About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause. More

For Advisors

Thursday August 5, 2021

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.

Selected annually for rolling three-year terms, Council members will enjoy the benefit of networking and learning opportunities, while providing insight and advice to Foundation staff.

Members of the Professional Advisory Council:

  • Have a basic understanding of the funds managed by the Foundation for the benefit of programs, patients, and staff of Atrium Health.
  • Act as a resource for current and prospective Foundation donors who express interest in including the Foundation in their estate plan.
  • Foster legacy gifts to the Foundation by acting as advocates for Atrium Health in the community, promoting the need for philanthropic support.

Professional advisors are invaluable partners for advancing philanthropy. In appreciation of your partnership in promoting legacy giving at Atrium Health Foundation, Advisory Council members will be invited to attend various events, promoted as trusted estate professionals to current and prospective donors for referral, and will be listed in promotional materials and on the Atrium Health Foundation website.

For more information on the Atrium Health Foundation Professional Advisory Council, please contact Sara Piner,Director, Gift Planning at sara.piner@atriumhealth.org or (704) 355-0844.

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.

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
scriptsknown