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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 - A Bequest to Save Taxes
A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work....
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Personal Planner - Trusts for Creative Spenders
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal...
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Washington News - Sen. Reid Supports Tax Extenders
Sen. Reid Supports Tax Extenders
Senate Majority Leader Harry Reid (D-NV) is negotiating with other Washington leaders to extend the payroll tax cut....
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