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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 for Creative Spenders
 Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name – they are called "spendthrift" trusts. 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.
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>. |
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 E. Wahlers, CFRE
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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