The term "planned giving" refers to the art of using tax laws, and strategic, estate, and financial planning techniques to maximize an individual's asset for themselves, their heirs, and their favorite charity. In general, planned gifts take the form of bequests, gift annuities, pooled income fund contributions or a variety of charitable trust agreements.
The tax benefits of leaving Cornerstone Hospice a portion of one's estate are similar those of providing for Hospice through one's will. The donor has the satisfaction of knowing that through his or her generosity one of Florida's best healthcare resources will be strengthened. The benefits of a charitable trust, gift annuity or pooled income fund agreement include lifetime income to the donor and/or designated beneficiaries from a fund that is professionally managed, significant reductions in income tax and/or estate tax responsibilities and/or the ability to postpone or reduce capital gains tax liabilities.
Planned gifts enable donors to support specific healthcare programs or other interests at Cornerstone Hospice.
The Hospice Foundation office stands ready to work with individuals and or their advisors in making any type of planned gift to Cornerstone Hospice. To learn more about about Planned Giving, click here. Or, call Desirée Coleman-Cohrn Director of Planned Giving and Major Gifts, at (352)-742-6728 .