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. Sturtevant's 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 Carie Driver at (910) 695-7509 or e-mail cdriver@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.
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As with all tax and estate planning,
please consult your attorney or estate
specialist. All material is copyrighted
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