Donor Resources

Planned Giving Resources to Help You Plan for the Future

Every situation is unique and understanding your financial options isn’t always easy. Find trusted financial and planned giving resources right here in one convenient place to help you sort out your choices. It will help you think about your personal finances and create the financial plan that works best for you.

Tips and Tools

Wills and Trusts

  • Should a Joint Tenancy be Part of Your Estate Plan?
  • Who Needs a Will? Probably You
  • Five Excuses People Give to Avoid Making Their Estate Plan
  • The What, When and Where of Wills
  • Five Questions and Answers about Wills
  • How to Prepare for a Meeting with Your Estate Planning Attorney
  • Do I Need a Will, a Living Trust or Both?
  • Do I Need a Living Trust?
  • Caring for Your Health When You No Longer Can

Gifts to Your Family

  • What is the Right Inheritance to Give to Your Children?
  • Using a Will or Trust to Make Gifts to Your Heirs
  • How Your Estate Can Help Your Children and Charity

Strategy calculators

  • Gift Annuity
  • Annuity Trusts
  • Deferred Gift Annuities
  • Part Gift And Part Sale
  • Sale And Unitrust
  • Unitrust

Many Ways You Can Touch Lives

Learn about the many ways AdventHealth Central Texas Foundation, formerly Metroplex Health System, serves our community through medical services, like these:

  • Behavioral health
  • Cancer
  • Cardiology
  • Emergency
  • Home care
  • Joint care
  • Rehabilitation
  • Sleep disorder
  • Women’s health
  • Wound care

Each service is designed to not only address patients’ physical needs, but to focus on whole-person health. Your planned gift or donation can ensure AdventHealth Central Texas can continue to provide an unrivaled level of emotional and spiritual support for patients and families throughout their healthcare journey.

Stay Up to Date with The Latest Financial News

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The financial landscape can change quickly. Keep up with regulations, tax tips and other ways to improve your bottom line.

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Financial News

Find news about interest rates, stock market trends and other financial issues.