McLeod Health Foundation has formed the Professional Advisory Council (PAC) composed of local estate and financial planners. John M. Scott, III, a shareholder in the state wide law firm of Turner, Padget, Graham & Laney, PA and a certified specialist in taxation, estate planning, and probate law, serves as chair of PAC. Click to download a complete list of members.
|Learn more about Mike and Kim Roberts' legacy of giving.|
"Those of us on the Legacy Gifts Committee saw the need for a forum in which to gather local advisors for fellowship and education. The more informed we as advisors become, the better we can assist those clients who desire to benefit charitable organizations like the McLeod Health Foundation," Mike Roberts, first PAC Chairman, shared.
The Professional Advisory Council will work closely with McLeod's philanthropic planning consultant, James E. Connell, FAHP, CSA, to guide the future efforts of informing our community of the many personal and financial benefits of charitable gift strategies.
PAC members are also available for presentations to community groups upon request.
The current members of the PAC include:
John M. Scott, III, Chairman, J.D., LL.M., Turner, Padget, Graham & Laney
|John M. Scott, III, Chairman|
Alison M. Benson, CPA, Burch, Oxner & Seale
John R. Chase, Jr. CFP, Wells Fargo Advisors
Richard E. Conner, Jr., The Conner Law Firm
Daniel G. Hart J.D., LL.M., Turner Padget Graham & Laney
John Jay James, Paulling & James
Wendell E. Jones, Jr. CFP, Edward Jones
Erik Marechal, McLean Marechal Insurance
Scott Mitchell, Hilliard Lyons
Arthur T. Moore, Jr., Edward Jones
Albert A. Munn, IV, CPA, Munn & Associates
Michael G. Roberts J.D., LL.M. - emeritus, Turner Padget
Robert H. Sasser, III, Wells Fargo Advisors
Roger M. Sloan, CPA, CFP, ChFC, Sloan Financial and Tax
Julie A. Cord, New York Life Insurance Co.
John S. Turner, CPA, John S. Turner, CPA PC
Wesley A. Way, CPA, Webster Rogers Group
For information regarding legacy giving, please contact:
McLeod Health Foundation
P.O. Box 100551
Florence, SC 29502
(843) 777-2694, (843)777-5147, fax
Roxanna Tinsley, Development Officer