Planned Giving

Leaving a Legacy

Planned giving allows a donor to give a legacy gift that does not impact immediate cash flow and can provide tax benefits and other advantages. There are a variety of ways to give including bequests, charitable annuities, insurance policies, stocks, bonds, retirement assets and more.

The donor is leaving a legacy that helps support causes they believe in long into the future.  Planned giving, also referred to as gift planning or legacy giving, is when a donor contributes a major gift to an organization in the future, beyond their lifetime.

These major gifts also come with a plethora of benefits for the donor, mainly tax-related. This makes it easier for donors to give with less impact to their own personal finances.

There are several ways that you can leave a legacy at Florida Citizen's Alliance. If you would like to hear more about our planned giving/legacy program, please contact us.

Mom helping kid with homework to promote planned giving

Ways to Give

Make a gift that costs you nothing during your lifetime. Gifts through your will or trust (Bequest) Include a gift of cash, property, or a percentage of your estate through your will or trust. A gift that does not affect your cash flow, and that you can adjust as circumstances change.
Make a gift and receive a steady income for life. Charitable Gift Annuity, Charitable Remainder Unitrust, Charitable Remainder Annuity Trust Donate assets to your fund that provide income for life and pass the remainder to your favorite charities. Receive tax-advantaged payments for life, along with a charitable tax deduction.
Make a gift while leaving more of your estate to your heirs. Gifts of retirement assets Name your Florida Citizens Alliance as the beneficiary of your retirement plan and pass less-taxed assets to your heirs. Avoid up to 60% income tax on your retirement assets; pass more of your estate to your heirs.
Make a gift while avoiding capital gains liability. Gifts of appreciated securities Give Florida Citizens Alliance appreciated stocks, bonds, or mutual funds to sell and fund your account. Support multiple charities with a single transfer; receive an immediate income tax deduction; pay no capital gains tax.
Make a large gift at little cost. Gift of life insurance Donate a life insurance policy you no longer need or name us in an existing one. Take a tax deduction now; take possible future deductions through gifts to pay policy premiums.
Make a gift that preserves your assets for your heirs. Charitable Lead Trust Use appreciating assets to benefit your charitable fund for years, and then pass the assets back to your heirs. Shelter your growing assets and benefit your favorite charities through your fund right away; reduce or eliminate gift and estate tax.

Want more info? Call:  Keith Flaugh  (239) 250-3320

Why Give?

When you include Florida Citizens Alliance in your estate plan, you help ensure there will be a strong voice for education for generations to come.

Your donation will enable us to advocate for solutions including parental school choice. You also have the peace of mind knowing that your hard-earned assets will always be used for causes you believe in.

It is as important as ever to look toward our children's futures. With your generosity, we can better serve our youth who desperately need our help to learn, grow, and live freely.

We can't do it without our many donors who so generously support the cause. We appreciate our donors and the many volunteers who help us achieve our goals.

Student in library

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