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  1. Plan a Gift and Change Lives for Generations

    Every day, The Centers is serving thousands of children and adults in our community providing hope, healing and health to those in most critical need.  We are giving people from all walks of life a new beginning and a chance to lead a full healthy life.  We rely on the help of people like you to make that possible.

    By including The Centers in your estate plans, you strengthen our ability to bridge the gap and ensure that every person in need receives the top quality care they deserve; changing the course of their lives. 

    Popular Planned Giving Methods

    • A Gift in Your Will or Living Trust
    • Beneficiary Designations
    • Charitable Gift Annuities
    • Charitable Remainder Trusts
    • Life Insurance
    • Charitable Lead Trusts
    • Retirement Plan Assets
    • Donor Advised Funds

     

    Whether you have already included The Centers in your estate plans, are planning to include us, or are interested in exploring your options, please reach out to our Director of Philanthropy. We would like the opportunity to thank you and record your wishes/intentions for the impact of your gift so they may be carried out in the future.

    If you have already included our mission in your estate plans, thank you for believing in The Centers and those we serve. We are honored that you have decided to support us in such a meaningful way.

    Meghan Shay, CFRE
    Chief Mission Advancement Officer

    352-291-5462
    mshay@thecenters.us

     

    A Gift in Your Will or Living Trust

    The Simplest Way to Make an Impact

    If you are interested in helping The Centers with our mission but you are not ready or able to write a check today, a simple way to support our mission is a gift in your will or living trust, known as a charitable bequest.

    By including a bequest to The Centers in your will or living trust, you are ensuring that we can continue our mission for years to come.  Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

     

    Beneficiary Designations

    Continue Supporting Our Work Beyond Your Lifetime

    If you are passionate about supporting The Centers, and are interested in having an impact beyond your lifetime, it’s possible and simple to do with a beneficiary designation.  This gift plan names The Centers as a beneficiary of your retirement and/or life insurance policy and is set up entirely separate from your will.  

    Not only this option an easy way to give, but it is also flexible- you aren’t locked into the choices you make today.  You can review and adjust beneficiary designations anytime you would like.

     

    Charitable Gift Annuities

    Turn Your Generosity Into Lifetime Income

    When you are looking for ways to support our mission, you shouldn’t feel like you are choosing between your philanthropic goals and financial security.  One gift that allows you to support The Centers’ work while receiving fixed payments for life is a charitable gift annuity.

    This gift option provides you, the donor with regular payments while allowing us, the charity to further our life changing work. When you create a charitable gift annuity with The Centers you can also receive a variety of tax benefits, including a federal income tax charitable deduction.

     

    Charitable Remainder Trusts

    Discover a Gift that is Truly Win-Win

    If you have built a sizeable estate, a charitable remainder trust may be a good fit for your philanthropic giving.  Benefits of a charitable remainder trust include:

    • A partial charitable income tax deduction
    • Potential for increased income
    • Up-front capital gains tax avoidance

    There are two ways to receive payments with charitable trusts:

    The Annuity Trust pays you, each year, the dollar amount you choose at the start.  Your payments stay the same, regardless of fluctuations in trust investments.

    The Unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets.  The amount of your payment is re-determined annually.  If the value of the trust increased, so do your payments.  If the value decreases, however, so will your payments.

     

    Life Insurance

    When the original purpose for a life insurance policy no longer applies, or you are interested in using it to accomplish philanthropic goals, your policy can become a powerful and simple way to support our mission.  There are three ways to give life insurance to The Centers:

    Name us a beneficiary of the policy.  This gift is as simple as updating your beneficiary designation form with the policy holder.  You can designate us as the primary beneficiary for a percentage or specific amount.  You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn’t survive you.

    Making an outright gift of an existing policy.  You can name us as owner and beneficiary of an existing policy.  You may receive a federal income tax charitable deduction and reduce your future estate tax liability.  If you continue to pay premiums on the policy, each payment is tax deductible as a charitable gift.

    Make an outright gift of a new policy.  You can take out a new policy and irrevocably name The Centers as the owner and the beneficiary of the insurance contract.  Whether you make one single premium payment for the policy or pay annual premiums, each payment is tax deductible as a charitable gift.

     

    Charitable Lead Trusts

    Provide for your loved ones and The Centers.

    There are two ways charitable lead trusts make payments:

    A charitable lead annuity trust pays a fixed amount each year to The Centers and is more attractive when interest rates are low.

    A Charitable lead Unitrust pays a variable amount each year based on the value of the assets in the trust.  With a unitrust, if the trust’s assets go up in value, for example, the payments to The Centers to up as well.

     

    Donor Advised Funds

    A donor advised fund is a charitable savings account.  Here is how it works.  You transfer cash or other assets to a tax-exempt sponsoring organization such as a community foundation.  You can then recommend- but not direct- how much and how often the money is granted to the Centers or other charities.  This allows you to avoid the cost and complexities of managing a private foundation.

    What do you receive in return? An immediate federal income tax charitable deduction at the time you contribute to the account, and the power to make recommendations on which charities to support whenever you choose.  This centralizes your giving and record-keeping in one location.

     

    Retirement Plan Assets

    Do you have money saved in an employee retirement plan, IRA or tax-sheltered annuity? 

    As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan.  You can take advantage of this gift opportunity in several ways:

    Name us as beneficiary of your plan.  This requires updating your beneficiary form through your plan administrator.  You can designate us as the primary beneficiary for a percentage or specific amount.  You can also make us the contingent beneficiary so that we will receive the balance of you plan only if your primary beneficiary doesn’t survive you.

    Fund a testamentary charitable remainder trust.  When you fund a charitable remainder trust with you heavily taxed retirement plan assets, the trust will receive the proceeds of your plan upon your death.  The trust typically pays income to one or more named beneficiaries for life or for a set term of up to 20 years, after which the remaining assets would go to support The Centers.  This gift provides excellent tax and income benefits for you while supporting your family and our mission.

    The Centers is not affiliated with, and does not provide endorsements for professional advisors.  The information on this website is not intended as legal or tax advice.  For such advice, please consult an attorney or tax advisor.  References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

     

    A COPY OF THIS ORGANIZATION’S OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE FLORIDA DIVISION OF CONSUMER SERVICES BY CALLING 1 (800) 435-7352 TOLL-FREE WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. (REGISTRATION #: CH10125)