Orlando Health Foundation - Planned Giving Bulletin

Planned Giving What’s Inside:
Bulletin • Leaving a Legacy
• What is a Bequest?
• Plan Your Legacy

LEAVE YOUR LEGACY

How do you want to be remembered? For over 100 years, Orlando Health has
faithfully served patients and families in our community and we want you to help
our legacy grow. A gift through your estate to Orlando Health is a meaningful
opportunity to partner with us while providing the gift of health to future
generations. We invite you to explore what type of planned gift might be right for
you by visiting OrlandoHealthPlannedGiving.com.

WHAT IS A BEQUEST?

Simply put, a bequest is a way to support a charity such as Orlando Health after
your lifetime. Bequests are:

• Impactful: Naming us in your will, trust or as a bene ciary will make a
long-term impact.

• Ideal: Your commitment will not impact your current lifestyle.

• Flexible: Leave a percentage, set amount or residual of your estate. This
gives you the opportunity to take care of your family and other
nancial obligations rst.

Bequest Language

When working with your estate planning attorney, share our sample bequest
language to support one of the life-changing programs or facilities at Orlando
Health:

“I give, devise and bequeath to the Orlando Health Foundation, Federal Tax ID
59-2244943, [written amount, percentage or residual of the estate] for its
unrestricted use and purpose bene ting [written area of greatest need, program
name or facility].”

Did You Know?

of Americans
don’t have a will.

Having a will that legally protects you and your loved ones is important. Making
plans for the future has many bene ts including a smooth legal process, proper
distribution of your assets and allowance for a charitable legacy.

PLAN YOUR LEGACY

1 Consult

Work with your professional advisor to ensure you are accurately documenting
your plans. Contact our team for a list of trusted professionals if you do not
have one.

2 Update

Consider updating your plans when:
• A signi cant life event happens
• Your nancial status changes
• Moving to a different state
• New tax laws are introduced
• Changing executors or bene ciaries

3 Notify

Have you already left Orlando Health in your will/trust or plan to do so?
Please let us know, we would love to thank you! By notifying us of your plans
we can show our appreciation for your gift and better plan for the future of
Orlando Health.

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

Leave A Legacy

Planned Gifts to Orlando Health help Learn more about our planned giving options
secure a legacy of excellent medical and which one is right for you.
care for our patients and families
throughout Central Florida. There are a Go to: OrlandoHealthPlannedGiving.com
number of life-changing areas you can
choose to support, including services We would love to hear your story and help
for children and adults across a variety you explore how you can make a future
of healthcare needs. impact at Orlando Health.
Call our team: (321) 843-9844
For a full listing of programs and
facilities where your gift can make a As a 501(c)(3) charitable organization, we
difference, we encourage you to visit welcome a variety of giving options. Please
our website or talk with our team to
learn more. reference the following information when
considering a gift:
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION FOR ORLANDO HEALTH FOUNDATION, A FLORIDA-BASED
NONPROFIT CORPORATION (REGISTRATION NO. CH577), MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING Orlando Health Foundation, Inc.
TOLL-FREE 1-800-HELP-FLA (435-7352) WITHIN THE STATE OR VISITING THEIR WEBSITE LOCATED AT 3160 Southgate Commerce Blvd., Suite 50
HTTPS://CSAPP.800HELPFLA.COM/CSPUBLICAPP/GIFTGIVERSQUERY/GIFTGIVERSQUERY.ASPX. REGISTRATION DOES NOT IMPLY
ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. Orlando, FL 32806
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 Federal Tax ID: 59-2244943
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].