Estate Planning

Many of our supporters make charitable gifts by naming Special Olympics Florida as a beneficiary in their wills.

Making charitable contributions is an art – a creative process that adapts to the changing needs and wishes of the donor.   Bequests and Planned Giving enable a donor to arrange charitable contributions in ways that maximize his or her personal objectives while minimizing after-tax cost.  What are planned gifts? Planned gifts include gifts through your will, charitable gift annuities, gifts of life insurance, pooled income funds, and charitable trusts.  Download/request our free planning resources.

A planned gift to Special Olympics Florida helps to ensure the future of the services and programs we provide in your community and may further your financial goals.  Depending on the assets and the gift arrangement selected, a donor can expect to obtain some or all of the following benefits:

  • Fulfill philanthropic goals
  • Reduce income tax through a deduction for the gift
  • Avoid capital gain tax on gifts of long-term appreciated property
  • Retain a stream of payments for life for the donor and other beneficiaries
  • Increase disposable income
  • Eliminate federal estate tax on property passing to charity upon donor’s death
  • Reduce cost and time in estate settlement

To learn more, contact Danielle Hogan, 407-242-2938