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When considering our personal finances, many of us would like to find a balance between giving generously to a charity that is close to our hearts and securing our own financial future.

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    Charitable Gift Annuities

    Making a gift through a Charitable Gift Annuity (CGA) offers a unique opportunity to accomplish your philanthropic support of Orlando Health while also increasing your income and producing several personal tax benefits.

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    Charitable Remainder Trusts

    If you own highly appreciated assets and would like to secure a lifetime income while establishing a gift with Orlando Health, a Charitable Remainder Trust (CRT) may be right for you.

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Charitable Gift Annuities

A charitable gift annuity provides a guaranteed lifetime income in exchange for your gift to Orlando Health. Benefits include partial tax-free income, possible capital gains tax savings, a large charitable deduction and the satisfaction of ensuring the best possible care for our Central Florida community.

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.

Request a personalized gift illustration about how a Charitable Gift Annuity might work for you.

Charitable Trusts

Supporting Orlando Health with a charitable remainder trust enables you to transfer appreciated assets from your estate into a trust that will in turn provide a lifetime income. This transfer of assets also provides relief from multiple tax burdens, making it a wise choice for those with significant assets. Once the term of the trust expires, the remainder of the trust’s estate is transferred to Orlando Health to further support life-saving 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.
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.
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.

Planned Giving

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

icon Three Smart Ways You Can Support Orlando Health in 2021

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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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

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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