Mass Schedule: Saturday 5:30pm
Sunday 8:00am, 10:00am & 12:00pm
1440 N. Fairfield RD, Beavercreek. OH 45432

 

GIFTING THE PARISH AND SCHOOL


 

Besides supporting St. Luke through your Sunday offering, parishioners candonate to the parish through an Automatic Bill PaymentFeature, making Stock and Mutual Fund donations, setting up a Charitable Bequest or Beneficiary Designation, or making a Memorial or a Tribute Gift.If you would like to support St. Luke as other parishioners do but are unaware of available options, note the following possibilities you can choose.

 

AUTOMATIC BILL PAYMENT FEATURE

You can setup an electronic donation to St. Luke through your bank or credit union. Without writing a check, the procedure allows you to schedule a donation on a regular basis of your choice (weekly, monthly).Usually, there are no fees to either you or the church for the transaction.Call to learn your banking institution’s setup procedure. Often, you simply designate St. Luke as a ‘payee’,use your envelope number as the account number, and give the parish address as the vendor address.

 

IRA DISTRIBUTION

If you are 70½ years old or older, you can donate up to $100,000 as a Qualified Charitable Distribution (QCD) from your own IRA or individual retirement annuity directly to St. Luke without having to pay income taxes on the money. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions. If you have not yet taken your Required Minimum Distribution (RMD) for the year, your IRA charitable rollover gift can satisfy all or part of that requirement. The IRA trustee/custodian must make the check out to St. Luke.St. Luke will issuean acknowledgement for the contribution.

 

WILL OR LIVING TRUST -CHARITABLE GIFT BEQUEST

By including a BEQUEST to St. Luke Church in your will or living trust, your gift supports a future parish ministry and entitles your estate to an unlimited federal estate tax charitable deduction.Language can be as simple as “I, [name], of [city, state ZIP], give, devise, and bequeath to St Luke Parish in Beavercreek OH [an amount or gift description] for its unrestricted use and purpose."

A variety of TRUSTS can be set up to benefit personal family members as well as one’s faith family at St. Luke. Several types of trusts include a:

  • CHARITABLE LEAD TRUST -- disperses income to St. Luke Parish, typically for a set number of years. Then the trust remainder is dispersed to the grantor or his or her family.
  • CHARITABLE REMAINDER UNITRUST -- disperses to one or more beneficiaries a variable income for life, then any remaining funds to St. Luke Parish.
  • CHARITABLE REMAINDER ANNUITY TRUST -- dispersesto one or more beneficiaries a fixed amount, typically for life, then any remaining balance to St. Luke Parish.- O V E R -

 

STOCK & MUTUAL FUNDASSET DONATION

Direct Registration STOCK(DRS or book entry) can be donated to St. Luke by providing your stock broker:▪ a copy of the most recent statement clearly showing account number and registered name; ▪ the number of shares you wishto donate, ▪ the tax identification or social security number associated with your current account, ▪ the donor’s name identifiedon the transfer document, and ▪ St. Luke transfer information -NAME OF CUSTODIAN: Fifth Third Bank; DTC NUMBER: 2116; ACCOUNT NAME: St. Luke Beavercreek; ACCOUNT #: 0104471751CB; and PARISH TAX ID: 31-0589342.

MUTUAL FUNDS can be donated to St. Luke by providingyour Mutual Fund Company:▪ the ticker/cusip for the mutual fund, ▪ the number of shares you wish to donate, ▪ the delivering bank/broker name, ▪ the donor’s name identified on the transfer document, and ▪ St. Luke transfer information. - NAME OF CUSTODIAN: Fifth Third Bank; DTCNUMBER: 2116; ACCOUNT NAME: St Luke Beavercreek; ACCOUNT #: 0104471751CB; and PARISH TAX ID: 31-0589342.

 

DESIGNATED DEATH BENEFICIARY

A beneficiary designation upon one’s death can name St. Luke to receive assets such as retirement plans and life insurance policies or real estate. You simply fill out a form that is entirely separate from your will that can be reviewed and adjusted anytime you want. It is an easy wayto donate to the parish.Gift examples include:

  1. REAL ESTATE - the transfer of the ownership of property by deed to St. Luke.
  2. APPRECIATED PROPERTY - a gift of appreciated property, such as marketable securities or tangible personal property, to St. Luke.
  3. RETAINED LIFE ESTATE - a gift arrangement where a donor deeds a personal residence to St. Luke and retains the right to live there for life.
  4. LIFE INSURANCE - a gift of the ownership of a life insurance policy to St. Luke.
  5. RETIREMENT PLAN - a gift of part or all of an IRA or retirement plan account to St. Luke.

 

MEMORIAL, SCHOLARSHIP, AND TRIBUTE

At present, four memorials that annually benefit St. Luke School have been set up. You can establish a scholarship, memorial or tribute gift to honor a deceased loved one to supporta specific ministry or mission of St. Luke Parish or Schoolthat your loved one valued. You also can establish a scholarship, memorial or tribute gift for a living loved one to celebrate a special occasion such as an anniversary. Such a gift will be a lasting accolade to your loved one and make a difference in the lives of fellow parishioners who are served.

 

YEAR-ROUND COMMUNITY REWARD PROGRAMS

You can enroll at Kroger.com in the KROGER PLUS CARD COMMUNITY REWARDS PROGRAM designating St. Luke School to receive a percentage of your purchase every time you shop. Go on line, or call the school office, 426-1733, ext. 401 to register, and renew annually, using code 80224. St. Luke School also receives income from a RECYCLE REWARDS PROGRAM. You can donate empty laser ink cartridges, inkjet cartridges and used cell phonesto supportthe school religious education mission.