Planned Giving

Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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Advisors

As a trusted advisor, your clients come to you for professional guidance. They trust you to look out for their best interest and to educate them about all of the planning options available to them. Our goal is to help you effectively explain and structure planned giving options for your clients with charitable intents.

  • Planned Gifts Calculator
    View a presentation that shows the benefits of a planned gift based on your property and goals.
    View Presentation
  • What to Give
    Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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  • How to Give
    Learn how to make a gift that provides tax benefits and even life income.
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  • Charitable Tax Reference
    GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website....
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  • Private Letter Ruling
    Trust Reformation Allowed Under Section 2055
    Decedent created Trust, a revocable trust, on Date 1. Trust provides that, upon death of Decedent, the residue of the estate would be administered as a unitrust for the benefit of Decedent's six... More
  • Contact Us
    View a presentation that shows the benefits of a planned gift based on your property and goals.
    Contact Us
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Join Our Giving Society

The Gracia B. Andersen Giving Society-named after Gracia B. and Martin Andersen who gave the first planned gift to AdventHealth-recognizes those giving to AdventHealth through a planned gift. Our Giving Society honors the generosity of our community who use their blessings to extend the healing ministry of Christ.

Join our Giving Society