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.
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.
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
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.
"Through this endowment, my grandmother's legacy lives on forever" - David Floyd
"Our primary goal was to have an impact on pediatric cancer" - Josh Lewis
"There was no questions that it was something I was going to do" - Roz Seigel
"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
Watch this video to explore three ways you can make an impact at Orlando Health.