Planned Giving
A Legacy of Care
August is “Make a Will Month,” the ideal time to create or update your estate plans, ensuring your wishes are fulfilled. Charitable gifts can play a large part in defining your legacy. You can continue supporting important programs and services – often at a higher level than in your lifetime, bringing more impact to causes meaningful to you.
As a nonprofit foundation funding life-changing hospice and grief support services, The Tidewell Foundation is grateful for the generosity of donors whose estate gifts make it possible for those in need to receive care and support. These gifts support the Tidewell Foundation beyond your lifetime, ensuring that your legacy of care will continue for generations to come.
There are several benefits to planned giving, including:
- Providing tax and financial benefits. Planned gifts can help you reduce your taxable estate and provide income for your beneficiaries.
- Easing the burden for your loved ones. Your beneficiaries will have a plan to follow for carrying out your wishes, avoiding stressful decisions and uncertainty.
- Supporting your favorite charities. You can leave a lasting legacy of care by including nonprofit organizations like the Tidewell Foundation in your will.
A variety of options exist for planned giving, to fit individual needs. They range from simple bequests in your will to vehicles that provide income, such as Charitable Gift Annuities. Consult with your financial advisor or estate planning attorney to decide what is best for you. More information is available at: Tidewell Foundation Planned Giving
The Tidewell Foundation offers a Legacy Society for individuals who have made a planned gift to the Foundation. Legacy Society members enjoy special benefits, including exclusive recognition events and learning opportunities from a variety of local experts and leaders of the Tidewell Foundation.
To become a Legacy Society member, contact Delesa Morris at (941) 735-7155 or delesamorris@tidewellfoundation.org. Delesa can provide you with more information on how your planned gift will brighten the lives of patients, families, and residents of the communities Tidewell serves.
Not sure where to start? Get a Personal Estate Planning Kit at no cost:
