Planned Giving
We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
Sign-Up
Sign-Up
View a presentation that shows the benefits of a planned gift based on your property and goals.
More
More
We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
Request Now
Request Now
Welcome to Area Agency on Aging for Southwest Florida Planned Giving
Thank you for your interest in Area Agency on Aging for Southwest Florida. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Donor Stories
While visiting the Wills Planner on our website, June, a surviving spouse, came across the idea of a Give it Twice Trust. ...More
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear...More