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For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Lee Health Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: Lee Memorial Health System Foundation, Inc. dba Lee Health Foundation
Federal tax ID number: 65-0645343
Located in: 9800 South HealthPark Drive, Suite 405, Fort Myers, FL 33908

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gift to Lee Health Foundation with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

Make a Gift to Lee Health Foundation in Your Will

If your clients are interested in supporting Lee Health Foundation with a gift in their will, we have provided sample bequest language that they can bring to their estate planning attorney.

Partner With Us

We understand that gifts to charities such as Lee Health Foundation can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

Leave a Legacy Professional Network

The Leave a Legacy Professional Network of Lee Health Foundation (Legal Name: Lee Memorial Health System Foundation, Inc.) is dedicated to encouraging charitable giving through estate, planned and deferred gifts. Our membership includes legal and financial professionals from Southwest Florida who recognize that it is possible for everyone to make a difference in the lives that follow by “Leaving a Legacy” to nonprofits in their communities through bequests and planned gifts.

Members of the Leave a Legacy Network (LLPN) will share the benefits of philanthropy and legacy giving, and the important role it plays in strengthening not only the Lee Health community, but all communities and nonprofits of Southwest Florida.

When appropriate, members of the LLPN, will work with Lee Health Foundation to develop and strengthen relationships between the Foundation, planned giving professionals and potential donors in the region to increase the understanding of the mission of Lee Health Foundation and its need for philanthropic support.

Our Members

Members may be selected from the following professions:

  • Certified Public Accountants
  • Estate planning attorney
  • Financial Planners
  • Investment Managers
  • Tax Attorneys
  • Trust Officers

Member Benefits

  • Opportunities to provide authored articles and ‘expert’ interviews for Foundation communications distributed frequently to an affluent audience including eNewsletters, printed magazines, website, direct mail, social media, advertisements, radio and television spots, among others
  • Professional listing on Lee Health Foundation’s planned giving website
  • Professional networking opportunities and increased awareness for your company and services
  • Opportunity to participate in the “Financial Health Checkup” series with Lee Health volunteers and other captured audiences
  • “Insiders” view of Lee Health and its strategic priorities

Member Role

The Leave a Legacy Professional Network supports and communicates “Leaving a Charitable Legacy” in a number of ways including:

  • Learning about Lee Health opportunities and serving as an ambassador for the health system in the community, through professional affiliations and with clients when applicable to their interests
  • Recognizing planned giving opportunities to support the health system’s charitable mission
  • Updating leadership at Lee Health Foundation on new developments that may affect gift acceptance policies or impact giving to Lee Health Foundation
  • Sharing experience and expertise in planned giving matters with donors and prospects of Lee Health Foundation
  • Asking the following questions when meeting with clients:
    “Have you identified charities that are important to you?”
    “Do you support any charities currently?”
    “Would you like to continue that support in perpetuity?”
    “Do you want to consider including those charities in your estate plan?”
    “Would you like to meet with a representative of the charitable organization of interest”
  • Serving as an expert presenter or panelist for educational presentations sponsored by Lee Health Foundation

Presentations will be solely for educational purposes. When offering independent educational seminars to the public, council members shall not use the Lee Health or the Lee Health Foundation name in any advertisement, solicitation, or implied endorsement by the Lee Health or the Lee Health Foundation. The sale of products or services is prohibited.

If you have interest in joining the Leave a Legacy Professional Network of Lee Heath Foundation, please contact our Development Team at LeeHealthFoundation@LeeHealth.org.

Personal Estate Planning Kit

Not Sure How to Begin Planning?

Download My FREE Personal Estate Planning Kit

Action Steps

HIPAA

A charitable bequest is one or two sentences in your will or living trust that leave to Lee Health Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Lee Health Foundation, a nonprofit corporation currently located at 9800 South HealthPark Drive, Suite 405, Fort Myers, FL 33908, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Lee Health Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Lee Health Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Lee Health Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Lee Health Foundation where you agree to make a gift to Lee Health Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
Personal Estate Planning Kit Request Form

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