Leave a Lasting Legacy
We appreciate your considering a legacy gift to the Major Hospital Foundation and hope we can be a valuable resource as you reflect on your charitable and financial plans.
A planned gift is arguably the most meaningful charitable gift you can make: it involves decided what you want your legacy to be, how you want to make it, and who you trust to carry it out.
Just as the legacy you choose is exceptionally personal, the method of creating a planned gift is unique to each donor’s situation. There are many components to a personal estate plan. The Major Hospital Foundation has partnered with Thompson & Associates to provide you with expert charitable estate planning information and guidance that assures your legacy will be what you envision. Brian Cohoon, CFP, AIF, CRPC from Thompson and Associates is available to meet with you one-on-one. Brian has worked as a Senior Consultant for Renaissance Inc. in Carmel, Indiana and has served as the Director of Planned Giving for Norton Healthcare in Louisville KY.
Brian Cohoon, CFP, AIF, CRPC
Thompson & Associates
An appointment with Brian is:
- filled with expertise from an unbiased third party
- no charge to you
- completely confidential
- personalized – using a thoughtful, values-based process that focuses on your objectives
- on your schedule with no time constraints
- provides a complete suggested course of action for you to share with your personal advisor
Thompson & Associates works with nonprofit organizations, such as the Major Hospital Foundation, to help individuals understand their options, review their current plans, and establish guiding principles for their estate plan. This service is free of charge and confidential.
If you have questions about making a planned gift or would like more information, we are happy to work with your and/or your advisor to help craft a gift that meets your personal and financial goals. Together, we can change lives by ensuring the highest quality health care is available to our community, both now and in the years to come.
Contact the Major Hospital Foundation at 317-421-0361 or email Angela Gill to schedule your local, confidential appointment with Brian.