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Click here to read articles of interest by Professional
Advisors Council members
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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
Frank J. Brand, II, Stifel Nicolaus & Co.
Carl G. "Jay" Campbell, Jr., Cormell - Street & Patterson
Timothy E. Cunningham, AXA Advisors
Gena Phillips Ervin, Orr, Elmore & Ervin
Amy Fisher Urquhart, CPA, CFP, Webster Rogers, LLP
Wendell E. Jones, Jr., CFP EdwardJones Investments
Scott Mitchell, Hilliard Lyons
Frank M. "Chip" Munn, CWA, Hilliard Lyons
Daniel G. Hart, Turner, Padget, Graham & Laney
Donald E. Oxner, CPA/PFS, CVA, Burch Oxner Seale, CPAS, PA
Richard H. Reynolds, Aiken & Co.
Thomas B. Richardson, JD, BB&T
John Scott, Turner, Padget, Graham & Laney
J. Munford Scott, Jr., LLM, Turner, Padget, Graham & Laney
J. Wayne Thompson, CFP, Ameriprise Financial
Wesley A. Way, CPA, Webster Rogers, LLP
For information regarding planned giving, please contact:
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
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