LegacyViews Spring 2025
In This Issue
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Giving While Living
The Johnstons recently chose to add to the Johnston Scholarship Fund by making annual donations during their lifetime through qualified charitable distributions from an IRA.
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Letter of Gratitude from Johnston Scholarship Recipient
Currently, the Johnston Scholarship is helping Emmanuelle Camille of the School of Medicine’s MD Class of ’26. Read her letter of gratitude to the Johnstons here.
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Tax Benefits of Charitable Remainder Trusts
A charitable remainder trust (CRT) supports charitable causes and provides income with tax benefits. These benefits generally include a tax deduction when the CRT is established – the four-tier system for these deductions is outlined for you here.
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Carpenter Society
Members include all benefactors who support Atrium Health Wake Forest Baptist or Wake Forest University School of Medicine through a bequest, charitable gift annuity, charitable trust, retirement plan beneficiary designation or other estate gift.
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Contact Request Form
When you are ready to discuss creating your legacy through planned giving
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