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The Legacy Society

Making a memorable difference in the world is a goal that many of us share. One way you can enrich your community now and for future generations is to leave a lasting legacy in support of a mission that is close to your heart.

When you combine charitable giving with financial and estate planning, your generosity can grow to touch more lives. This process – called planned or “legacy” giving – is especially attractive if you want to pledge more while enjoying greater financial benefits. As a legacy donor to Tidewell Hospice, you save taxes, increase income or provide support for a loved one. At the same, you help to ensure that Tidewell is able to sustain its compassionate mission well into the future.

Our Legacy Society was created to acknowledge donors who share Tidewell’s commitment to end-of-life care in Sarasota, Manatee, Charlotte and DeSoto counties. The society is open to anyone who makes a planned or legacy gift or a permanent endowment.

If you have included Tidewell in your estate plans, please contact us. We would be honored to recognize and honor you now as a member of the Legacy Society.

Here are a few of the ways you can give a legacy gift or permanent endowment:

Gifts of Cash are a convenient method of giving to, or establishing an endowment. The cost of making a gift is reduced due to the income tax deduction for those who itemize.

Gifts of Appreciated Assets such as securities, bonds or mutual fund shares are an excellent way to give while maximizing tax savings. A gift of assets also avoids the long term capital gains tax on appreciated value.

Gifts of Real Estate such as a personal residence, vacation home, commercial building or undeveloped land may be an option.

To learn more about the many gift plans available, or to discuss our Legacy Society, please call (941) 552-7658 to schedule a confidential meeting.

 

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