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.
- C. Michael Crisp, Member
Crisp Cherry McCraw PLLC - Jay Eich, Principal
The Trust Company of the South - Densel Fleming, Chief Wealth and Investment Officer & Founder
Vintage Wealth Management Group - 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 - Brooks Jaffa, Partner
Cranford, Buckley, Schultze, Tomchin, Allen & Buie, P.A. - 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, Chief Operating Officer
Braemont Capital - Brad Van Hoy, Member
Moore & Van Allen
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
The Internal Revenue Service (IRS) announced that the 2025 tax season will commence on January 27 of this year. The IRS will provide expanded and enhanced tools to help improve customer service.
An estimated 140 million taxpayers will file tax year 2024 returns by the April 15 deadline. Of those returns, the IRS expects more than half will be filed with the help of a tax professional.
The IRS continues to modernize and add customer support solutions. The improvements include more text and voice assistance and an expanded IRS Individual Online Account. There will also be new warnings that will alert taxpayers to the latest scams and schemes.
The IRS highlighted several free filing options. These include the Direct...More |
Private Letter Ruling
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Since its formation, Foundation has provided grants to public charities in a local metropolitan area. Pursuant...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
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began...More |
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Article of the Month
With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider tax planning opportunities for 2025. Two full tax years have elapsed since the passage of the...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 |
