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Citrus Valley Health Partners
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Planned Giving

Planned Giving

Thank you for your interest in Citrus Valley Health Partners. 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 - Leading for the Future
Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission....
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Personal Planner -
"Give It Twice" Trust - Helping Children and Charity
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away....
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Washington News - White House Tax Proposals
White House Tax Proposals
In the State of the Union Address, President Obama included several tax proposals. He stated his hope that...
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