Benevilla 2022 Fall Connection Newsletter

THE BENEVILLA

CONNECTION FALL 2022

IN THIS ISSUE:

The Benefitness adaptive gym provides specialized individual and group fitness to our community of adults with different abilities... PAGE 5

ANNUAL REPORT 40 years of enriching lives... PAGE 6

B E N E V I L L A

GOLF TOURNAMENT 0 3 . 0 3 . 2 3 • W I GWA M G O L F R E S O RT

S AV E T H E DAT E

FRIDAY, MARCH 3RD, 2023

Wigwam Resort Golf Club - Litchfield Park, AZ 8:30AM shotgun start time with an awards luncheon immediately following play.

FOUR PERSON SCRAMBLE

• $800 Per Foursome • $200 Per Player • $1,000 Per Foursome Sponsor (Includes foursome and tournament recognition)

All players receive a grab and go breakfast, lunch, and a player gift. Please call 623.584.4999 or visit www.Benevilla.org/golf to register and learn about sponsorship opportunities.

Proceeds from this event benefit Benevilla, a local nonprofit charitable organization in the West Valley that has been providing extensive support services for older adults, adults with disabilities, children, and the families who care for them since 1981.

PRESENTING SPONSOR :

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FALL 2022 UPDATE

from our president & ceo

After two years working through the fog of uncertainty caused by the pandemic, 2022 saw Benevilla rise to new heights of excellence both as a business and a community resource. The watchword of the year is “adaptive” as we saw departments streamlined, innovative programs launched, and our agency become even more accessible to the community.

If you have not heard, the Benevilla Benefitness Adaptive Gym opened officially in July. It didn’t take long to exceed initial membership goals proving we truly uncovered a major need in our community. Several of our free programs including the Community Resource Line, Home Services, Support Groups, and Preferred Partners, have been brought together under the C.A.R.E.S. Department umbrella with a dedicated callin line. Our Group Supported Employment Program supporting our members with developmental and intellectual disabilities saw major success with members placed at Chick-fil-A in Surprise and Grandview Terrace retirement Community in Sun City West. And our Life Enrichment Day programs once again achieved a 3-year accreditation from CARF International (Commission on Accreditation of Rehabilitation Facilities). Benevilla met over 1,500 standards with the highest quality of care for their families and members.

We are excited to share the 2021 40th Anniversary Benevilla Annual Impact Report with you. Benevilla is proud to have served our community since 1981 and we are always looking for new ways to increase our impact and adapt to changing needs in our community.

Benevilla’s mission of Enriching Lives would not be possible without your support and we sincerely appreciate every donation received. We couldn’t do it without you!

Sincerely,

Joanne Thomson Benevilla President and CEO

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.

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GYM MEMBER TESTIMONIAL 5

A N N U A L

I M P A C T

R E P O R T

ENRICHING LIVES FOR 40 YEARS & COUNTING

BENEVILLA: 2021 ANNUAL IMPACT REPORT

FINANCIAL OVERVIEW 80% OF EVERY DONATION DIRECTLY SUPPORTS BENEVILLA PROGRAMS AND SERVICES

SOURCES OF SUPPORT Grants

$3,852,545

Participant Fees $2,169,161 Donations $1,292,154 Other (PPP Loan Forgiveness & Interest Income)

$937,031

11% Grants

15%

In-kind Donations $203,015 $8,453,906

46% Other

26%

HOW YOUR SUPPORT HELPED Life Enrichment Programs

$1,903,152

Child Care Center $891,658 Family Resource Center

$799,666

Administration $714,651 Fundraising $431,079 Food Services $359,905 Home Services $224,770 Benevilla C.A.R.E.S. $195,969 Transportation $112,554 Benefitness Adaptive Gym

$20,184

Volunteer Recruitment & Training

$70,295

Community Services $3,341 $5,727,224

OUTSIDE ACCREDITATIONS

BENEVILLA: 2021 ANNUAL IMPACT REPORT

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FORGING A BETTER FUTURE MEMORIES FROM:

COVID VACCINATIONS CLINICS / ROCK STEADY BOXING LIFE ENRICHMENT DAY PROGRAMS / COMMUNITY EVENTS / TALENT SHOWS GROUP SUPPORTED EMPLOYMENT / WIRTZIE’S PRESCHOOL AND MORE

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FILLING THE NEEDS IN THE COMMUNITY

Financial hardship is an additional challenge faced by older adults and adults with disabilities, as well as their caregivers. More than 60% of Benevilla client members who report their income fall within the low and moderate-income ranges.

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The National Institute on Aging finds that many older adults want to “age in place,” or stay in their homes as they get older, but many face challenges that limit their ability to live independently, including developing illnesses or disabilities; social isolation; food insecurity; declined physical ability; lack of transportation; and poverty.

The incoming population of aging adults tends to have smaller or distant families, increasing the need for paid professional caregivers – already complicated by a labor shortage, then worsened by the COVID-19 pandemic.

According to the CDC (Centers for Disease Control), nearly 25% of adults aged 65 and older are considered socially isolated. The CDC also reports that people who experience social isolation are at a higher risk for conditions like dementia, heart disease, and stroke.

44% of parents found that the lack of childcare resources was a barrier to remote or in-person work.

About one in five working-age adults said the reason they can’t work is the disruption to their childcare arrangements created by the pandemic. .

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IT’S MORE THAN A NUMBER?

41,716 ACTS OF CARE & COMPASSION

HOURS OF CAREGIVER RESPITE

98,675

TOTAL ANNUAL VALUE OF VOLUNTEER HOURS

$264,471

HOME DELIVERED MEALS TO SURPRISE RESIDENTS DELIVERED BY BENEVILLA GROUP SUPPORTED EMPLOYEES

1,525

COVID VACCINATIONS PROVIDED TO HOMEBOUND OLDER ADULTS AND OTHERS IN OUR COMMUNITY

356

COMMUNITY MEMBERS ATTENDED SUPPORT GROUPS

950

ASSISTED RIDES FOR HOMEBOUND SENIORS

1,278

RESOURCES GIVEN TO FAMILIES WITH CHILDREN AGES 0-5

4,456

CAREGIVER RESOURCES PROVIDED

2,796

GROCERY SHOPPING TRIPS PROVIDED TO SUPPORT NEIGHBORS IN NEED

1,155

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BENEVILLA: 2021 ANNUAL IMPACT REPORT

HUMANITARIAN LEADERSHIP MEMBERS - $25,000+ CUMULATIVE LIFETIME GIVING

THANK YOU TO ALL OF OUR INDIVIDUAL DONORS. EVERY DOLLAR MAKES A DIFFERENCE IN SOMEONE’S LIFE.

ENRICHING LIVES $1,000,000 - $1,499,999 Birt & Louisa J. Kellam

EMBRACING $50,000+ Betty R. Shults

CHAMPION $500,000 - $749,999 Hal W. Black

LOVING $25,000 - $49,999 Anonymous Conrad J. & Audrey L. Graff Birt & Louisa Kellam

COMPASSIONATE LEADER $250,000 - $499,999 Aloise J. Failing-Wrobel Gerald L. & Margaret M. Schuld Betty R. Shults PARTNER IN EXCELLENCE $100,000 - $249,999 Anonymous Colette M. Guiberteau Gherrie A. Routzahn Richard E. & Judith A. Stuckey Bert* & Jane Thomas Jane F. Zimmerman COMMUNITY BUILDER $50,000 - $99,999 Wanda J. Burkholder J. William Cogdall Jeana L. Petersen Cogdall Arlene E. Dixson Delanie R. & Dorothy M. Donohue Lloyd E. Findlay Conrad J. & Audrey L. Graff Terri Haston Theodore* C. & Marietta L. Johns Thomas* S. Liston & Joan F. Alpaugh-Liston Michael C. & Heather Lyons Larry H. & Mary Pat Vering Jane W. Willis Raymond W. Wirsing Michael A. & Mary B. Zongolowicz FRIENDS OF BENEVILLA $25,000 - $49,999 Nancy C. Bechtolt John P. & Carolyn Bridgford Jordan & Kelly Crane Lester* W. Davis Elida A. Derebey Bob & Michelle R. Dionisio Roger N. & Linda Lee Gimby Alegro J. Godley Howard* E. & Kathleen L. Jones Max & Janet Laudeman Stewart M. & Stella R. Morton Audrey H. Mulhollen The Murray Family Foundation Carol L. & Steven G. Struck Jane Winston *Deceased

ENCOURAGING $10,000 - $24,999 Hal W. Black Arlene E. Dixson Aloise J. Failing-Wrobel Theodore* C. & Marietta L. Johns Laudeman Family Charitable Fund Held by Schwab Charitable Keith J. & Margaret Rauch Don & Anna Scheidt Charitable Fund Held by the Omaha Community Foundation Richard E. & Judith A. Stuckey Charitable Gift Fund Held by Fidelity Charitable Jane F. Zimmerman INSPIRING $5,000 - $9,999 Jane V. Colrud Jordan & Kelly Crane Sally Fidler Gerard J. & Carolyn M. Golden Dale Heitlauf & Carrie Mikkelborg Fund Held by Schwab Charitable Fund James Humphrey Louis* E. & Ann Jutzi Jane McLeod Jay R. & Suzy Miller Gherrie A. Routzahn Elizabeth* H. Scrivner Fund Held by The Arizona Community Foundation Larry H. & Mary Pat Vering Roberta Uible-King Walgren Sheldon G. Weight CARING $2,500 - $4,999 John P. & Carolyn Bridgford Judith A. Clews Jeana L. Petersen Cogdall Terry & Charlotte Conboy The Delaine & Dorothy Donohue Fund, a fund of the Omaha Community Foundation Robert F. Gehrke Roger N. & Linda Lee Gimby Tom J. & Rhonda A. Hansch Donald A. & Karen R. Hodd Brian & Julie Huebner Warren* & Delores Huebner Steven L. & Lora G. Johnson

Michael C. & Heather Lyons Henry & Linda K. Mitchell Harvey L. & Melanie S. Noteboom Allet Opsal Carol Safford SHARING $1,000 - $2,499 Christopher L. & Margaret S. Andrews Shannon R. Arriola Jean F. Banovich John Beckett Eugene D. & Michele Benting Stephen & Toni Beyer Lisa Borho Karen L. Bougneit John Branning Markey Byers Norma B. Cameron Richard L. & Sharon Carpenter Grace L. Carter Cheryl Clopton Edward J. & Anne P. Colter Sally S. Cotten Jamie & Barbara J. Covey Jason Creed & Shea F. Boulware-Creed Marlene B. Daniels Glenice Darwin Sara Dean Ralph & Marina Dececo Ted R. & Mary Ellen Dehmer Mary C. Derr Lee A. & Marie J. Dodgion James & Leigh Donaldson Steve & Harriet T. Doolittle Jeffrey N. & Karen Downing John & Kristine Eckert Jean Ellefson Louise K. Fallner John M. & Teresa Ferrone Faye A. Fray Donnarae B. Freyermuth Gary & Michelle Frisch James & Dorothy Gaver John & Janys Gossett Michael & Peggy Greenberg James Greenwald Colette M. Guiberteau Kelvin Haga Charlene Halligan Jacquelyn Hildebrant Stuart A. & Sally M. Horn Danny O. & Peggy Hoyt John W. & Nancy J. Huber John C. & Judy Jung Edwin K. & Jeannette L. Kaupu Werner W. & Jacquelin M. Knuth Chuck* & Carol B. Lawrence Douglas A. Lennick James D. & Ruth A. Lundeen Anthony C. & Christine L. Marotti Richard & Karen C. Mayfield Michael D. & Jerilyn R. McGehee Nicholas Miliotis Kendal T. & Debbie Mueldener

Audrey* H. Mulhollen Ray & Carolyn M. Murphy Jan A. Nelson Bruce F. & Martie Outzen David A. & Lynne Owen Gerald J. & Mary Kate Patterson Peter A. & Susan D. Pervi Aaron & Kristi Richards Dennis J. & Martha S. Sargent Lloyd E. & Joan H. Schill Kris & Diane Sims Rita Skarbek & Mary Nystedt Nancy Skoglund Rondaleen Specht Carol L. & Steven G. Struck Bill R. Stuart Ken & Susan K. Stumbough David & Susan Summers Tom G. & Karen A. Teichman Joanne Thomson Darvin A. & Marilyn L. Torgrimson Matt & Tahlya C. Visintainer Jack & Linda L. Welsch John Wernet Noel* W. & Jane W. Willis Merle H. Winstead Margaret E. Wunder Kimberly S. Zikmund Michael A. & Mary B. Zongolowicz HELPING $500 - $999 Anonymous Irvin E. & Beverly A. Aal Susan S. Allanson David H. & Ingeborg C. Anderson Gregory J. & Catherine L. Applen Jami Aranda Joseph Ball Mark & Christine A. Barber John Battoe & Sylvia Molinari Ralph M. & Marjorie Behrens Blair D. Benjamin Dave Benson & Peggy J. Nelson Curtis D. & Edith L. Birkeland Jim & Antoinette Biundo Robert C. & Patricia J. Blainey John & Judith R. Blankenship Adrian W. & Carolyn Bobeck Donn R. & Vicki R. Boostrom Stanley N. & Shirley K. Bormann Joseph & Mary F. Brandt Ruth Brinkman David & Judith A. Brodzeller Anthony Brown Gary J. & Cindy A. Burk Susan A. Burkhart Benedict M. & Marilyn J. Carlozzo Norris & Ruth Carpenter Peter Cleveland Cindy Coen Laura Crawford Sharon A. Cronkrite JoAnn A. Deiner

Jon H. & Gwen Diebold Bob & Michelle R. Dionisio Erica Dorward Harve B. & Dee Anna Dow John & Jennifer Drago Jerry Dryden Joan Dyer Thomas & Stephanie Easton Stephen W. & Karlene Edling Ralph & Elsie Edwards Pam R. & Howard S. Ehlers Dwain & Shirley Ehrlich David & Nettie Erickson Philip Ernst Kim O. & Donna Evans Loren L. & Vicki M. Faaborg John E. & Sheila Farrell Linda M. Fenwick Lloyd E. Findlay Robert* E. & June L. Fredericksen Carl & Sarah Friedemann Alfea R. & Barbara Froese John Fuhr James Getchell Alan M. & Marsha L. Grobman James & Ann M. Grootegoed Gary & Sherry Grundman Francis E. & Ilse Guzik Rodney & Tineke I. Hage John P. & Joan M. Hallin Eric & Rachel Hannah Stephen P. Harnden Barbara Harris Ben F. & Terry L. Hayes Randall & Karen Herrman George & Sharon Hodnick David & Dara Lynn Horner Barbara Irmen Francine Jennings William R. Johanson Donor Advised Fund held by Schwab Charitable Fund David L. & Kay L. Johnson Frank E. & Annette M. Joyce Millard & Mary J. Kerr Lenny W. & Joan K. King David S. Kisicki Walter E. & Janet Klann Paul & Michele Klein Robert Klein & Sandra McWilliams-Klein James B. Kloskowski Jim & Linda Ladd Mark & Cheryl LaFountaine Daniel A. Lane & Judith S. Watson Michael P. & Jamie M. Lane Brian Laurie Jim & Glenda Lee Lori J. Lefebvre John & Gigi LeMaster Albert J. & Janice Lombardos Robert Lovernick Marcia L. Lynk Louis J. Mancuso, Jr. Ernest McCarty

Judith A. McCormick Steven K. Meade James A. & Marcella Menconi Michael & Nancy Middlemas Ray Miklos Edward & Flora Miloz Eugene B. & Betty Mollick Ralph & Susan Mora Mike Moyes Greg & Barbara Murray Robert S. & Judith Nelson Walter J. Nieri Tim & Janis Nishimoto John & Carolyn Obradovich Gail Olive Dean B. & Kathi Olson Robert M. & Diane M. Olson Lindon & Sue Onstad Lucas Palermo Thomas & Pamela Palfrey Lynn A. & Paula S. Parkel Katie G. Pearson Jack E. & Linda G. Pendar Jeffrey Pessella Pete Petersen & Monica Page-Petersen Russell R. & Melanie J. Peterson Madeline Peterson Paul S. & Gretchen S. Phillips Ed Pisacich & Mary Kocha Vicki Plummer Sarah L. Powers Robert C. Provan & Linda Lundquist Linda Quintanilla Douglas J. & Beverly Randall Ronald & Mary Ann Rapp Jack & Mary Rech Gerald E. & Corinne A. Redar Gregory & Linda Reece Ellen M. & Rex Eloise M. Reynolds Irene Richards Robert F. & June M. Richfield Pamela Rieckhoff Donald & Virginia Robson William P. & Joyce T. Rozon Dale E. & Marcia A. Sawyer John & Elizabeth Selin William & Sue Setten Edward J. & Linda B. Smith Richard & Judy Soger Ken & Susan Squiers Edward A. & Doris J. Srsen Catherine A. Stafford Donald J. Stanton Marie Steele Gary* & Susan Steele Kim Sterner & Robert Muehling Sylvester J. & Dolores* R. Svoboda Bill & Carol Swinney Jeffrey L. & Patricia Taylor Robert M. & Virginia K. Templeman H. Lloyd & Mildred M. Thompson Donald N. & Carol M. Thunborg

2021 BENEVILLA BOARD OF DIRECTORS CHAIR Shannon Arriola, MC

Arriola & Associates, Inc. Wellness Coaching for Healthcare Professionals Systems and Organizational Consulting

VICE CHAIR Lora G. Johnson

Johnson & Associates, PLLC Attorney at Law

SECRETARY Dawn Tompkins

Arizona Public Service Manager, Customer Technology Product Delivery

TREASURER Larry H. Vering, CPA, CGMA Community Volunteer

John P. Bridgford Merrill Lynch Senior Vice President Merlyn E. Carlson Community Volunteer Oana Constantinescu FirstBank Vice President

Thomas J. & Barbara J. Tibbitts Charles J. & Patricia B. Tomaro Dawn Tompkins Brian & Erin Trimble John & Sarah L. Tullai Wallace J. & Dara Turnage Mary H. Underwood Anthony Valencia Stanley J. & Linda R. Van Peursem Kurt & Sara Villanueva Eric & Daphne Vincent Rhonda Wagner Richard V. & Tama L. Weber Keith H. & Carolyn J. Weller Christopher White & Kimberlee Oberbillg-White James & Melissa Whitehead Cullen Whitmire & Karla Gutierrez-Whitmire Brad Wiggen Gary L. & Patti Wilhelm Jerome Williams G. Bruce & Debi D. Williams Linda Williams Norma E. Wilson Shawn Witthar Linda Wright James S. & Sheila Wright Robert J. & Linda Ybarra Gerald & Ruth M. Yeary Robert D. & Barbara Zech Lorren & Margreth Zink

Arlene E. Dixson Real Estate Development & Property Management President & Partner, Retired Harriet Doolittle, RN Medical Device & Specialty Pharmacy Sales, Retired Erica Dorward Banner Del E. Webb Medical Center Chief Operating Officer Gary Frisch, MBA, CPA Landmark PLC Certified Public Accountant Conrad J. Graff Aviation, Retired Birt Kellam A.G. Edwards Corporate Vice President, Retired Brian Laurie Edward Jones Financial Advisor Pastor Kim Sterner Lord of Life Lutheran Church Dr. Richard E. Stuckey Council for Agricultural Science & Technology Executive Vice President, Retired

Anonymous (5) Louis E. Albright Charles L. Allen Mildred Bilancetti Ashlie Boone Emily G. Burns, Esq. Kathryn Carey Adam B. Carlat Dorothy L. Chambers Judith A. Clews Pat & Kathleen J. Crowley Gerald L. Dancy Lester* W. Davis Jennie Dewberry Bob & Michelle R. Dionisio Arlene E. Dixson Aloise J. Failing-Wrobel Louise K. Fallner Nora Fitzpatrick Virginia L. Geile Keith S. Gilroy Claudette H. Glenn Conrad J. & Audrey L. Graff

Jo Ann Greeney Colette M. Guiberteau D. Charlene Halligan Nancy S. Hamilton Barbara Harris Rita M. Henry Emil W. & Cecilia M. Houha Vernon J. & Sandra J. Jenkins Marie* Kehr Birt & Louisa Kellam Anita* M. Ketchum Elaine S. Lahr Shirley A. Mantor Lillian Mueller Harvey L. & Melanie S. Noteboom Grace P. O’Malley Gerald J. & Mary Kate Patterson In Memory of Eva S. Pisacich James M. Pundsack & Cheryl A. Pundsack-Ellis Norma M. Quade J.R. Reese Doris J. Rettger Gherrie A. Routzahn Carol Safford Richard* & Karen Satmary Carol E. Schmidt Marjorie* J. Siegmund Richard E. & Judith A. Stuckey Jeffrey L. & Patricia Taylor Joanne M. Thomson Thomas J. & Barbara J. Tibbitts Karlene Topel Bobbie A. Trunk Darlene J. Turner Roberta Uible-King Walgren Annette D. Valentine Larry H. & Mary Pat Vering Patricia E. Wagner Jane W. Willis *Deceased

Please consider naming Benevilla as a recipient in your will or estate plan. To learn more about our Legacy Circle, please contact Sara Villanueva, Vice President of Donor Relations at 623-5844999 or svillanueva@ benevilla.org

A LEGACY OF CARING Ted (posthumously) and Marietta Johns were honored with the Benevilla Bill Wolfrey Community Service Award in November 2021. The Johns have been involved with and supportive of Benevilla since 2016. Service and philanthropy have always been a part of their lives. Ted was a Lutheran minister for over 40 years and Marietta was a teacher then a financial planner/senior vice president.

Through volunteerism and community philanthropy, Ted and Marietta have made a true impact, traveling the globe helping the poorest of the poor in third world countries.

After a long courageous struggle with Parkinson’s disease, Ted passed away in the Fall of 2021 with his loving family by his side. He worked in numerous philanthropic organizations and had an intense love for local organizations – of which, being a Rotarian and a member of AA were among the most important.

When accepting the award, Marietta said that when she and Ted relocated to Surprise, they were looking to be involved in a local organization that had a “culture of caring, kindness, curiosity, service and compassion and that Benevilla was exactly what we were looking for! One of the guiding values of Benevilla since 1981 was ...and is...

COMPASSION—building a caring community of neighbors helping neighbors.”

Ted and Marietta spent their lives giving back and doing their part to improve our community and the world and are greatly deserving of this honor.

The Johns are a model of generosity and they have been a true friend to Benevilla. We are so grateful for all they have done.

OUR MISSION

Benevilla. Enriching Lives.

WHAT WE DO

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President & CEO, Joanne Thomson, Honoree Marietta Johns and Vice President of Donor Relations, Sara Villanueva pictured.

OUR VISION

A better quality of life for everyone at every age.

Started by and for our community in 1981, Benevilla enriches lives of West Valley residents by serving older adults, adults with disabilities, children and the families who care for them.

CORPORATIONS, FOUNDATIONS, GOVERNMENT SOURCES & SERVICE CLUBS $50,000+ Area Agency on Aging Region One, Inc. City of Phoenix City of Phoenix Public Transit Department City of Surprise Department of Economic Security Department of Health and Human Services First Things First - Phoenix First Things First - Quality First Small Business Administration Thunderbirds Charities Virginia G. Piper Charitable Trust $20,000 - $49,999 Arizona Community Foundation Arrowhead Lexus Bank of America City of Peoria Omaha Community Foundation State of Arizona The Kemper and Ethel Marley Foundation West Valley Lutheran Thrift Shop, Inc. $10,000 - $19,999 Acadia Pharmaceuticals APS Bellevue Heights Church Foundation Landmark CPA’s and Financial Advisors Schwab Charitable Fund Sun Health Services The Arizona Republic/Season for Sharing Vitalyst Health Foundation $5,000 - $9,999 AZ Tax-Credit Funds EPCOR Esteemed Life Solutions, LLC FirstBank Lord of Life Lutheran Church Mission Endowment Fund Pfizer Foundation Matching Gifts Program Southwest Human Development The Brand Agency, LLC Veeya $1,000 - $4,999 AARP Arizona Banner Health Benevity Charitable Adult Rides & Services (CARS) City of Goodyear Fidelity Charitable Generations United Give Lively Foundation Inc. Home Instead of Surprise Immanuel Campus of Care Johnson & Associates, PLLC JP Morgan Chase & Co. Kiwanis Club of Sun City West Foundation

Kroger - Fry’s Community Rewards Program Lovitt & Touchè, Inc. NewArk Solutions Pendleton Memorial Fund RBC Wealth Management Rio Salado College Sun City West Rotary Foundation, Inc. Sysco Corporation The Wigwam Valley of the Sun United Way Walmart Foundation Western State Bank Up to $999 Aero Federal Credit Union Affirm Wealth Advisors Alliance of Arizona Nonprofits Amazon Smile American Bindery & Mailing American Endowment Foundation American Express Company American Express Gift Matching Program Arion Care Solutions, LLC Arizona Attorney General Arizona Caregiver Coalition Inc Arizona Coyotes Arriola & Associates, Inc. Ascent Audiology & Hearing Assisted Living Locators, LLC Betchel Corp Briarwood Country Club Bright Funds Casino Arizona & Talking Stick Resort Charles Schwab Foundation Chevron Matching Gifts City of Glendale City of Peoria Sports Complex City of Surprise Human Service & Community Vitality Cook, Johnston & Co., CPA’s D. Stevens Fine Ribbons Dave & Busters - Westgate Desert Diamond Casino West Valley EXP Realty F45 Training Arrowhead Farmer’s Insurance Firehouse Subs Surprise Village Foundation for Senior Living Goldsmith Law PLLC Golf 4 Less Golf Galaxy Home Instead Charities Home Instead of Sun City Hospice of the Valley JustGive - Great Nonprofits Kendal T. Mueldener, CPA, PLLC Kris Krafters Managed Protective Services Mathematica Inc. Miller Massage Network for Good Orchard Point Assisted Living Parks & Sons of Sun City

Peoria Community Center Quail Run Behavioral Health Rotary Club of Surprise Sunset Royal Oaks Life Care Community Royal Oaks Wooden Group Shepherd of the Desert Evangelical Lutheran Church SRP St. George Episcopal School, Inc. Starbucks Store #11326 Sun City Early Bird Lions Club Sun City Grand - CAM Sun City Grand Glass Arts Club Sun City Grand Thursday Golf Sun City Mid-Week Bell Lions Club Sun City West Broadcast Club Sun City West Sunrise Lions Club Sunflower Stitchers Surprise Stadium The Goodcoin Foundation The Park at Surprise Thrivent Thrivent Financial for Lutherans Thunderbird Automotive of Surprise United Healthcare United Parking LLC USFastprint.com Westside Concepts BEQUESTS RECEIVED Dean* & Norma* J. Anderson Charitable Foundation Gerald* L. & Birdean* J. Christoffersen H. Mark* DeWolf The Helene* P. Gilchrist Endowment Fund held by the Arizona Community Foundation The Andrew* L. & Agnes* L. Hopper Charitable Fund held by the Arizona Community Foundation C. Kenneth* Jenks, Jr. Kay* S. Kerst Gordon* B. & Ruth* M. Knudsen Leo* R. & Hilda* W. Langley Allan* & Betty* Levy The Glen* E. & Patricia* L. Moore Fund held by the Arizona Community Foundation Irene* Polczer Noel* W. Willis FAITH PARTNERS Bellevue Heights Church Bellevue Heights Church Foundation Church at Cactus Church of the Palms United Church of Christ Congregational Church of Sun City Desert Garden United Church of Christ Men’s Fellowship Desert Palms Presbyterian Church Desert Palms Presbyterian Church Women of the Church Faith Presbyterian Church First United Methodist Church of Sun City

Grace in the Desert Adventist Church Lord of Life Lutheran Church Lord of Life Lutheran Church Mission Endowment New Song United Methodist Church Shepherd of the Desert Evangelical Lutheran Church Shepherd of the Hills UMC Women St. Clement of Rome Catholic Church St. Elizabeth Seton Roman Catholic Church Willowbrook United Methodist Church While every attempt is made to report with accuracy, some errors may occur.

We apologize and invite you to contact us at 623-584-4999 with corrections.

Thank you!

THE LARGEST SINGLE-DAY GRANT INITIATIVE IN ARIZONA HISTORY Benevilla was deeply honored to be one of the chosen nonprofits to be included in the milestone Now is the Moment Day of Giving in September 2021! We thank the Virginia G. Piper Charitable Trust Trustees for your generous support and continued belief in Benevilla’s mission of Enriching Lives.

VIRGINIA G. PIPER CHARITABLE TRUST AWARDS $123 MILLION IN SURPRISE GRANTS TO 71 NONPROFITS

LEADING WITH GENEROSITY Congratulations to AARP Arizona who were awarded the 2021 Benevilla Business Leadership Award. AARP Arizona has generously supported Benevilla since 2016 with both organizational and event specific sponsorships, including sponsorships of our popular Caregiver Connect event series. AARP staff have been guest presenters at several Benevilla events, and their team has even volunteered in our Life Enrichment programs providing activities, socialization, and friendship for our members. They are true advocates of Benevilla and our mission of enriching lives.

President & CEO, Joanne Thomson, Alex Juarez, AARP Arizona Communications Director and Vice President of Donor Relations, Sara Villanueva pictured.

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“AARP Arizona is honored to receive the 2021 Benevilla Business Leadership Award. For many decades, Benevilla has been committed to enriching the lives of older Arizonans. AARP shares this commitment and is proud to partner with Benevilla on this meaningful endeavor,” said Alex Juarez, AARP Arizona Communications Director.

BENEVILLA: 2021 ANNUAL IMPACT REPORT

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Calling

NEW FREE DIRECT HELP LINE

623.526.4404 COMMUNITY RESOURCES SENIOR CARE PROGRAMS SUPPORT GROUPS HOME SERVICES EDUCATION & MORE

Our highly trained Resource Specialists have access to a database of over 1,000 senior services providers and agencies, including Benevilla member and volunteer services, community businesses, government agencies, and other resources to help you stay independent at home.

VISIT US IN

T S E W Y T I C N SU SOL #22 L E D O IN AM 13576 CIT , AZ 85378 T S E W Y SUN C

DONOR SPOTLIGHT: Paying it Forward Louise Fallner and her husband, Michael, believed in working hard, being loyal, saving for a rainy day, and helping others. Louise and Michael moved to Surprise from Cleveland, after they both retired from long careers in the steel industry. When they moved to the area, they familiarized themselves with local not-forprofits that they could help support. That’s when they discovered Benevilla. The Fallners started donating to Benevilla 12 years ago. Louise continued to support Benevilla after Michael’s death and became a Benevilla Legacy Circle member after she decided to include Benevilla in her estate plans. Louise said she chose to give to Benevilla now and in the future because, “Benevilla is truly making a difference in our community by helping individuals and families who need it the most.” She is ‘paying it forward.’

By making a planned gift to Benevilla, you can help provide much needed, life enriching programs and services to community members for many years to come. If you would like more information about naming Benevilla in your estate plans and becoming a Legacy Circle member, please contact Benevilla Donor Relations at 623-584-4999.

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ROAD TRIP PLAN FOR YOUR LIFE’S JOURNEY

We have tools and ideas to save you money while providing for the people and causes important to you.

TIME FOR A ROAD TRIP Knowing that life is one long road trip, we can help you plan your life’s journey so you can experience joy and peace of mind. Ask us about the following destinations and what they offer you: PAYABLE ON DEATH FORMS — Without the formality of a will or trust, you can give significant assets to your family and favorite charitable causes by completing a simple form.

No matter where you are, we can help your life's journey.

WILL — Not having a will is like leaving on a trip with no destination in mind. Write or update yours and live every day knowing your values will be honored and your legacy remembered.

APPRECIATED ASSETS – Take inventory of your highly appreciated assets and use them, rather than cash, to transfer gifts to charity.

CALL OR VISIT OUR WEBSITE LEARN ALL WE CAN DO FOR YOU!

A WILL is more about values than valuables.

No matter how far into your life’s journey or planning you are, it is never too late to consider the destinations above. You decide your trip based on your values and

Benevilla.org / 623.584.4999

priorities. We can help you get there.

Copyright © 2021 Crescendo Interactive, Inc. Used by permission.

DECEMBER 6TH EDUCATIONAL EVENT 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.

AZ TAX CREDITS

AND CHARITABLE GIVING TO REDUCE YOUR TAX BURDEN DECEMBER 6, 2022 1:30PM - 2:30PM Participate Virtually via Zoom or In-Person Presented by:

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

Benevilla Educa�onal Events are free and open to the public.

Reserva�ons are required.

Please call 623-584-4999 or visit www.Benevilla.org/events-workshops/ to sign up with a working email address.

A Benevilla team member will be in touch with a Zoom Link prior to the event.

YOU CAN GET A TAX CREDIT BY SUPPORTING YOUR LOCAL NONPROFIT BENEVILLA. to Benevilla can get you a dollar-for-dollar tax credit* on your Arizona State Tax Return. families in your local community.

Credit can be made up to April 15, 2023.

Please call 623-584-4999 to donate or visit www.Benevilla.org to give securely online.

SURPRISE MAIN OFFICE 16752 N. Greasewood Street Surprise, AZ 85378 SUN CITY WEST C.A.R.E.S. OFFICE 13576 Camino Del Sol #22 Sun City West, AZ 85375 MAILING ADDRESS: PO Box 8450 Surprise, AZ 85374 Phone: (623) 584-4999 Fax: (623) 546-1589 TTY: 711

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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 Glendale, the City of Peoria, Dept. of Veterans Affairs, and the City of Surprise. Benevilla is an equal opportunity provider.

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Ron Olive joined the Marine Corp right after he graduated high school and served 5 years. On October 23, 1965 Ron was awarded the Bronze Star Medal with Combat “V” while serving as a Squad Leader for Company D Third Reconnaissance Battalion in Vietnam.

While assigned as the assistant special agent in charge of foreign counterintelligence for the Naval Criminal Investigative Service (NCIS) Washington Field Office, he personally led the espionage investigation and obtained the confession of Israeli spy, Jonathan Jay Pollard. Ron is the author of the book Capturing Jonathan Pollard: How One of the Most Notorious Spies in American History Was Brought to Justice. On March 26, 2009, at the Sixth Raleigh Spy Conference, held at the North Carolina Museum, he spoke on how Pollard betrayed U.S. secrets to Israel with the complicity of his wife Anne.

Ron is a member of the Benevilla, Lucy Anne’s Place, Life Enrichment Programs. He is one of several veterans that we are honored to help serve. For more information on the Benevilla Life enrichment program please call 623-584-4999 or visit Benevilla.org