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.

Michael G. Roberts Chairman

The current members of the PAC include:

Michael G. Roberts, Chairman, Turner, Padget, Graham & Laney
Frank J. Brand, II, A.G. Edwards & Sons, Inc.
Carl G. "Jay" Campbell, Jr., Cormell - Street & Patterson
John R. Case, Haynsworth Sinkler Boyd, PA
Timothy E. Cunningham, AXA Advisors
Gary W. Crawford, Crawford Law Firm
Amy Fisher Urquhart, CPA, CFP, WebsterRogers, LLP
Kaye Floyd Parris, Griggs-Floyd & Grantham Real Estate
Anne Marie Hanna, CPA, Anne Marie Hanna, CPA, LLC
Wendell E. Jones, Jr., CFP EdwardJones Investments
Frank M. "Chip" Munn, CWA, Hilliard Lyons
Donald E. Oxner, CPA/PFS, CVA, Burch Oxner Seale, CPAS, PA
Richard H. Reynolds, Aiken & Co.
D. Aubrey Richardson, Century 21 Richardson Realty
Thomas B. Richardson, JD, BB&T
J. Munford Scott, Jr., Turner, Padget, Graham & Laney
Stephanie C. Simmons, EdwardJones Investments
J. Wayne Thompson, CFP, Ameriprise Financial
Randolph M. Tiller, Coldwell Banker Randolph Tiller and Associates

McLeod Health Foundation
P.O. Box 100551
Florence, SC 29502
(843) 777-2694, (843)777-5147, fax
Roxanna Tinsley, Development Officer
rtinsley@mcleodhealth.org
www.mcleodhealth.org