Munson Health
 
Kathy Dixon

Kathy Dixon spends a lot of time talking to people about making charitable donations. She believes with the right encouragement, those conversations should happen more frequently in our community. Currently, Kathy serves as Vice Chair of the Munson Healthcare Regional Foundation Board and will assume the position of Chair in 2015-2016.

Kathy is excited to help the Foundation support Munson. "Munson is such an important regional community partner. Being asked to serve on the Foundation Board gives me a great platform to help the community and to work with a top notch group of very talented, committed individuals – together we have raised money for many important projects and needed technology."

Kathy also serves on the Foundation’s Planned Giving Council, a group of financial advisors, attorneys, and certified public accountants who work with clients making charitable gifts. The council was formed to help individuals become more acquainted with Munson’s mission, services, and health care delivery so they can better direct clients who may be interested in making planned charitable gifts.

Evolution of Wealth

"What’s unique to our region is the number of people who’ve moved here with wealth," Kathy said. "There are many worthy organizations in our community, and, increasingly, there is more wealth to pass on. More people today say, ‘my children are better off than I am.’ That’s an opening to say, ‘have you thought about including Munson in your estate plan? Wherever your passions lie, start thinking about how you want to leave a lasting legacy to benefit the community for generations to come. There are personal benefits from knowing that you helped a cause that is close to your heart. Clients are looking to advisors for help - it is an appropriate question to ask."

Professionally, Kathy has managed investments for individuals, families, businesses, and nonprofit organizations, and was an equity analyst covering the health care sector. She is a member of the Traverse Bay Sunrise Rotary and past treasurer of the Traverse Bay Sunrise Rotary Foundation. She is also president of the Economic Club of Traverse City.

Kathy and her husband Mark moved to Traverse City in 1997. They have two daughters, Erin, a speech pathologist and Aimee who will graduate with a bachelor's degree in nursing in 2015.