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| Home >> MRMC >> McLeod Foundation >> Planned Giving | ||||
| McLeod Foundation Planned Giving |
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| The Professional Advisory Council | ||||
McLeod Health Foundation, through the efforts of its Planned Gifts Development Committee, has formed the Professional Advisory Council (PAC) composed of local estate planners, financial planners, and business professionals. Michael G. Roberts, a shareholder in the statewide law firm of Turner, Padget, Graham & Laney, PA and a certified specialist in taxation, estate planning, and probate law, serves as chair of the PAC. For a complete list of the members and their contact information, please click here. "Those of us on the Planned Gifts Committee saw the need for a forum in which to gather local advisors for fellowship and education. The more informed we as advisors become, the better we can assist those clients who desire to benefit charitable organizations like the McLeod Health Foundation," Mr. Roberts said. The Professional Advisory Council will work closely with McLeod's philanthropic planning consultant, James E. Connell, FAHP, CSA, to guide the future efforts of informing our community of the many personal and financial benefits of charitable gift strategies. PAC members meet quarterly for lunch and a presentation on a topic of interest to the group. Recent presentations have covered the tax law changes including the IRA transfer options in the Pension Protection Act of 2006 and year-end charitable tax strategies. PAC members are also available for presentations to community groups upon request.
The current members of the PAC include: Michael G. Roberts, Chairman, Turner, Padget, Graham & Laney
For information regarding planned giving, please contact:
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Please note that we use pop-up windows for some of our links. If you have pop-ups blocked, holding down the CTRL key (or sometimes the SHIFT key) while clicking on these links will often allow the pages to open without having to disable pop-up blocking on your computer. 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. You may also contact a member of the Professional Advisory Council. 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 McLeod Health Foundation and is owned by Future Focus. Please report any problems to webmaster.
The information on this site is intended to increase your awareness and understanding of specific health issues and services at McLeod Health. |