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Blog: Stories and Insight

Charitable Estate Planning – A Plan to Match Your Goals

This simple worksheet is intended to help you consider a charitable estate planning tool that matches your personal financial objectives.  Click on the orange links to take you to brief, informative articles on each topic. This information is provided by volunteer members of Samaritan’s Planned Giving Committee; a group of the region’s leading professional financial advisors, lending their time and expertise to advance our charitable mission, and raise awareness of the potential advantages of charitable estate planning.  As always, we recommend consulting your personal, trusted, financial adviser.

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 trust  Receive a variable income stream, and an immediate income-tax deduction
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
Reduce your retirement income taxes IRA Rollover Reduces your taxable income
Sustaining your annual support, while making a local impact through your Donor Advised Fund (DAF) A gift to and from your Donor Advised Fund (DAF) Potential to recoup an itemized charitable income-tax deduction


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.

Samaritan Healthcare & Hospice, Inc. is a 501(c)(3), not-for-profit organization (EIN: 22-2344036); headquartered at 3906 Church Road, Mount Laurel, NJ 08054.