Planned Giving

For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name:
Sunnyside Presbyterian Home d/b/a Sunnyside Communities
600 University Blvd. Suite L
Harrisonburg, VA 22801

Incorporated in: Harrisonburg, VA

Broker Contact:
Charles Schwab
Graves-Light Private Wealth Management
Account # 8054-8254 DTC# 0164
100 South Mason Street, Suite C
Harrisonburg, VA 22801
Phone: 540-433-3076
Contacts: Angelia Moats or Kara Morgan

The material presented on this Planned Giving website is not offered as legal or tax advice.
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