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THE BENEVILLA

CONNECTION

2020 ANNUAL IMPACT REPORT INSIDE

The Benevilla Family Resource Center provides parenting resources to families with their community pop-up events.

Benevilla News and Events October - December 2021 16752 N. Greasewood St., Surprise, AZ 85378 | 623-584-4999 | www.Benevilla.org

From Our President and CEO As another year comes to an end, our agency continues to navigate through our new normal while providing our community with the safest, high quality programs and services we can. Benevilla is proud to have served our neighbors for 40 years and the celebration continues! We are excited to share some of our newest programs, our upcoming events and opportunities to get involved in this edition of The Benevilla Connection. We are also honored to bring to you the 2020 Benevilla Annual Impact Report within this issue of the Connection Newsletter. In 2020, among the trials and tribulations, our community continued to be our biggest source of support. As we take a look at the work that took place during the past year, we are equally humbled and inspired. Because of you and your dedication, we once again were able to support our neighbors in need, when they needed us most. From our free home services, virtual support groups, to adjusting to virtual family activities, Benevilla was always here. We made the decision to keep Wirtzie’s, our preschool & childcare, open during the entire COVID-19 pandemic to serve first responders and essential workers when they had no other place to turn for childcare. Although, we briefly closed our Life Enrichment Programs, we soon decided to reopen with new safety protocols and procedures to serve our senior population in need and support their caregivers. The work we do here at Benevilla is only possible because of you and I believe this report illustrates what we can accomplish together. Sincerely,

Joanne Thomson

STRO

NGER

R E H T E G O T

Benevilla would like to send our deepest sympathies to the families experiencing loss in 2020 and 2021 due to COVID-19.We are here for you.

DA I LY

G RO L L A SM

A N S Y H H EA LT

NIN I A R T P

PTI A D A F U L LY

R A B E C & JUI

N E M P I EQ U

CAREGIVER RELAXATION SPACE ALSO AVAILABLE!

LEARN BenefitnessGym.com MORE 623.584.0065 NOW! • PREMIERE, ELITE & BASIC MEMBERSHIPS • ONE-ON-ONE TRAINING • PERSONALIZED ASSESSMENTS & GOALS

THE BENEFITNESS ADAPTIVE GYM PROVIDES SPECIALIZED INDIVIDUAL AND GROUP FITNESS TO OUR COMMUNITY OF ADULTS WITH DIFFERENT ABILITIES TO REACH THE WELLNESS GOALS OF EACH MEMBER AND CAREGIVER AND TO ENRICH THEIR LIVES.

Benevilla 40th Anniversary Golf Tournament

Saturday, November 13, 2021 Wigwam Golf Resort-Gold Course 451 N Old Litchfield Rd Litchfield Park, AZ 85340 Four Person Scramble

$175 per player $700 per foursome $1,000 40th Anniversary Foursome Sponsor (includes foursome and tournament recognition)

The Day of the Tournament: Registration & Grab and Go Breakfast.......................7:30 AM Shotgun Start........................................8:30 AM Luncheon & Awards..........Immediately Following Hole-in-One Contest: Compete to split $10,000 prize with Benevilla Mulligans and raffle drawing tickets available for purchase Prizes awarded for 1st, 2nd, and 3rd place teams and Closest-to-the-Pin Special Guest LPGA Legend, Anne Marie Palli

All players receive a grab and go breakfast, lunch and a commemorative golf hat Register Today! Contact the Benevilla Donor Relations team at 623-584-4999 or visit www.benevilla.org/golf

JOIN US FOR A GREAT DAY OF GOLF. ENRICH THE LIVES OF OTHERS. Thank You to Our Signature Sponsors

Benevilla Life Enrichment Programs Now Offering Rock Steady Boxing

ock Steady Boxing helps build strength, flexibility, balance, agility and overall health and fitness and is a fitness class designed to help anyone suffering from Parkinson’s disease. It’s not only boxing but also hand-eye coordination training. By exercising with trained coaches who know the ropes, you can fight your way out of the corner and start to feel and function better. Boxing works by moving your body in all planes of motion while continuously changing the routine as you progress through the workout. These classes have proven that anyone, at any level of Parkinson’s, can lessen their symptoms and lead a healthier and happier life.

Fight Back Against Parkinson’s

“Boxing is my favorite exercise activity,” says Benevilla Life Enrichment Program member, “I feel challenged and have fun all at the same time.”

To learn more about Benevilla Life Enrichment Programs and our life enriching activities, please reach out to our Enrichment Liaison at 623-584-4999 or visit www.Benevilla.org.

Meet our Benevilla Coaches Alex is a Fourth Stage Cancer Survivor, and one of Arizona’s first Make A Wish foundation kids. She loves fitness, God, and family. Alex has many years of experience being a personal trainer, and is cancer exercise certified, and Rock Steady certified. Her passion is health, fitness, and making others happy. During her free time, she loves running, and watching Christmas Movies. Jeannette has been working with Benevilla for the past 10 years and loves making others happy. Every day she makes sure our Life Enrichment Program members and makes sure members are having a good time at Lucy Anne’s Place. Jeannette has a medical background working in a doctor’s office helping with surgical biopsies, and exams. Jeannette enjoys spending time with family, camping, going to Disneyland, and being creative. Jeannette stated, “I look forward to making members feel empowered.”

Virtual Educational Workshops Benevilla FREE Educational workshops offer guidance and address senior life changes. Each workshop is led by carefully selected professionals and Benevilla partners who can provide support and answers to your questions.

OCTOBER Smart Gifting Strategies to Utilize in Unpredictable Times October 14, 2021 1:30 PM - 3:00 PM

Steve Harnden, CFP, CPA Private Wealth Advisor, with Affirm Wealth Advisors will discuss how to invest in uncertain times and how to make smart charitable contributions.

Confident Caregivers Caring for Those with Dementia October 20, 2021 1:30 PM - 3:00 PM

This workshop by experts in Home Care will explain why challenging behavior can happen and how to address these changes with confidence. This workshop will also explore communication tools, person-centered care and more.

Getting Your Affairs in Order

October 26, 2021 1:30 PM - 3:00 PM

Rita Daninger, Attorney and Kathleen Crowley, with Condit & Associates will discuss making arrangements for your future, including your health care needs, financial affairs, estate provisions, and final wishes.

Benevilla is offering all Educational Events as live, online Zoom workshops. Please visit benevilla.org/community-events/ to register online or call 623-584-4999 today. Registration is required with a working email.

NOVEMBER Year-End Tax Planning Tips

November 16, 2021 1:30 PM - 3:00 PM

As the year end approaches, Ken Mueldener, CPA will update you on current tax law changes and give helpful planning tips that can help reduce your state and federal tax burden.

NEW DATE BENEVILLA VIRTUAL CAREGIVER CONNECT

November 30, 2021 Live Program Begins 9:00 AM Are you a family member caring for a loved one? The Benevilla Caregiver Connect will feature expert presentation and provide guidance and valuable information for caregivers. Call 623-584-4999 or visit www.Benevilla.org for additional information.

DECEMBER

All About AZ Tax Credits

December 2, 2021 1:30 PM - 3:00 PM

Gary Frisch, MBA, CPA, Landmark CPAs will give an overview and discuss the benefits of the Arizona Tax Credit programs and other tax saving strategies just in time for the upcoming tax season.

How to Choose the Best Independent or Assisted Living Community December 8, 2021 1:30 PM - 3:00 PM

Learn from the experts in senior living what are the most important questions to address when choosing a community for you or your loved one. What is independent living? What is assisted? How do I know what is right for me or my loved one? We are here to help.

20 20 ESSENTIAL TO

ENRICH LIVES Annual Impact Report

Neighbors in Need

Financial Overview Sources of Support Grants Participant Fees Donations Other In-Kind Donations Food Sales

$1,924,915 $1,620,998 $1,172,550 $1,015,350 $284,076 $121,507

2020

$6,139,396

BENEVILLA ANNUAL IMPACT REPORT

How Your Support Helped Life Enrichment Programs Childcare Administration Family Resource Center Food Services Fundraising Transportation Home Services Benevilla C.A.R.E.S Volunteer Recruitment Community Services

$1,950,874 $890,974 $815,630 $702,057 $481,626 $402,192 $319,273 $213,613 $189,954 $70,993 $7,089

$6,044,275

80%

of every donation directly supports Benevilla programs and services.

Number of Arizona Caregivers in 2020 caring for a loved one with Alzheimer’s and other dementias 262,000 Total Hours of Unpaid Care 511 Million Total Value of Unpaid Care $9.7 Billion AARP research has found that nearly 90% of older adults prefer to remain in their homes and communities as they age. According to the 2019 American Community Survey, there are almost 700,000 residents over the age of 65 living in Maricopa County with 254,000 living in the West Valley. Caregiving is a tremendous responsibility that can negatively impact caregivers’ health and even financial well-being. The CDC reports that the health impact of providing care for an older adult includes elevated levels of depression and anxiety, compromised immune function, and increased risk of early death. About one in five working age adults said the reason they can’t work is the disruption to their child care arrangements created by the pandemic.

“Thank you for calling to inform me that Benevilla is still available if needed during the COVID-19 crisis. How comforting for someone such as myself, who is particularly isolated at this critical time.”

“I appreciate Benevilla and their

volunteers so much! Just hearing from my volunteer helps relieve my loneliness and gives me something to look forward to during the week.”

“My Family Support Coordinator always listened to my concerns and needs and went above and beyond to help. She then followed up to make sure I received the services needed. She was friendly, respectful and very professional.”

“My kids have been going to Wirtzie’s since August and they both love it so much. My three year old has so much fun and tells me about her day as soon as I pick her up. She loves her teacher and the friends that she has made.”

“My wife had a stroke last fall. After at-

tending the program for only one week, she already shows improvement. Yesterday she got up and got dressed all by herself – the frst time since the stroke. A month ago, I had no hope. Now I have hope!”

2020

YOUR IMPACT IN WORDS “I would be drowning right now if I hadn’t started attending the Benevilla Caregiver Support Group! I learned about so much there, such as the different types and stages of dementia, what legal documents I needed to have prepared, and about agencies that could help me during this journey. Meanwhile I was also receiving constant reminders about the importance of taking care of myself while caregiving.”

3 BENEVILLA ANNUAL IMPACT REPORT

“During this time of my home confinement since I am in a high risk category, my Benevilla Volunteer is just the right person to do my grocery shopping. I live alone and have no close family or neighbors to help me. We talk through the glass door [when she makes her deliveries]. She brightens my day each Friday.”

2020 BENEVILLA ANNUAL IMPACT REPORT

YOUR IM IN NUMB 47,532

acts of care & compassion

59,660 hours of caregiver respite

1,658

calls received by Benevilla C.A.R.E.S. in search of vetted resources and support

10,642

hours of volunteer services equaling over $270,000 of work

1,818

assisted rides to medical appointments for homebound seniors

1,144

community members attended Benevilla support groups

268

life coaching sessions community members served by the Benevilla Family Resource Center

3,870

5,899

resources given to families with children ages 0-5

1,138

grocery shopping trips provided to support neighbors in need and isolation

130

children received quality care at Wirtzie’s Preschool & Childcare

Wirtzie’s Preschool & Childcare remained open throughout 2020 to provide high quality, accredited childcare for essential workers and families in our community. Benevilla free home services program provided much needed services such as grocery shopping, assisted transportation and phone pals to seniors trapped in isolation during the COVID-19 pandemic. Dedicated Benevilla volunteers yearned to support their neighbors in need and continued to provide vital services where they could. The Benevilla Family Resource Center took their supportive services virtual and continued to provide resources at drive-thru community events. Caregivers continued to receive support from one another and the Benevilla community in our virtual caregiver support groups, one-on-one life coaching sessions, and educational event series. Community members continued to reach out for valuable and vetted resources and guidance through our Benevilla C.A.R.E.S. program. Benevilla Life Enrichment Programs reopened with new safety procedures to ensure a healthy life enriching day time program for our members and essential respite for their caregivers. Birt’s Bistro closed it’s doors but still helped provide meals to homebound seniors, job opportunities to our members, nutritious meals to our programs, and will reopen soon as Benefitness, an adaptive gym.

2020

2020 was a monumental year for us all: a year of loss, cancellations, challenges and change. Benevilla was here through it all. Stronger together.

5 BENEVILLA ANNUAL IMPACT REPORT

MPACT BERS

COMMUNITY COMING

TOGETHER

Congratulations to the 2020 Benevilla Business Leadership Award recipient – The City of Peoria. The City of Peoria has been highly supportive of Benevilla for over 21 years. Through grant funding, sponsorship support, and donations of in-kind office space they support Benevilla’s overall mission but also truly encourage our work within their own city. Mayor Cathy Carlat and the Peoria Council members are advocates and ambassadors for Benevilla and look for ways to continue to partner. Peoria Councilmember Bill Patena and Mayor Cathy Carlat pictured.

“Benevilla has been a wonderful community partner and friend to Peoria, and they are near and dear to my heart” said Mayor Cathy Carlat. “Receiving the Business Leadership Award in 2020 was a tremendous honor, and we look forward to continuing our long standing partnership.”

A LEGACY

OF CARING Congratulations to Aloise Failing-Wrobel who was honored with the 2020 Benevilla Bill

Wolfrey Community Service Award in recognition of her outstanding support and service to Benevilla and the greater Northwest Valley Community.

Aloise has always made philanthropy an important priority in her life. She and her first husband Ed Failing lived in Omaha, Nebraska where she enjoyed working claims for the Union Pacific Railroad for 30 years. In addition to working full-time, she found time to do volunteer fund raising for the Multiple Sclerosis Society. During the polio epidemic, she read by the bedside of children who were hospitalized with polio who relied on iron lungs to breathe. After moving to Arizona, Aloise became active in the Sun City West and Surprise community generously sharing her time, treasure, talents, and expertise to support the work of several local non-profit organizations including Benevilla, Sun Health Foundation, and Lord of Life Lutheran Church, her local congregation. After the loss of her husband Ed, she found a supportive, loving, and generous partner in her second husband Richard Wrobel. They shared 10 happy years together traveling and enjoying family and friends. Aloise has been supportive of Benevilla for many years. She helped fund the Fulfilling the Promise capital campaign to build Benevilla’s main campus in Surprise, which was completed in 2009. She is a member of Benevilla’s Legacy Circle by including Benevilla in her estate plans. She did this so she could leave a lasting legacy and help secure Benevilla’s future. In 2010, Aloise was nominated by Benevilla for the Association of Fundraising Professional’s Spirit of Philanthropy Award because of her generous support of Benevilla and other West Valley non-profit organizations. Aloise is a model of generosity and has been a true friend to Benevilla. We are so grateful for all she has done and all that she will continue to do to support our mission and to support the community!

Aloise Failing-Wrobel (far left) enjoying the Benevilla Gala with her dear friends Delaine and Dorothy Donohue.

IRA

Reduce

Charitable Rollover Gift

Your Tax Burden

70½ or older | Direct up to $100,000

even if you don’t itemize

May satisfy your annual required minimum distribution, or RMD, up to the amount of your gift

If you would like more information

Allows you to give from pre-tax assets and your distribution is excluded from taxable income

about how to make an IRA charitable rollover gift, please visit www.Benevilla.org or call Benevilla

Helps avoid limits on charitable deductions and prevents you from being pushed into a higher tax bracket

Donor Relations at 623-584-4999.

Simplifies the giving process. It's easy to do— just notify your IRA custodian

Do you own an IRA or other qualified retirement plan? Are you looking for a tax-wise strategy to make gifts to support our mission? If so, consider making an IRA charitable rollover gift to support Benevilla.

Minimizes the effect your giving has on your cash flow. The gift is from your assets, not your checkbook

2021 IRA Postcard Benevilla.indd 1

8/4/2021 10:36:05 AM

Dinner

in the Desert

Friday, March 25, 2022

The Barn at Desert Foothills More information coming soon!

NOT ALL HEROES WEAR CAPES! BENEVILLA NEEDS YOUR HELP

Become a Benevilla Home Services Volunteer and be a hero to your community! Support your neighbors and friends with the following specific opportunities:

grocery shopping assisted transportation to medical appointments light handyman services

To apply, please call 623-584-4999 or visit www.Benevilla.org

TWO Great Ways to Support Benevilla and Save on Your Taxes Couples filing jointly can make a donation up to $800 and individuals can donate up to $400 and receive a dollar-for-dollar Arizona Tax Credit! Additionally, taxpayers who take the standard deduction and don’t itemize on your federal taxes are now able to claim up to $300 per individual ($600 per couple) in qualified charitable donations on your 2021 federal taxes as a deduction from their gross income, outside of the AZ Tax Credit program. For more information, please call the Benevilla Donor Relations Team at 623.584.4999 or visit www.Benevilla.org

PO Box 8450 Surprise AZ 84374-0124 www.Benevilla.org

Benevilla is a 501(c)(3) organization. All donations are tax deductible. Benevilla is partially funded by the Area Agency on Aging Region One, the City of Peoria, Dept. of Veterans Affairs, and the City of Surprise. Benevilla is an equal opportunity provider.

HIGH TAXES ARE NOT INEVITABLE

Often the threat of taxes makes big news, but the ways of lowering them does not. We have tools to help you not only lower your tax burden while supporting Benevilla, but also create benefits you may never have considered.

TAXES on your

MIND?

GIFT OF STOCK

If you have appreciated assets, such as stock, you can reduce capital gains taxes by simply transferring it to Benevilla to support our mission. Remember, you must never sell the stock or asset but transfer it directly to us to receive your tax benefits.

IRA CHARITABLE ROLLOVER

If the thought of paying income taxes on a required minimum distribution (RMD) is a bad idea to you, consider transferring money from your IRA (up to $100,000) to Benevilla and satisfy your RMD without paying income tax on the transfer.

CHARITABLE REMAINDER UNITRUST

Fund a unitrust and receive payments on a schedule and at a rate (within limits) of your choosing. Receive an income tax deduction and provide for you and your spouse.

WE CAN GIVE YOU DETAILS ON THESE AND OTHER SMART WAYS TO GIVE. All are designed to lower your income and capital gains taxes. Call or email us to learn how we can help you and your financial advisor meet your goals and minimize taxes.