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  • JOIN THE LEGACY SOCIETY

    We encourage you to consider joining the supporters who have made a legacy gift to Sarasota Memorial Healthcare Foundation.

  • GIFTS BY WILL

    Bequests allow you to secure an estate-tax deduction for the value of your gift.

  • REQUEST A CALCULATION

    Use our new online tool to help determine the benefits you may receive with each type of gift.

Welcome to Planned Giving

Making a planned gift is a wonderful way to show your support and appreciation for Sarasota Memorial Healthcare Foundation and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Sarasota Memorial Healthcare Foundation.

We recommend that you familiarize yourself with various gift options by exploring Types of Planned Gifts and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

How we impact healthcare

Read About Our Donors

Read About Our Donors

Hear from Sarasota Memorial Healthcare Foundation supporters about how their planned gifts met their philanthropic and family goals.

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Bequest Language

Bequest Language

Read sample bequest language and explore the different types of bequests available for you to meet your philanthropic goals.

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Plan Your Gift at Any Life Stage

Plan Your Gift at Any Life Stage

With this tool you will learn about the issues you may be dealing with as you decide which type of gift is most appropriate given your life situation.

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Planned Giving Blog

Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

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