Planned Giving Testimonial: Bernie Brown (2017)

Inherent in all of us is a desire to leave something behind; it's the concept of legacy and heritage. The question becomes how to maximize this to benefit others. That's what led my wife, Snookie, and me to have discussions with a financial advisor about planned giving. We thought we knew what to do, but our advisor offered a better way to plan our estate. This will not only increase our giving potential but also makes it easier for our children to manage when we are gone. During these meetings, we were encouraged to reach out to the non-profit organizations that were meaningful to us to discuss ways in which we could be of help. Doing this strengthened my relationship with WellStar, one I already valued dearly. I was able to thank the healthcare system that has done so much for my family and community over the years. WellStar has expressed sincere gratitude in return. The entire experience has been very rewarding. We can be assured that our families and neighbors benefit from our decision, while also passing down the spirit of philanthropy to our children.

-Bernie Brown, Retired Community Member