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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Tuesday June 23, 2026

Bills / Cases / IRS

Gift Tax 15% Minority Interest and 25% Marketability Discounts Allowed

For full Case click here.


Previous Articles

Rev. Proc. 2003-60; 2003-31 IRB 274

Rev. Proc. 2003-59; 2003-31 IRB 268

Rev. Proc. 2003-58; 2003-31 IRB 262

Rev. Proc. 2003-57; 2003-31 IRB 257

Rev. Proc. 2003-56; 2003-31 IRB 249

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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