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Take Stock in Your Philanthropic Goals

We understand no one is the same when it comes to finances or stage in life. Making a gift of stock, grant from your donor-advised fund or distribution from your IRA are three easy ways you can support Orlando Health your own way.

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    Stock Gifts

    The Orlando Health Foundation accepts gifts of appreciated stock to benefit Orlando Health hospitals or programs.

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    IRA Distributions

    Qualified individuals can make charitable distributions from their IRA to benefit Orlando Health hospitals or programs.

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    Donor-Advised Funds

    If you have a Donor-Advised Fund you can make a grant to support Orlando Health.

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Gifts of Stock

Gifting stock is an easy way to make an immediate impact in the lives of the patients and families we serve. Benefits of gifting stock allow you to avoid capital gains tax for stock held more than one year and receive a charitable tax deduction. You may also gift stock to receive income from a charitable gift annuity.

IRA Distributions

If you are 70½ or older you can give up to $100,000 directly from your IRA to Orlando Health. Once you turn 73, this can count toward your required minimum distribution (RMD) and reduce your taxable income. You may also wish to designate the Orlando Health Foundation as a beneficiary of your retirement account.

For those who are over the age of 70 ½, you can make a one-time qualified charitable distribution (QCD) from your IRA to fund an annuity. Click here for details.

Donor-Advised Funds

If you have a donor-advised fund, you can contribute your support with a grant to the Orlando Health Foundation. You may also wish to designate the Orlando Health Foundation as a beneficiary of your fund for a tax-wise way to provide future impact in the lives of children.

Crypto

There’s a reason high net worth individuals tend to donate property instead of cash. Donating cryptocurrency directly to a 501c3 nonprofit is more tax efficient and can save you money. Click Here for more information.

Dr. Pinellas

"Just like planning for the future and retirement, there should also come a specific time when giving back is part of the plan." - Ira Pinnelas

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.
Josh and Bill Lewis

"Our primary goal was to have an impact on pediatric cancer" - Josh Lewis

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.
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"There was no questions that it was something I was going to do" - Roz Seigel

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.
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"Through this endowment, my grandmother's legacy lives on forever" - David Floyd

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.

Explore the Impact

Watch this video to explore three ways you can make an impact at Orlando Health. 

Planned Giving

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Three Smart Ways You Can Support Orlando Health in 2021
News|Planned Giving

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A History of Gratitude and Growth
Donor Stories|Planned Giving

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Roz Siegel: A Journey From Student to Donor
Planned Giving|News

icon Roz Siegel: A Journey From Student to Donor

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Meet our Planned Giving Team

The Orlando Health Planned Giving Team is here to help you fulfill your philanthropic vision. We thank you for your support. To reach our team, contact us below.

(pictured L-R: Matt Lilly, Sr. Vice President. Tiffany Collier, Vice President. Lizzy Moyer, Sr. Manager)

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