Tools for Allied Professionals

Together we can help your clients and our donors make philanthropic giving a key component of their financial plans. We want to partner with you to do this. Working collaboratively, we can assist them with their desire to give a gift today or for the future by leaving a legacy gift. We can also help them achieve their financial goals effectively with various strategies to limit their tax liabilities.

Helping you Help Your Clients – A Tool Box

Here is some key information and forms to help you assist your clients.

• Gift of Stock Transfer Form
• Sample Clauses for Wills
• Bequest Confirmation Forms
• “Cornerstone Society,for those choosing to leave gifts in their Wills
• How we thank our Donors – Our Donor Recognition Program

We have learned that Philanthropists come from all walks of life and give gifts at various levels, all of which are very important to us and the health care of our community. We are grateful for every one of them.

Let’s work together to ensure that your clients make a gift that is reflective of their dreams for better health care in the future for our patients, their family and friends in years to come.

Allied Professional Advisory Council

The Allied Professional Advisory Council at the TMH Foundation is a group of dedicated planning professionals (financial planners, accountants, lawyers and life insurance agents) that advise the Foundation on matters relating to legacy and planned giving, and promote awareness of how charitable giving improves care for patients at our hospital.

For more information on how you can become involved with like minded Professionals please contact Wendy Warner, Executive Director by calling (6135) 392-2540, ext. 5403.

The Impact of Giving – Donor Stories

Here are a few examples of gifts donors have made that have and continue to make a lasting impact on patient care at our hospital, education for our medical professionals and overall health care in our community, with the help of their advisors.

• Kay Stafford
• A Gift from the Heart