Planned Giving

Help us advance our mission of caring for our seniors for future generations.  By building an endowment, friends of Seniors First can assure financial stability for the services and programs critical to older citizens, and lead our community into the new century with more vision and certainty.

Your consideration of a Planned Gift to Seniors First may include one of the following methods:

Wills ~ name Seniors First in your will for a specific amount, percentage, or remainder interest.

Insurance ~ establish (or transfer) an insurance policy naming Seniors First as the owner and beneficiary.

Trusts ~ create a charitable remainder trust naming Seniors First as a beneficiary.

Securities ~ transfer securities of other appreciated assets into the name of Seniors First and designate the funds for the endowment fund.

Gift Annuity ~ a gift annuity may be established that provides income to you and/or your family

For more information about Planned Giving, please call

Jan Kerlin at 407-292-0177 ext. 245

5395 L. B. McLeod Rd ~ Orlando, FL  32811 ~ 407-292-0177