The Advanced Planner

Welcome to the Advanced Planner Series

In our continuing effort to provide our professional advisors in the north state area of California with valuable information for use in their practice, we will be sharing a series of educational and marketing pieces on the following topics:

Charitable Remainder Annuity Trusts 4-2010 (.pdf) FLIP Charitable Reminder Trusts 5-2010 (.pdf) Retirement Charitable Remainder Trusts 6-2010 (.pdf) Charitable Remainder Annuity Trusts 8-2010 (.pdf) Charitable Gift Annuities 9-2010 (.pdf) Deferred Charitable Gift Annuities 11-2010 (.pdf.) Retained Life Estate 2-2011 (.pdf) Charitable Lead Trusts 6-2011 (.pdf) Charitable Bequests 9-2011 (.pdf) These informational pieces will be provided on a monthly basis and can be printed out and placed in a reference binder so that in a short time you will have a complete reference guide for you and your clients. If you are a professional advisor residing in the north state area of California we would be happy to meet with you to go into further detail on any of these topics.

Bill Altavilla, Planned Giving Specialist

If you have any questions when reviewing these topics, please do not hesitate to contact Jeanine Bourgeois-Hedman, President, or Bill Altavilla, Planned Giving Specialist, at Mercy Foundation North via email at MercyFoundationNorthContactUs@DignityHealth.org or by calling 530.247.3424.

Mercy Foundation North is a philanthropic 501(c)(3) organization raising funds to support the Sisters of Mercy’s healthcare, educational and social ministries in the north state area of California. Three not-for-profit hospitals and two social service organizations are among the healing endeavors sponsored by the Sisters of Mercy, and all are part of DignityHealth North State: Mercy Medical Center Mt. Shasta; Mercy Medical Center Redding; St. Elizabeth Community Hospital; Shasta Senior Nutrition Programs; and Golden Umbrella.