Create a Legacy: Give Through Your Will or Trust

Did you know you can support Orlando Health with a gift through your will or trust? This is one of the many ways you can make a difference at Orlando Health and create a legacy of generosity that will extend beyond your lifetime.

Did you know you can support Orlando Health with a gift through your will or trust? This is one of the many ways you can make a difference at Orlando Health and create a legacy of generosity that will extend beyond your lifetime. Each gift provides an excellent opportunity to help us deliver the highest level of care for our patients and families now and into the future. Below are three facts to consider:

1. Give at Any Age. A gift through your will or trust can be made at any stage of life. Discuss your plans with your attorney or trusted advisor and make your wishes known. Many gift options can be modified in the future if your circumstances change.

2. Anyone can make a difference. Regardless of your financial status, you can make a significant difference at Orlando Health through a legacy gift. Contact our planned giving team to learn more about what your gift to the Orlando Health Foundation can do.

3. Lessen financial burden for loved ones. Certain assets, such as your IRA, may actually become a financial burden to your loved ones, depending on their federal income tax bracket. Gifting your IRA to the Orlando Health Foundation would bypass these taxes, creating a higher net amount for your loved ones and a full-value gift to the Foundation.

We encourage you to meet with your attorney or trusted advisor regarding your individual circumstances. For more information about this and other planned gift opportunities, please call the Orlando Health Foundation Planned Giving Office at 407.841.5149.

September 01, 2015