Please mail checks to our address: Samaritan Health Center, PO Box 51339, Durham, NC 27717

Giving appreciated stocks and mutual funds is a great way to maximize your giving because you receive an immediate income tax deduction for the full fair market value of securities you transfer that you’ve held for at least one year. In addition, you pay no capital gains tax on the difference between your cost and the fair market value. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.

How to Give

To improve efficiency, Samaritan Health Center has partnered with the National Christian Foundation (NCF) to process gifts of marketable securities, such as stocks, mutual funds, or bonds, directly.

If you’d like to give a stock, mutual fund, bond, or marketable security gift, please download this pdf to inform NCF of your giving intent.

If you are interested in giving restricted securities, stock options, or matching gifts from your employer, please contact Kathryn Williams at kwilliams@ncfgiving.com or (919) 438-0350.

IRA Qualified Charitable Distributions

If you are over 70-1/2 years old, then you may distribute directly from your IRA to Samaritan Health Center. This amount can be counted towards the IRA’s annual required minimum distribution. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.

Here are a few articles that explain the process:

NCF: Qualified Charitable Distributions: Tax-wise Planning so You Can Give More

MarketWatch: Beat the System With Charitable Donations From Your IRA

We welcome gifts from your donor-advised fund. We are set up with Daffy Charitable, Fidelity, Raymond James, Schwab, National Christian Foundation, and Vanguard. For other funds, checks can be mailed to us at PO Box 51339, Durham, NC 27717, or the fund can contact us for electronic fund transfer enrollment at info@samaritanhealthcenter.org.

You may designate Samaritan Health Center to receive all or a portion of your estate after your lifetime. This type of giving may be accomplished through:

Will or Trust

You can name Samaritan Health Center in your will or trust as a beneficiary, and your estate may receive an income tax deduction for the value of your bequest. Consult with your estate planning attorney and your financial and/or tax advisor to analyze your particular situation and confirm benefits.

Retirement Accounts

You can name Samaritan Health Center as a beneficiary of your IRA, 401(k), or other qualified retirement plans. Any amounts remaining in your plan, free of income and estate tax, will transfer to Samaritan Health Center. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.

Life Insurance

You can name Samaritan Health Center as beneficiary of part or all of your life insurance policy. You can also choose to make Samaritan Health Center the owner of a life insurance policy that is no longer needed. When Samaritan Health Center is made owner, you may receive a tax deduction for the amount of premiums you continue paying each year. If the policy is whole life, you may receive an immediate tax deduction for the cash value amount. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.