Mount Laurel, N.J. – Samaritan recently announced that Jim Ewing, managing director and partner of Clarity Point Financial Partners, a Hightower Company, has been named as chair of its Planned Giving Committee.
With more than 20 years of financial industry experience, Ewing has developed and deployed sophisticated strategies to help business owners, as well as professionals and their families, with their complex financial needs. Prior to his role at Hightower, the Cherry Hill resident served as First Vice President and Wealth Management Advisor at Merrill Lynch for nearly a decade. A CERTIFIED FINANCIAL PLANNER™, Ewing holds the Chartered Retirement Planning Counselor® (CRPC®) and Chartered Retirement Plans Specialist® (CRPS®) designations. He received a bachelor’s degree in communication from West Chester University.
“Jim was one of the Committee’s original members, and has been a consistent and valuable contributor,” said Lee Sheilds, CPA, co-managing partner at Friedman LLP, and Treasurer, Samaritan Board of Trustees. “Samaritan is one of South Jersey’s most reputable not-for-profit providers of hospice care, grief support, palliative medicine, and primary care at home. The generous support of the community – including from those who make a bequest in their will – enables us to provide above-and-beyond, life-enhancing services for our patients and families.”
Samaritan’s Planned Giving Committee is a volunteer group of the region’s leading professional financial advisors. The Committee lends their time and expertise to help advance Samaritan’s charitable mission, and to raise awareness of the potential advantages of charitable estate planning.
“It is an honor and pleasure to volunteer with such talented and generous professionals,” Ewing said. “I look forward to continue raising awareness about the many ways generous donors can benefit Samaritan’s patients and families, while still achieving their own financial goals. Our hope is that those who have made a provision in their will or estate plan to benefit Samaritan let us know when they make that decision, so that we can recognize their generous intent during their lifetime.”
The Planned Giving Committee created The Legacy Society to recognize such individuals. In addition to making a bequest in their will, those wishing to support Samaritan can create a charitable gift annuity, reduce their taxable income with a charitable distribution from their IRA, minimize capital gains taxes by gifting appreciated stock or property, or create a charitable trust.
To learn more about the advantages of charitable estate planning, contact Samaritan’s chief development officer, Chris Rollins, CFRE at 856-552-3287 or [email protected].
Samaritan is a not-for-profit, independent organization locally founded in Moorestown, New Jersey in 1980. Samaritan is the regional leader for hospice care, palliative (comfort) medicine, at-home primary care, grief support and counseling, advanced illness care, education and advocacy. Samaritan serves people in Atlantic, Burlington, Camden, Gloucester and Mercer counties who are coping with the stresses of aging, serious illness, or grief in their homes, assisted-living or nursing home communities and through two inpatient hospice centers: The Samaritan Center at Mount Holly and The Samaritan Center at Voorhees. Samaritan’s charitable mission is sustained and advanced by the generous support of the communities we serve and a thrift shop in Westmont. Samaritan is accredited by The Joint Commission; a member of the National Partnership for Hospice Innovation; and is a four-star hospice in the national We Honor Veterans program.
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