PLANNED GIVING:
Legacy Gifts Through Will or Trust
To us, the word legacy expresses the passion and dedication of people who have named
SPHF in their wills or estates. This is an exceptional group of visionary friends whose
insight and support—at any giving level—will help SPHF continue our mission for
generations to come. Gifts vary in size and scope but all serve a common purpose: to realize
today the ability to positively impact the lives of women in our community and ensure the
organizations’ future success. Some of the commonly gifted assets in wills and trusts
include financial accounts and brokerage accounts. Thank you for considering directing a
legacy charitable gift through an Estate Will or Trust to SPHF. Your estate legal advisor or
executor can coordinate the contribution to SPHF.
Legacy Giving directing SPHF as a beneficiary of your IRA or other “non-
probate” assets
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs,
life insurance policies, joint real estate, and joint bank accounts. Designating SPHF as a
beneficiary can have a significant impact on our organization for years to come.
Are you considering a planned gift for SPHF?
To find out how you can include SPHF in your estate plan, please contact your tax
accountant and/or investment advisor. We can be reached at chair@sphf.org or by calling
us at 727-482-0216. The following info can be used to designate SPHF as a beneficiary of
your planned giving.
Sonia Plotnick Health Fund
PO Box 53606
St. Petersburg, FL 33747
EIN 04-3701604
***** All donations will receive a letter from SPHF [a 501(c)(3) organization]
acknowledging your gift with a receipt for tax purposes.