Orlando Health Foundation - Planned Giving Bulletin

Planned Giving
Bulletin

What’s Inside:
• Three Ways to

Pursue Financial Health
• Donor-Advised Funds
• The Lewis Family Cancer Fund:

Giving for Research and Diagnosis

Three Ways to Pursue Financial Health

At Orlando Health, your total well-being is important to us and this
includes your financial health. Here are a few ways you can check
the pulse on your finances:

01 Be aware of how the CARES Act may affect you.

The Coronavirus Aid, Relief, and Economic Security Act will impact a variety of
areas including charitable deductions, IRAs, retirement accounts and student
loans. Click here to read more and consider consulting with a professional
advisor to ensure you are informed of
your options.

02 Revisit your estate plans.

As life changes, so can your priorities for the future. Plan to review your
documents every few years or following any major life events. If you have yet to
complete your own will, we encourage you to seek guidance from an estate
planning attorney. Remember, you can leave a life-changing legacy by including
charities such as Orlando Health in your plans.

03 Assess your income.

Know where you stand financially and research various options on ways to
supplement your income in the future. If your plans include charitable giving, we
invite you to consider a charitable gift annuity or a charitable remainder trust, both
which provide guaranteed lifetime income.

Our planned giving team is here to help you with your charitable
vision and introduce you to opportunities for tax-wise ways of
giving. For more information on this or any of the items mentioned
above, contact our team.

Donor-Advised Funds

With your support, Orlando Health can immediately provide services to our community
when we need it the most. If you have a donor-advised fund, consider making a gift to
Orlando Health. To initiate your gift, contact your fund representative and inform us once
the grant is complete.

Benefits of giving to Orlando Health through your donor-advised fund:
• The gift won’t interrupt your current cash flow
• You can make a local impact TODAY

Josh Lewis and his father, Bill in front of The Lewis Family
a treatment room at the Haley Center. Cancer Fund: Giving
for Research and
Diagnosis

In 2009, just a little over two years into
Geoff Lewis’ fight against stage four colon
cancer, he and his brother Josh established
a donor-advised fund as a way to give back
to others fighting their own battle against
cancer.

Thinking back over the last 10 years Josh
shares, “Our primary goal was to have a
positive impact on pediatric cancer. It
remains my future hope that children
fighting cancer at Orlando Health Arnold
Palmer Hospital for Children will continue to
receive the very best treatment, care, and
cutting-edge research with the help of the
Lewis Family Cancer Fund.”

In total, the fund has granted more than
$80,000 to the Haley Center for Children’s
Cancer and Blood Disorders at Orlando
Health Arnold Palmer.

Orlando Health Foundation
3160 Southgate Commerce Blvd., Suite 50
Orlando, FL 32806

Leave A Legacy Learn more about our planned giving options
and which one is right for you.
Planned Gifts to Orlando Health help
secure a legacy of excellent medical Go to: OrlandoHealthPlannedGiving.com
care for our patients and families
throughout Central Florida. There are We would love to hear your story and help
a number of life-changing areas you you explore how you can make a future
can choose to support, including impact at Orlando Health.
services for children and adults across Call our team: (321) 843-9844
a variety of healthcare needs.
As a recognized 501(c)(3) charitable
For a full listing of programs and organization, we welcome a variety of giving
facilities where your gift can make a
difference, we encourage you to visit options. Please reference the following
our website or talk with our team to information when considering a gift:
learn more. Orlando Health Foundation, Inc.

A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION FOR ORLANDO HEALTH FOUNDATION, A FLORIDA-BASED 3160 Southgate Commerce Blvd., Suite 50
NONPROFIT CORPORATION (REGISTRATION NO. CH577), MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY Orlando, FL 32806
CALLING TOLL-FREE 1-800-HELP-FLA (435-7352) WITHIN THE STATE OR VISITING THEIR WEBSITE LOCATED AT
HTTPS://CSAPP.800HELPFLA.COM/CSPUBLICAPP/GIFTGIVERSQUERY/GIFTGIVERSQUERY.ASPX. REGISTRATION DOES NOT IMPLY Federal Tax ID: 59-2244943
ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.
You may elect not to receive any further fundraising communications from the Orlando Health Foundation. To do so, you may write to us at
Orlando Health Foundation, Attn: Director of Development/3160 Southgate Commerce Blvd., Suite 50, Orlando, FL 32806, call our toll-free
line at 1.855.678.6889 or e-mail [email protected].