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.
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.
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.