Make an Impact through Gift Planning
Legacy giving transforms your generosity into a beacon of hope for generations.
When you include your local AdventHealth Foundation in your estate plan, you become a steward of lifelong healing. Your plan might include a gift in your will, a charitable trust that provides income to you or your loved ones or naming the Foundation as a beneficiary of your retirement account or life insurance policy. Each option offers a meaningful way to support patient care, advance medical innovation and protect our mission for the future.
Let us help you explore the giving strategy that best reflects your values and creates a legacy of compassion and impact.
Beneficiary Designations
Naming your local AdventHealth Foundation as a beneficiary of your financial accounts is an effortless way to leave a lasting legacy without impacting your current income or estate plan. You simply update your beneficiary designation form with your account custodian, no will or trust amendment needed and your gift passes directly to the Foundation upon your passing.
To make it easy, you can name your local AdventHealth Foundation as beneficiary on any of the following types of accounts:
- Retirement accounts 401(k), IRA or other qualified plans)
- Life insurance policies and annuity contracts
- Bank or brokerage accounts with payable-on-death (POD) or transfer-on-death (TOD) instructions
- Donor-advised funds or other charitable gift vehicles
Because these gifts avoid probate, they transfer more quickly and retain their full value for patient care, research and innovation. Contact our gift planning team for sample designation language and step-by-step assistance in naming your local AdventHealth Foundation as your beneficiary.
IRA Charitable Rollover
When you’re 70½ or older, you can transfer up to $108,000 directly from your traditional IRA to your local AdventHealth Foundation without counting the distribution as taxable income. Known as a Qualified Charitable Distribution (QCD) or IRA Charitable Rollover, this strategy lets you support patient care and innovation while satisfying all or part of your required minimum distribution (RMD).
- Direct transfer: You instruct your IRA custodian to send funds straight to the Foundation.
- Tax treatment: The rollover amount isn’t included in your adjusted gross income, so you receive the full benefit without itemizing deductions.
- Annual limit: You may give up to $108,000 per calendar year ($216,000 for married couples filing jointly if each spouse directs their own IRA).
- Required Minimum Distribution (RMD) satisfaction: Every dollar given counts toward your RMD, reducing your taxable distribution for the year.
By using an IRA Charitable Rollover, you make an immediate impact on our mission without affecting your cash flow. Contact our gift planning team for the precise rollover instructions and sample language to ensure your gift is executed smoothly.
Donor-Advised Funds
A donor-advised fund (DAF) is a simple, flexible charitable account you establish through a sponsoring organization, such as a community foundation or your financial institution. You contribute cash, securities or other assets, receive an immediate tax deduction and then recommend grants to your local AdventHealth Foundation on your own timetable.
- Fund setup: open a DAF account and donate cash, publicly traded stock, mutual fund shares or other eligible assets.
- Immediate tax benefit: claim a full charitable deduction in the year you fund your account, regardless of when you recommend grants.
- Flexible grantmaking: advise gifts to your local AdventHealth Foundation whenever you’re ready — make a single gift or support us year after year.
- Personal legacy: name your fund for yourself, your family, or in honor of someone special and invite loved ones to participate in recommending grants.
- Hands-off administration: your DAF sponsor manages record-keeping, compliance and distribution, freeing you to focus on impact.
Leverage the convenience and tax efficiency of a donor-advised fund to advance patient care, fuel research and foster innovation at your local AdventHealth Foundation. Contact our gift planning team for details needed and personalized assistance to direct your DAF gift.
Life Insurance
A life insurance policy can become a powerful legacy gift to your local AdventHealth Foundation without reducing your current income.
You maintain full use of the policy during your lifetime while creating a significant future impact. You might name the Foundation as beneficiary on an existing policy so its proceeds support patient care and medical innovation, transfer ownership of a paid-up policy to receive a charitable income tax deduction in the year of transfer, donate a policy you no longer need by assigning both ownership and beneficiary rights or purchase a new policy and direct your premium payments toward a gift that benefits families in our community long after you’re gone.
Contact our gift planning team to request sample beneficiary forms, policy transfer instructions and personal guidance in structuring your life insurance gift.
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