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
The Internal Revenue Service (IRS) reports that it has made over 100 million Economic Impact Payments (EIPs), as required by the Consolidated Appropriations Act of 2021. On December 30, 2020, the IRS started mailing checks for $600 to individuals, $1,200 to married couples and an additional $600 per qualified minor child.
The payments have proceeded smoothly, with the exception of taxpayers who may have incorrect direct deposit information on file with the IRS. The IRS acknowledged that there is a problem because direct deposits were not able to be sent to some accounts. It is attempting to remedy the problem. The IRS issued a press release and stated, "The IRS and tax industry partners are taking immediate...More |
Private Letter Ruling
Foundation requested approval for its scholarship grant procedures. Foundation intends to operate a scholarship program that will provide assistance to high school and college students who wish 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
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since her...More |
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Article of the Month
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly make real estate charitable gifts. As a general rule, many charities prefer gifts of cash, stocks...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 |
