Gift Law

Gift Law is a service provided by the foundation to individuals and professional interested creating a plan for charitable giving. Click here to read the latest news about Gift Law.

Gift Law Calculator

Allows indiviudals and professionals to calculate planned gifts to the Mid Florida Medical Services Foundation and Winter Haven Hospital

GiftLaw Pro Tax

Research current estate planning tax law & regulations with a reference library of over 14,000 pages

The Washington Hotline

Provides articles regarding current legislation and lobbying relevant to financial advisors and the planned giving community.

The Case of the Week

Case studies of situations and challenges relevant to estate planning

The Article of the Month

Provides content that is designed to broaden understanding of current laws and regulations that affect the estate planning community.

Private Letter Ruling

Read about current opinions the IRS is giving taxpayers about planned giving and its tax implications.

Legacy Society

Over the years many Foundation friends have remembered Winter Haven Hospital, the Regency Medical Center and Mid-Florida Medical Services in their wills, trusts, and estate plans. To honor these commitments, the Foundation recognizes these special friends through the Legacy Society.

By naming the Foundation in their wills, trusts or estate plans, these outstanding philanthropists and community leaders create a legacy of quality healthcare for the communities and patients we serve for years to come.

All benefactors who document a bequest or an estate provision for the benefit of our organization’s mission are recognized in the Legacy Society. Individuals whose provisions total $100,000 or more will be recognized as a distinguished member in the Legacy Society Chairman’s Circle. Donors wishing to remain anonymous also qualify for membership by checking this item on the application form.

Bequest, trust and estate plan designations may be created for “unrestricted” use (ie. for the Foundation’s Annual Fund) or for a designated “restricted” purpose (ie. specific cause, facility, area, or department of our organization). For example gifts can be designated to help support:

• The Foundation Healthcare Scholarship Fund
• Regency Medical Center Women and Newborn Services
• Winter Haven Hospital Cardiovascular Services
• Winter Haven Hospital Cancer Program
• Winter Haven Hospital Emergency Services
• Winter Haven Hospital Children’s Services
• Or one of Winter Haven Hospital/Mid-Florida Medical Services’s many other service areas

Gifts such as these allow benefactors to name their gift after a loved one, to carry their own name or to honor/memorialize someone they respect if they wish.

To be recognized in the Legacy Society, please provide the Foundation with either a copy of the specific provision that reflects your will, trust or estate commitment for the benefit of the Foundation, or download and complete the attached application form.

If you are considering a specific designation for your gift or want to discuss other gift options, Foundation staff will be happy to work with you and your advisor to ensure your wishes are carried out. For further information on the Legacy Society, please contact the Foundation at (863) 291-6732.

Legacy Society Application Form

Legacy Society Honor Roll