Planned Giving Home

Thank you for your interest in Children's Home Society of Florida Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at CHS who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Learn how we're helping local children now.

Wills Guide

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IRA Gift Video

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There are several types of plans with wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Children's Home Society of Florida Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Remember the ones you love
Though it was during the Great Depression and resources were tight, Garrett's* parents longed for a child. After 10 years of marriage, they were in the process of adopting a child when his mother found out she was pregnant. More on Remember the ones you love >>.

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Robert Giese
President

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact bob.giese@chsfl.org.

If you are a professional advisor, you may take the following steps on this site.