The Bernard E. Bernstein Society
Our planned giving society is named after Mr. Bernard E. Bernstein, Founding Director and Inaugural Chairman of the Board of Directors of University Health System s, Inc. (which does business as The University of Tennessee Medical Center). Mr. Bernstein, founding member of Bernstein, Stair & McAdams, LLP in Knoxville, Tennessee, understands the significance and impact that a planned gift can have on an organization.
Members of The Bernard E. Bernstein Society have expressed their commitment to The University of Tennessee Medical Center and UT Graduate School of Medicine through a very special and important form of financial support: planned gifts. These donors have named The Medical Center or the UT Graduate School of Medicine as the ultimately beneficiary of gifts such as bequests, charitable remainder trusts, IRA designations and/or gifts of life insurance.
With expert planning, you may find a planned-giving vehicle will let you address your own financial concerns and challenges, while also allowing you to create a legacy that will extend beyond the benefits of your generosity - far into the future and on a much broader scale.
So Where Should You Begin?
The Development Office now offers complimentary, confidential and value-based estate planning services through an objective, third party team. This team of experts specializes in creating a personal estate plan that paints far more than your financial picture, while ensuring your story is communicated with the same passion, values and love that has defined and inspired you over your lifetime.
Please contact us at 865.305.6611 or firstname.lastname@example.org to learn more about this special opportunity, and how you can set up an appointment or request a confidential conversation about what you have in mind.