Planned Giving

The Legacy Society at WakeMed honors friends who have included the WakeMed Foundation in their estate plans or have made some other type of planned gift to WakeMed.

Planned giving can be a very effective tax planning strategy, and may provide certain financial advantages to you and your family and heirs. It may also enable you to make a much larger gift than you ever dreamed possible.

Planned Giving to Fit Your Financial Goals

A planned gift to support WakeMed may align with your philanthropic and financial goals in many specific ways, including if you seek to:

  • Avoid capital gains liability
  • Maximize your income tax deductions
  • Have your heirs receive more of your estate
  • Reduce high income tax liability now
  • Reduce gift and estate taxes, providing benefits to your heirs and beneficiaries
  • Contribute to WakeMed’s future growth and sustainability

By making a planned gift to the WakeMed Foundation, you are helping to ensure WakeMed’s mission of improving the health and well-being of our community for generations to come.

Finding a Charitable Plan

We can help you find a charitable plan that fits your goals.

Please contact Abby Johnston, director of WakeMed Foundation’s major and planned gifts at (919) 350-8841 or ajohnston@wakemed.org or your financial planner to discuss options that meet your estate planning and philanthropic needs.

Upcoming Events

Appreciation Gala | 4/14/18

Kick it 4 Kids | 7/2018


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