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Tax season comes and goes, but your planning shouldn’t

As you are completing your taxes from the 2023 calendar year, we also encourage you to plan for the future. Here are three tax-wise ways to support Orlando Health with a charitable gift. Click on any of the icons below to learn more about how these types of gifts may help reduce your taxable income, avoid capital gains or provide relief from tax burdens.

   

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Stock Gifts 

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IRA Distributions

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Charitable Gift Annuities 

 

In case you missed it

Building on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is a second version of the bill, known as SECURE Act 2.0, which was signed into law at the end of 2022. This new legislation introduces a variety of new rulings, some which may impact your charitable giving in retirement.

Click here for details on SECURE Act 2.0 and learn how this new legislation could impact you.

For more information about making a gift through your IRA or about including Orlando Health in your will or trust, please visit us at OrlandoHealthPlannedGiving.com or contact the Office of Planned Giving at (321) 843-9844.

 

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