Planned Giving

 

No matter how you choose to partner with us, we can help you fulfill your philanthropic goals and make a significant impact. In addition to cash or checks, there are numerous ways you can support our mission. You may even be surprised to learn there are ways you can give that offer you cash back (often at attractive, fixed rates). Planned giving offers you many wonderful opportunities to have the impact you desire, while also saving you taxes and making it easier to provide for your family and loved ones.

By making a planned gift to Shepherd’s Cove Hospice you receive:

  • More impact for your charitable giving
  • Income Tax advantages
  • Possible Capital Gains Tax benefits
  • Possible New Income Streams for you

Click here to learn how planned giving can work for you.

 

Our Current Planned Giving Council Members:

Advisor Company Email Phone
Joe Beam Beam Financial Group moc.l1529424032iamg@152942403227mae1529424032bgj1529424032 256-302-6913
Todd Carroll Edward Jones moc.s1529424032enojd1529424032rawde1529424032@llor1529424032rac.d1529424032dot1529424032 256-878-4671
Scott Gillaspie Merrill Lynch moc.l1529424032m@eip1529424032salli1529424032g.tto1529424032cs1529424032 256-650-2417
Laura Givens The Givens Law Firm ten.h1529424032tuosl1529424032leb@315294240320snev1529424032igaru1529424032al1529424032 256-486-3407
Jamie Gore Wealth Solutions Group moc.e1529424032diugl1529424032aicna1529424032nif@e1529424032rogei1529424032maj1529424032 256-572-4528
Julie Kirsch Modern Woodmen gro.p1529424032erawm1529424032@hcsr1529424032ik.p.1529424032eiluj1529424032 256-438-9105
Jan Peppers Jan Peppers Financial LLC moc.s1529424032reppe1529424032pnaj@1529424032naj1529424032 256-659-3386
Frank Scott Frank Scott Agency-Country Financial moc.l1529424032aicna1529424032nifyr1529424032tnuoc1529424032@178t1529424032tocs.1529424032knarf1529424032 256-593-7756
Norma Wells Norma McCord Wells, Attorney moc.y1529424032enrot1529424032tasll1529424032ewamr1529424032on@am1529424032ron1529424032 256-878-3978