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.
| YOUR GOAL | PLANNING TOOL | BENEFITS TO YOU |
| Avoid capital gains tax, without depleting your cash reserves | A Gift of Appreciated Stock, Real Property, or Cryptocurrency | Supports charity while decreasing the out-of-pocket cost to you by reducing capital gains tax |
| Make a significant gift, and earn income for yourself | Samaritan’s Charitable Gift Annuity | Receive a guaranteed, fixed income for life; and be eligible for an income-tax deduction |
| Make a significant gift in the future, without affecting current income | A Charitable Bequest in Your Will | Reduce estate and death taxes, and retain control over your assets during your lifetime |
| Minimize taxes on the transfer of a business | A Gift of Closely Held Business Stock | Avoid capital gains tax, and be eligible for an income-tax deduction |
| Reduce tax on your IRA’s required minimum distribution | At age 70-1/2 or older, make a Gift from Your IRA | Satisfy your Required Minimum Distribution (RMD), while reducing your taxable income with a Qualified Charitable Distribution (QCD) |
| Receive income at a later date | A Deferred-Payment Gift Annuity | Earn fixed, guaranteed income to begin at a future date you choose, and be eligible for income-tax deduction |
| Make a significant gift, while retaining current income | A Charitable Remainder Unitrust | Receive a variable income stream, and be eligible for an immediate income-tax deduction |
| Make a significant gift, while retaining current income | A Charitable Remainder Annuity Trust | Receive a fixed-income stream, avoid capital gains tax, and be eligible for an income-tax deduction |
| Make a meaningful future gift, with no impact today | Beneficiary Designation | Retain ownership during your lifetime, and leave a legacy by naming Samaritan as a beneficiary of a retirement, investment, or insurance account |
| Receive a charitable income-tax deduction this year | An Outright Gift of Cash | Donors who are able to itemize on their federal return, can claim a charitable income-tax deduction |
| Sustain your annual support, while making a local impact | 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.