Planned Giving

Leaving a Legacy to the Miami Bayside Foundation

We invite you to consider including the Miami Bayside Foundation in your estate plan through a planned gift. Our planned giving program offers you the opportunity to combine your charitable interest in the Foundation with estate planning options that often feature favorable tax treatment. One category of planned gifts includes giving arrangements that reduce the donor’s taxable estate but do not require any immediate expenditure. Among these arrangements are bequest intentions in a will or a living trust and making the institution a beneficiary of a life insurance policy or a retirement fund account.

A second category includes charitable remainder trusts which give the donor or donors an immediate income tax deduction as well as a lifetime stream of income at attractive rates. All types of planned giving arrangements give you the opportunity to establish a permanent legacy at the Miami Bayside Foundation in your own name or in the name of a loved one. To learn more about how you can help ensure a vital future for the Miami Bayside Foundation while also planning thoughtfully for your own future, please contact Kathleen Murphy at 305-379-7070. All inquiries will be held in confidence.

For more information contact Kathleen Murphy at (305) 379-7070 x204.