Planned Giving

Some donors provide for help and hope to future generations by making a planned gift.  That is, a gift made through a will, trust, annuity, insurance policy, retirement plan, etc.  Some of these vehicles for planned giving can offer you retirement income or other benefits.  Options to consider:

Name Easter Seals Southwest Florida in your Will or Living Trust – You will retain control of your assets and your heirs may experience tax benefits from your charitable gift.

Create a charitable trust – A Charitable Remainder Trust allows you to receive lifetime income and then will support Easter Seals Southwest Florida when it matures.  A Charitable Lead Trust allows Easter Seals Southwest Florida to receive a steady stream of income during your life, then can go to your heirs when mature.

Buy a charitable gift annuity – Easter Seals Southwest Florida can offer charitable gift annuities that allow you to receive a steady income stream then make a gift to the organization when the annuity matures.

Give a gift of life insurance – Your paid-in-full life insurance policy may be used to create a current gift to the organization.  This gift can help your heirs save on income taxes.

Designate Easter Seals Southwest Florida as a beneficiary – Designate Easter Seals Southwest Florida as a beneficiary of your retirement plan or 401(k).  Your heirs may receive a tax benefit when you make a gift of these assets.

Make a gift of stock – You may save on capital gains taxes when you donate highly appreciated securities or use them to create a charitable remainder trust.

Donate real or personal property – To donate real or personal property and to discuss these gifts please contact the Easter Seals Chief Executive Officer at 941-355-7637 extension 409.