YOUR LEGACY, ST. LUKE'S FUTURE
By incorporating Orchestra of St. Luke's into your estate plan, you can help OSL share the joy of live, classical music with generations to come while realizing your own financial and philanthropic goals. With so many planned giving options, some of which qualify you and your loved ones for tax benefits, we urge you to consult your financial advisor to determine which plan is right for you.
Ways to Give
Defer your giving until after your lifetime with a bequest of cash, securities, or property.
Charitable Remainder Trust
This tax-exempt trust disperses income to you or your loved ones for a specified period of time, after which the remainder is donated to OSL.
Charitable Lead Trust
Reduce your beneficiaries’ taxable income by donating a portion of your trust’s income to OSL before transferring the remainder to your beneficiaries.
Avoid double taxation by designating OSL as the beneficiary of your retirement plan.
Designate OSL as the beneficiary of your life insurance policy and receive immediate tax benefits.
Please complete our Planned Giving Notification Form to inform us of your intentions to support OSL.
Orchestra of St. Luke's
450 West 37th Street, Suite 502
New York, NY 10018
The Lockwood Society
Named in recognition of Marianne Lockwood, St. Luke's co-founder and longtime executive director, The Lockwood Society is a bequest program composed of individuals who want to express their long-term support for St. Luke's in their estate planning. Members of the Society are people who care deeply about music, and value St. Luke's special place in New York's cultural life. Joining the Society ensures that St. Luke's will remain vital over the coming decades.
Members of the Lockwood Society will receive recognition in OSL publications and on its website. Members will also be invited to attend special society events, hosted at St. Luke’s home, The DiMenna Center for Classical music.
For Professional Advisors
Legal Name: St. Luke’s Chamber Ensemble, Inc.
TAX ID Number: 51-0201839