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Estate Planning Resources

Legacy Society Brochure CoverWe 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  Your estate is comprised of everything you own. No matter how large or small, you can’t take your car, your investments, your real estate or more with you when you die. Estate planning is when you anticipate and arrange the management and disposal of all those items at and after death, while minimizing gift, estate, generation skipping transfer tax, and income tax.

A Plan to Match Your Goals  Review a charitable estate planning chart to compare your goals with different types of giving and benefits.

Your Will >>  Read about the importance of hiring a professional versus using an online do-it-yourself kit to help you and your family plan for death and the distribution of your assets. 

Gifts of Stock   Learn more about this flexible planning tool that allows you to take a charitable tax deduction for the market value of the stock, and neither you, nor the charity, has to pay capital-gains taxes when the stock is sold.

The Charitable Gift Annuity 
A charitable gift annuity is when a donor makes a lump sum gift to a charity, with the gift being used to purchase an annuity. The annuity would pay the donor a fixed percentage of the gift each year during their lifetime, with the remaining value of the annuity paid to the charity after the donor’s death.

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  Learn helpful tips about the safest ways to make cash donations (check, credit card) to charity.

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