What is Planned Giving?
Planned Giving is a set of ways a donor can leave money/assets to a nonprofit at his/her death; or a way to invest money so that the donor receives benefits during his/her life and then bequeaths the remaining funds to Cornerstone and other charities of their choice.
Planned Giving is a complex program of various financial instruments that strategically uses tax and estate laws to maximize an individual’s asset for themselves, their heirs and their favorite charities. In general, planned gifts take the form of bequests, gift annuities, pooled income fund contributions or a variety of charitable trust agreements.
Gift planning enables donors to support specific Cornerstone programs as they so choose. If you need assistance, the Foundation team has several tools to assist you and your Advisors in preparing your documents; just call us at (352) 742.6728. Donors who have made a planned gift to Cornerstone are eligible to become a member of our Legacy Society as well.
Planned gifts are vital to our organization – they ensure the growth, development and sustainability of our programs, services and the Cornerstone houses. If you are considering a planned gift to Cornerstone, please contact us so we can introduce you to the Leadership Team and Board of Directors.