Estate planning for the new year

December 17, 2018

What will your legacy look like? If you start planning today, you may find your legacy is richer and more meaningful than you ever thought possible.

Leaving a gift to the Sanford Health Foundation in your will or trust or by beneficiary designation is an opportunity to communicate your values and your dreams for the kind of future you hope your children and grandchildren will inherit. You may even increase the size of your estate and reduce the tax burden on your heirs.

Explore giving options at sanford.giftlegacy.com.

“Your estate plan is the single greatest financial impact you can have on your family and the largest financial transfer you will ever control,” says Amy Bruns, lead major gift officer at the Sanford Health Foundation. “Planning for this can be profoundly liberating and positive when it breathes life and possibility into the future.”

As a distinguished fellow in Charitable Estate Planning (FCEP), a designation earned from the Charitable Estate Planning Institute, Bruns has taken important steps to understand this larger context and has the expertise to help donors maximize the potential of their philanthropy.

“The training makes me more equipped to help donors fulfill a philanthropic dream they never thought possible, while in many cases providing more to their heirs at the same time,” Bruns said.

Values-based planning

In conjunction with Bruns’ expertise, the Sanford Health Foundation also provides unbiased third-party values-based consultation through Thompson & Associates for those interested in planning their estates.

The service is a complimentary service with no hidden agendas or pressure. There are no obligations, no time restraints, and conversations are kept in the strictest confidence without the presence of any Foundation staff member.

For more information about legacy giving and the Thompson & Associates estate planning services, contact Amy Bruns at amy.bruns@sanfordhealth.org or (605) 312-6742.