For Advisors
PROFESSIONAL ADVISORS
Our experienced team of professionals regularly works in partnership with estate planners and other professional advisors, with the knowledge to assist in developing a legacy plan that accomplishes your philanthropic goals and ensures future funding for the Atrium Health programs, services and facilities that have impacted your life.
Atrium Health Foundation Professional Advisory Council
The Professional Advisory Council is a group of distinguished professionals who are familiar with Atrium Health Foundation's mission, of inspiring transformational giving to improve health, elevate hope and improve healing - for all. Council members have expertise in financial and estate planning, including the fields of accounting, law, trusts and insurance.
- Gerald Applefield, Partner
Barry, Evans, Josephs & Snipes - C. Michael Crisp, Member
Crisp Cherry McCraw PLLC - T. Gray Dyer Jr., CFP®
Dyer & Company, LLC - Jay Eich, Principal
The Trust Company of the South - Debra L. Foster, Attorney
Debra L. Foster, PLLC - Nick Foy, Founder
Greenway Wealth Advisors - Chris Gammon, Partner & Co-Founder
Verum Partners - Jessica Hardin, Shareholder
Robinson Bradshaw - Kerri Mast, SVP Private Wealth Management
Brown Brothers Harriman - Leah Maybry, Wealth Advisor
SignatureFD - Billy Morton, Managing Director
MBL Advisors - Holly B. Norvell, Partner
Johnston Allison Hord - Eric Ridenour, Managing Director
Colony Family Offices - Stephen Sims, CFA, Investment Specialist
J.P. Morgan
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.More |
Washington News
On October 13, 2020, the IRS acknowledged that it was still struggling with the unopened mail backlog. Due to the COVID–19 pandemic lockdown, approximately 10 million pieces of mail had accumulated. While most of the IRS staff has returned, they are continuing to try to open the envelopes and process the paperwork.
The IRS noted, "The Internal Revenue Service reminds taxpayers and tax professionals to use electronic options to support social distancing and speed processing of tax returns, refunds and payments."
The IRS offices are open, but many services are limited. There are practical limits on the number of IRS staff who can speak on the telephone and the IRS has limited ability to process paper...More |
Private Letter Ruling
Foundation requests advance approval of its educational grant procedures under Sec. 4945(g). Foundation will provide scholarship grants for educational administrators. The grant will provide funds to...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It...More |
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Article of the Month
For many donors, the most significant part of their net worth is real estate. Thus, gifts of real estate are a very common asset used for charitable gifts. As a general rule, many charities prefer...More |
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Private Letter Ruling
Private Foundation (Foundation) requested advance approval of its educational loan procedures under Sec. 4945(g)(3). Foundation plans to operate an educational loan program to provide financial...More |
Article of the Month
On March 27, 2020, Congress and the President enacted the Coronavirus Aid, Relief, and Economic Security Act (CARES Act, H. R. 748). The $2 trillion CARES Act provides massive relief for...More |
