Legacy Gifts provide an avenue for supporting the Children's Hospital GOAL Campaign but also help to provide significant tax advantages for you, your estate, and your heirs. Click on the links below to learn more about making a legacy gift that best suits your situation.
Name the Children's Hospital in your will. - Click to see the language necessary to name the Children's Hospital as a beneficiary in your will
Donate Stock - Click to see how donating appreciated stock may provide you with a tax advantage while supporting the Gift of a Life Time Capital Campaign.
Rollover funds from your IRA - Current provisions allow individuals 70 1/2 or older to rollover a portion of your required minimum distribution without subjecting it to income tax.
Create a Charitable Trust - Click to see how establishing a Charitable Trust can provide signifant tax advantages for you, your heirs, and the Children's Hospital of Southwest Florida.
Create a Charitable Gift Annuity - Click to read about how a charitable gift annuity can create guaranteed income for the rest of your life and support the Children's Hospital of Southwest Florida.
It is important to notify the Campaign Staff if you plan to make a legacy gift. Also, by signing an Estate Note, your gift can be fully counted and recognized toward the GOAL Capital Campaign if you are 70 1/2 years old.