Ways to Give
Bequests By Will

Everyone should have an up-to-date will drafted by a professional. This is the only way to ensure your final wishes for the:

· distribution of your assets;
· designation of an executor;
· appointment of a guardian for minor children.

Leave a Legacy

Naming the St. Luke’s Health Foundation as a beneficiary for a gift in your will is an easy way to leave a lasting legacy. Your gift can be for a fixed amount, a percentage of your estate, or the residue after gifts to loved ones.

Options and Benefits

You can also make your gift in honor of, or in tribute to, a special person. Moreover, you have the option of designating the department, program, or service of your choice to benefit from your contribution. A gift to the Foundation can also reduce the amount of your federal estate tax.

Recognition

Please let us know if you have named the Foundation as a beneficiary in your will so that we may properly thank you. We would be proud to list your name (unless you request anonymity) in our Legacy Society roster in the lobby of each hospital and in our annual report. (We only list names, not amounts.)

Suggested Language for Wills and Trusts

Please think about these options before meeting with your lawyer – The following language shows various alternatives depending upon the nature of the gift (residuary gift, cash bequests, etc.) and whether the gift is unrestricted or designated for a specific purpose.

In a will: “I will give …”
In a trust: “The Trustee shall distribute …”

Choose one or more of the following options:

_____ % of my estate
_____ the residue of my estate
_____ % of the residue of my estate
$____ (fixed-dollar gift)
_______________ (description; for example, real estate, securities, etc.)

Unrestricted
“ … to St. Luke’s Health Foundation, Boise, Idaho, to be used at the St. Luke’s Medical Center where the need is greatest, as determined by the Foundation’s Board of Directors.”

Designated
“ … to St. Luke’s Health Foundation, to be used to support (description of specific purpose, for example, a department, service or program) at St. Luke’s Medical Center, Boise, Idaho; provided, however, that if at some future time the Board of Directors of St. Luke’s Health Foundation determines that it has become impossible or impractical to effectively apply the gift made hereunder to the restricted purpose specified (e.g., because a specific department, service or program no longer exists or its operation has been substantially reduced or changed), then the gift made hereunder shall be used where the need is greatest at St. Luke’s Medical Center, as determined by the Foundation’s Board of Directors.”

Mailing Address:
St. Luke’s Health Foundation
190 E. Bannock
Boise, ID 83712

If you have any questions or need assistance with specific language please call:

Jeff Cilek
Executive Director St. Luke's Health Foundation and
External Relations Assistant to the President
(208) 381-4883
cilekj@slhs.org