Gifts of Cash or Securities

Planned gifts can include gifts of cash since you must consider the timing, amount and purpose of your gift.  An outright gift of cash qualifies for a charitable deduction for most donors who itemize their federal income tax returns.  Donors who make gifts in this way enjoy seeing immediate results of their generosity, and they understand the importance of their annual support.

A gift of appreciated securities is a popular alternative to a cash gift because it actually saves taxes twice.  You not only receive an income tax deduction for the full fair market value of your securities if you’ve held the securities for more than one year, but you also avoid capitol gain tax on the appreciation.  And if appreciated securities are used to make a bequest to the Homosassa Lions Foundation, or to fund a charitable trust, gift annuity, or other planned gift arrangements, you may realize substantial estimate and gift tax savings as well.

We advise that you consult with your tax advisor as to current tax benefits.  They may be a lot more beneficial then you thought.


A bequest is a marvelous way for your legacy to live on after you are gone.  By making a will, you can ensure that your intentions are clearly expressed and will be followed by those administering your estate.

After providing for family, friends, and others, many of our supporters continue their support by including a meaningful gift to the Homosassa Lions Foundation.  These gifts take many forms:

  • An outright Bequest, in which you give the Homosassa Lions Foundation a specified dollar amount or specified assets, such as securities, real estate or estate tangible property
  • A Residual Bequest, in which you give the Homosassa Lions Foundation all or a percentage of the remainder of your estate after specific amounts bequest to other beneficiaries are distributed and estate-related expenses are paid.
  • A Contingent Bequest, which provides for the Homosassa Lions Foundation upon the occurrence of a certain event if, for example, your primary beneficiary does not survive you.
  • A Testamentary Trust, in which you establish a trust through your will. Beneficiaries receive income for life of a term of years, and, at the end of the trust term, the Homosassa Lions Foundation receives the remainder.

You can make a bequest by creating a new will or by adding a codicil to your existing will. We have some suggested wording for making a bequest to the Homosassa Lions Foundation. Contact us at

The Homosassa Lions Foundation is registered with the state of Florida to solicit charitable contributions under chapter 496 of the Florida statutes (CH29537).  “A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE, 800-435-7352. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.”

For Charitable giving information consult the Florida Givers Guide

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