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Your contributions make a meaningful difference in the lives of our Central Florida seniors. These and other contributions you make to address our neighbors’ and community needs represent your philanthropic legacy of impact. Have you considered how your impact can continue? Your estate plans protect and provide for your own needs and those of your family and can also include the legacy you choose for your ongoing impact. Including your philanthropy in your estate plans affirms your values and continues the impact you are making today. It is important for all of us, regardless of age, income or personal circumstances, to define our estate plans and make certain our intentions are known.
Since 1966, Seniors First, Inc. has been a lifeline for vulnerable adults aged 60 and above. Today, we are the largest social services organization in Central Florida dedicated to enhancing the lives of seniors and advancing the services crucial to their well-being. Your legacy gift qualifies you as a member of our 1966 Society which includes others like yourself who want their legacy to ensure the future of services providing independence and dignity for our area seniors. Your legacy gift will be stewarded in our Seniors First Foundation for lasting impact.
It is important for your estate plan to align with your personal values and priorities, and we understand there is much information to gather, consider and discuss with your loved ones. To help you in this process we have created an Estate Plan and Legacy Checklist.
When you are ready to make your legacy gift to Seniors First, Inc., we encourage you to notify us so that we can share our gratitude and acknowledge your membership in our 1966 Society. Please include the following language in your estate documentation:
I hereby give, devise, and bequeath to Seniors First Foundation, a nonprofit organization with Federal Tax ID #59-3772590 whose current address is 5395 L.B. McLeod Road, Orlando FL 32811, the following: {Amount, percent remainder or note specific asset} for its general use and purpose (or specific purpose}. If it shall become impossible for Seniors First Foundation to use this legacy gift to accomplish the specific purpose, Seniors First Foundation may use the income and principal of the gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose.
Please feel free to reach out to our Chief Philanthropy Officer, Kimberlee Riley, who is a Chartered Advisor in Philanthropy (CAP) with any questions about a legacy gift or for more information about our 1966 Society: kriley@seniorsfirstinc.org or 407-867-1988.