Planned Giving

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