Legacy Giving

You may be looking for a way to make a significant gift to help further our mission. Take advantage of numerous tax and financial benefits and leave a legacy to be remembered by future generations. Visit our Legacy Giving website today or learn more below.

The Evergreen Society recognizes supporters of Atrium Health who have indicated their intention of providing a legacy gift to benefit one or more of the funds managed by Atrium Health Foundation. All those who make legacy commitments to Atrium Health Foundation will be invited to join the Evergreen Society. There are no minimum financial requirements.

Plan a Gift or Bequest

There are many ways to donate to Atrium Health Foundation, which supports the programs and services of Atrium Health.

The most common ways to give are through checks and online donations.

However, some individuals may wish to donate in other ways, and Atrium Health Foundation is ready to assist them in achieving their tax, estate planning and charitable-giving objectives. Many of these giving strategies are complicated and should be employed in consultation with legal experts, tax planners or financial advisers. Please contact us using the contact form below.

Making a gift of retirement plan assets to Atrium Health Foundation may reduce your tax liability and that of other beneficiaries who will receive assets upon your death. For more information about designating retirement plan assets, please consider consulting a member of the Atrium Health Foundation Legacy Giving Advisory Council.

For more information about making a legacy gift or to inform us of your estate plans, contact Beth Braxton, Director, Fund Development, at (704) 355-4049 or Elizabeth.Braxton@atriumhealth.org. We invite you to consult a member of Atrium Health Foundation’s Legacy Giving Advisory Council for estate planning assistance.

To join the Evergreen Society, use this link (PDF) and submit your completed request form to Beth Braxton, Director, Fund Development, at Elizabeth.Braxton@atriumhealth.org.

Planned Giving (Contact Form)

Planned Giving (Contact Form for more information)

Name (First and Last)*
Use this form (and the space above) to request more information from Atrium Health Foundation on planned giving options.
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Phone
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Types of Opportunities I Prefer*
- I'd like more information about Bequests.
- I'd like more information about Gifts of Property or Securities.
- I'd like more information about designating Atrium Health Foundation as a beneficiary of a life insurance policy.
- I've already designated Atrium Health Foundation as a beneficiary of my estate. Contact me about being recognized as a member of the "Evergreen Society".
What Else Would You Like to Tell Us?
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