Gift Planning


August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Posted August 2023

If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.

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Do You Know the 6 Ways Your Assets Could Be Distributed?
Posted July 2023

There are six main ways to transfer assets through your estate, and five of them offer charitable opportunities. Read more for a detailed explanation of each.

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A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits 
Posted June 2023

An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.

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Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Posted May 2023

Would you like to know the best way to make a tax-savvy charitable gift in the current market? Read more to learn about the benefits of giving appreciated stock.

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1151 Tower Boulevard

Lake Wales, Florida 33853


Sponsored in part by the State of Florida,
Department of State, Division of Cultural Affairs,
and Visit Central Florida.
A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling toll-free within the state. 1-800-435-7352. registration does not imply endorsement, approval, or recommendation by the state. Charitable Registration Number: CH1161

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