Hoag Next

Fall/Winter 23

A Hoag Hospital Foundation publication.

EMPOWERED BY PHILANTHROPY

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LEADING THE WAY Opened in March 2023, the General William Lyon Leadership Center on Hoag’s Newport Beach campus has quickly become a focal point where Hoag executive, governance, and medical leadership come together. This building honors the legacy of General Lyon, the late real estate icon and decorated military leader, thanks to a transformative philanthropic gift from his wife, Willa Dean Lyon.

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From the President

Dear Friends of Hoag, As you may know by now, I have made the difficult decision to leave Hoag. It is bittersweet. For 14 years, I have been proud to be president of the Hoag Hospital Foundation and work alongside caring people to help support this exceptional health system. While it’s difficult to close one chapter, I am happy to know that Hoag will always thrive with support from its incredibly generous friends.

One of them is Dick Pickup. He has graciously supported Hoag neurosciences, helping build the Pickup Family Neurosciences Institute into one of the most renowned in the country. You may have heard the exciting news recently; Dick has made a transformative gift—$50 million to establish the Richard H. Pickup Center for Brain Health.

In this issue, you’ll read about how this remarkable gesture is going to change the landscape of brain health care, medicine, and innovation for years to come. This gift will not only touch the lives of people living with memory and cognitive disorders but also the families who face the impacts of these conditions. Wellness is a theme throughout this issue, and I hope you see how philanthropy not only supports the clinical needs of our communities but also delivers the resources that help enrich their lives.

We are so grateful for this incredible gift and everything it will deliver to the people of Orange County and beyond. Dick, we can’t thank you enough. I’m grateful to know you and for your compassion for others.

As I sign this last letter as president of this special organization, I know the influence of so many kind colleagues, donors, and friends will always stay with me. Thank you to everyone at Hoag for opening your arms to me and my family and welcoming us as we made Orange County our home.

It has been a privilege to serve Hoag.

Sincerely,

Flynn A. Andrizzi, PhD President, Hoag Hospital Foundation

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CONTENTS FALL/WINTER 23

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NEXT UP

Letter from the Chair

A Force for Change

Boldly Hoag Campaign

The Camaraderie of Healing

Orthopedic Research at Hoag

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Gift Planning

Hoag Next Magazine • Published by the Hoag Hospital Foundation If you would like to be removed from the Hoag Next mailing list, please contact us at 949-764-7217 or HHFCommunications@hoag.org

NEXTUP

This is your source for what’s new and next from Hoag’s world-class team.

Cios Spin Imaging Equipment Enhances Early Detection of Lung Cancer Thanks to support from Hoag Innovators, a group of philanthropists catalyzing health care innovation at Hoag, the lung cancer team at the Hoag Family Cancer Institute is utilizing realtime 3D imaging technology to diagnose lung cancer earlier, more accurately, and less invasively. Employed during robotic-assisted bronchoscopies, the mobile C-arm Cios Spin overcomes limitations of traditional approaches to lung cancer diagnosis and provides a 90% or higher accuracy rate with complication rates below 2% and a significantly more comfortable patient experience.

Hoag Health Center Dove Canyon Opens Hoag celebrated the opening of its newest health center with a ribbon-cutting ceremony followed by a grand opening community event. Hoag Health Center Dove Canyon opened on August 30 and brings Hoag’s urgent care and family medicine services through Hoag Medical Group to individuals who live and work in Dove Canyon, Trabuco Canyon, and the surrounding areas. This expansion is part of Hoag’s commitment to provide the highest-quality health care to more communities throughout Orange County.

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Hoag Compass Digital App Offers Personalized Care Wherever You Are Combining the convenience of telehealth with the dedicated doctor relationship and care coordination of concierge-style medicine, Hoag Compass offers patients the support they need to maintain their health and prevent disease without disrupting their schedule. Patients with the Hoag Compass monthly subscription receive same-day and next-day appointment availability with their physician, digital access to a support care team to answer questions, and, coming soon, direct connection to an on-demand nurse practitioner. Visit hoagcompass.com to learn more.

Orange County Business Journal’s Innovator of the Year Awards Recognize Two Hoag Leaders Robert Brunswick, co-founder of Hoag Innovators and chairelect of the Hoag Hospital Board of Directors, was named an Innovator of the Year by the Orange County Business Journal for founding Hoag Innovators, a group of philanthropists, entrepreneurs, and community influencers acting together to invest in cutting-edge developments in technology, research, and patient care at Hoag. To date, Hoag Innovators has raised more than $22.5 million. A recipient of Hoag Innovators funding, Dr. Steven Wang, medical director of dermatologic oncology at the Hoag Family Cancer Institute and renowned melanoma researcher, was also a nominee for the prestigious OCBJ award.

Integrative Medicine Pilot Offers Expanded Wellness & Pain Management Options Hoag’s Digestive Health Institute is leading a transformation in wholeperson health care with a new evidence-based, integrative wellness pilot program. Led by Elizabeth Raskin, MD, surgical director of the Margolis Family Inflammatory Bowel Disease Program and a fellowship-trained integrative medicine specialist, the program will serve digestive health patients with a variety of chronic and complex diseases and conditions. The program will aim to lower stress, improve quality of life, and decrease the use of pain medications through nutrition education, mental health counseling, and wellness alternatives, including acupuncture, aromatherapy, and meditation.

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From the Chair

Dear Friends of Hoag, I’d like to begin by thanking Flynn Andrizzi for his service to Hoag. Flynn has led the Hoag Hospital Foundation for 14 years, and under his leadership, it grew magnitudes larger, more sophisticated, and more capable of helping our community. He leaves the Foundation in the expert hands of the team he’s built over the years. We will keep striving for excellence and are excited to launch a nationwide search for the next Foundation president. We’re committed to finding top talent who can continue the Foundation’s great work and progress. Personally, Flynn, I wish you all the best.

I, too, am closing a chapter. This is my last letter to you as chair of our great board of directors. What an honor it’s been! I can’t help but think about how many wins Hoag has had in 2023. One of the most notable and recent is the amazing $50 million gift from Dick Pickup. Thank you, Dick and the Pickup family. Your generosity is going to change so many lives. Your longtime support of Hoag is an inspiration.

This year also saw the groundbreaking for the Sun Family Campus in Irvine. I look forward to seeing how this campus will take shape and build on Hoag’s dedication to world-class medical care.

When I think about Hoag, I often think about the times in my life when my family members received not only the best health care but also encouragement and guidance through compassionate staff. I see major growth in not only Hoag’s infrastructure but also offerings that cater to patients’ minds and spirits. This is the type of health care system I’m proud to be part of.

I’m grateful to have served as chair of the Hoag Hospital Foundation Board and wish our incoming chair, Debbie Margolis, all the best as she takes the reins at the start of 2024. Let’s continue charging forward in this endeavor to bring the very best health care to the Orange County community.

In your service,

Richard H. Taketa Chair, Hoag Hospital Foundation Board

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RICHARD PICKUP MAKES $50 MILLION GIFT TO REVOLUTIONIZE BRAIN CARE AT HOAG This transformational gift will establish the Richard H. Pickup Center for Brain Health and change the trajectory of brain care for the people of Orange County and beyond.

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to contact,” Richard said. “Bringing a place with those resources locally would help a lot of people.” Brain disorders are close to the Pickup family’s heart. Richard’s brother Rodney had dementia before passing away. “That was probably the trigger for me supporting this area,” he said.

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In 2017, Richard and his wife Donna made a $15 million

- Richard H. Pickup

Neurosciences Institute and helped it to grow into

commitment to Hoag that named the Pickup Family a nationally ranked destination for neurology and

In a gesture of generosity and continued commitment to

neurosurgery. With this most recent gift, Richard is

uplifting his community, Richard Pickup made a gift to Hoag

empowering Hoag to tackle a problem that is national in

that will change the lives of countless people. With this

scope and increasingly impacting Orange County.

support, he once again makes a transformative investment that bears his name. His generosity will empower Hoag to

A Revolutionary Approach to Brain Health

accelerate its work of bringing comprehensive, advanced

Across the country, the demand for age-related health

memory and cognitive care to Orange County.

care has never been higher, outpacing services. Studies

in Hoag neurosciences, the largest ever given to the institute

show that one in three individuals over 65 have cognitive Hoag President and Chief Executive Officer Robert T.

and memory impairment. Cognitive disorders in seniors

Braithwaite said this $50 million gift will leave a history-

can lead to a decline in overall health maintenance,

making mark on the course of treatment, innovation, and

causing repeat hospitalizations and other issues. “When

understanding of brain disease. “Significantly, it does

it comes to the brain, the solutions aren’t always as

those things here, in Orange County, by thrusting Hoag

straightforward as doing surgery,” said Aaron Ritter,

further into the global arena to collaborate with other top

MD, Larkin Family Endowed Chair in Integrative Brain

institutions that share our mission,” Braithwaite said. “We

Health and director of the Memory & Cognitive Disorders

are deeply grateful to the Pickup family for their support

Program at the Pickup Family Neurosciences Institute.

and trust.”

“There has been progress in treatments of heart disease and cancer, but we haven’t made the same degree of

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Seeing the needs of the community is what drives Richard’s

improvement in treating brain-related issues.” The care

philanthropy. “I know many people have some form of a

that is available is often fragmented, noncomprehensive,

brain problem, but they don’t know where to go or who

and can be challenging to access.

Robert Braithwaite, President & CEO, Hoag, Donna and Richard Pickup, Flynn A. Andrizzi, PhD, President, Hoag Hospital Foundation, and Dr. Michael Brant-Zawadzki, Ron & Sandi Simon Executive Medical Director Endowed Chair, Pickup Family Neurosciences Institute, Senior Physician Executive, Hoag.

It is time for a new way.

Fueled by Richard’s generosity, Hoag is building a new model of integrated care. In an enhanced space on Hoag’s lower campus, the Richard H. Pickup Center for Brain Health will bring together multidisciplinary experts across the care spectrum under one roof to tackle brain health from every angle—assessment and prevention, diagnostics, treatment and intervention, research, care coordination, and enhanced support for caregivers and families. The Richard H. Pickup Center for Brain Health will offer a comprehensive collection of services around memory and cognitive issues, mental health and mood disorders, Parkinson’s disease, and other movement disorders. “Having physical proximity, all these comprehensive services under one roof, will allow us to optimally collaborate, provide an extensive treatment plan for the patient, and support their family,” said Kambria Hittelman, PsyD, MBA, executive director, Pickup Family Neurosciences Institute and Neurobehavioral Health.

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Pickup Family Neurosciences Institute endowed chair holders Dr. Aaron Ritter and Dr. Michael Brant-Zawadzki.

Artistic rendering of future facilities conceptualized for the reimagined

00 and expanded lower campus of Hoag Hospital Newport Beach.

“This gift is an investment in our aging population and ensures long-term sustainability for decades.”

Dr. Michael Brant-Zawadzki, Ron & Sandi Simon Executive Medical Director Endowed Chair, Pickup Family Neurosciences Institute, Senior Physician Executive, Hoag

Investing in the Community Investing is always on Richard’s mind, whether it’s related to his career or an opportunity to infuse resources to causes he thinks will help others. He’s a fixture in his hometown, often seen enjoying the iconic Newport Beach institutions—like the Balboa Bay Resort and Newport Beach Country Club—that were acquired by his family. In recent years, his son Todd Pickup and son-in-law Kevin Martin’s private equity firm Eagle Four Partners and other partners and affiliates purchased Fashion Island hotels and breathed new life into them as the Pendry Newport Beach and VEA Newport Beach. It’s not lost on Richard that many organizations host philanthropic events at these locations, and he appreciates being able to provide the venues that help them meet their own goals.

As a family, the Pickups donate to dozens of causes, ranging from health to education to fostering youth and spiritual development. “Whatever helps people,” Richard says. His daughter Devon Martin is on the Hoag Hospital Foundation Board of Directors and is a champion for Hoag, much like her father. Philanthropy is a habit the family has already started instilling in their college-age grandchildren, and it’s one Richard can trace back to his father, who ran the divisions of the Southern California Gas Company. The elder Pickup did not make a lot of money, but he gave his time to community organizations, perhaps predicting his son’s affinity. “He was an excellent public speaker and could get up and raise money and things of that nature,” Richard said. “So, you can certainly give without having to write a check.”

A contrast to his father, the soft-spoken philanthropist prefers to be out of the spotlight.

Richard credits much of his success to following old methods, including playing the long game. Those methods of the past have paid off for Richard and, because of them, he has been able to fuel the future. For Richard, success means more support for society’s greatest needs. “My job is to try to get as much funding as I possibly can in that direction—the need of the community,” he said.

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The excitement was palpable as city officials, community leaders, donors, Hoag leadership, physicians, and staff gathered on July 20 to celebrate breaking ground on Hoag’s expansion of the Sun Family Campus in Irvine. Named in honor of Diana and David Sun for their visionary $50 million gift, the reimagined campus will include specialty care centers for surgical innovation, women’s health, and cancer and digestive health—a reflection of Hoag’s bold commitment to the communities it serves and the future of health care.

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Being Bold Together Guests at the celebratory event cheered on innovation in health care and the community for making it all possible. The crowd proudly wore Be Bold hats in enthusiastic support and had the opportunity to share handwritten messages of gratitude for Hoag’s providers and staff who make an impact every day with their compassionate and dedicated care.

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The Sun Family Campus represents more than just construction of a new facility; it symbolizes a shared vision for a healthier and stronger community.”

-Dara Sun Mullarkey

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Inspirational Generosity For the past 70 years, the community’s generosity has empowered Hoag to imagine a greater health care future for all. Funded in part by the Being Bold Together

Boldly Hoag campaign, theinnovations expanded in Sun Family in Irvine is The day’s events celebrated health careCampus and the community the next step Hoag’s Guests vision, proudly which increases access exceptional for making it allinpossible. wore Be Bold hatsto in enthusiastic care for more communities while also the patientmessages experience support and had the opportunity to elevating share handwritten of and recruiting and retaining top talent.

The Sun Family Foundation's gratitude for Hoag’s providers and staff who make an impact every day transformational gift helped Hoag's bold plans. with their compassionate andinspire dedicated care.

A Shared Vision City of Irvine Mayor Farrah Khan presented Hoag with a certificate of recognition in honor of the groundbreaking ceremony. Guests also heard from Hoag President and CEO Robert Braithwaite, Hoag Senior Vice President and Chief Operations Officer Marcy Brown, Hoag Hospital Foundation President Flynn A. Andrizzi, PhD, and Dara Sun Mullarkey, philanthropist and daughter of Diana and David Sun.

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Boldly Hoag Campaign Committee Kickoff In October, volunteers gathered at the Hoag Hospital

more about key campaign initiatives from fundraisers and

Foundation alongside hospital leadership and Hoag

hospital staff. Guests also heard from Marcy Brown, senior

physicians to mark the launch of Boldly Hoag campaign

vice president and COO of Hoag, and Karen Costello, senior

committees supporting Hoag’s expansion. The room was

principal of real estate and facilities at Hoag, who spoke to the

abuzz as Hoag President and CEO Robert Braithwaite

distinct features of new facilities and Hoag’s unique ability to

expressed Hoag’s deep appreciation for the dedication of

fill current gaps in health care throughout the region.

volunteer committee members and staff making Hoag’s growth a success. “The impact of Hoag’s Sun Family

By continuing to elevate the entire organization, expansion

Campus in Irvine will change the trajectory of health care

demonstrates Hoag’s position as a leader in health care,

across Orange County. Each person in this room has played

attracting the brightest minds in medicine to push the field

an invaluable role in getting us where we are today and in

forward for the benefit of patients in Orange County and

making the future possible,” said Robert.

beyond.

New committees are focused on women’s health, cancer and

By continuing to elevate the entire organization, expansion

digestive health, and campus-wide expansion, reflecting

demonstrates Hoag’s position as a leader in health care,

Hoag’s

and forthcoming

attracting the brightest minds in medicine to push the field

specialized service centers in these areas on the Sun Family

forward for the benefit of patients in Orange County and

Campus. Committee members serve as key ambassadors

beyond.

commitment to

innovation

for the campaign within the community.

The kickoff meeting was a moment of celebration and an opportunity for volunteers across committees to learn Carloyn McKitterick, Expansion Committee co-chair, and Debbie Margolis, Boldly Hoag Executive Committee member and incoming Hoag Hospital Foundation Board Chair.

Enthusiastic volunteers gather at the Boldly Hoag campaign committee kickoff.

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The new hospital concourse will be a light-filled, open-concept pathway with easy access to amenities like the concierge desk, gift shop, beverage café, chapel, and more.

Construction Accelerates on Hoag’s Sun Family Campus Construction crews on Hoag’s expanding Sun Family Campus in Irvine are fast at work completing excavation in preparation for new pavilions. These include the Clinical Services Pavilion and the Surgical Innovation & Care Pavilion. The former will serve as a hub for the engineering, laboratory, pathology, and pharmaceutical departments

Logistics Building for the entire campus. The latter will host new, premier surgical suites for inpatient and outpatient surgeries and a state-of-the-art intensive care unit, bringing the latest in surgical innovation to Hoag patients. Construction on the new Women’s Health Pavilion and Cancer & Digestive Health Pavilion will follow shortly.

On October 2, the current main hospital entrance closed, and entry was relocated to the west side of campus next to the 16300 Sand Canyon Avenue medical office building off Alton Parkway. The relocation of the entrance will accommodate the construction of new hospital features, including an arrival court, covered walkway, and outdoor dining, among other amenities. To ensure ease of parking and access to hospital services, Hoag is providing complimentary valet service to all patients and visitors.

BE BOLD WITH US To learn more about Boldly Hoag volunteer opportunities, contact BoldlyHoagCommittees@hoag.org.

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THE

CAMARADERIE OF HEALING

When people share their stories in support groups or workshops, there’s often a mutual recognition: “I’ve been there, too.” It’s a bond of understanding that validates participants’ experiences and emotions, reassuring them they are not alone. Thanks to compassionate donors, Hoag creates and fosters these group environments, cultivating opportunities for camaraderie through interactions beyond those in the clinical setting.

For patients and families facing a significant diagnosis or loss, it’s important to have access to different outlets to express feelings of depression, anxiety, grief, and hope. For some, talking openly and honestly in a safe environment makes them feel less isolated and provides an improved sense of confidence in coping with health challenges. For others, art or meditation offer a pathway to healing.

A testament to Hoag’s prioritization of whole-person care, patients across specialties have access to a range of support groups and other opportunities to meet their unique health and wellness needs. This level of personalization in tending to body, mind, and spirit is the actualization of Hoag’s philosophy, in partnership with likeminded donors, that wellness should be your way.

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It’s often people who have a hard time expressing themselves who end up getting the most out of the workshops.

Through the abstract art and discussion, a lot of emotions come out.”

- Beth Otterbein, Hoag Faith Community Nurse

The Healing Power of Art Hoag supports emotional healing through creative expression for patients recovering from traumatic health experiences, nurses with job-related stresses, caregivers, and staff alike living with stress, grief, pain, or fear. Hoag Faith Community Nurse Beth Otterbein facilitates Art4Healing painting workshops throughout Orange County, both at Hoag and at area churches, senior centers, and more. Beth guides workshop participants through a series of prompts to create paintings that help express their feelings. “It’s an opportunity to express yourself through abstract art and then sharing about the experience with the other participants,” according to Beth. These sessions are made up of intimate groups of up to 10 people. As a Hoag faith community nurse, Beth’s work is centered around fostering an individual’s faith and spirituality, nurturing the emotions that support their healing. “It’s often people who have a hard time expressing themselves who end up getting the most out of the workshops. Through the abstract art and discussion, a lot of emotions come out.”

Bladder Cancer Peer Mentorship Program At the Hoag Family Cancer Institute, patients with muscle invasive bladder cancer are finding support through Hoag’s Bladder Cancer Peer Mentorship Program, which pairs patients with survivors who have undergone the same type of treatment. Led by Nurse Navigator Sandy Southerland, whose position is funded by Circle 1000, a dedicated group of supporters who have raised over $24 million for cancer care at Hoag, the program is the only bladder cancer support group in the county and interfaces with patients before and after treatment. In addition to community and care coordination, participants receive education on precision medicine, genetics, chemotherapy, radiation, surgery, and immunotherapy to ensure they have the resources they need to cope with every stage of their healing journey. To date, more than 60 patients have participated in individual and group mentorship through the program.

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Hoag Wellness Consultant Anusha Wijeyakumar, MA, CPC, E-RYT, with support group participants at the Hoag Women’s Health Institute.

Women Helping Women Through Motherhood & More At the Hoag Women’s Health Institute, the Maternal Mental Health (MMH) Program offers a wide variety of virtual support groups that meet twice a month. These include groups centered around prenatal support, postpartum support, mindfulness, pregnancy loss, pregnancy after loss, and family support for pregnancy loss. This year alone, Hoag has supported 775 people as of October 1.

To meet the increasing demand for therapy at the MMH clinic, Hoag began offering group therapy to new mothers in 2022. These six-week closed small-group cohorts run quarterly and are facilitated by a licensed clinical social worker. Each group of moms meets weekly to share difficult moments and build a network of support outside of sessions, providing women with the benefits of both support groups and therapy simultaneously. If further support is needed after six weeks, participants are referred to a psychiatrist for individual therapy.

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Aortic Dissection Survivors Mend Hearts Hoag’s Aortic Dissection Survivor Support Group connects survivors of this serious heart condition.

Experiencing

an

aortic

dissection

not

only

necessitates a long physical recovery but also an emotional and mental one. Facilitated by a licensed nurse practitioner and genetic counselor from the Elaine & Robert Matranga Aortic Center, the group provides mutual emotional support and information for aortic dissection survivors and their families through an encouraging network.

Connections Beyond a Condition Hoag’s Mary & Dick Allen Diabetes Center is known for its collaborative peer support services, including groups and programs that focus on people with different types of diabetes and at varying stages of life. One of these is the Herbert Program for Young Adults with Type 1 Diabetes, which was created through

generous

philanthropic

support.

This

program addresses the needs of young adults with type 1 diabetes through networking, support, and

To learn more about aortic dissection and Hoag’s Aortic Dissection Survivor Support Group experience, watch Heather’s story by scanning the QR code.

social events. As participants connect in non-clinical environments, they learn, encourage, and comfort each other by sharing similar circumstances.

Empowered by Philanthropy A small sample of the resources available at Hoag, these support groups and programs allow patients and families to find relief from stress and grief that may be limiting to their overall health and quality of life. Without philanthropic funding, many of these groups would not exist. What makes Hoag so special is that donors, physicians, and staff alike have a shared vision for the future of health care and are equally invested in making that vision a reality for our community.

For more information on support groups at Hoag, visit hoag.org/support-groups

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ORTHOPEDIC RESEARCH

Fellows Are Enhancing Patient Care at Hoag & Beyond Founded on the pillars of education, research, and community outreach, Hoag Orthopedics prides itself on partnering with donors to fund some of the most highly sought-after orthopedic fellowships in the country at the Hoag Orthopedic Institute (HOI). Key features of HOI’s fellowship programs include participation in over 500 surgical cases per year, weekly meetings reviewing cases and literature, presentations at national orthopedic conferences as well as HOI’s Annual Orthopedic Fellowship Research Day, and two research projects with the goal of publication.

For Drs. Rocío Crabb and Kyle Schoell, Hoag’s two 2023-2024 orthopedic sports medicine fellows, HOI’s research requirements have presented an opportunity to explore the connection between anxiety and surgical outcomes like opioid use, recovery time, and hospital stays. Together, these studies are helping to inform the delivery of care at Hoag and institutions across the country for a more elevated, whole-person patient experience.

The Hoag Orthopedic Institute’s 2023-2024 fellow cohort. From left to right: Dr. Jesse Caballero (Surgical Spine), Dr. Kyle Schoell (Orthopedic Sports Medicine), Dr. Rocío Crabb (Orthopedic Sports Medicine), Dr. Justin Moo Young (Adult Reconstruction Hip and Knee), and Dr. Parke Hudson (Adult Reconstruction Hip and Knee).

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5 Tips for Maintaining Joint Health Anxiety and Post-Operative Opioid Use Dr. Kyle Schoell will study whether anxiety contributes to prolonged post-operative opioid use and slower recovery times. If a connection exists, this discovery could allow

To keep you in motion and out of the operating room, Dr. Steven Barnett, chief medical officer at the Hoag Orthopedic Institute, shares his top tips for healthy joints.

physicians to appropriately counsel high-risk patients and provide resources to cope with pain and anxiety. Armed with the right solutions, both physicians and patients will see improved surgical outcomes, a result HOI has long been committed to as one of the top 20 best orthopedic hospitals

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in the country according to U.S. News & World Report.

Predictors of Time Spent in the Hospital After Shoulder Replacement Surgery Dr. Rocío Crabb is currently at work on a journal article for publication that examines predictors of patients’ length of stay in the hospital and readmission rates after total shoulder surgery. Research results showed that while anxiety wasn’t a factor, patients who requested less information prior to surgery were more likely to return to the hospital, a significant indicator of the importance of pre-operative counseling and post-operative instructions. According to Dr. Crabb, these findings will help physicians better understand how patients experience the surgical process, thus allowing them to further refine delivery of care.

Hoag Orthopedic Institute Fellows’ Top Choice When asked about why they chose Hoag, both Drs. Crabb and Schoell commented on the Hoag Orthopedic Institute’s privademic model, which offers the rigor of an academic

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Exercise regularly, concentrating on lower-impact activities like swimming, cycling, and walking rather than running or jumping.

Build and maintain muscle through strength training to protect adjacent joints and promote longevity.

Perform weightlifting, exercise, and other activities with the appropriate footwear and the proper technique, bracing when necessary.

Maintain a healthy body weight for your height, which goes a long way in protecting your weight-bearing joints from premature degeneration.

If an injury occurs, seek appropriate medical attention from an expert for a proper diagnosis. Don’t try to work through the pain.

medical center in a private, community hospital setting.

This unique opportunity allows fellows to gain specialized orthopedic experience and work with professional sports teams, like the Los Angeles Chargers, while learning the ins and outs of running a private practice. The fact that both physicians also grew up in Southern California made Hoag even more ideal.

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SCENE

A look at the latest Hoag Hospital Foundation events and gatherings.

APRIL 2023

MAY 2023

29th Annual Hoag Heritage Society Luncheon

Choose Nursing, Choose Hoag Luncheon

The 29th annual Hoag Heritage Society Luncheon honored

Every year, this luncheon celebrates the nurses who make Hoag

and celebrated the heroes who support Hoag through

what it is and the donors who support them. Held at the Balboa

planned gifts. The special afternoon included moving

Bay Resort, this year’s event raised over $96,000 in support of

remarks from a Hoag grateful patient and a musical

nursing education and other nursing initiatives at Hoag.

performance by one of Hoag’s own heroes, emergency room physician and Hoag Hospital Board Member Dr. Eric Alcouloumre.

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JUNE 2023

Circle 1000

Founders’ Celebration Brunch Nearly 270 guests attended the 36th annual Circle 1000 Founders’ Celebration Brunch, which raised $1.1 million for the Hoag Family Cancer Institute, bringing Circle 1000’s total funds raised to $24 million since 1986. The event, hosted by co-chairs Lin Auer and Marianne Larkin, was made even more memorable with inspirational remarks from guest speaker Hayley Arceneaux, a 31-year-old pediatric osteosarcoma survivor who became the youngest American and the first person with a prosthetic body part to travel in space.

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SCENE

A look at the latest Hoag Hospital Foundation events and gatherings.

Hoag Summer Fest This highly anticipated summer soiree returned to the Newport Dunes with more than 1,300 Hoag friends and supporters who enjoyed fabulous food and high-energy musical entertainment from local rock band Tijuana Dogs. Thanks to co-hosts Marianne Nahin and Kristen Nahin Gooding and support from generous underwriters, volunteers, and restaurant and beverage partners, the soldout event raised over $360,000.

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AUG 2023

AUG 2023

Pickup Family Neurosciences Institute’s 15-Year Celebration

H.E.R. Summit

by Hoag

This momentous occasion brought together nearly 150 guests to

More than 350 women engaged in an immersive and empowering

celebrate the impact of the Pickup Family Neurosciences Institute

day at the second annual H.E.R. Summit by Hoag at VEA Newport

over the past 15 years as well as an inspiring vision for the future of

Beach. In addition to interactive panel discussions with dedicated

neurological care at Hoag. The event was marked by a timepiece

women’s health and wellness experts, guests listened to captivating

theme, which symbolized the tireless commitment and dedication of

keynote remarks from fashion industry leader, author, and founder

Hoag staff, physicians, nurses, volunteers, and donors, all focused on

of the Female Founder Collective Rebecca Minkoff and enjoyed a

advancing neurological care on behalf of patients in our community.

curated shopping experience with 20 vendors focused on health and wellness. The event raised over $100,000 in support of the Women's Health Institute.

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ESTATE PLANNING – It’s Never Too Early or Too Late

Estate planning is an essential part of preparing for the future, but it may not be at the top of a priority list, especially for younger people. If your life is focused on growing a family or building a business, the needs of today often outweigh the seemingly faraway future. Or perhaps you don’t think you’ve got much of an estate to need a plan on paper. If you don’t have one in place, there could be negative impacts. But it’s never too early—or too late—to start.

Julie Heggeness , JD, CSPG, TEP Vice President of Legal & Executive Director of Gift Planning, Hoag Hospital Foundation

To learn more about how gift planning can help you, please call 949-764-7206 or email Julie.Heggeness@hoag.org.

Year-End Reminders

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If you are over 70 ½, you may transfer

The Secure 2.0 Act now allows you

up to $100,000 annually from your IRA

to make a one-time distribution

to charity, satisfying your required

(up to $50,000) to fund a

minimum distribution but not

charitable gift annuity. You will

counting it as income to you.

receive income for your lifetime.

Q&A: 1

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3

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I’m in my 30s—why is an estate plan important for me?

Estate planning is not only for older people or those with large estates. It provides security for people of all ages and their loved ones, ensuring your assets go to the people you want them to. This may be in the way of safeguarding your financial decisions, allocating your property, and making sure your health care wishes are followed if necessary. Anyone with any assets whatsoever, even a bank account, should have a plan.

Do I need a will or a trust?

A will is a simpler legal document that states your intentions for how to distribute your assets or wealth after death, while a trust is more complex but allows you to transfer your property to an account to be managed by another person. A living trust is a good option for those with complex estates that include investment accounts, sizable assets, or multiple properties. In a trust, information about your estate stays private. Wills go to probate, where information about your estate is public.

In what ways will having an estate plan protect my children?

When you’re the parent of young children, appointing a guardian is typically the most important role of an estate plan. It provides them with security for the future if something happens to the parents and ensures you the opportunity to name the guardian. You may also need to choose a financial guardian. This may be the same person as the physical guardian, but it may not. Children under 18 can’t legally inherit money or property, so a financial guardian controls the children’s assets until they become adults. When you have adult children, your plan can focus on enabling them to inherit assets in a way that best fits their specific circumstances.

How can estate planning help me plan for supporting my preferred charities in the future?

Including charitable gifts in your estate plan can maximize your impact while preserving your financial legacy. Charitable giving can also result in potential tax savings, allowing you to benefit financially while supporting causes that align with your values and beliefs. This can also encourage strategies for fostering a family’s financial values and philanthropic giving traditions.

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Senior Leadership

Officers Richard H. Taketa, Chair Deborah H. Margolis, Vice Chair Kyle B. Wescoat, Treasurer Carolyn C. McKitterick, Secretary Flynn A. Andrizzi, PhD, President, Hoag Hospital Foundation

Flynn A. Andrizzi, PhD President, Hoag Hospital Foundation

Directors Anthony A. Allen Lisa Argyros Victor A. Assad Philip A. Belling Patricia L. Berchtold Robert T. Braithwaite Irving M. Chase Diane A. Connelly Benjamin R. Du Gary A. Fudge Whitney K. Gomez Mark A. Hardtke, Sr. Jeremy M. Jones Paul C. Lin Devon R. Martin Stephen G. Muzzy Aidan A. Raney, MD, FACC Katherine Shen Cynthia Stokke

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