Planned Giving

We are pleased that you have an interest in learning more about how planned giving can help you and Samaritan Counseling and Growth.  There are many benefits of making a planned gift and allowing Samaritan Counseling become part of your legacy through our complimentary planned giving services.

Planned gifts, such as bequests or charitable trusts, can be a powerful, enduring way to provide for a future gift to charity. You can take care of yourself, your family and take care of Samaritan Counseling.

The most common planned gift is a bequest in your will or living trust. Other planned gifts include:

• A charitable gift annuity
• A charitable remainder trust
• A charitable lead trust
• Retirement plan assets
• Life insurance policies
• And more…

At Samaritan Counseling and Growth, we provide complimentary planned giving services through the Bartlesville Community Foundation Planned Giving Partnership Program. This means we can offer you complimentary, confidential, professional estate planning services to help you benefit your family and the causes you are most passionate about.

For more information, please contact us at 918-366-1463 and we will connect you with a member of our Planned Giving Team who can share how you can receive the maximum tax and legal advantage for your legacy gift.

Samaritan Counseling and Growth does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.