Planned Giving

Gifts of Publicly Traded Securities

Lee Memorial Health System Foundation accepts gifts of publicly traded securities, including stocks, bonds and mutual funds. 

Opportunity Is Knocking: Your IRA Is the Key

If you're looking for the most tax-effective gift to make to a charitable organization, your individual retirement account (IRA) may very well be the best choice. 

A Smart Strategy for Your Stock

When your stock's value increases, the taxes you owe on the capital gain if you sell the stock also increase. 

Charitable Bequests: Choose From Four Easy Methods

Making a bequest to a charitable organization, such as The Lee Memorial Health System Foundation, is not only a sign of benevolence, but it is also the mark of your desire to help shape the future. 

Timing Year-End Gifts

A gift's delivery date determines the year of deduction for income tax purposes.

For more information on these Planned Giving options, please call the Foundation office at 239-985-3550.