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Make a Planned Gift

Planned Gifts to Orlando Health help secure a legacy of excellent medical care for our patients and families throughout Central Florida. There are a number of life-changing areas you can choose to support, including services for children and adults across a variety of healthcare needs. 

 

For a full listing of programs and facilities where your gift can make a difference, we encourage you to contact our planned giving team.

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    Bequests

    View sample bequest language to include Orlando Health in your will or trust.

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    Beneficiary Designations

    Make Orlando Health as a beneficiary of one of your assets.

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    Revocable Living Trusts

    Learn the benefits of a revocable living trust.

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Bequests: Make a Gift Through Your Will or Trust 

The most popular way to make a legacy gift is through a will or living trust for a set amount, a percentage of the estate, or the residual of the estate. Help provide a future of medical excellence for the children and families we serve by including a provision in your will or trust for one of our Orlando Health programs or facilities.

 

If you have already left Orlando Health in your will, or if you plan to do so, please let us know so we can show our appreciation and better plan for the future.

Beneficiary Designations

Naming Orlando Health as beneficiary of a retirement account, donor-advised fund or life insurance policy is an easy, no-cost way to create a legacy gift that will provide for Central Florida’s future generations.

Revocable Living Trusts

Estate planning is rarely a one-size fits-all solution. Establishing a revocable living trust has many benefits including the ability to avoid probate, quickly transfer your assets, keep your estate private and retain control of your assets.

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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.
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.

Explore the Impact

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

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Meet our Planned Giving Team

Our planned giving team is here to help bring your charitable vision to life. We’d be happy to speak with you in confidence, with no obligation. 

Pictured L-R: Matt Lilly, Senior Vice President and Lizzy Moyer, Director

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