Planned gifts support what donors are passionate about

“Planned gifts ensure that your passions can be realized during your life and after you’re gone."

Planned gifts support what donors are passionate about

Crystal Gilson never thought a pair of boots could change someone’s life.

She remembers hearing a story about a local patient at Sanford Health who missed doctor appointments in the winter. The person used public transit and didn’t own a pair of shoes sturdy enough to trek through snow and mud.

“I don’t know the details,” Gilson recalled, “but someone at Sanford Health made sure this patient received some boots.”

It was then that Gilson realized Sanford Health’s commitment and dedication to its patients, and she, too, wanted to make a positive impact around her.

Looking ahead

Although she is years from retirement, Gilson participated in the Thompson & Associates’ values-based estate planning process.

She hoped to find the best way to secure a bright future for her loved ones and the causes she’s most passionate about.

The complimentary estate planning services are offered by the Sanford Health Foundation to its closest donors and friends. There are no obligations, hidden agendas or time restraints, and conversations are kept in the strictest confidence without the presence of any foundation staff member.

Planning a legacy

Over the course of several sessions, Gilson shared her story with Doug Olson, CFRE, vice president at Thompson & Associates, and together they planned her legacy.

“Doug is friendly, knowledgeable and takes great care to understand your individual wealth status and estate goals,” she said. “He keeps you focused on your tasks and ensures that you complete them in a timeframe that’s comfortable for you.”

This experience helped Gilson establish an IRA retirement account designated to a Sanford Health Foundation endowment.

“Planned gifts ensure that your passions can be realized during your life and after you’re gone,” Gilson said. “You gain a sense of perspective and focus and, possibly, a sense of legacy.”

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