Morton Plant Mease Foundation

Planned Giving

For Advisors

Sunday May 24, 2020

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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Debit Card Economic Impact Payments
Washington News
The IRS has moved into the third phase of distribution for the Economic Impact Payments (EIP). Over 140 million payments totaling over $239 billion have been distributed through direct deposits and paper checks. Prepaid debit cards are now being sent out by the IRS to the remaining four million taxpayers who have not yet received EIPs. The debit cards may be used in store, online, for cash withdrawals at ATMs and to transfer funds to checking or savings accounts. Individuals are able to check their debit card balance online or by a phone call. Treasury Secretary Steven T. Mnuchin stated, “Treasury and the IRS have been working with unprecedented speed to issue Economic Impact Payments to American families....
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Case of the Week
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust (CRUT) to benefit...
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Private Letter Ruling
Private Foundation (Foundation) requested advance approval of its scholarship program under Sec. 4945(g)(1). The purpose of the program is to provide funding for the education and training of youth...
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Article of the Month
The field of planned giving includes a variety of gift options. While bequests remain the simplest and most popular planned giving solution, many donors prefer to explore other opportunities....
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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!