Charitable gift and estate planning can help you achieve multiple goals at once. With the right approach, you can ensure your financial security, provide an appropriate inheritance to your heirs, and leave a lasting legacy to your community in support of Jupiter Medical Center. It's the ultimate win-win.
Tools such as bequests, charitable trusts, life-income plans and residential remainder interests help you control your wealth, choose what you would like to give and when, and enjoy substantial tax savings. Assets such as cash, appreciated securities, real property, life insurance, personal residences, retirement funds, a share of residue of your estate or the remainder of a lifetime trust; are just some of the many avenues available when considering a gift or bequest.
Jupiter Medical Center Foundation's highly skilled staff is prepared to help you evaluate the various gift opportunities, and plan and design a giving strategy to fit your unique needs so you can reach your goals.
Our services include:
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Confidential consultations: We begin by listening to you to appreciate you, your wishes and interests.
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Customized plan: The next step is to design a personal plan, a blueprint to accomplish your wishes.
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Coordination with advisors: We will be happy to work your professional advisors to discuss coordinate and implement your plans.
For more information about the Jupiter Medical Center Foundation, please call 561-745-5728, or fax 561-744-4493.
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