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Planned Giving

“I would rather die a poor man than be a Vanderbilt and know that at the end of my life I failed to help one needy person who came to me for assistance. I do not care to make money unless I can make it serve the needs of my fellow man.” Gordon Keller (October1865 – July 1909) Tampa businessman and beloved citizen.

Planned gifts can be made with cash, but many planned gifts are made by donating assets such as stocks, real estate, art pieces or business interests – the possibilities are endless. Planned gifts can provide valuable tax benefits and/or lifetime income for you, your spouse, or other loved ones. The most frequently made planned gifts are bequests to charities, made through your will. Other popular planned gifts include charitable trusts and charitable gift annuities.