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

This diagram represents how to leave a gift of a charitable lead trust - a gift that protects your assets.

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.