Planned Giving

Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!

  • Gift Annuity
    Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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  • Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.
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  • Deferred Gift Annuity
    Benefit from fixed payouts beginning at a date more than one year from the gift.
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  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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  • Unitrust and Sale
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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  • Unitrust
    Enjoy increased income with tax-free sale plus charitable tax deduction.
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Join Our Giving Society

The Gracia B. Andersen Giving Society-named after Gracia B. and Martin Andersen who gave the first planned gift to AdventHealth-recognizes those giving to AdventHealth through a planned gift. Our Giving Society honors the generosity of our community who use their blessings to extend the healing ministry of Christ.

Join our Giving Society