Planned Giving Home

About 70% of Americans have no Will. Of those that do, about 70% have outdated Wills. If you die without a Will, the state will make one for you. Odds are you and your family won't like what the state determines should be done with your estate. Do you have a current estate plan?

Now may be a great time to make your Will or update your existing Will. We can provide you with a helpful 'fill in the blanks' estate planning guide to get you started. This guide serves two purposes: it will help you get personal and financial information organized and ready to have a will prepared, and it will eventually serve as a valuable resource for your executor when it is time to settle your estate.

Please call me at (727) 523-3422 or send me an email at karenvandeputte@thehospice.org with 'Wills Kit' as your subject. I will promptly send you our estate planning guide. I hope to hear from you soon!

For a great introduction to Wills and estate planning, you may also view the Wills Guide video on this website.

Warm regards,

Karen Van De Putte

Planned Giving Manager

Learn about benefits for you, for your family and for Suncoast Hospice Foundation
Planned giving can take many forms, providing wonderful benefits for our donors. Many of these families have enjoyed increased income and generous tax savings. You can meet these friends and learn how they established planned gifts that fit their individual circumstances. Just click on the picture and you can view each story.
Do you recognized your own circumstances in any of these stories? Give me a call at (727) 523-3422 or send me an email at karenvandeputte@thehospice.org and tell me about it. Perhaps one of these options could work for you!

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Suncoast Hospice More on Easy IRA Gift >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Steps to Wise Giving

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.

Karen Van De Putte
Planned Giving Manager

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

Professional Advisors

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 karenvandeputte@thehospice.org.

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