28 CONCORD HOSPITAL TRUST ConcordHospitalTrustisofferingagiftto thosewhomakegiftstotheHospital. TheTrusthascontractedwitharespected nationalestateplanningservicetohelp Hospitaldonorsexploreoptions,evenifthose optionsdonotincludenamingtheHospitalas abeneficiaryintheirwill. Thompson&Associatespridesitselfon helpingpeopledevelopvalues-basedestate plansthatreflecttheirvalues,capturetheir priorities,outlinetheirintentions,consider taximplicationsandprotecttheirassets, withoutpressuretogivetoanyspecificcause. “OurThompson&Associatesrelationshipis meanttoprovideaservicetoourdonors,” saidPamelaPuleo,ConcordHospital’s ChiefAdvancementOfficer.“Thisoffersan opportunityforourdonorstoexploreestate planningandhopefully,createaplanthathas meaningtothem.” ThompsonandAssociates Not-for-profits,includingConcordHospital, contractwiththefirm,whichdoesnotshare informationfrompotentialdonors.After developingaplan,adonorworkswiththeir financialadvisorsorattorneystoimplementit. Puleosaidtheprogramhelpssupport ConcordHospital’splannedgivingprogram: “Arisingtidefloatsallboats.” “Peoplewhobequeathgiftsintheirestates supportthreetofivecharities,”shesaid.“By doingthis,maybesomewillsupportthe Hospital,maybenot,butmaybesupport willbeprovidedtootherorganizations, strengtheningourcommunityoverall.” Forthosetakingadvantageoftheservice, EstatePlannerVinceMcElligottbeginswith avaluesquestionnairetogaugewhatvalues, dreams,goals,passionsandpeoplethe clientsconsiderimportantandhowtheywish toberemembered.Theplanreflectsthose keyissues. “Thenicethingisthathehaspatiencetoget toknowyou,togetafeelforwhatyourneeds areandwhatyouwanttoseedonewithyour estate,”saidDickPitman,amemberofthe ConcordHospitalTrustBoardofTrusteeswho hasmetwithMcElligotttohelpdevelopa planofhisown. “Notonceintheconversationshasitcomeup thatyouareexpectedtogivetotheHospital,” Pitmansaid.“Nospecificorganizationsare discussed.It’saneye-openingattempttoget youraffairsinorderandexploreoptionsof potentialfuturegiving.” Puleosaidthereisnodoubttheservicewill helpboostcharitablegiving. “ThompsonandAssociatesestimatesthat85 percentofthedonorclientstheyworkwith includecharityintheirestateplan,”shesaid. “Vincedoesn’texertanypressureonclients; ratherheshowsthemhowtheycanmeetall oftheirgoalsinatax-advantageousway.”