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Why do people like making planned gifts?

Planned gifts, such as a donation made in your will or trust, cost nothing today and allow you to make an incredible impact, which is why so many donors choose to make them.

There are some other exciting but less common gifts — scroll down to learn more.

Popular gifts for the future

See what types of gifts are commonly chosen to make a lasting impact. These gifts are often made to honor a loved one or reflect what’s most important in life.

Popular

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will or trust – for free!

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Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

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Popular gifts for today

These donation options are loved for their ability to align with personal circumstances and financial goals.

Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

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Stocks and securities

Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.

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Donor Advised Funds

Easily recommend grants to NCH for tax-efficient giving.

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Qualified Charitable Distributions

Use your IRA to make tax-free gifts that benefit you and our mission.

Learn more

Let us know if you’ve already included us in your estate plans

Letting us know is incredibly helpful to our team and helps to make sure your gift is used the way you want it to be. More importantly, we want to say thank you for considering our work as a part of your legacy.

Leave a legacy gift by investing in NCH

Making a planned gift is a thoughtful way to express your belief in NCH and help further our mission of living a longer, healthier and happier life. Your long-term vision will make a lasting impact, supporting vital healthcare services for the people of Southwest Florida.

Frequently Asked Questions

Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.

We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).

Yes. You are always free to revise or update your estate plans.

Yes! FreeWill will never share your personal information without your permission.

Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.

Make your will today

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We’re here to help you meet your goals

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Miriam Ross

Title :Director of Development

Phone: 239-624-2015

Email: miriam.ross@nchmd.org

Already included us in your estate plan? Let us know

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