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
“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