Planned Giving
Plan a Gift and Leave a Lasting Legacy
Planned gifts allow you to leave a legacy that will benefit countless other patients and families for generations.
As a symbol of our deepest appreciation, you will be inducted into our Gibbons Pathway Society and your name will be added to our recognition wall. We would be honored to discuss these and other options with you or your professional adviser.
Some of the most common types of planned gifts include:
- Bequests in a will or a living trust
- Charitable Gift Annuity
- Life insurance naming Chapters Health Foundation
- Qualified Retirement Plans
- Charitable Remainder Trust
- Life Estate of Residence
- Charitable Lead Trust
Bequest in a Will or Living Trust
The most common planned gift is a bequest in a will or living trust. If you choose this option, below is some suggested language.
“I give and bequeath to the trustees of Chapters Health Foundation, Inc., currently located at 12470 Telecom Drive, Suite 301, Temple Terrace, FL 33637, ________ % of my total estate or $ _________________ or other property.” (US Federal ID 59-3467282).”
Please call 813.871.8444 if you choose to include Chapters Health Foundation in your estate plans. This allows us to recognize you for your thoughtful generosity.
Unrestricted Gift
For an unrestricted gift that allows Chapters Health Foundation to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
“I give to Chapters Health Foundation, Inc., a nonprofit corporation currently located at 12470 Telecom Drive, Suite 301, Temple Terrace, FL 33637, or its successor there to, _______________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose.”
A Gift for a Particular Purpose
To designate your provision for a particular purpose:
“I give to Chapters Health Foundation, Inc. , a nonprofit corporation currently located at 12470 Telecom Drive, Suite 301, Temple Terrace, FL 33637, or its successor thereto, ________________ [written amount or percentage of the estate or description of property]. This gift should be used for [state purpose] if and so long as Chapters Health Foundation determines that this need exists. If Chapters Health Foundation shall determine at the outset or at a later time that this need does not exist, or no longer exists, or for some reason it is not possible (or prudent) to administer my gift as originally intended, then Chapters Health Foundation may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that purpose stated above.”
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About Us
Established in 1983 as a community-centered, nonprofit entity, Chapters Health has grown exponentially through its radical approach to healthcare that leverages a one-of-a-kind system to support patients, families, and caregivers across the country, while remaining grounded in the mission of taking care of patients, or taking care of those who do®.






