Charitable gifts can generate substantial federal income and estate tax savings. The question is often whether:
- The gift should be completed during your lifetime (enabling present income tax savings), or
- The gift should be made at the end of life—a legacy life (enabling future estate tax savings).
These options are described in detail in our Pullman Regional Hospital Foundation Planned Giving booklet, available to download as a pdf.
Careful estate planning and a well drafted Will can ensure that your assets are entrusted to persons and institutions that are important to you. The Foundation urges you to work with your attorney or financial advisor when considering a planned gift.
Chair: Jeff Feuerstein, President of Values and Vision, (509) 332-2543
Greg Bloom, Financial Advisor at Edward Jones, (509) 332-1564
Jenna Brozik, Attorney at Prinz & Brozik, (509) 338-1564
Tim Gehring, CPA at Gehring & Associates, PLLC, (509) 332-2900
Alan Hodges, Branch Manager at Washington Federal, (509) 334-4009
Lori Kahn, Financial Planning Specialist, Values and Vision, (509) 332-2543
Brad Lewis, CPA at Hayden Ross, (208) 882-5447
Aaron McMurray, Chief Strategy Officer at Innovia Foundation, (509) 624-2606
Andrew Nicholas, Financial Consultant at Thrivent Financial, (208) 305-5222
Tom Nihoul, CFP, MBA at AGP Wealth Advisors (Retired)
James Onstad, Attorney at Irwin, Kyklebust, Savage, and Brown, P.S., (509) 332-3502
Bill Skavdahl, Values and Vision, (509) 332-2543
Kiall Swift, Supervisor at Presnell Gage, PLLC, (509) 332-6541
Howard Utzman, Lawyers at Irwin, Myklebust, Savage & Brown, P.S., (509) 332-3502
Mike Waite, President at Northwest Mutual Financial Network, (509) 334-7411
Katie Van Wyngarden, Advice-Only Finanical Planner, Fearless Finance, (509) 903-5990