe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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Using a Beneficiary Designation to Make a Gift to CharityJoanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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Reduce Your Taxes with an IRA Rollover GiftMargaret was a retired librarian. She volunteered at her favorite charity several times a week and also made several donations to the charity each year.
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Tax-Free SaleHoward and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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Capital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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Endowment GiftPat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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An Easy Way to Help Our Work with Your IRADaniel was a retired businessman who volunteered for our organization. When we decided to add a new program, he was excited to help in a significant way.
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Property Turns Into IncomeMiranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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Part Gift and Part SaleSusan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Gift of a Bank Account When No Longer Needed (POD)Keith has been a faithful supporter of St. Luke's United Methodist Church and makes regular gifts to support our work.
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Transferable on Death (TOD) GiftsHarold and Jeanne married after meeting at an event St. Luke's United Methodist Church held for our donors. They wanted to leave a legacy gift...
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A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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What Will You Do with Your Unspent Retirement Savings?Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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A Bequest to Save TaxesThomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Leading for the FutureLuke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice TrustWhile visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
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IRA Rollover: A Gift with Substantial BenefitsMark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite charity several times in recent years.
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Bequest of InsuranceMarla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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Avoiding Tax on a Business SaleAlbert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.
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Using Blended Gifts to Reach Your Charitable Giving GoalsJay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.
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