Planned Giving

Gifts of Publicly Traded Securities
Lee Memorial Health System Foundation accepts gifts of publicly traded securities, including stocks, bonds and mutual funds. More

Your Gift to Life Brings Payments for Life
Catherine "Kay" Mehler established a charitable gift annuity with Lee Memorial Health System Foundation in 2007 and again in 2008 to help cardiac and cancer patients. More

Don't Miss Your Chance: Make Tax-Free Gifts From Your IRA Today!
If you are 70½ or older, the extended charitable IRA rollover legislation benefits you! While easy to accomplish, this tax-smart gift option enables you to jump-start your legacy and witness the benefits of your generosity to The Lee Memorial Health System Foundation. Take a moment to review the questions and answers here to see if this arrangement is right for you. More

Historical Figures Say: The Butler Did It
Pick your executor or administrator carefully. He needs to be up to the job—and honest. More

Should Estate Planning Be Called Life Planning?
Guess what! If you have belongings, you have an estate. And without a plan, your estate could be subject to what the courts decide in case anything happens to you. More

Find a Gift That Works for You
You've always answered the call to help others, and now that you want to extend that support through gifts of treasure, where do you start? It's easiest to begin with what you know—your overall goals. Use this checklist to match your wishes with the right charitable path for you. More

A Donation That Pays You Back
Because you are one of our most valued donors, we are providing you with this educational message on how you can transform your support of Lee Memorial Health System into a reliable stream of income for the rest of your life. The appeal of fixed, dependable payments to you or someone you designate has inspired a number of our supporters to create this special type of donation. More