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Estate Planning Resources

Legacy Society Brochure Cover

We invite you to explore the opportunities and potential advantages of charitable estate planning.  Whether reducing taxes, providing for your family and heirs, ensuring that your wishes are honored, or leaving a lasting legacy in your community; these tools may help you achieve your personal financial goals.

Each of the topics listed, below, links to a helpful article, provided by a member of Samaritan’s Planned Giving Committee, a volunteer group of the region’s leading professional financial advisors, lending their time and expertise to raise awareness and advance Samaritan’s charitable mission.  Please feel free to contact Chris Rollins with any questions or requests.


The Importance of Estate Planning  Life is journey.  You need a plan.  Whether your goal is avoiding taxes, minimizing market volatility, or simply transferring assets and heirlooms to family members, the pathway is a solid estate plan

A Plan to Match Your Goals Our interactive worksheet allows you to compare the benefits of various estate planning tools, matching them with your personal financial objectives.

Your Will  A will is a necessary document, and the cornerstone of your estate plan. Learn the power and importance of your will, and when and why it should be reviewed and updated.

Gifts of Stock   Donating appreciated stock or property is among the most tax-wise ways to give.  Learn how to avoid capital gains taxes, earn a larger charitable deduction, and make your contribution go further.

The Charitable Gift Annuity 
A charitable gift annuity is the gift that pays you back.  CGA donors earn a guaranteed, fixed income for life.

IRA Charitable Rollover 
Making a qualified charitable distribution (QCD) from your IRA reduces your taxable income.

Charitable Trusts   A charitable trust may offer significant advantages for certain estates.  Find out if one is right for you.

Gifts of Cash  Helpful tips on how to give safely, securely, and tax wise.

Life Insurance and Charitable Giving  Learn more about how life insurance allows you to make a substantial gift to charity at relatively little cost to you.

Donor Advised Funds    Put your Donor Advised Fund (DAF) to work in your community, and consider “bundling” your contributions to recoup a charitable deduction.

Eternal membership in The Legacy Society is bestowed upon those who have included Samaritan in their will or estate plan.  Please let us know if you have made such a provision, so that we may recognize your commitment among these generous donors.  Samaritan Healthcare & Hospice, Inc. is a not-for-profit, 501(c)(3) organization (EIN: 22-2344036); headquartered at 3906 Church Road, Mount Laurel, NJ 08054