Planned gifts enable Shepherd’s Cove to have a lasting impact on grieving families in our community. Your gift will relieve suffering of terminally ill patients, provide positive coping skills to children and adults after a loss and create life-changing experiences for grieving families.
The Shepherd’s Circle giving society recognizes individuals who provide support with a planned gift. Please notify us of your plans so we can celebrate your generosity and ensure you know the impact of your future gift! We would love to help you change the community through our mission and ensure your wishes are met.
No matter how you choose to partner with us, we can help you fulfill your philanthropic goals and make a significant impact. In addition to cash or checks, there are numerous ways you can support our mission. You may even be surprised to learn there are ways you can give that offer you cash back (often at attractive, fixed rates). Planned giving offers you many wonderful opportunities to have the impact you desire, while also saving you taxes and making it easier to provide for your family and loved ones.
By making a planned gift to Shepherd’s Cove Hospice you receive:
- More impact for your charitable giving
- Income Tax advantages
- Possible Capital Gains Tax benefits
- Possible New Income Streams for you
How to Include Us in your Will
Leaving a gift in your Will is a wonderful way to support Shepherd’s Cove. in our mission to provide, with a servant’s heart, exceptional individualized care for those coping with end of life issues. Writing or updating your Will helps to ensure that those closest to you are looked after and it’s also easier than you may think to remember Shepherd’s Cove
Step 1: Send sample will language to your estate attorney.
Step 2: Notify us (if you’d like) using the form below.
For more information on planned giving and the Shepherd’s Circle, please call 256-891-7724.
Make a Gift of Stock
Gifts to Shepherd’s Cove Foundation in the form of stocks, bonds or mutual funds that have appreciated in value may be especially atrractive.
When you transfer ownership of securities to Shepherd’s Cove, you receive a charitable income tax deduction for their full market value at the time of the gift, up to 30 percent of your adjusted gross income, and you incur no capital gains tax (subject to IRS deduction limits).
STOCKS OR MUTUAL FUNDS DONATION INSTRUCTIONS
Step One: Donate Stock
Please provide your broker with the following information:
Name of Account: Hospice of Marshall County
Name of Broker: Raymond James
DTC Number: 0725
Account number: 26105330
Account TIN: 63-0841539
*If you wish to download a letter template for your broker, click here.
Step Two: Notify Us
We wish to ensure gifts are properly received and acknowledged. Please email amorgan@shepherdscove.org or complete the form below either before or after donating securities.
Contact Us!
Our Current Planned Giving Council Members:
| Advisor | Company | Phone | |
|---|---|---|---|
| Joe Beam | Beam Financial Group | jgbeam72@gmail.com | 256-302-6913 |
 Todd Carroll | Edward Jones | todd.carroll@edwardjones.com | 256-878-4671 |
 Laura Givens | Turning Point Legal | laura@tpl.legal | 256-486-3407 |
 Jamie Gore | Wealth Solutions Group | jamiegore@financialguide.com | 256-572-4528 |
 Frank Scott | Frank Scott Agency-Country Financial | frank.scott871@countryfinancial.com | 256-593-7756 |
 Norma Wells | Norma McCord Turning Point Legal | norma@tpl.legal | 256-878-3978 |
 Tim Cunningham | Tim Cunningham Citizens Bank & Trust | tcunningham@citizensbanktrust.com | 256-279-6947 |
