The Prisma Health-Upstate Foundation is pleased to offer a range of planned giving options as varied as our many generous donors. Choosing to plan now for the legacy you’ll leave behind is an excellent way to impact the future of health care in the Upstate and beyond.
Planned giving is defined as an established plan to distribute your assets at the time of your passing. Often a bequest is made from securities, real estate investments, or life insurance. Know that your bequest can be changed or revoked at any time should your situation change.
To learn more about the planned giving options available to you, discuss your plans with your attorney or tax advisor and set up an appointment with our Prisma Health-Upstate Foundation Charitable Planning Specialist.
For more information, please reach out to us.
Jim Kaltenbach, CFRE & Legacy Society Member
Prisma Health-Upstate Foundation
Office: 864-797-7734
Jim.Kaltenbach@PrismaHealth.org