Planned Giving and Estate Planning

You can make a lasting impact on the future by remembering Mount Dora Children’s Home in your estate plan or other major gifts. Your gifts can help transform the lives of needy children and families both now and for generations to come.

Planned giving also offers you more immediate benefits, including tax advantages and additional income for your retirement years, while still benefiting MDCH and the children we serve.

Planned giving opportunities include:

  • Wills and trusts
    One of the simplest strategies is to add Mount Dora Children’s Home to your will or trust documents. You can choose to leave MDCH a percentage, a specific dollar amount, specific pieces of property or the residual of your estate after providing for your heirs. When you notify us that you have added MDCH to your will, we will honor you with membership in our Heritage Club.
  • Charitable Gift Annuities
    You and/or another person you designate can receive annual income for life by gifting cash, securities or other assets to Mount Dora Children’s Home in exchange for a charitable gift annuity. You may receive favorable tax or estate planning benefits as well.
  • Charitable Remainder Trusts
    A charitable remainder trust provides for annual income to you or another person you designate for life or a specified period of time, after which the remainder of the trust is left to Mount Dora Children’s Home. The donor may receive significant tax benefits, especially when donating appreciated assets.
  • IRA, 401(k) and other retirement accounts
    Naming Mount Dora Children’s Home as beneficiary of your IRA, 401(k) or other qualified retirement accounts may provide tax benefits for your estate.
  • Gifts of specific property
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    You can help support Mount Dora Children’s Home by gifting real estate, stocks and other securities, art, antiques and other collectables to us. We also accept donations of vehicles, including cars, vans, trucks, RVs, motorcycles and boats.  We will be glad to meet with you to discuss planned giving and estate planning strategies that work best for you and your family. We can also work with your financial planning, tax or legal advisors to develop a plan tailored to your needs.

Heritage Club Brochure

Heritage Club

You can touch the future and help provide for a sound financial future for Mount Dora Children’s Home by joining our Heritage Club. All you need to do is include the Children’s Home in your will or trust, or include us in your planned giving strategy.

If you’ve already added us to your will or other estate plans, then let us know and we will honor you by adding you to the Heritage Club.

Receive a free brochure for more information.

Contact our Development Office at:

  • 352-383-0762
  • [email protected]
 
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