Amy Bruns earns new certification in estate planning

June 26, 2018

The Sanford Health Foundation team is committed to providing industry-leading expertise to help you meet your personal and estate planning goals.

Meet Amy

Amy Bruns, lead major gift officer at the Sanford Health Foundation, completed intensive training this spring in charitable giving techniques, earning the designation of Fellow in Charitable Estate Planning (FCEP) from the Charitable Estate Planning Institute.

She is one of fewer than 100 professionals in the country to earn this credential in 2018 — demonstrating an exceptional commitment to a nationally-recognized standard of ethics and to maintaining and improving knowledge in the area of charitable estate planning.

“Through this training, I’ve seen how people can make their philanthropic dreams come true in ways they never thought possible, while in many cases providing more to their heirs at the same time,” said Bruns.

She explains that donors make planned gifts within a larger context — that of their financial, tax and estate planning situations. The FCEP credential shows that she’s taken important steps to understand this larger context and has the expertise to help donors maximize the potential of their philanthropy.

“Your estate plan is the single greatest financial impact you can have on your family and the largest financial transfer you will ever control,” says Bruns. “Planning for this can be profoundly liberating and positive when it breathes life and possibility into the future.”

In conjunction with Bruns’ expertise, the Sanford Health Foundation also provides unbiased third-party values-based consultation for those interested in planning their estates.

Maximize your philanthropic goals

As you consider your financial and philanthropic priorities — income, investments, retirement and what you leave behind — you have a number of choices to help you reach your goals.

The Sanford Health Foundation is here to help you explore the possibilities.

Visit our Sanford Legacy website to learn more about leaving a legacy gift to the Sanford Health Foundation. If you have questions about planning your estate, contact Amy Bruns directly at amy.bruns@sanfordhealth.org.