The Able Trust believes that when people with disabilities want to work, they should. The Able Trust has a mission to be the leader in providing Floridians with disabilities fair employment opportunities through fundraising, grant programs, public awareness and education. The Able Trust Planned Giving Program is the financial nest egg that enables the Foundation to continue providing employment support to Floridians with disabilities on a perpetual basis.
We have an increasing number of friends at The Able Trust who have helped our mission and are now benefiting from life income gifts, gift annuities and other plans. This site has been set up to help inform you of the different options available through planned giving. Thank you for taking the time to explore these options and please contact us if you would like to more information. You can also learn more about The Able Trust's programs at www.abletrust.org
Personal Planner
Integrity and Initiative Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ...
IRA Rollover Gifts
If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.
Benefits For Family and The Able Trust
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Michael S. Campbell Regional Endowment Director
Professional Advisors
We also 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 also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact mike@abletrust.org .
If you are a professional advisor, you may take the following steps on this site.
Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. 
