Charitable trusts – including the Charitable Lead Trust or CLT, and the Charitable Remainder Trust (CRT) – offer several potential advantages to the charitably inclined; including the ability to reduce estate and capital gains taxes, transfer assets to heirs, retain the use of property, and support your favorite charity. Please visit this page again soon for detailed content on trust agreements.
Samaritan’s charitable estate planning efforts are guided by our Planned Giving Committee, a volunteer group of the region’s leading professional advisors, lending their time and expertise to advance the charitable mission of Samaritan Healthcare & Hospice. As always, we recommend consulting with your personal financial advisor.
To learn more about the potential advantages of charitable estate planning, and special donor recognition accorded through membership in The Legacy Society, please contact Chief Development Officer Chris Rollins, CFRE at (856) 552-3287