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Compare Gift Plans

Choose up to three gift plans that interest you to compare them and to learn more about how the plans can help you and Somerset Health Care Foundation.

Gifts Anyone Can Make

Gifts by Will or Living Trust
Give to Somerset Health Care Foundation without affecting your cash flow during your lifetime. Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Somerset Health Care Foundation than to your heirs. Gifts from your Donor-Advised Fund
Make an outright gift from your donor-advised fund or name Somerset Health Care Foundation as the ultimate beneficiary of the remainder in the fund. Gifts of Appreciated Securities
After making a gift of appreciated securities to Somerset Health Care Foundation, the IRS will allow you one of its most significant tax breaks. Gifts of Life Insurance
Create a significant endowment for Somerset Health Care Foundation without dipping into your capital assets. Gifts of Real Estate
Make a substantial gift to Somerset Health Care Foundation through a transfer of residential, commercial or undeveloped real estate. Gifts of Personal Property
Donate books, artwork, or equipment and secure an income tax deduction.

Gifts That Pay You Income

Charitable Gift Annuity
Receive a fixed payout and significant tax benefits. Deferred Gift Annuity
Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors). Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation. Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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