PlannedGiving

How Can I Make a Difference?


  • Keep us thriving with your planned gift
  • Take advantage of numerous tax and financial benefits
  • Leave a legacy to be remembered by future generations
About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can give.

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IRA Charitable Rollover

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.

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Gift Options
Find out ways to give and learn about the best assets to make a planned gift.
  • Learn about gifts of cash, securities, and property.
  • Learn how to give and discover gift options that provide tax and income benefits.
  • Discover the best planned gift to meet your goals.
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Bequests

Bequests
Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.

Joe: Anna and I believe Samaritan Health Services is truly helping others. It is important to us to partner with them to make a difference. That is why we have made several gifts over the years.

Anna: But we wanted to do more than just make gifts. Joe and I have been careful and have been able to save enough for retirement. We plan to be generous with family, but we also have the ability to be generous with charity.

Joe: After talking it over, we decided to leave a bequest in each of our wills. Our attorney took the simple language available from the organization and included a nice bequest in my will as well as Anna's. We are delighted that we will be helping others through these gifts.

Is a charitable bequest right for you?


We have resources that will help you learn more about bequests. Click here to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.

You might find it helpful to print this page and the bequest language. Please feel free to give this information to your attorney. If he or she has any questions, please contact us.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view a color example of your benefits.


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