Planned Giving at RWJBarnabas Health
Planned giving is a set of thoughtful and strategic charitable gift opportunities designed to impact the future of RWJBarnabas Health. To learn how you can make a difference, often with personal advantages, please select your preferred facility from the icons below.
Charitable Lead Trust
How It Works
- You contribute securities or other appreciated assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
- The trust makes annual payments to Barnabas Foundation - LANDING PAGE for a period of time.
- When the trust terminates, the remaining principal is paid to you or heirs.
Benefits
- Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs.
- The amount and term of the payments to Barnabas Foundation can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
- All appreciation that takes place in the trust may go tax-free to the individuals named in your trust.
Next
- More details about Charitable Lead Trusts.
- Frequently asked questions about Charitable Lead Trusts.
- Contact us so we can assist you through every step.