Charitable estate planning chare - A Plan to Match Your Goals

This simple charitable estate planning tool is intended to help you consider a charitable estate planning tool that matches your personal financial objectives.  As always, we recommend consulting your financial advisor. 

YOUR GOAL

MATCHING PLANNED GIFT

BENEFITS TO YOU

Receive a charitable income-tax deduction this year

An outright gift of cash

Deduct 100% of the gift value for federal income-tax purposes
Avoid capital gains tax, without depleting your cash reserves   A gift of appreciated stock or real property  Supports charity while decreasing the out-of-pocket cost to you by reducing capital gain tax
Minimize taxes on the transfer of a business A gift of closely held business stock   Receive an income-tax deduction and avoid capital gain tax
Make a significant gift in the future without affecting current income or lifestyle A charitable bequest in your will    Reduce estate and death taxes, and retain control over your assets during your lifetime
Donate assets to charity and heirs upon your death, but still unsure what to leave to whom Naming charity as a beneficiary of your retirement plan benefits   Avoid estate tax on retirement-plan assets, while making other property available to pass to your heirs
Make a significant gift, and retain an income for yourself  A charitable gift annuity  Receive a current income stream, and an immediate income-tax deduction
Receive a charitable income-tax deduction now, and receive income later  A deferred-payment gift annuity  Receive an immediate income-tax deduction, and income to begin at a future date you choose
Make a significant gift, while retaining current income  A charitable remainder unitrust  Receive a variable income stream, and an immediate income-tax deduction
Make a significant gift, while retaining current income  A charitable remainder annuity trust  Receive a fixed-income stream, and an immediate income-tax deduction, and avoid capital gains tax
Donate a no-longer-needed life insurance policy A gift of life insurance Earn a deduction for a larger gift at a lower cost to you

 

Samaritan’s Planned Giving efforts are guided by our Planned Giving Committee, a volunteer group of the region’s leading financial professionals, lending their time and expertise to guide our charitable estate planning efforts.  To learn about special donor recognition accorded through membership in The Legacy Society, and the potential advantages of charitable estate planning, please contact Samaritan’s Chief Development Officer, Chris Rollins, CFRE, at (856) 552-3287.

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Samaritan is South Jersey's leading provider of hospice and palliative care.
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