Donating Stock, IRA Distributions, & Donor Advised Funds

In 2009, just a little over two years into Geoff Lewis' fight against stage IV colon cancer, he and his brother Josh established a Donor Advised Fund as a way to give back to others fighting their own battle against cancer. The brothers established a relationship with PGA golfer, Fuzzy Zoeller, when they were kids after he learned that the boys had recently lost their mother to cancer. This meeting established a long-term friendship that became the foundation for their annual fundraising event and golf tournament, Swing for the Cure. Sadly, Geoff lost his battle with cancer but the Lewis Family Cancer Fund he co-founded with his brother Josh is still going strong in his memory.

Roz has been a faithful donor over the years and most recently made the decision to continue her giving beyond her lifetime by choosing to include Orlando Health in her will. She attributes much of her career and life to her time in the nursing program at Orlando Health. Roz shared that giving in this way is easy to do with some pre-planning. She believes that by giving though a bequest, she is making an impact to help fund the future of care.

As a survivor of six different forms of cancer and as a mother who lost her two-year-old daughter to illness, Jospehine recognized early-on the importance of healthcare to our community. To help as many people as possible, she chose to forma a Charitable Remainder Trust that would eventually fund the Josephine Block Endowment for Medical Excellence.

Ira is a Pediatric Hospitalist working at Orlando Health. Him and his wife Lisa have committed to support The Howard Phillips Center for Children & Families, A Part of Arnold Palmer Hospital for Children through several means, including the gifting of stock. He recognizes that a gift of stock is sometimes easier to commit to than a gift coming out of his annual salary/cash flow. Ira believes that just like planning and saving for the future and for retirement is imperative, there should also come a specific time when giving back is a deliberate part of the plan.

In 2009, just a little over two years into Geoff Lewis' fight against stage IV colon cancer, he and his brother Josh established a Donor Advised Fund as a way to give back to others fighting their own battle against cancer. The brothers established a relationship with PGA golfer, Fuzzy Zoeller, when they were kids after he learned that the boys had recently lost their mother to cancer. This meeting established a long-term friendship that became the foundation for their annual fundraising event and golf tournament, Swing for the Cure. Sadly, Geoff lost his battle with cancer but the Lewis Family Cancer Fund he co-founded with his brother Josh is still going strong in his memory.