PLANNED GIVINGWriting a check is not the only way to help Morton Plant Mease Health Care. Gift planning, or Planned Giving as it is often called, presents the greatest opportunity for mutual benefit to both the donor and Morton Plant Mease Health Care. Planned Giving helps you to maximize your tax and personal financial benefits, while at the same time enabling you to make gifts of a magnitude you may never have thought possible.
If you knew your friends had already selected a gift to give you in the future, wouldn't you want to say thank you to them now? Many friends of Morton Plant Mease Health Care are doing just that - designating a substantial future gift to support Mease Countryside, Mease Dunedin, Morton Plant and/or Morton Plant North Bay Hospitals. By naming Morton Plant Mease Foundation in their estate plans, they ensure quality health care for our community to help save and enrich lives for many years to come.
Most individuals think of estate planning as an action to be completed in the future. However, an active approach now can allow you to choose where your funds will be directed - to federal estate taxes or to those you love, your family, and favorite charities, including Morton Plant Mease Foundation. Estate gifts, through wills, trusts, annuities and insurance, are popular ways to make a future gift commitment. These often provide attractive tax benefits for the donor and some have life income provisions.
The Adler Guild was established to honor the philanthropic tradition of William and Elizabeth Adler, who made major financial gifts to Morton Plant Hospital and our community as their legacies of love. The Adlers felt a strong commitment to help others and to share their blessings.
The four hospitals of Morton Plant Mease Health Care have been particularly fortunate throughout their histories because many individuals have come forward to provide the philanthropic support necessary to help turn dreams into realities.
To begin planning your estate gift
click here!To find out more about planned gifts, contact Jeannine Hodges, Director of Planned Giving at (727) 461-8640 or
jeannine.hodges@baycare.org.
