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PLANNED GIVING

We sincerely believe that empowering an individual to live a fully independent life beyond the restrictions of vision loss is a mission worthy of a planned gift. If you agree, we would welcome the opportunity to discuss options that work best for your situation.
A stack of documents with a header that says Living Trust and Estate Planning
Ralph Sockman once said: "What makes greatness is starting something that lives after you." Making a bequest is your legacy to the people and organizations you hold dear. Remember Lighthouse Central Florida in your Estate Plans - Join the Legacy Society!

Unfortunately, about half of all Americans do not have a will. You can put your affairs in order for those you care about by contacting your attorney or trust officer, who will discuss the many options available to you.

Example of a General Legacy Statement:
I __________ devise and bequeath to Lighthouse Central Florida, Inc., a non-profit agency registered in the State of Florida, the sum of $_____ (or otherwise describe the gift; often a percentage of the estate is designated) to be used in the furtherance of its mission and general purposes.
 
Memorial or Tribute Donations:
Image of a candle representing a memorialAny gift to Lighthouse Central Florida can be specially designated as a tribute in honor of a person or special occasion. Likewise, gifts may be made in memory of a deceased loved one as a way of showing love and respect while helping the Lighthouse mission at the same time.


Real Estate Gifts:
Image of a hand cradling a house representing real estateWhen you make an outright, irrevocable gift of real property to Lighthouse Central Florida, Inc., you may be eligible for a charitable income tax deduction equal to the full, fair market value of the property. You may also save on capital gains and, as well, receive a large charitable deduction.


Gifts Through Retirement Plans:
Image piggy bank representing retirementIf you have accrued funds in a company pension plan or IRA beyond your needs for a secure retirement, you should consider making a gift from your account to Lighthouse Central Florida, Inc. As a side benefit, such a gift may lower estate taxes through the charitable deduction it provides.


Questions:
Image question markIf you have further questions, our Director of Development, Tammy Tase-Helenthal, is available to work with you and your professional advisors to develop gift strategies suitable for you. You can contact Tammy at 407-898-2483 x 239 or thelenthal@lighthousecfl.org.