FirstHealth of the Carolinas

Personal Estate Planning Consulting Service

The Foundation of FirstHealth is committed to a healthy and financially secure community and offers confidential reviews of your estate planning strategy as a continuing service to our friends and benefactors.

Consultations are provided by William T. Sturtevant, who serves as an objective advisor for our charitable estate and gift planning program. Mr. Sturtevant is a nationally recognized specialist in major and deferred gifts and planning. He earned the Certified Financial Planner designation in 1984 and regularly assists a variety of charitable organizations with complicated or unusual gift situations. A frequent speaker before development professionals, hospital groups and civic organizations, Mr. Sturtevant has authored several books and is one of the founding members, along with Jerry Panas, of the Institute for Charitable Giving located in Chicago.

Mr. Sturtevantís services are wholly complimentary and he does not sell or promote commercially-available financial products. If you need further assistance with the development or implementation of your plan, he will refer you to your personal advisors.

Please contact Polly Bell at (910) 695-7513 or e-mail pbell@firsthealth.org to arrange for a private consultation with Mr. Sturtevant.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for the Foundation of FirstHealth and is owned by Future Focus. Please report any problems to section webmaster.

 
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