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PLANNED GIVING

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PLANNED GIVING - HOW TO LEAVE YOUR LEGACY

When we examine our finances, we should consider both income and assets. For most of us, assets
make up the bulk of our estate. To be good stewards, we must be aware of our assets, as well as our
income. An effective way to do that is through planned giving.


A planned gift is a gift made from one’s assets to a qualified charity such as the Winter Garden Heritage
Foundation. In many cases, a planned gift can be made without negatively impacting a donor’s current
income and may even create some financial advantages for the donor when viewed within the context
of his or her overall financial plan. Anyone can make a planned gift. You do not have to be wealthy.


Because these gifts typically require advance planning during one’s lifetime, donors should seek the
advice of an attorney, financial advisor or tax advisor before making a gift.


Many planned gifts benefit your family and organizations you care about. Planned gifts provide an
opportunity for you to make a difference during your lifetime and beyond. Planned gifts make it
possible for you to leave your legacy and to make a powerful statement about a lifetime of
comprehensive stewardship.


If you have any questions, contact Jeanne Griffith at jgriffith@wghf.org or Jim Crescitelli at
jcrescitelli@wghf.org.

 

We have provided some basic bequest language to assist you and your attorney.


1. Bequest of a specific dollar amount “I hereby, give, devise and bequeath [$Dollars] to Winter Garden
Heritage Foundation, a non-profit organization located at 21 East Plant Street, Winter Garden, FL 34787,
Federal Tax ID: 59-3201766, for Winter Garden Heritage Foundation's general use and purposes or
Permanent Endowment Fund.”


2. Bequest of specific personal property “I hereby, give, devise and bequeath [Description of Property]
to Winter Garden Heritage Foundation, a non-profit organization located at 21 East Plant Street, Winter
Garden, FL 34787, Federal Tax ID: 59-3201766, for Winter Garden Heritage Foundation's general use and purposes or Permanent Endowment Fund.”


3. Bequest of specific real estate “I hereby give, devise and bequeath all of the right, title and interest in
and to the real estate located at [Address or Description of Property] to Winter Garden Heritage
Foundation, a non-profit organization located at 21 East Plant Street, Winter Garden, FL 34787, Federal
Tax ID: 59-3201766, for Winter Garden Heritage Foundation's general use and purposes or Permanent
Endowment Fund.”


4. Bequest of percentage of an estate “I hereby, give, devise and bequeath [Percentage of Your Estate]
to Winter Garden Heritage Foundation, a non-profit organization located at 21 East Plant Street, Winter
Garden, FL 34787, Federal Tax ID: 59-3201766, for Winter Garden Heritage Foundation'
s general use andpurposes or Permanent Endowment Fund.”

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