For Trustees and Advisors

In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, Peterson Health Foundation shares your values and takes the same care when it comes to helping our donors plan charitable gifts.

We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible. Our development team is well-trained and skilled in strategic philanthropy.

Useful Legal Information

Legal name: Peterson Health Foundation
Address: 551 Hill Country Drive, Kerrville, TX 78028
Federal Tax ID number: 74-2645149

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

I'm here to help

Tom Martin

Tom Martin

Executive Director of Development