Planned Giving 2017-10-05T16:37:20+00:00

Legacy Gifts
Planning a Gift to Haven

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This section offers ideas that will enable you to be a partner in Haven so that we will be the choice for end-of-life and palliative care through the passionate pursuit of excellence and innovation and honoring life by providing comfort, care and compassion to those we serve. Legacy giving provides the resources necessary to sustain excellence and preserve the future of Haven as we provide for our community.

There are as many different ways to support Haven as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider our quick guide to legacy gifts (Legacy Giving Options) and Factors in Planning.

Legal Name:
North Central Florida Hospice Inc d/b/a Haven Hospice
Tax ID Number:
Sample Bequest Language
Bequest Arrangement PDF brochure

The links that follow offer more details about a variety of types of gifts as well as assets to consider as the source for a gift. There are also stories about donors whose circumstances may be similar to your own. The choices can be as simple as a bequest in your will or trust that provides support to Haven after you are gone or a current gift such as a charitable gift annuity that provides income for your lives as well as a charitable tax deduction and potentially some relief from capital gains tax. Please explore the links below.

Types of Gifts


Assets to Consider

Bequests in Wills and Trusts



Charitable Gift Annuities


Retirement Assets

Deferred Charitable Gift Annuities


Appreciated Stock

IRA Rollovers and Qualified Charitable Distributions (QCD)


Real Estate

Charitable Remainder Trusts


Life Insurance

Retained Life Estate


Tangible Personal Property

Charitable Lead Trusts


Bargain Sales



Heritage Society

The Heritage Society was created to gratefully acknowledge the generosity of donors who share the Haven's mission of honoring life by providing comfort, care and compassion to individuals and families we serve. The Heritage Society recognizes and acknowledges anyone who makes a planned gift provision to benefit Haven Hospice. There is no minimum gift requirement for Heritage Society membership. To become a member, all you need do is to let us know of your gift or gift intent. If you wish, you may remain anonymous.

If you have already included Haven (North Central Florida Hospice Inc d/b/a Haven Hospice) in your estate plans, please let us know by calling us (see the Contact Us page) or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. Some of the gift arrangements are revocable and others cannot be changed once established. Some work better with cash and others with appreciated assets. There are many variations, enough so that a giving plan can be tailored to your needs, desires and capabilities. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

link to News and Information pageView our News and Information page. You can also join our e-mail news and information list and receive quarterly e-mails of news relating to legacy giving and of general interest. Just enter your e-mail address and name here and click go. Your e-mail will not be shared (see privacy).

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You can find additional information with our frequently asked questions, glossary, and the site map.

We would like to help make certain your intentions are executed accordingly. For more information about the importance of having a will, please email or call the Vice President of Development, Sharon A. Jones, at 352 379-6226. We are happy to answer questions and offer suggestions confidentially based on your personal circumstances.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice, either in whole or in part. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Gift Planning section has been developed for Haven Hospice by Future Focus. Please report any problems to section webmaster.