Foundation Advocates

Planned Giving Advisory Council

Creating a Legacy for future Generations

Planned Giving Advisory Council

The concept of the Planned Giving Advisory Council was originated in 1979 when a dozen local professionals grouped their expertise and pledged their support to what was then Morton Plant Foundation.  Since that time, our membership has grown to more than 170 members representing the interests of each of the four hospitals of Morton Plant Mease.
Tribute Giving

Members serve as advocates of the hospitals, educating friends, clients and colleagues about Morton Plant Mease’s accomplishments, programs and priorities.  Our membership is diverse and represents a well-respected group of local professionals who volunteer their assistance in establishing major and planned gifts, including attorneys, certified public accountants, trust officers, investment advisors, stockbrokers, chartered life underwriters, certified financial planners, chartered financial consultants and real estate brokers.

Council members work with the Foundation to provide donors with ideas, information and suggestions on how to increase income, reduce their capital gains taxes and reduce estate costs and taxes for their heirs – while supporting their charitable interests at the same time. Their efforts have helped raise millions of dollars in gifts, with millions more documented for future support of our not-for-profit hospitals of Morton Plant Mease Health Care.  We are pleased to recommend any of these Council members to our grateful patients and friends interested in incorporating charitable giving into their financial and estate plans.

For more information about the Planned Giving Advisory Council, including membership or to request a copy of the membership directory, please contact Michele Schneidenbach, Development Director, at (727) 461-8673 or email at Michele.Schneidenbach@BayCare.org

Planned Giving Advisory Council Member Benefits

Member Benefits
  • Access to the Foundation’s Hospitality Services, which includes assistance with physician referrals and a visit from a Foundation representative during hospital stays.
  • Quarterly networking events for members throughout the year, which include educational socials with hospital administrators to strengthen your understanding of the mission of the hospitals of Morton Plant Mease and their need for philanthropic support.
  • Opportunities to serve as a speaker during presentations to our Adler Legacy Society and Planned Giving Advisory Council.
  • Foundation periodicals and e-newsletters, including Gift Law, featuring charitable giving, tax information services and other strategic initiatives to keep you and your clients informed.
  • The support of a dedicated fundraising staff ready to help you and your clients, including providing personalized planned giving illustrations.
  • To begin planning your estate gift, click here!

TRANSFORMING HEALTH CARE THROUGH PHILANTHROPY

For over 40 years, Morton Plant Mease Health Care 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.

Donor information is kept strictly confidential. We will not share or sell a donor’s personal information with anyone else, nor send donor mailings on behalf of other organizations without written consent from the donor.

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A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES ON THEIR WEBSITE (www.800helpfla.com) OR BY CALLING TOLL-FREE, 1-800-435-7352, WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. MORTON PLANT MEASE FOUNDATION, FLORIDA REGISTRATION #CH321 RECEIVES 100% OF ALL CONTRIBUTIONS AND DOES NOT USE PROFESSIONAL FUNDRAISING SOLICITORS.

Please write, email or call us, if you wish to have your name removed from the list to receive fundraising requests supporting the hospitals of Morton Plant Mease Health Care and their affiliates.