Professional Advisors

You remain the trusted advisor. We bring the local health and philanthropic perspective.

When to Bring Palm Health Foundation In

You do not need to wait until a client has chosen a charitable vehicle, decided to make a gift, or finalized an estate plan. 

A conversation with Palm Health Foundation may be useful when a client says: 

• “Alzheimer’s changed our family.” 
• “I want part of my estate to improve health here.” 
• “I want to help future nurses or mental health professionals.” 
• “I already have a donor-advised fund. I want to understand where it could be useful locally.” 
• “I want my charitable giving to have an impact in Palm Beach County.” 
• “I know what matters to me, but I am not sure what this community will need 20 years from now.” 

Your client may already know exactly what they care about. Our role is not to redirect that interest. 

We can help explore a different question: 

What could this charitable intention mean for health in Palm Beach County? 

That conversation can happen before any decision is made about a gift, fund, charitable vehicle, or estate provision.

What Palm Health Foundation Brings to the Conversation 

Local Health Knowledge 

Palm Health Foundation focuses specifically on health in Palm Beach County. 

We can help advisors and clients understand the local context surrounding health needs, organizations, initiatives, emerging issues, and philanthropic opportunities. 

The purpose is not to tell clients what they should care about. It is to add useful local perspective to what already matters to them. 

Charitable Intent and Stewardship 

A client may know the experience, issue, institution, profession, or community they care about without having decided how narrowly or broadly to define their charitable purpose. 

We can help explore questions such as: 

• What does the client most want the charitable resources to accomplish? 
• What should remain constant over time? 
• Where could flexibility be useful? 
• How important is Palm Beach County to the client’s intention? 
• What should future family members or decision-makers understand about why this matters? 
• How can the charitable intention remain meaningful as community needs change? 

The client’s professional advisors determine how those intentions are reflected in legal, tax, financial, fiduciary, and estate-planning structures.

Local Philanthropic Perspective 

We can help clients understand different ways charitable resources may support health locally, including existing charitable funds, philanthropic initiatives, scholarships, community partnerships, and emerging opportunities. 

Sometimes our most useful role is simply helping a client understand the local landscape before a decision is made.

Your Client Does Not Need to Establish a Fund With Us 

Palm Health Foundation can be useful even when a client already has a charitable vehicle. 

If a client has a: 

• donor-advised fund 
• private foundation 
• charitable trust 
• family philanthropy structure 
• estate plan 
• other charitable resource 

We can provide local health context and information about relevant philanthropic opportunities. 

A client may decide to act through a charitable structure they already have. 

When establishing a charitable fund with Palm Health Foundation is appropriate, we can also discuss available options and help clarify the charitable purpose the client wants the fund to serve.



Where a Client’s Health Interests May Lead 

Health philanthropy often begins with a personal experience, a profession, a community concern, or a desire to prepare for needs that may change over time. 

Brain Health 

For some families, brain health becomes personal through Alzheimer’s disease, dementia, mental or behavioral health, caregiving, neuroscience, or another lived experience. 

Palm Health Foundation can help advisors and families understand the local philanthropic landscape surrounding those interests. 

Scholarships and the Health Workforce 

A client’s interest may begin with the professionals who cared for them or with a desire to strengthen the future health workforce. 



Palm Health Foundation stewards charitable scholarship funds supporting students pursuing nursing and mental and behavioral health professions. 

Thriving Communities 

Health is influenced by more than clinical care. 

Community conditions, connection, access, family support, and opportunity all influence health and well-being. Palm Health Foundation supports community-informed approaches to strengthening health across Palm Beach County. 

Where It Matters Most 

Long-term charitable planning often raises an important question: 

How much should be defined today, and how much flexibility should remain for needs that cannot yet be anticipated? 

Some clients want charitable resources to remain responsive to urgent, overlooked, or emerging health needs in Palm Beach County. 

Palm Health Foundation can help advisors and clients explore how that flexibility may fit within their broader charitable intentions.

How We Work with Professional Advisors

Ways Clients May Give

Depending on a client’s goals and professional advice, charitable giving to Palm Health Foundation may include: 

• current gifts 
• grants recommended from a donor-advised fund 
• appreciated securities 
• qualified charitable distributions from an IRA, when eligible 
• gifts through a will or trust 
• beneficiary designations 
• gifts to an existing charitable fund 
• establishment of a charitable fund 
• gifts intended for a particular health-related charitable purpose 

For current gift and transfer information, please visit our Ways to Give page or contact Palm Health Foundation before initiating a transfer that requires specific instructions. 

If a gift is intended for a particular Palm Health Foundation fund or charitable purpose, please contact us before completing the gift so we can confirm the correct fund name, designation, and charitable purpose.
 

Planning a Charitable Gift Through an Estate 

Palm Health Foundation may be named as a charitable beneficiary through an estate plan.

If a client is considering a gift for a specific Palm Health Foundation fund, health priority, or restricted charitable purpose, we encourage the advisor to contact us before documents are finalized. 

An early conversation can help confirm: 

• the foundation’s correct legal name 
• the appropriate charitable fund name 
• the intended charitable purpose 
• whether flexibility should be considered 
• information the drafting attorney may need 



The client’s attorney remains responsible for drafting the appropriate legal language. 

Advisor Reference Information

For advisors helping a client arrange a charitable gift: 

Legal name: Palm Healthcare Foundation, Inc. 

Doing business as: Palm Health Foundation 

Federal Tax ID (EIN): 59-2391119 

Tax status: 501(c)(3) public charity 

Mailing address: 
700 South Dixie Highway, Suite 103
West Palm Beach, FL 33401 

For securities, wire, and other transfer instructions, please use our Ways to Give page or contact us directly. 

Privacy and Discretion 

We understand that advisors may contact us while a client is still exploring options. 

Palm Health Foundation respects the privacy of donors, families, fundholders, and professional advisors. 

We can work directly with the advisor, provide information behind the scenes, or participate in a client or family conversation when invited. 

A preliminary conversation does not require a client to make a gift or establish a fund with Palm Health Foundation. 

Have a Client Question? 

You do not need a completed estate plan. 

You do not need a finalized gift. 

You do not need to know which charitable fund or organization is right. 

Sometimes the conversation begins with something simpler: 

“This matters to my family. What could it mean for health in Palm Beach County?” 

If that is the question, start there. 

Start an Advisor Conversation 

Carrie Browne 
Director of Stewardship & Strategic Partnerships
Palm Health Foundation 
carrieb@phfpbc.org 
561-837-2281