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Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.
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Washington News

Identity Theft Takes $11 Billion From IRS

At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell...
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Personal Planner

Gift Tax Surprise

Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely...
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1200 Druid Road South, Clearwater, FL, 33756-1926 | 1840 Mease Drive, Suite 403-B, Safety Harbor, FL 34695 (727) 462-7036

All Donor Information is kept strictly confidential unless we receive written consent to release information from the donor.
A COPY OF THE OFFICIAL REGISTRATION AND INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. MORTON PLANT MEASE FOUNDATION, FLORIDA REGISTRATION, #CH321, RECEIVES 100% OF ALL CONTRIBUTIONS AND DOES NOT USE PROFESSIONAL FUNDRAISING SOLICITORS.

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Planned Giving