Planned Giving

Action Items

We hope our website has answered many of your questions about arranging a charitable lead trust to benefit your family and Lee Memorial Health System. Here are some actions to take to learn more about this way to provide long-term support of our mission.

Quick Tip
Contact your estate planning attorney and tax professionals for legal and tax advice for employing this—or any—charitable strategy.

Calculate how a charitable lead annuity trust or a charitable lead unitrust could benefit you.
Learn more about growing your assets without growing your heirs' tax bills.
Contact Linda T. Kelly at 239-343-6064 or linda.kelly@leememorial.org with any questions you have, or to arrange an appointment to discuss the benefits of a charitable lead trust with The Lee Memorial Health System Foundation.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.