The Visiting Nurse Association & Hospice Foundation hosted three planned giving events in November.
On November 13, the VNA & Hospice Foundation held a continuing education seminar for professional advisors sponsored by Wachovia Wealth Management. Debra Ashton, nationally recognized gift planning consultant and author of The Complete Guide to Planned Giving, spoke about current estate planning issues to 40 local attorneys, CPAs, and professional advisors.
She presented “Case Studies from the Trenches that will Curl Your Toes” and led a discussion on charitable lead trusts and the dilemmas that may arise as these professionals work with their clients on estate planning issues.
Additionally, Ashton applied her more than 30 years of experience in planned giving at a breakfast seminar on the morning of November 13 entitled “Disinheriting the IRS: Practical Estate Planning in Plain English.” Those in attendance learned ways to successfully plan for the future, including correct structuring of wills, tax information, and charitable giving. Andrew J. Molloy, CFM – Merrill Lynch, O’Haire, Kmetz, Nuttall, Elwell & Co., and Thomas C. Lee, Jr. – Gunster, Yoakley & Stewart sponsored this seminar.
U.S. Trust - Bank of America Private Wealth Management sponsored the 7th annual Nightingale Society Luncheon on November 30 at Quail Valley River Club in appreciation of those who have remembered the VNA in their estate plans. During the luncheon, donors learned about the VNA’s home telehealth initiative, a new technology that allows a patient to transmit medical information such as blood pressure, weight, blood sugar and daily health conditions to their doctor and VNA nurse via a telephone line. “Telehealth empowers patients to be proactive rather than reactive,” explained Kelly Partain, VNA Nurse Practitioner.
For more information about the VNA’s planned giving program, contact Richard H. Johnson, J.D., CFRE, Gift Planning Counselor at 772.978.5574.
