Wilson Society Fall 2015 Newsletter

Wilson Society

BECAUSE I AM GRATEFUL

Fall 2015

TWO EASY WAYSTO GIVE A planned gift to Hospital for Special Surgery can be simple to execute, and can accomplish your philanthropic and personal goals. There are several straightforward ways for you to make a planned gift to HSS that do not require extensive legal or accounting fees, and that allow you the flexibility to adjust the gift should your circumstances change.

BENEFICIARY DESIGNATIONS Naming HSS as the beneficiary of your life insurance policy or your taxdeferred retirement-plan assets is not only easy, but can be a very tax-wise gift. When you make HSS a beneficiary of one of your assets, you can choose to direct a percentage or the entire asset to the Hospital, and if you wish to modify the gift, a new beneficiary-designation form is all you need.

CODICILS Some changes to a will may be small and can be made through a codicil, or an amendment to your will. A codicil can be helpful when you want to make minor updates, for instance changing the executor or adding Hospital for Special Surgery as a beneficiary.

While you should always seek the advice of good counsel, beneficiary designations and codicils are two straightforward ways to include HSS in your estate plan that allow flexibility during your lifetime.

We invite you to learn more about these and other planned gifts and how you can make HSS part of your legacy.

LET US HELP YOU TAKE THE NEXT STEP Return the attached reply card Call us at (212) 774-7527 E-Mail us at DelsonS@hss.edu Visit us online at hss.edu/legacy The information contained herein is offered for general informational and educational purposes and is not intended as legal or tax advice. For legal or tax advice, please consult an attorney.

‘‘I’m very grateful to HSS because it has been the foundation of my career.’’

Dr. Levine came to Hospital for Special Surgery as a first-year Resident in 1961 and in 1968 was named Chief of the Scoliosis Service. For the next 30 years, he dedicated his life to helping patients and advancing standards in orthopaedic treatments. Along the way, he played in integral role in shaping and sharing the HSS story.

In 1995, Dr. Levine retired from patient care. However, leaving patient care did not mean leaving the Hospital. Instead, Dr. Levine rejoined HSS as Director of Alumni Affairs in 2003.

Most recently, Dr. Levine published Anatomy of a Hospital: Hospital for Special Surgery 1863-2013, a chronological account of the Hospital’s first 150 years. “I do these things because of my love for the Hospital and for what it represents,” explains Dr. Levine. “HSS has a certain culture: small enough that people feel like they’re part of a family.”

Earlier this year, Dr. Levine took yet another step as a member of the HSS family when he joined the Wilson Society by adding a simple codicil to his will. The Wilson Society acknowledges the generosity of those donors who have included HSS in their estate plan. “I’m very grateful to HSS because it has been the foundation of my career,” says Dr. Levine.

“My whole career at HSS has been associated with Dr. Philip Wilson, Jr. and [the late] Dr. Philip Wilson, Sr.,” says Dr. Levine. “They helped me more than anybody else, and I think the world of them both.”

dr. david b. levine

1998 $52.8 Million Raised through Planned Gifts Since 2010

89% of Planned Gifts are Restricted Donors often make their legacies at HSS by advancing research that has been particularly meaningful to them or honoring their physician.

The Wilson Society was founded to recognize legacy donors at HSS

Legacy Giving by the Numbers

82% of Planned Gifts are Bequests Gifts by will or trust are generally simple, affordable, and flexible.

56% of Planned Gifts are less than $100,000 Legacy gifts vary in size, but all stem from a shared belief in the mission of HSS.

Yes, I want to make HSS part of my legacy.

Name ___________________________________________________________________________ Address _________________________________________________________________________ City_____________________________________ State________ Zip Code __________________ Telephone_______________________________ Best Time to Reach ______________________ Email Address____________________________________________________________________ I am already a Wilson Society member. I have done the following for HSS: _________________________________________________________________________________ _________________________________________________________________________________

I’D LIKE MY PLAN TO INCLUDE HSS Donors who make Hospital for Special Surgery part of their legacy play a vital role in supporting the Hospital’s mission of providing compassionate care and pioneering medical breakthroughs. To recognize these donors, HSS established the Wilson Society in 1998. Named in honor of Dr. Philip D. Wilson, Jr. and his father, both of whom served as Surgeon-in-Chief at the Hospital, the Society is sustaining and building the long-term strength of HSS.

Philip D. Wilson, Jr., MD

PLEASE SEND ME: n Information about beneficiary designations.

n Information about how to include a gift to HSS in my codicil or will. n More information on the Wilson Society.

Mail this to us in our envelope or yours.

HSS Development 535 East 70th Street, New York, NY 10021

hss.edu/legacy

If you wish to have your name removed from lists used for fundraising requests to support Hospital for Special Surgery or fundraising communications, please email Development@hss.edu, call 844-810-1321 (a toll-free number), or send a request to Hospital for Special Surgery, Development Department, 535 East 70th Street, New York, NY 10021,