Planned Gifts Committee
The Planned Gifts Committee provides special programs for professionals, financial planning seminars and provides ongoing education in the major areas of planned giving.
Committee Members
Michelle Woodruff - Chair, Matthew Bredow, Katy Carignan, Rob Golding, Bernie Lamp, Quintin Meek, Lorri Rondeau, Julie Rouleau, Sam Rumbles, Dylan Wallace
Planned Giving Publications
These publications are produced to inform the community about the various options of planned giving such as Charitable Giving, Life Insurance, Living Trusts and Wills. They provide an overview of each option, information on planning and a listing of committee members to contact for more information.
Benefactors Circle
The Benefactors Circle is a group of individuals who have pledged to provide for the future growth of MyMichigan Health through a planned gift. These planned gifts can be in the form of wills and bequests, life insurance policies or trusts and gifts of stocks, bonds or real estate.
Breakfast Briefings
We all have to eat; we all know a little about something. Here's a fresh way to start the day with bite-sized nuggets of best practices in a relaxed setting that supports discussion. Each session starts with breakfast followed by a presentation by a professional on a topic of general interest. Participants are then encouraged to share practical tips, questions, and ideas. The focus is on issues related to estate and financial planning - but with a twist.
The Breakfast Briefings Series 2024-2025
The series of three educational sessions has been designed for business professionals and will be held from 7:15 - 8:30 a.m. in the Auditorium at MyMichigan Medical Center Alpena. CEU credits available.
- Thursday, October 24, 2024 - Forming a Business Entity in 2024 and Beyond with Andy and Stanley Lamp, CPAs; and Dylan Wallace, Esq. (attorney)
- Thursday, December 5, 2024 - Tax Planning Strategies for 2024 and Beyond with Julie Rouleau and Leora Prue, CPAs
- Thursday, February 13, 2025 - Identity Theft, Fraud and Crypto Protection with Scott Klein, US Secret Service Agent
Register