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
October is an excellent month to consider plans for end-of-year charitable gifts. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated land.
1. IRA Charitable Rollover — The IRS refers to the IRA charitable rollover as a qualified charitable distribution (QCD). An individual over age 70½ is permitted to make a transfer directly from his or her IRA custodian to a qualified charity. The transfer is not included in taxable income. If the IRA owner is over age 73, the distribution may fulfill part or all of the IRA owner’s required minimum distribution (RMD).
Because many individuals have invested their IRAs in stocks, bonds or other securities, it may be...More |
Private Letter Ruling
Grantor established irrevocable trusts for the benefit of Grantor’s children. Trust A and Trust B (Trusts) were funded on the same date and are identical, except for the identity of the...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
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. Powers. When Stacy was born, it was a dream come true for the Powers. The Powers were very affluent, and...More |
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Article of the Month
There are many advantages to owning a home. Homes often appreciate over the years, providing stable growth and equity ownership. Over time, however, family and financial circumstances change, and 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 |
