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Welcome to Meridian Health Gift Planning
Gift planning is a powerful and meaningful way for individuals to support Jersey Shore University Medical Center, Ocean Medical Center, Riverview Medical Center and Meridian Hospice while also meeting personal planning objectives. This website contains valuable information about how you can help us provide the very best medical care while also helping yourself. We are here to assist you at your convenience. Thank for considering a gift to support the future of healthcare in New Jersey.
| Personal Planner | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ... |
Gift Planning Ideas and Stories
Gift planning integrates your charitable goals in support of Jersey Shore University Medical Center, Ocean Medical Center, Riverview Medical Center and Meridian Hospice with your own tax, estate and financial planning. We hope that the ideas and stories outlined represent some of the planning challenges you face and provide some charitable solutions to meet both your personal planning objectives and your goal to support healthcare in New Jersey. Just click on the picture and you can view each story. If you want to explore another alternative, just contact us and we will help you and your advisors create a custom solution to meet your needs.
 | Bequests
Joe and Anna have been faithful supporters of Meridian Health Affiliated Foundations. They believe it is important to support and encourage their mission. More on Bequests >>. |
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Robert Wahlers
Sr. Director Of Dev. & Gift Planning |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact rwahlers@meridianhealth.com.
If you are a professional advisor, you may take the following steps on this site.
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