For Professional Advisors

Attorneys, accountants, financial and wealth advisors, insurance agents, and financial planners play a critical role in fulfilling the life, estate, and charitable plans of philanthropists. To assist in this process, the professional staff of the NCH Healthcare Foundation Office of Development is available to help clients craft meaningful charitable plans that reflect their wishes accurately and completely.

Our staff is familiar with the broad range of gift opportunities available at the NCH Foundation, gift acceptance policies, and the many giving vehicles including trusts and retirement plans. Most important, we listen and respond to the needs and concerns of those individuals and families who want to help us in our mission of "helping everyone live a longer, happier, and healthier life."

We invite advisors to contact us when they have questions regarding charitable gifts to NCH or when clients need assistance to explore the charitable legacy that would be most meaningful to them.

Resources
   Complimentary Gift Calculator
   Ways to Give
   What to Give
   Giving Made Simple
   Banyan Society Enrollment Form

American Council on Gift Annuities
Planned Giving Design Center
Partnership for Philanthropic Planning

Legal Name: NCH Healthcare System Center for Philanthropy, Inc.
Incorporated in: Naples, FL
Tax I.D. Number: CHC #59-2314655
Broker Contact: Dawn Jones
Phone: 239-624-2000
E-mail: dawn.jones@nchmd.org

Photo of NCH Seminar for Professional Advisors' featured speaker Amy K. Kanyuk, Esq., with BMO Wealth Management sponsor representatives Julie Ann Garber and Serge Ecityan.
NCH Seminar for Professional Advisors was held on October 20, 2016. Featured speaker Amy K. Kanyuk, Esq., with BMO Wealth Management sponsor representatives Julie Ann Garber and Serge Ecityan.

 

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