Planned Giving Home

Welcome to the WakeMed Foundation Gift Planning Center

Thank you for your interest in exploring gift planning opportunities with the WakeMed Foundation. You have taken the first step in creating a lasting legacy for our community's future healthcare needs.

Our mission is to provide timely and useful information on tax and estate planning so you can meet your personal financial objectives as well as your philanthropic goals for WakeMed Health & Hospitals. We have an increasing number of friends at WakeMed who now are benefiting from life income gifts, gift annuities and other plans. Many other generous individuals have also included the WakeMed Foundation in their wills through a bequest. Whatever method you choose, thank you for taking the time to explore the significant benefits of gift planning.

Benefits for Family and the WakeMed Foundation

There are several types of giving plans that can help you achieve your financial objectives. Many of these have wonderful benefits for the gift donors such as increased income and generous tax savings. You might start by learning about the gift planning techniques that have helped millions of Americans support their favorite nonprofit organizations. Just click on the picture and you can view each sample story.

Sale and Unitrust
Brenda and Ron Baker purchased stock in a small medical service company several years ago, which turned out to be a wise investment. The company has done well, and now a larger corporation is discussing the possibility of buying the medical service company. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm in a rural part of the country. When her parents passed away, she inherited their land. Due to extensive growth and land development near her property, the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. While renovating the home, the couple frequented a popular home improvement store for supplies. Eventually, Sue and Jim decided to buy stock in that store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts to the Wakemed Foundation. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thank you for visiting us! I would be very pleased to help you evaluate ways to include the WakeMed Foundation in your estate plans. Simply click here to email me at your convenience.

Jack Radford
Executive Director

Professional Advisor Reference Center

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service by the WakeMed Foundation. We also are available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jrradford@wakemed.org.

If you are a professional advisor, you may take the following steps on this site.

We hope you enjoy this free service!

The WakeMed Foundation Gift Planning Advisory Council

The WakeMed Foundation is fortunate to have the specialized assistance of its Gift Planning Advisory Council, a volunteer committee dedicated to furthering the Foundation's mission through deferred giving. Please click here to learn more about this important group of volunteers.