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How Charitable Gift Annuities and other planned gifts benefit Meridian Health

How Charitable Gift Annuities and other planned gifts benefit Meridian Health
A generous volunteer, Janis Manzi Franco of Barnegat has tirelessly donated her time to the Southern Ocean Medical Center Foundation, the SOCH Auxiliary and the Birdcage Gift Shop over the years, helping to raise significant funds for Southern Ocean Medical Center.

"Since I have no heirs, I have selected some of my favorite charities as beneficiaries of my estate. I have included the ill, the poor, and the elderly to benefit from my earnings when I leave this earth. I guess this reflects the true nature of who I am and how I have lived my life," Janis said.

In 2013, Janis reinforced her decision to support the future of her community hospital by creating a second Charitable Gift Annuity that names Southern Ocean Medical Center as the beneficiary. Not only does she increase annual income, but Janis also aids her hospital with the remainder.

There are many ways to arrange meaningful gifts as part of your estate plan. Over the past few years, Meridian Health has been the recipient of more than $10 million in trusts, charitable gift annuities like Janis's, bequests and other planned gifts that allow for growth of our hospitals.

For more information, to discuss your situation or for appropriate wording to ensure an estate gift is properly distributed and to learn more about estate planning, contact Robert Wahlers at 732.751.5104 or rwahlers@meridianhealth.com.


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