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Planned giving options can enable you to enjoy tax benefits, avoid capital gains, and provide regular income for yourself or a loved one while supporting a philanthropic program of importance to you. As a preferred estate planning resource, the Sacred Heart Medical Center Foundation can provide services to help you plan for the future.
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Ted and Marie Baker meet with Thompson representative,
Bob Hoffman.
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Planned Giving Resources
The Foundation is pleased to offer the services of Thompson &
Associates, a national leader in estate planning. Thompson’s representative, Bob Hoffman, is available for confidential meetings, with no expectation of a financial commitment to Sacred Heart. This service can complement the expertise of your present advisors and help you to clarify your estate goals, develop a personal financial philosophy that reflects your vision, and establish an action plan geared toward achieving your objectives. Typically, cost concerns prevent estate plans from being done with the comprehensive attention Thompson provides. To schedule a free, confidential meeting with Mr. Hoffman, please
contact the
Foundation. |
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The Foundation is also fortunate to be working with Hermann Goeppele,
CPA, PeaceHealth’s Vice President of Capital Development. Mr. Goeppele is a nationally renowned planned giving expert who focuses on developing creative planned giving strategies for individuals supporting PeaceHealth hospitals. These strategies may include charitable gift annuities, the newly created PeaceHealth Real Estate Pooled Income Fund, and other planned giving options. Please
contact the Foundation
if you are interested in scheduling a free, confidential appointment with Mr. Goeppele. |
Hermann Goeppele, Sacred Heart's planned
giving expert
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In addition to the services of planned giving experts, the Foundation also offers online resources to help you explore planned giving. Click
here
to connect to PeaceHealth’s Planned Giving web page, where you will find a comprehensive selection of authoritative materials and tools, including the widely recognized Giftlaw service.
Heritage Society
Through the Heritage Society, the Foundation recognizes donors who have named Sacred Heart in their wills, creating a legacy of giving for the benefit of future generations.
Contact the Foundation
to learn more about Heritage Society membership. To see a current list of Heritage Society members, click
here.
Back to Foundation Home page
| The mission of the Sacred Heart Medical Center Foundation, a tax-exempt 501(c)(3) philanthropic organization, is to improve the health and lives of community members by providing charitable support to Sacred Heart Medical Center. |
Sacred Heart Medical Center Foundation
PO Box 10905 / Eugene, OR 97440 / 541-686-6958
Email: shmcfoundation@peacehealth.org
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