Leave Your Mark on the Future of Health Care

Lakeland Health Foundations has recently made it easier for donors to make a lasting gift that will impact our community for years to come through a new legacy giving initiative.

“Legacy giving is simply planned giving,” said Geoff Isaak, Legacy Giving Director, Lakeland Health Foundations. “Some people may initially be uneasy with words like ‘estate’ or ‘planned gift’ as they often feel these are words that describe a gift that is beyond their capability, but this isn’t the case.”

A planned gift can be anything from a simple bequest, an IRA rollover, a gift of real estate or securities, or making Lakeland Health the beneficiary of an insurance policy. We are also able to assist you in choosing a number of other life-income gifts, as well as charitable lead trusts and charitable remainder trusts.

“By working with your attorney and Lakeland Health Foundations, we make it easy to meet your financial goals, your tax goals, your retirement goals, as well as your philanthropic goals,” said Geoff. “Making a gift is easier than you might think. Depending on the gift arrangement you may choose, you can feel secure about the future of your loved ones, maintain control of your assets for life, and receive significant tax benefits.”

When it comes to making a long-term impact on the health of our communities, there are many giving options available to you.

If you would like to know more about leaving a legacy gift to Lakeland Health, call (269) 927-5111, or visit www.lakelandlegacy.org

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