Methods of Giving

This Information is provided to assist you in maximizing your support of the Samaritan Hospital Foundation by taking advantage of the various methods which will allow you to increase the tax advantages of your gift. For additional information, please contact the Foundation Office. Click on each option below for more information.

  • Outright Gifts of Cash
    Cash gifts given to the Samaritan Hospital Foundation are fully tax deductible.
  • Cash Pledges
    Pledges to the Samaritan Hospital Foundation can be made over a period of several years depending on the size of the gift. A signed pledge or letter of intent is required. Tax deductions are earned only on the amounts paid on the pledge in the year payments are made.
  • Securities
    Securities may be given to the Samaritan Hospital Foundation. As a direct gift, it is always to the donor's advantage to make the gift of long-term appreciated securities direct to the hospital, rather than sell them and give the cash proceeds. A major advantage of giving appreciated securities is avoidance of capital gains tax.
  • Planned Gifts
    Significant tax advantages allow lifetime planned gifts to produce a higher payout than many conventional investments. For example, a charitable gift annuity, a popular type of planned gift, provides a lifetime income to a donor and/or their spouse. A gift annuity is a sum of money or other assets given in return for fixed regular payments for the lifetime of the donor(s). An income tax deduction is received at the time the annuity is established. In addition, donors age 50 or over who want to make a gift now but receive income at a later date, can use a deferred of flexible charitable gift annuity.
  • Bequests
    Donors may bequeath to the Foundation their estate; outright charitable gifts are not subject to estate taxes. The two most common forms of gifts by will are the specific sum of money, particular securities, or other property; or a residual bequest of all or part of an estate.