561 Fleming Street, Hendersonville, NC 28739
(828) 233-2700

Planned Giving
& Legacy Society

Enhance Your Giving:
Transfer Stocks & Other Securities for Greater Tax Benefits 

If you own securities, such as stocks, bonds, or mutual funds, contributing the actual securities is often more tax-wise than cash.  This is because a gift of appreciated stock generally offers two-fold tax savings.  First, you avoid paying capital gains on the increase in the security value.  Second, you receive a charitable contribution deduction for the full fair market value of the security at the time of the gift.  Please review these tax benefits with your tax advisor to determine which benefits are specific to you.

Build a Lasting Impact for Generations:
Join the Legacy Society

When you include Pardee Hospital Foundation in your estate plans, you’re making a thoughtful decision and playing a vital role in shaping the future of nonprofit healthcare in our community. Your commitment helps us meet the evolving needs of those we serve and ensures that your wishes are honored as you intended.

Your generosity extends beyond this commitment—it inspires others to follow your lead, helping transform healthcare in our region. Pardee Hospital Foundation warmly invites you to join our distinguished Legacy Society, and we would be thrilled to express our gratitude for your support.

The Legacy Society honors generous donors who have made planned gifts or bequests to the Foundation, supporting Pardee Hospital’s mission of delivering exceptional healthcare to Western North Carolina. By making a planned gift, you enjoy significant financial and tax benefits while ensuring that your friends, family, and neighbors continue to receive vital, life-saving care close to home.

Every contribution to the Foundation contributes to a legacy that has been building for over 70 years since the Hospital’s founding. Decades from now, your generosity will stand as a testament to our community’s commitment to its local nonprofit hospital.

Legal Language & Tax ID

If you wish to name Pardee in your will or estate plan, please use the following language:

I hereby, give, devise, and bequeath [$DOLLAR AMOUNT, PERCENTAGE, or PROPERTY] to Pardee Memorial Hospital Foundation Inc., a non-profit organization located at 561 Fleming St., Hendersonville, NC 28739, Federal Tax ID #56-1930028, for Pardee Memorial Hospital Foundation Inc’s general use and purpose.

All unrestricted charitable gifts are strategically used to support Pardee Hospital’s top priorities. If you have a specific purpose in mind, please contact us at (828) 233-2700 or email [email protected] to ensure we can meet your wishes.

We are glad to provide you and your advisor with guidance to assist in your planning. However, we recommend consulting with your own legal and tax advisors for independent, professional advice.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Andrew Schmidt

Andrew Schmidt joined Pardee Hospital Foundation in November 2023 as a Donor Engagement Officer. Andrew began his career in fundraising at his alma mater, Sewanee: The University of the South, as an assistant director in charge of reunions and volunteers, working on milestone giving campaigns as well as alumni engagement and stewardship events. Andrew holds a BA in Philosophy from Sewanee and recently earned a MA in Applied Arts & Sciences from the Liberal and Interdisciplinary Studies program at the University of North Carolina at Greensboro. Andrew previously served the Henderson Country community as an Advancement Analyst at nearby Kanuga Conference Center, where he was responsible for donor database administration, prospect research, and raising funds in support of a $15M capital campaign centered on a comprehensive renovation of the then-47-year-old Kanuga Lake Inn. Andrew looks forward to helping advance the mission of UNC Health and Pardee Hospital Foundation across the Western North Carolina region, and particularly in Transylvania County. When he’s not out and about visiting with donors, you can usually find Andrew scampering around DuPont and Pisgah with his wife, Sara, preschool-age son, Arthur, and new-born son, Rhodes.