Morton Plant Mease Foundation

Planned Giving

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Supporting the Foundation with an IRA Distribution

Supporting the Foundation with an IRA Distribution

Chris is a retired Morton Plant Mease team member, who has been a donor to the Morton Plant Mease Health Care Foundation since 2003. When he was a team member, Chris made donations to the Caring for Our Community Team Member Giving Campaign until he retired in 2013. After retirement, Chris was dedicated to continuing his level of support both financially and by volunteering at Camp Living Springs and at the hospital. Chris' dedication is in part to Morton Plant Mease hiring him for an "encore career" after a long time business career. Chris is grateful for the work of the hospitals of Morton Plant Mease and the Foundation.

Chris recalled the Foundation's emails promoting giving from required IRA distributions. Chris says, "The Qualified Charitable Distribution is obviously a real benefit. I'm required to take a minimum distribution which is taxed as regular income so it's a good deal to avoid some tax in making this gift."

An individual who is age 70 1/2 and older must take a "required minimum distribution" from his or her IRA each year. With the IRA charitable rollover, these individuals can transfer up to $100,000 per year directly to a charitable organization and it satisfies their required minimum distribution.

Many people like Chris are discovering that they can make a big difference to help further our mission with an IRA charitable distribution gift. If you would like to designate our organization as a beneficiary of your IRA, you would become an Adler Legacy Society member. For additional information regarding this benefit, please reach out to our planned giving team.


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Transforming Health Care Through Philanthropy


For more than 35 years, Morton Plant Mease Foundation has provided philanthropic support to the not-for-profit hospitals of Morton Plant Mease Health Care, including Morton Plant, Clearwater; Mease Dunedin; Mease Countryside, Safety Harbor and Morton Plant North Bay, New Port Richey. The close connection between the hospitals of Morton Plant Mease and their neighbors reveal a unique spirit of giving ? a relationship characterized by people caring for the hospitals that care for them.

Make a Gift Today!