Ways to Give

As you plan your own financial future, we invite you to consider how a charitable gift annuity, charitable trust, bequest, or other planned gift to The Florida Bar Foundation might help you meet your retirement goals and estate-planning needs while also leaving a legacy that will have special meaning to you and your family.

Planning Your Legacy

When considering the various avenues for charitable giving, it helps to begin by analyzing your current and anticipated assets and income and then reviewing your retirement goals, as well as your estate and tax planning. Together with your financial advisor, you can determine which of the following might be most appropriate for you. Mouse over the appropriate box, and then click for further information.

Rollover image of donors John and Nora Patterson. Link to Gifts by Will.
Rollover image of a woman smiling. Link to Gifts That Pay You Income.
Rollover image of donor John Yanchunis. Link to Gifts That Protect Your Assets.
Rollover image of a wife kissing her husband on the head. Link to Gifts of Retirement Plans.
Rollover image of a man smiling. Link to Gifts by Estate Note.
Rollover image donor A. Hamilton Cooke. Link to Named Endowment Funds.
Rollover image of people looking over papers. Link to What to Give.

Creating Your Legacy

To make sure which type of gift best fits your particular financial situation or stage of life, we can help you think through the right road for your philanthropy, which can become an important aspect of your estate and financial planning—and the legacy you may leave through The Florida Bar Foundation.

 

The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to The Florida Bar Foundation. We would be pleased to discuss, in confidence, ways in which you may support The Florida Bar Foundation. These measures may also have an impact on your estate planning.

 

Back

© Pentera, Inc. Planned giving content. All rights reserved.