Sun Health Generous Living

GENEROUS

Living

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GENEROUS FALL-WINTER 2021

Living

CONTENTS Generations of Generosity ........................................................................................................................4

SUN HEALTH FOUNDATION 14719 W. Grand Avenue | Surprise, AZ 85374 (623) 471-8500 | SunHealthFoundation.org Foundation@SunHealth.org

Emergency Department and Patient Care Transformation ...............................................6

SUN HEALTH FOUNDATION STAFF

Spine Health and Orthopedics ...............................................................................................................9

Joe La Rue Chief Executive Officer Joe.LaRue@SunHealth.org Gina W. Ore Chief Philanthropy Officer Gina.Ore@SunHealth.org (623) 471-9560 Pamela Gralton Kohnen Sr. Director of Philanthropy Pamela.Kohnen@SunHealth.org (623) 471-8502 Bonnie Olsen Donor Relations/ Stewardship Manager Bonnie.Olsen@SunHealth.org (623) 471-8504 Claudia Vazquez Director of Annual Giving & Operations Claudia.Vazquez@SunHealth.org (623) 471-8507

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Stephanie Walsh Director of Philanthropy Stephanie.Walsh@SunHealth.org (623) 471-8511 Claudia Cucitro Director of Philanthropy Claudia.Cucitro@SunHealth.org (623) 471-8509 Linda Tyler Director, Marketing and Communications Linda.Tyler@SunHealth.org (623) 471-8506

Valley Teen Inspires A New Generation of Generosity ..........................................................7 Cancer-Fighting Treatment and Care Advancement ..............................................................8 Service Enhancements for Women and Infants .....................................................................10 Resale Shops ....................................................................................................................................................11 Generosity for Generations - Recognizing Donor Generosity ............................................12 Inscribing Your Generosity .....................................................................................................................14 Donors Inspiring Donors...........................................................................................................................15 Growing Stock, Growing Generosity ................................................................................................16 Compare Your Options .............................................................................................................................17 Advanced Technology for Cancer-Fighting Treatment and Care ................................18 Robot joins the fight against cancer ...............................................................................................19

CREATED FOR SUN HEALTH BY

Community Health and Wellness .....................................................................................................20 Your Financial Wellness: Ask the Expert .....................................................................................21 Did You Know ..................................................................................................................................................22

You are invited to share your feedback about the magazine at Foundation@SunHealthFoundation.org

Live. Give. Thrive.

Welcome to the fall-winter edition of GenerousLiving! The edition is special indeed, because there’s much that’s new and exciting to report.

Why do we choose “Live,” “Give,” and “Thrive” to headline this edition? Because these words embody Sun Health’s mission to empower people to enjoy living longer. And living a generous life is an essential part of a vibrant life.

We hope you’ve had a great year! At Sun Health Foundation, ours has been busy, exciting, and full of new updates. We’re sharing news about the Generosity for Generations Campaign, which we’re excited to announce just reached 72% to goal.

You’ll read about the Campaign’s vital healthcare and wellness initiatives and how a robot takes on human qualities. Then there are the people who make a difference – from the unique ways they support superior healthcare to the medical professionals who go above and beyond to deliver it.

The impact of your donations grows stronger as we come closer to fully funding the Campaign. Speaking of impact, we’re excited to announce that the names of those who are among the generations of generosity, are now inscribed on the Donor Recognition Wall at Banner Boswell Medical Center, and soon to be at Banner Del E. Webb Medical Center. Read more about how your support can be reflected.

Todd Hornback

Gina W. Ore

There is another timeless recognition opportunity, available at select giving levels. We invite current donors to consider increasing support and enjoying a naming opportunity for a classroom or auditorium. Feel free to contact us to explore the possibilities and discuss what’s meaningful to you.

Did you know that changes are happening to IRAs? Be sure to read the Ask the Experts column for the news you need to know. Keeping you up to date is part of Sun Health Foundation’s commitment to being a trusted resource for you.

Part of being a resource is inviting your comments and suggestions so we can continually be responsive to your information needs. You’ll notice an extra panel on the envelope enclosed. Please take a moment to share your feedback. Your thoughts and ideas are important to us.

We wish you well in the New Year and look forward to staying in touch.

Todd Hornback

Gina W. Ore

Chairman Sun Health Foundation Board of Trustees

Chief Philanthropy Officer Sun Health Foundation

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GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDAT E

Generations of Generosity Acts of kindness and generosity are being passed from one generation to the next.

Susan Webster’s story reflects two generations of generosity inspired by her late mother, Jean Van Vleck.

Generosity expressed with donations of time, talent, treasure and testimony.

Moving to Sun City West from Michigan was Jean’s dream, and she and Susan’s father, John, moved in 1986.

Susan was there to welcome them. She arrived first.

“It was in mom’s blood to volunteer,” says Susan. After doing her homework, she chose to volunteer at Boswell Hospital (now Banner Boswell Medical Center), in the Emergency Department, and for 10-plus years kept families of patients up-to-date on their loved ones. “She loved giving back.”

Susan recalls the time when Jean had pneumonia and was on the receiving end of the hospital’s support during her stay at Boswell.

“Every day, mom’s fellow volunteers included a thoughtful message or craft item on her food tray.”

After her recovery, Jean never forgot the support and the quality of care she received. She made a donation to Sun Health Foundation to honor her older sister, Olga, who was like a grandma to Susan. And, while her Trust had already been completed, one day she announced to Susan, “I just signed something that upon my death a gift will be made, in support of the Boswell Emergency Department, to Sun Health Foundation.”

“This is a charity my mom believed in because donations actually help where they are supposed to help,” says Susan.

Susan is honoring Jean’s wishes in support of superior healthcare through the Generosity for Generations Campaign. Her donation is being commemorated with an inscription on an artistic leaf attached to a beautiful tree on Banner Boswell’s new Donor Recognition Wall.

“When I learned about the opportunity to fund a leaf on this Wall just down the hall from the Emergency Department, I couldn’t believe the beautiful connection.”

From left: Susan Webster, Olga V. Look, and Jean Van Vleck

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To her delight, Susan also learned she could select a turquoise leaf – her mom’s favorite color.

Susan Webster

Susan has been so inspired by her mother’s generosity that she changed her Trust too to make Sun Health Foundation one of her beneficiaries because that’s what Jean loved. “Mom was the most caring, giving person.

Things that mom loved, I loved because I saw them through her eyes. Mom’s generosity taught me to be generous too.”

Susan also donates her time as a volunteer at various organizations and is a commissioner for the Arizona Commission for Deaf and Hard of Hearing. This is in addition to her job as a realtor.

“If our story helps make more people aware of the lasting impact of generosity, then I’m happy to share with others.”

Improving healthcare today, tomorrow and for generations to come Together, we are ensuring superior healthcare in our communities today and for future generations.

That’s the promise behind Sun Health Foundation’s Generosity for Generations Campaign.

Because of your support, the Generosity for Generations Campaign has reached 72% of the $48 million goal to fund six vital initiatives and ensure superior healthcare in our communities today and for future generations. When you make a donation to Sun Health Foundation, 100% of those funds support superior healthcare in our community.

Because bringing innovations to you can’t wait, these completed healthcare projects continue to offer funding opportunities:

Emergency Department and Patient Care Transformation Spine Health and Orthopedics

PROGRESS TOWARDS SUPPORTING SUPERIOR HEALTHCARE

72% OF GOAL

28% TO GO

Cancer-Fighting Treatment and Care Advancement Service Enhancements for Women and Infants

The impact of each initiative and how you can make a difference is detailed on the next pages.

Progress Toward Superior Healthcare will create healthier and more vibrant communities.

Advanced Technology for Cancer-Fighting Treatment and Care

Community Health and Wellness

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GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDAT E

Emergency Department and Patient Care Transformation Your charitable gifts through Sun Health Foundation fund a legacy of world-class healthcare in our own backyard. To date, your generous support has provided the community with a new, spacious, state-of-the-art Emergency Department at Banner Boswell Medical Center. Ongoing contributions will continue to elevate healthcare in our community to benefit you today, and your family, friends and neighbors tomorrow.

Your Impact To Date

How To Make A Difference

Thank you! Your donations have helped to achieve 72% of the Generosity for Generations Campaign’s $48 million goal. Of that, $34 million is funding the brand new, transformed Banner Boswell Emergency Department (ED). Your impact:

Here for you, because of you. The new Emergency Department opened doors to serve the community at a critical time.

9 25% increased capacity to treat 60,000 patients annually

9 33% increase in patient beds, from 42 to 56.

9 425% increase in isolation rooms, from 4 to 17, to contain airborne illnesses

9 New diagnostic equipment: Two dedicated CT

scanners, two X-ray machines and an ultrasound machine provide faster test results

Your support of Sun Health Foundation’s Generosity for Generations Campaign continues to be needed to fully fund this vital project and all of its patient-care enhancements.

Strengthening Emergency Resources Learn more about how you can add strength to our community’s emergency resources today and tomorrow. Visit SunHealthFoundation.org/generosity or call (623) 471-8500.

9 Enhanced triage rooms, treatment and

observation areas ensure efficiency, timely care and comfort

9 Easy-access, ground-floor entrance for walk-in patients and a dedicated area for ambulances

“One of the biggest advantages of the new space is the patient care zones where patients can be triaged based on their level of acuity, which allows for efficiencies in staffing, diagnosis and treatment.”

9 Larger lobby supports comfort, social distancing 9 Reduced wait times, speedier treatment and improved patient satisfaction

—PAOLA LINYARD, R.N., M.S.N., M.H.A., DIRECTOR OF OBSERVATION, EMERGENCY AND TRAUMA SERVICES, BANNER BOSWELL Boswell ED nurse station

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Valley Teen Inspires A New Generation of Generosity Nina Rawal continues to amaze! You may remember Nina. Last year, the teen was featured in the news for her exceptional volunteerism. Today, she continues to make an impact in her community in new ways with her efforts to help those in need, and serves as an inspiring example of a new generation of generosity.

At 16, the Xavier Preparatory School junior already has made more of an impact in the community than many young adults her age. Through Caring About Seniors, an organization she created last year, Nina has demonstrated time and again her generous heart for helping others as a volunteer with her donations of time, talent, and treasure – all of which to support those in need.

Through her organization, Nina has conducted bake sales, book/CD drives, spear-headed collections of donations of needed items, and more to support needs of people in senior care centers and nursing homes in Sun City, Sun City West and Surprise.

In addition to all of this, Nina has helped to organize vendor fairs with her mom, hematologist/oncologist Dr. Shelly Gandhok, to raise money for charitable causes. Funds have helped provide transportation to cancer patients, and walkers, wheelchairs and other support items to seniors in the West Valley.

Nina Rawal, 16, Xavier Preparatory School

Most recently, the charitable cause she and her family chose was Sun Health Foundation for the benefit of the Emergency Department (ED) and Patient Care Transformation at Banner Boswell Medical Center through the Generosity for Generations Campaign.

These events are in addition to Nina’s other projects she began last year that also include a pen-pal

program, mask donation program, and recording classical music CDs (she’s a violinist with the Phoenix Symphony) that she donates.

Nina’s heart is an example of how people in the community, individuals and groups, can make an impact when they come together. This is true too about the village of support that’s needed to help fund the Generosity for Generations Campaign’s six initiatives, including the ED. Indeed, this apple doesn’t fall far from the tree, being the daughter of Dr. Gandhok and Dr. Manoj Rawal, cardiologist – both of whom practice in the West Valley. Their philosophy of helping others, evidenced by their love of serving patients and supporting families in the West Valley for more than 16 years, is inspiring the next generation.

What a difference Nina is making! Sun Health Foundation honors her and the many others who are giving their all during this time. Her spirit is a true reflection of the Foundation’s Generosity for Generations Campaign that celebrates donations of time, talent, treasure, and testimony.

Learn more about the difference you can make.

Visit SunHealthFoundation.org/generosity or call (623) 471-8500.

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GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDAT E

Cancer-Fighting Treatment and Care Advancement Dozens of Arizonans receive a cancer diagnosis each day, with breast and lung cancer among the most common. Together, we are raising $2 million to support the Oncology departments at Banner Boswell and Banner Del E. Webb medical centers to help cancer patients and their families fight back.

These projects have continued Sun Health Foundation’s legacy of supporting world-class healthcare in our own backyard – a medical oasis in the desert.

Your Impact Thank you! Your donations have helped to achieve 72% of the Generosity for Generations Campaign’s $48 million goal. Of that, $2 million is funding improvements, state-of-the-art technology and equipment to better serve cancer patients with superior healthcare and innovative treatments.

Your support continues to be needed to ensure these critical resources are available when needed.

Visit SunHealthFoundation.org/generosity or call (623) 471-8500.

“Banner MD Anderson brings together disease specific, multi-disciplinary teams of doctors and other health professionals to provide our patients with the highest quality care. We are honored to be part of this community as we work collectively to #EndCancer.”

— PHILLIP J. KOO, M.D., PHYSICIAN

EXECUTIVE, BANNER MD ANDERSON CANCER CENTER

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LUNG CANCER CARE DEVELOPMENTS

BREAST CANCER CARE DEVELOPMENTS

at Banner Boswell Medical Center

at Banner Del E. Webb Medical Center

9 Expanded thoracic (chest) and pulmonary

9 Expanded capacity to meet patient

9 Expanded room for interventional

9 A new upright, stereotactic surgical table

9 Expanded room for general diagnostics

9 Streamlined patient care via staff

9 Technology advancement for endoscopies 9 Perform new, minimally invasive

9 Centralized imaging and surgical, and

(lung) endoscopy procedural room procedures

and therapeutics

procedures to diagnose or treat lung cancer

needs

with 3D imaging capabilities and procedure integration

medical and radiation services into one location

GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDATE

Spine Health and Orthopedics As West Valley communities grow, so has the demand to provide residents with superior bone, joint and muscle care close to home. Your charitable gifts are funding a $2 million initiative to support spine health and orthopedic care at Banner Del E. Webb Medical Center. Your investments are transforming the Center for Orthopedics into a new, state-of-the-art Banner Center for Orthopedics that can treat nearly 5,000 patients annually.

Contributions continue to be needed to fully fund new equipment, advanced technologies and service enhancements that support skilled surgeons and providers in keeping you and your neighbors active for years to come.

Your Impact

5,000

ANNUAL PATIENT CAPACITY

Thank you! Your donations have helped to achieve 72% of the Generosity for Generations Campaign’s $48 million goal. Of that, $2 million is making it possible to provide specialized equipment and service enhancements including:

9 O-arm 3D imaging technology ensures precise placement of instruments and hardware to improve spinal surgery outcomes and safety

9 Minimally invasive tubular retractor technology

allows spine surgeons to create smaller incisions, which decreases blood loss and incidence of infection, and accelerates healing

9 Specialized microscopes provide significantly “Sun Health Foundation is funding an additional inpatient ortho navigator at Banner Del E. Webb Medical Center. The navigators are responsible for conducting pre-surgery education and preparation for 20 to 40 patients per week in a program called Joint Camp.”

— LORI RAMAGE, REHABILITATION SERVICES DIRECTOR, BANNER HEALTH

better visualization for removal of scar tissue and bone shards from nerves with a lower chance of complications

9 Additional Patient Navigator position assists

patients through each step of their orthopedic/ spine care journey

9 Investments in new equipment and technology also help recruit and retain talented medical professionals to our community

What an impact your support will make! Learn more at SunHealthFoundation.org/generosity or call (623) 471-8500.

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GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDAT E

Service Enhancements for Women and Infants Your charitable gifts are funding service enhancements for women and infants at Banner Del E. Webb Medical Center. Contributions are essential to support comprehensive health services to keep women healthy during all phases of life, from maternity to menopause and beyond.

Your $2 million investment is supporting expansion and improvements to ensure that Banner Del E. Webb can respond to the growing demand for women and infant health care in our community. While this project was completed in April 2021 to meet rapidly growing needs, charitable giving opportunities continue to be available. Your support continues Sun Health’s legacy of world-class healthcare in our own backyard - a medical oasis in the desert.

Help support the women in your life by supporting local healthcare resources. Visit SunHealthFoundation. org/generosity or call (623) 471-8500.

“I can’t think of a higher calling. Working with Sun Health Foundation saves lives, enriches lives and changes lives. The impact is unquestionable.”

—BIRT KELLAM, LONG-TIME SUPPORTER AND CHAIR OF THE GENEROSITY FOR GENERATIONS CAMPAIGN TASK FORCE

Your Impact

2,000

BIRTHS SUPPORTED ANNUALLY

Thank you! Your donations have helped to achieve 72% of the Generosity for Generations Campaign’s $48 million goal. Of that, $2 million is funding service enhancements at the Louisa Kellam Center for Women’s Health at Banner Del E. Webb. Your contributions will impact:

9 Improvements in gynecology care and

9 Comprehensive breast care including state-of-

9 Increase in licensed nursery bassinets from 10

the-art breast imaging services

10

18%

INCREASE IN PATIENTS OUTSIDE WEST VALLEY

maturing woman care

9 Enhancements to improve bone and joint health

9 Level 2 Nursery expansion from 1,300 to 5,000 square feet to support 3,000 births annually to 13

Shopping with Purpose SUN HEALTH RESALE SHOPS Where can you find the ideal shopping experience that adds special meaning to your purchases and gift giving? Shops where you can discover unique treasures, find just what you’re looking for, support superior healthcare in your community, and shop local?

The Sun Health Resale Boutique and Sun Health Resale Shop.

When you shop at either location, your shopping has purpose. You’ll discover new treaures while making a broader impact in your community.

Purchases fund vital health and wellness projects at your local hospitals – Banner Boswell and Banner Del E. Webb medical centers -- and in your community through Sun Health Foundation’s Generosity for Generations Campaign. The latest advancements in medical services simply aren’t possible without community support.

With new arrivals coming often, each visit is a new experience. Shoppers discover a trove of treasures — from vintage items, antiques, collectables and rare finds to brand new, current and modern finds, sometimes with interesting stories and backgrounds. Plus, all purchases are sales-tax free.

In addition to the already low prices, shoppers can enjoy extra savings on sales each week. Sign up to receive alerts by emailing Sue Slezak at Sue.Slezak@ sunhealth.org.

There are even more good reasons to shop:

• Pick up your complementary Vial of Life. This vial contains your important medical information that can assist emergency personnel in administering proper medical treatment.

• Drop off your empty printer ink cartridges for recycling — good for our environment — and monies will support superior healthcare and wellness — good for our community. Plus, you’ll feel great knowing that every time you print, you’re actually making an imprint. Unused ink cartridges also are accepted.

• Shop eBay and support superior healthcare, too.

The Sun Health Resale Shops make it easy to shop online. When shoppers send us their email, we’ll send them the direct link.

The Sun Health Resale Boutique is located at 9843 W. Bell Road, Sun City. The Sun Health Resale Shop, operated in partnership with the Sun City West Foundation, is located at 14445 RH Johnson Blvd., Sun City West. Hours are Mon-Fri: 9 a.m. to 4 p.m. For more information and to inquire about volunteering opportunities, contact Sue Slezak at (623) 974-2000.

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Generosity for Generations | Our Vibrant Future We recognize donors who made total gifts of $500 or more from June 1, 2020 through Sept. 30, 2021 in support of the Generosity for Generations Campaign and other initiatives. $500,000 - 999,999

$10,000 - 24,999

Anonymous^^ Mrs. Mary Lou Goodfriend

Anonymous (4) Anonymous* Banner Boswell Medical Center Medical Staff Charles Stewart Mott Foundation Mrs. Elsie E. Coates* Mrs. Jeana L. Petersen and Mr. John W. Cogdall Jennifer and John Drago, Jr. Mr. and Mrs. Gerard J. Golden Mrs. Marjorie N. Graff Gary and Sharon Grambow Mr. and Mrs. Todd^ Hornback Mrs. Carol A. Howland* Warren and Delores Huebner Ms. Marion I. Jones* Dr. and Mrs. Rajeev S. Kathuria Dr. Irene Kovala^ and Dr. Thomas Alberg Mr. and Mrs. Gerald^^ F. Lapke Mr. and Mrs. Richard^ V. Livengood Ms. Betty Lynch Mr. and Mrs. Daniel^^ D. Minnix David^ and Melissa Monheit Morrison Living Mr. and Mrs. Robert L. Nothelfer John E.* and Jacquelyn A. Norris Daniel J. and Patricia^ Rourke Mrs. Erika O. Saltzman* Mr. Walter C. Schalm Shepherd of the Hills United Methodist Church Foundation Christine M. “Chickie” Smith R. Jack^^* and Sandra Stephenson Mr. and Mrs. S. J. “Dutch” Svoboda Mrs. Sondra L. Thomas Tahlya and Matt Visintainer

$100,000 - 499,999 Anonymous (2) Mr. Charles A. Beyer* Jeanne M. Blanchet, PhD Gracie C. Carter Mrs. Sara E. Dean James E. Greenwald James G. and Maria C. Hess Birt^ and Louisa Kellam Suzy and Joe La Rue Ms Virginia A. Milligan* Don and Anna Scheidt Mr. Maurice and Mrs. Marjorie Siebert* Mr. Glen O. Tipton*

$50,000 - 99,999 Anonymous * Banner Health Harold and Helen Hanselman Mr. Robert Horning and Ms. Rosalyn Wilson Vituity Healthcare $25,000 - 49,999 Anonymous (5) Mr. Francis “Chip” Burns CORE Institute Mr. James Dobbins Ms. Marcia C. James Mrs. Louis Jutzi Mrs. Elaine S. Lahr Gina and John Ore Mrs. Betty R. Shults-Jensen Mr. Gilbert R. Vasquez Larry H.^ and Mary Pat Vering

Jerry and Pam Wojtas Zion & Zion

$5,000 - 9,999 Anonymous (3) The Arizona Republic Season for Sharing Dr. Joseph W. Ball Mr. and Mrs. David Bradford George and Darlene Bradner CDW Healthcare Mr. and Mrs. Joseph G. Chaet* CornerStone Partners LLC Mrs. Helgar Crochelt* Mrs. Julia K. Czapor* Edwards Lifesciences LLC Mr. and Mrs. Fred Garrott Mrs. Evelyn R. Grigsby* Dr. and Mrs. H. Virgil^^ Grumbling, Jr HILGARTWILSON, LLC Dr. and Mrs. Phillip Koo Ray and Jan Landskroner Barbara J. Lashmet Mrs. Patricia Lewis Finnell^ Northern Trust Orcutt | Winslow Kristine and Lee^^ Peterson Mr. Joseph W. Rooney Mrs. Gherrie A. Routzahn Ken and Sharron Schueman Mrs. Joanne C. Sheehy Ms. Terry Bays Smith, JD^ Thunderbirds Charities Mr. Richard L. Tollefson, Jr. Mr. and Mrs. Cecil* E. Vesy Ms. Susan Van Vleck Webster Weitz Company Mrs. Aloise J. Wrobel Mr. Robert W. Zinser

$2,500 - 4,999 Anonymous (3) AZ Heart Anesthesia, Dr. Reza Kharrazi Bradford Auction Gallery Dr. and Mrs. Thomas G. Beach Ms. Elizabeth B. Chase* Client Focus Printing Mr. and Mrs. David Coon Mr. and Mrs. James L. Evans Ms. Debra A. Flores Mr. and Mrs. Roger^ N. Gimby Mr. and Mrs. Kenneth C. Haiges Mr. Hugh “Ed” Hughes* Mr. and Mrs. C. Kenneth Jenks* Rev. Ted* and Mrs. Marietta Johns Mr. and Mrs. Lewis^ Lancaster Ms. Sharon Lind Barbara and Stephen Mason Medtronic Brig. Gen. (Ret) and Mrs. Albert L. Melton National Association of Chronic Disease Directors National Partners in Healthcare Mr. and Mrs. Gordon D.^^ Nichols Richard and Norma Northrop* Barbara Pigott Mr. and Mrs. Gerald A. Schreiber Mr. and Mrs. Gerald S.^ Solomon Southwest Intergrated Solutions Mr. and Mrs. Edward Strong Ted and Marilyn Stults Charles E. and Jane Swanson Ms. Jennifer A. Toerpe

$1,000 - 2,499 Anonymous (2) Anonymous* Ms. Nancy K. Adamson

Mr. and Mrs. Gilbert L. Alvarez Ms. Norma J. Anderson* Dr. and Mrs. Scott Anderson Ms. Mary E. Autio Dr. Merlynn R. Bergen Ms. Carol W. Blitstein Stan and Shirley Bormann Mr. Charles O. Cassada* Compassionate Home Care Comprehensive Care Services Mr. William J. Cushing Mr. and Mrs. Ivan E. Dale Mrs. Marcia M. Diven* Mr. and Mrs. Lee A. Dodgion Mr. and Mrs. Delaine Donohue Ms. Erica Dorward Mr. and Mrs. Jeffrey Downing Susan Drew Mrs. Rita A. Dunikoski Mr. Gary Egan Mr. and Mrs. Robert Fernandez Mrs. Faye A. Fray Mrs. Donnarae B. Freyermuth Mr. Bakul and Mrs. Bhakti Gosalia Dr. and Mrs. Alan M. Grobman Mr. Mark Habermann Mrs. Jeanne A. Hall Mr. and Mrs. John P. Hallin Mrs. Nancy Hays Mrs. Betty L. Hintz Mr. Andrew and Mrs. Agnes L. Hopper* Mary Hubenthal Ms. Vicki Johnson Mr. and Mrs. Richard Kohnen Gayle Korn Mrs. Britt-Marie Lamb Stacey M. and Billy Lester Mr. James Lewis Mr. Donald J. Leyshon Mrs. Alice Mason

Mr. and Mrs. Gary P. McAvoy^^ Mr. Randy McGrane^ Mrs. Diane R. McKivitz Mrs. Diane M. McManis Rear Admiral and Mrs. Jay Miller, Jr. Ms. Connie E. Moreno Mrs. Audrey H. Mulhollen Mr. and Mrs. Robert Nappen Rev. Lowell^ and Deborah Nelson Mrs. Betty J. Oeding Richard and Marie Olin Ms. Courtney C. Owens Mrs. Bonnie B. Robinett Wendy and William Pardonche Brian H. Perlmutter, MD Mr. and Mrs. Paul Phillips Mrs. Yvonne T. Phillips Gary and Penny Pinter Mr. and Mrs. Leonard T. Quamma Mr. and Mrs. James R. Radley Mr. and Mrs. Richard Redmond Brandiel L. Rodriguez ROX Media Group Mrs. Barbara A. Ruppert Roberta C. and Michael Schaff Mr. and Mrs. Martin R. Schreibman Mr. and Mrs. Thomas D. Sease Ms. Regina L. Sheets Bruce and Joan^ Smith Mr. Bruce Sorter Mr. and Mrs. John D.^^ Spooler Margaret E. Staggs Mr. Brian T. Standage Mr. Todd S. Stott Mr. and Mrs. Ronald J.^ Symic Mr. Roger Tharp Mr. and Mrs. Thomas J.^^ Tibbitts Ms. Mary E. Turrentine J. Warren and Linda Tyler Dr. Mary Hope Underwood Ms. Meredith VanDoren

SunHealthFoundation.org | Claudia and Ricardo Vazquez Ms. Suzanne Welch Mrs. Nannine H. Wheeler Mrs. Chizuko N. White Mr. and Mrs. Jeff White Mrs. Merle H. Winstead Mr. Ralph Wirebaugh Ms. Joan E. Worsham

$500 - 999 Anonymous (5) Ms. Suzanne D. Alderden American Legion Post 62 Ms. Dortha Apland Ms. Elizabeth C. Baker Mr. and Mrs. Michael J. Baker Mr. and Mrs. Ralph M. Behrens David Benson and Peggy Nelson Mrs. Tricia M. Botma Mr. Michael T. Bradley

Mr. and Mrs. John Burridge Mrs. Catherine E. Buyno Donna R. Byron Mr. and Mrs. Lowell Cantor Ms. Deanna M. Castillo M. Jane Ceasor^ Ms. Arlene Christensen Donald and Josie Christian Mrs. Charlotte Cotner Patrick T. and Kathleen^^ Crowley Claudia and Frank Cucitro Mr. George Damron Mrs. Kari Davis-Curry Ms. Laura Davis Ms. Sandi K. Davis Sara Jo Dew DMB Inc. David^ and Kimber Eastman Mary Barbara Eddy Mr. and Mrs. Dwain H. Ehrlich

Ms. Julie E. Ellison Mrs. Jane B. Engle Ms. Kimberly A. England Mrs. Louise K. Fallner Mrs. Shirley J. Frizell Mrs. Lucie Gardner* Mr. Robert F. Gehrke Mr. Donald P. Gill Mr. and Mrs. Barry S. Goodkin Mrs. Colette M. Guiberteau Mr. Scott R. Hanson Mr. and Mrs. Cornelius “Neal” D.^ Haskell Dr. Cheryl Hedegaard Mr. and Mrs. James Heig Mr. and Mrs. Robert M. Hernandez Cynthia Hoak Nicole Holtsclaw Brian and Julie Huebner Jim and Karen Janas

Mr. & Mrs. Richard F.^^ Jaskowick Mr. David H. Jewell Wes* and Luanne Jorgensen Mr. and Mrs. Frank E.^^ Joyce Ms. Arlene M. Kershaw Ms. Gloria Kerszykowski Mrs. Marilyn P. Kluge Jim and Ruth Ann Koltveit Mr. and Mrs. Ernest W. Kuck Mr. and Mrs. Doug Laiho Mr. and Mrs. Rudy Lamps Ms. Belinda S. Lane Dr. Susan Maline Mrs. Rosemary K. Mazero Ms. H. Catherine McKeown Mr. and Mrs. Edwin R. McNicholas Mr. Richard W. Miles Ms. Megan A. Mogle Ms. Linda Moore

Ms. Genevieve Mountain Mrs. Marion M. Muller Ms. Jan A. Nelson Jack and Ruth Niemi Mrs. Ann Z. Nimlos Mr. Thomas E. Nollet Mr. Nick Norton Ms. Patricia O’Neil Mrs. Sandra L. Petersen Mrs. Judith H. Potts Ms. Diane K. Poulter Mary and John Pringle Ms. Lindsey A. Ramos Mr. and Mrs. Kenneth B. Reinstein Ms. Edith Richards Dr. and Mrs. Robert Rings RxBenefitsm Inc. Mr. and Mrs. Dale Sawyer Mrs. Ethel M. Scarlett Mr. and Mrs. Leland F. Schmidt

GENEROUS

Living

Ms. Ella Schreiber Miss Barbara E. Schur Setterberg Jewelers of Sun City Mr. Saul N. Silbert* Silvia Fassi, Inc. Mr. Donald J. Stanton Mr. and Mrs. Allen L. Swedenborg Mr. and Mrs. Charles W. Thompson Mr. Jaime Torres and Mr. Gary Marlett Dr. and Mrs. John Tullai Mr. and Mrs. Gary S. Turner Jack and Theresa* Turpin Mr. Dennis Vanhoose Michael and Linda Voosen Ms. Stephanie Walsh Bruce and Debi Williams Joyce and Adam Wilt Roger and Arlys Withee Ms. Susan A. Witter

LEGACY LEADERS

We are proud to recognize Legacy Leaders. Thank you for elevating Sun Health Foundation to the level of “family.” Many Legacy Leaders have named Sun Health Foundation as beneficiary in a Will or a Living Trust.

Others have chosen to make a charitable gift that provides income for life. Other ways include a Charitable Remainder or Lead Trust, a Life Insurance Policy, or a Retirement Account.

Anonymous (28) Mr. Charles A. Adams, JD Mrs. Joan A. Anderson Dr. Roger B. Anderson Mrs. Dorothy Arnold Susan C. Arnold Ms. Mary E. Autio Mrs. Jean F. Bachman Mrs. Joanne G. Backs Ms. Helen Bartholomew Mrs. Lois M. Becker Mrs. Anne L. Bieter Ms. Mildred Bilancetti Jeanne M. Blanchet, PhD Ms. Carol W. Blitstein Mrs. Phyllis A. Borysko Mrs. Marcia A. Boston Mr. and Mrs. Charles D. Broll Mrs. Delores A. Buller Mr. James H. Burchill Mrs. Norma B. Cameron Gracie C. Carter

Mr. and Mrs.* Robert F. Colli Ms. Barbara A. Cornell Mrs. Phyllis R. Curry Mrs. Sara E. Dean Mr. and Mrs. Lawrence Dierks Mr. Robert A. Dillman Mr. Robert J. Droesch Mr. Clark Engle Rev. and Mrs.* Vernon Ermeling Mrs. Louise K. Fallner Mrs. Patricia Lewis Finnell^ Ms. Ann Flatten Mr. and Mrs. George H. Galstad, Jr Ira J. and Laurel^^ Gedan Mrs. Rosemary Gibb Mr. Stanley J. Ginda Mrs. Mary Lou Goodfriend Mrs. Marjorie N. Graff James E. Greenwald Dr. Harold E. Gries Mrs. Colette M. Guiberteau Mr. and Mrs. Kenneth C. Haiges

Harold and Helen Hanselman Mrs. Helen Hansgen Dr. and Mrs. Oliver J. Harper Joe T. Hayashi, MD James G. and Maria C. Hess Mrs. Carol B. Hilder Mr. Edwin C. Howe Ms. Marcia C. James Mr. Vernon J. Jenkins Mrs. Susanne M. Jensen Mrs. Louis Jutzi Dr. and Mrs. Walter M. Kalback Birt^ and Louisa Kellam Mr. Jack P. Kurrle Suzy and Joe^ La Rue Mrs. Elaine S. Lahr Mrs. Hazel I. Leslie Mrs. Susan Q. Lewis Mr. and Mrs. Richard^^ V. Livengood Ms. Betty Lynch Mr. and Mrs. Michael^^ Mandell

Mr. and Mrs. Walter Martin Mrs. Shirley M. McKnight Mrs. Diane M. McManis Dr. G. Robert and Rae K. McMillan Dr. Donald and Mrs. Nadine Meis Mr. and Mrs. Werner W. Metsch Mr. and Mrs. John Meyerhoffer Mr. and Mrs. Ernest J.* Mueller Mr. Joseph T. Muldoon Ms. Jan A. Nelson Mr. Myron E. Noben Ms. Patricia M. Norton Mr. and Mrs. Robert L. Nothelfer Ms. Mary A. Nykamp Kristine and Lee^^ Peterson Mr. and Mrs. Robert K. Pratt Mr. and Mrs. James R. Radley Mr. and Mrs. Richard Redmond Mrs. Doris J. Rettger Mike and Bonnie B. Robinett Mrs. Ina M. Romito Mrs. Robert J. Ruppert

Mrs. Helen Ruscitti Mrs. Florence D. Russell Mr. and Mrs. Earl E. Sallander Dr. and Mrs. Anthony V. Saputo Don and Anna Scheidt Mrs. Virginia I. Schlueter Mrs. Verna W. Schurr Mrs. Ursula H. Scrivanie Mr. Gordon Shieck Mrs. Dolores Silva Mrs. Stefanie Sjoberg Mrs. Christine M. “Chickie” Smith Mr. Russell R. Smith Ms. Julie A. Soske Mrs. Phyllis L. Stacklie Mr. and Mrs. S. J. “Dutch” Svoboda Mr. and Mrs. Thomas T. Tamura Mrs. Donna Mae Tanzie Mrs. Jacklin G. Taylor Mr. and Mrs. Thomas J.^^ Tibbitts Mr. Burton S. Turney

Ms. Mary E. Turrentine Larry H.^ and Mary Pat Vering Mr. and Mrs. Cecil* E. Vesy Mr. and Mrs. H. Glenn^^ Weavers Ms. Susan L. White Mr. and Mrs. Edwin L. Williamson Mr. Ralph Wirebaugh Mr. Raymond W. Wirsing Ms. Joan E. Worsham Mrs. Aloise J. Wrobel Mr. and Mrs. Daniel L.^^ Young Dr. Albin J. Zielen Mr. Robert W. Zinser

* Departed ^ Board member ^^ Former Board member

GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDATE

Inscribing Your Generosity Donor Recognition Walls A Donor Recognition Wall has debuted in the main lobby at Banner Boswell Medical Center. Watch for the debut of one soon at Banner Del E. Webb Medical Center.

As an expression of our gratitude for your generosity for vital healthcare projects through the years through the Generosity for Generations Campaign, each Donor Recognition Wall features two parts:

• A tree adorned with artistic and colorful leaves with donor names and honorarium messages inscribed. A tree was chosen for its strong roots and the shade and comfort provided to those sheltered beneath.

• A digital wall highlighting names, stories of impact, messages of gratitude, and more - all accessed with a tap of the screen or through a QR code on your phone.

This interactive digital Donor Recognition Walls tell the story of superior healthcare in this community that you have and continue to help write. And features these categories: • About Sun Health Foundation

• • • • • • 14

Donors Current Campaign Events & Ways to Get Involved Grateful Patients Impact Stories Grateful Staff & Medical Partners

All accessed with a tap or through a QR code on your phone: • Onsite at the hospitals:

» Touch the screen to begin. Prompts will guide you to the different categories

» Hold your smart phone in front of the QR

code to navigate for a touchless experience • Navigated from the Sun Health Foundation website (coming soon)

Browse through categories to learn more about the story, which includes the people who helped write it and those who have been impacted. Learn more about everything from the Generosity for Generations Campaign to upcoming events. New chapters in superior healthcare continue to be written by generous donors like you. You make a difference.

Thank you!

“The true meaning of life is to plant trees under whose shade you do not expect to sit.”

Donors Inspiring Donors

-Nelson Henderson, Farmer

to Experience the Joy of Philanthropy Upon selecting Sun Health Foundation as his charitable organization:

“From a small seed a mighty trunk may grow.”

A glimpse of Jim Greenwald’s and Gracie Carter’s journeys that inspired them to add their names to the foliage on the trees of the Donor Recognition Walls.

After touring The Colonnade, a Sun Health Community:

Digital Donor Wall at Banner Boswell Medical Center

“We came. We saw. We were sold. That was the beginning of an amazing friendship and journey with Sun Health that Jim Greenwald and I feel so blessed to share.

What domino effects the crusaders of Sun Health have had on my life. Once again fate brought me to meet another Sun Health crusader - Shirley Frizell. She happened to be one of my new neighbors living in my building. Knowing nothing about Surprise, the Sun Health Foundation or their connection to The Colonnade, Shirley introduced me to the Sun Health Organization. There is no way I can fully thank her and all the Sun Health “angels” who watched over Paul and me during his illness and death. Nor can I begin to repay all the service, care and comfort having Sun Health watching over us has given to me. They say God gives us what we need when we need it and I thank Him every day for leading me to my wonderful forever home/neighbors and guardians under the Sun Health umbrella.”

~ Gracie Carter

“To tell the truth, I lived at The Colonnade for four years and knew very little about the Sun Health Foundation or what it did. Over a period of four years, my late wife Linda and I spent more time at Banner Boswell Medical Center, Banner Del E. Webb Medical Center, and Sun Health Grandview Rehabilitation Center than we did at our home at The Colonnade. All I wanted to do was find a way to thank the doctors, nurses, and CNAs for her care.

But I didn’t know how until one person who had created a Sun Health Foundation legacy, had served on a Sun Health Foundation committee, and was passionate in her desire to repay the organization for all the care her partner had received, explained it all to me.

The reason I’ve shared my story, or set up my Legacy, or I’m donating my Required Minimum Distribution from my IRA, or the reason I’m talking to you now is because of Gracie Carter, a resident of The Colonnade. She walked the walk, as they say, and she talks the talk. Donors inspiring donors.

One person, who is committed to Philanthropy, convincing another to follow their lead. To join them and the Sun Health Foundation in contributing to the community. It becomes a domino effect and spreads.”

~ Jim Greenwald

Read Gracie and Jim’s full stories in the spring issue of Sun Health Foundation’s Community Impact Report.

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Growing Stock, Growing Generosity How a Gift of Stock Can Be Win-Win If you own stock that’s increased in value since you purchased it (and you’ve owned it for at least one year), you have a unique opportunity for philanthropy. When you donate securities to your favorite charity or to Sun Health Foundation, you receive the same income tax savings (if you itemize) that you would if you wrote a check to the charity, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

Making a gift of securities to support Sun Health Foundation’s Mission is as easy as instructing your broker to transfer the shares. If you have the physical securities, hand-deliver or mail the certificates along with a stock power to Sun Health Foundation in separate envelopes. (Tip: Using separate envelopes protects your gift—the certificates will not be negotiable without the stock power.)

Here’s an example of how a gift of stock works: Dave owns stocks currently valued at $25,000 that he purchased for $10,000 several years ago. He would pay $2,250 in capital gains tax if he sells the securities ($15,000 X .15 capital gains tax rate). Instead, Dave decides to donate the stock rather than sell it. By doing this, Dave receives an income tax charitable deduction for the full fair market value of $25,000 and eliminates any capital gains tax.

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Using assets other than cash also allows you more flexibility when planning your gift, and there are even more potential benefits if you plan your gift creatively. For example, if you aren’t ready to give up these assets during your lifetime, a gift of securities through your will or living trust allows you the flexibility to change your mind at any time. You can continue to receive dividends and participate in shareholder votes, and the securities are still yours if you need them for other expenses.

Through creative gift planning, you can secure your own financial future and help support our mission. We can work with your advisors to help you plan for tomorrow and receive maximum benefits today.

Benefits: • Receive an income tax deduction for gifts of securities if you itemize.

• Provide relief from capital gains tax with gifts of securities.

• Help fulfill Sun Health Foundation’s Mission with your contribution.

Take the Next Step We can help clarify and document the steps to donate stock. Simply contact Gina W. Ore, Chief Philanthropy Officer, Sun Health Foundation, at (623) 471-9560 or email her at Gina.Ore@ SunHealth.org to see how this can be a win-win.

The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.

Figures cited in any examples are for illustrative purposes only.

References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.



COMPARE YOUR OPTIONS

USE THIS CHART to identify the gift that best fits your financial and charitable goals

Impact on Charitable Organization Pays You Income

Immediate Impact

Impact After Your Lifetime

FIND THE RIGHT GIFT FOR YOU

Tax Benefits Immediate Income Tax Benefits

Future Income Tax Benefits

Capital Gains Tax Benefits 1

Additional Benefits

Outright Gift of Cash





Outright Gift of Securities







Provide an immediate benefit to our organization.

Outright Gift of Personal Property







Make a significant gift today without adversely affecting your cash flow.

Gift of Life Insurance





Gift of Real Estate





Charitable Lead Trust



Support our mission in the easiest way.



Make a larger gift than you thought possible.



Improve your cash flow by not having to pay real estate taxes, maintenance and insurance.

Support us now and provide for your loved ones in the future.

Bequest



Make a flexible gift.

Gift of Retirement Plan Assets



Allow less heavily taxed assets to be passed to loved ones.

Reassignment of Refundable Entrance Fee*



Easy documentation without changing current estate plans.

Charitable Remainder Trust







Charitable Gift Annuity2







 



Use appreciated assets to maximize your tax benefit.

Receive fixed payments for life.

*Availability only to residents of Life Plan Communities. 1Assuming long-term appreciated assets. 2Not available in some states or from some organizations.

SunHealthFoundation.org P.O. Box 6030, Sun City West, AZ 85376

For more information, contact the Directors of Philanthropy at (623) 471-8500.

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GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDAT E

Advanced Technology for Cancer-Fighting Treatment and Care Your charitable gifts will fund new advancements in cancer treatment and care at Banner Boswell Medical Center. Breakthrough cancer-fighting technologies are emerging. With your help, we can invest in care innovations today to meet the needs of you and your loved ones tomorrow.

Your donations supporting this $6 million investment will enhance endoscopy services – diagnostic and treatment capabilities for lung and gastrointestinal conditions, including cancer. Investing in these projects will continue Sun Health Foundation’s legacy of supporting world-class healthcare in our own backyard, a medical oasis in the desert.

How You Can Make A Difference Supporting Sun Health Foundation’s Generosity for Generations Campaign is an opportunity to continue making a difference in your community. Investments in progressive and innovative cancer-fighting technologies ensure you and your loved ones benefit from the latest treatments close to home.

1 Expansion of treatment rooms and recovery space, optimizing patient care and flow 2 Innovative technologies and anesthesia capability for complex, more advanced gastrointestinal and lung care

3 State of the art robotic bronchoscopy machine, only two in Arizona with one at Banner Boswell, for complex biopsies and biopsies of smaller tumors, allowing earlier detection

4 Increased capacity for endoscopy procedures to examine pancreatic and bile ducts and to perform stenting procedures and more invasive interventions with precision technology

5 Availability for more gastrointestinal outpatient cases with expanded capacity and staffing 6 Continued investments in new equipment and technology also help recruit and retain talented medical professionals to our community

“Currently, Endoscopy rooms at Banner Boswell aren’t large enough to accommodate pulmonary and GI interventional cases, so those must be done in the OR, resulting in scheduling challenges and constrained patient volume. The new expansion will have interventional rooms, one each for pulmonary and GI cases.

This technology will enhance the current lung cancer screening program, plus it allows clinicians to biopsy smaller and incidental lung nodules.”

— ARCHAN SHAH, M.D., INTERVENTIONAL PULMONOLOGIST

Your support is life-saving. Learn more at SunHealthFoundation.org/generosity or call (623) 471-8500.

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Robot to Join the Fight Against Cancer Having shortness of breath and coughing a lot?

You may need to see a pulmonary physician. Banner MD Anderson has a good team of Interventional Pulmonologists who are at the forefront of managing patients with new procedures and treatments, if indicated. If you need a biopsy, physicians might not find anything, although why wait to find out if it is something? Lung cancer is the #1 killer and can strike anyone at any time.

How do I know? My name is SCOPY, soon to be the newest member of the medical team at Banner Boswell Medical Center, thanks to community support.

Rather than scrubs, my attire consists of scopes, cameras, and many other components of my diagnostic technology for lung cancer.

You see, I’m a robot. Specifically, I’m a robotic bronchoscopy platform, one of only two in Arizona, and located right here at one of the finest medical centers in Arizona. I’ve been told my technology is groundbreaking because difficult to reach locations in the lungs can now be reached and biopsies can be performed.

No need to worry. I don’t run on my own; I’m not a TESLA. I’m controlled and navigated by skilled physicians. They have a controller that gives them precise movement to drive me through the small areas of your lungs. My small cameras enter the body, allowing access to various parts of your lungs.

My advanced technology allows access and biopsy of lung nodules in hard-to-reach-places to prove if it is a cancer. These nodules reside in deep and small places, which otherwise can make it tough for physicians to conduct a biopsy successfully.

The physicians say they’d like to take a deeper look in your lungs and take some biopsies. I’m designed for complex biopsies and biopsies of smaller tumors.

I’ll see you in the Endoscopy Suite at Banner Boswell. Rest assured, the generosity of others is making possible the most advanced technology for you, close to home.

My robotic technology is an integral part of the Generosity for Generations Campaign’s $6 million Advanced Technology for CancerFighting Treatment and Care initiative. Investments from the community are continuing to ensure superior healthcare technology is always available for you and your loved ones. I’m here for you, because of you.

Won’t you learn more? Visit SunHealthFoundation.org/generosity or call (623) 471-8500.

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GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDAT E

Community Health and Wellness Your charitable gifts support health and wellness programs in our communities. Providing a variety of free or low-cost health, wellness and fitness classes is a cornerstone of Sun Health’s commitment to support longer, healthier lives.

Sun Health’s community education programs cover the most common chronic health conditions that affect our communities, including diabetes, Alzheimer’s disease and dementia, and more.

Additionally, the wide variety of wellness and fitness classes support successful aging and include nutrition, weight management, strength training and tai chi, among other offerings.

How You Make An Impact

Your contributions will continue to make these programs possible, keeping you, your family and friends active and engaged for years to come.

1 Maintaining the variety and quality of

Your support makes a healthy impact and continues to be needed. To learn more, visit SunHealthFoundation.org/generosity or call (623) 471-8500.

“Our programs are designed to improve your overall health and wellbeing. We have the resources and team members in place to help you succeed.”

– BARBARA MASON, VICE PRESIDENT OF HOME AND COMMUNITY BASED SERVICES, SUN HEALTH

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Your donations have helped to achieve 72% of the Generosity for Generations Campaign’s $48 million goal. Of that, $2 million will support:

wellness programs

2 Providing educational experiences and support to the community

3 Building knowledge and understanding about

age-related diseases and ways to prevent, delay and manage their onset

GE N E RO S I T Y F O R G ENER ATI O NS CA MPA IGN U PDATE

Your Financial Wellness: Ask the Expert What about that IRA? As we approach the end of the year, now is a good time to reflect on and review the wealth plan you have currently in place. When it comes to retirement planning, the SECURE Act that was passed in December 2019 established some wideranging changes to the treatment and handling of retirement accounts. A few of these key changes made were:

• The required beginning age for IRA Required

Minimum Distributions (RMD) increased to age 72 for those turning 70 ½ in 2020 or later.

• The maximum age for contributions to traditional IRAs is repealed. Anyone that is still working and receives earned income can add to their retirement accounts.

• The “Stretch” IRA is eliminated. Prior to the passing of the SECURE Act, an IRA beneficiary was permitted to take minimum required distributions over their lifetime and continue to grow assts inside the IRA tax deferred.

Under the new rule, inherited IRAs are required to be withdrawn sooner for nonspouse beneficiaries.

After the owner of an IRA or 401K participant dies, distribution to beneficiaries must be completed by the end of the tenth year following the owner’s date of death. The IRA can be withdrawn partially over the ten-year period, or the entire amount postponed and withdrawn until the required termination date. Those that are exempt from

this provision would be: spouses and minor children of the owner, chronically ill or disabled persons, and persons not more than ten years younger than the owner.

For children and grandchildren inheriting an IRA, this may have an impact on the timing of disbursements and their income taxes. Your estate plan and beneficiary designations should be reviewed with your professional advisor to determine how these changes affect your legacy goals.

In March 2020, the CARES Act waived the Required Minimum Distribution, providing IRA owners some flexibility and potential income tax savings for those that elected to waive their RMD in 2020.

However, in March 2021, the American Rescue Act was passed and reinstated the required minimum distribution. As a result, those taking their RMD this year will likely see a larger required distribution and a potential increase in their income tax.

Look to your IRA to fulfill a charitable gift.

IRA owners can make a Qualified Charitable Distribution (QCD) from their IRA assets directly to a qualified charity. The QCD is excluded from the donor’s taxable income. Individuals age 70 ½ and older, whether itemizing or claiming the standard deduction, can direct up to $100,000 per year tax-free from their individual retirement account to operating charities through QCDs. By

Michael Barnes reducing the IRA balance, a QCD may also reduce the donor’s taxable income in future years, lower the donor’s taxable estate, satisfy their RMD, and limit IRA beneficiaries’ tax liability.

Considering a Roth Conversion?

Those considering a full or partial Roth conversion of their traditional IRA, a charitable gift can be a great strategy to reduce the income taxes created from the conversion, while supporting a charity that is important to them. By using non-IRA assets to make a planned charitable gift in the same year as a Roth conversion, could result in less taxes paid by reducing taxable income and possibly the marginal tax rate.

Of course, everyone’s situation varies, therefore you will need to consult your tax and legal advisor for advice on your personal situation.

Michael Barnes is Vice President of FineMark Bank & Trust. He also is a member of Sun Health Foundation’s Board of Trustees and Chairman of the Council of Professional Advisors.

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As West Valley residents, we have uncommon bragging rights when it comes to the superior quality of health care and wellness programs close to home. Banner Boswell and Banner Del E. Webb medical centers are recognized as two of the best hospitals in the country.

In fact, people often move to the West Valley, and stay here generation after generation, for the superior health care available to them. We are actually in a “medical oasis.”

Community support makes this possible. Superior health care and wellness programs are only available for the community because of the community, thanks to generous contributions of time, talent, and treasure that totals more than $350 million and spans more than five decades. Support continues to be needed today to ensure the future of superior healthcare and wellness programs through the Generosity for Generations Campaign.

SUPERIOR HEALTHCARE: POINTS OF PRIDE

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Sun Health Foundation is the exclusive philanthropic partner for Banner Boswell and Banner Del E. Webb, and Sun Health Wellness.

future generations. To learn more about how you can make an impact, call (623) 471-8500 or visit SunHealthFoundation.org/generosity.

Boswell, in fact, was designated Top 100 for five straight years, a feat no other hospital in Arizona has been able to match.

The Foundation’s long-standing partnership with the community only grew stronger when Banner Health arrived in the Northwest Valley almost 10 years ago. It was natural for a philanthropic partnership to also form with Banner Boswell and Banner Del E. Webb medical centers to continue the legacy of support for unparalleled healthcare today and for

■ Banner Boswell and Banner Del E. Webb have been

■ From the West Valley and beyond, more people are

recognized by U.S. News and World Report (2019-2020) as two of the best in the country..

choosing Banner Del E. Webb’s Louisa Kellam Center for Women’s Health to grow their families. In recent years, record and near-record numbers of births total approximately 2,000 annually. The number of births has steadily increased every year from 300 births the first year the Center opened in 2002.

■ Over the years, both Banner Boswell

and Banner Del E. Webb have often been cited as one of the “Top 100 Hospitals” in the United States.

S U N ■ The more experiences the greater the expertise. Here

are just two examples: – More than 12,000 breast procedures are performed every year at Banner Del E. Webb in partnership with Banner MD Anderson Cancer Center.

– More heart procedures are performed at Banner Boswell than at any other hospital in Arizona.

H E A L T H

F O U N D A T I O N

|

SunHealthFoundation.org

“Sun Health champions superior healthcare.

And that word “superior” was chosen very specifically. Most hospitals say they are excellent, but we want to ensure superior. We want to have available healthcare that is so good that there is no reason to go to Los Angeles or Boston or Switzerland, because the best is right here.” – Birt Kellam, Chair, Generosity for Generations Campaign

■ Banner Boswell’s Cardiovascular Program is

recognized among the top programs nationally, and considered one of the few World-Class Programs of Distinction by Medicare.

■ The top medical professionals in the country seek

out Banner Boswell and Del E. Webb to deliver superior care to patients. Examples include: – Rajeev S. Kathuria, M.D., Cardiovascular and Thoracic surgeon, Chief of Cardiovascular & Thoracic Surgery at Banner Boswell, is ranked in the top 25 cardiac surgeons nationally and is considered an expert in minimally invasive valve surgery.

– The CORE Institute chose the West Valley as the starting point for their orthopedic practice and soon began an alliance with Banner Del E. Webb and Banner Boswell medical centers to provide superior orthopedic care. CORE is among the top providers of orthopedic and neurological care in Arizona.

■ Banner Boswell Medical Center has earned the

highest rating from The Society of Thoracic Surgeons for its patient care and outcomes in isolated Coronary Artery Bypass Grafting procedures. As a result, Banner Boswell is among the elite for heart bypass surgery in the United States and Canada – the only hospital in Arizona – to ever receive this recognition.

■ Breast cancer is the leading cause of cancer in women.

More breast procedures are performed at Banner Del E. Webb than any other hospital in Arizona and in fact, many hospitals now send their more advanced cases here.

■ Banner Boswell’s new Emergency Department and

Patient Care Transformation: – Can now better accommodate the growing needs of our community – from 45,000 patient visits annually to up to 65,000 patient visits annually.

– Has a larger lobby to accommodate social distancing – Adds 33% more patient beds – Serves as the point of entry for 80% of patients who are admitted to the hospital. 50% of those are cardiac related.

“I’ve been extremely passionate about the care we provide at Banner Boswell Medical Center -- one of the best hospitals in the country located right here in the West Valley.” – Rajeev S. Kathuria, M.D.

■ The most advanced medical procedures have been

made possible with community support.

One example: the Trans Aortic Valve Replacement (TAVR) hybrid surgical suite at Banner Boswell for cardiac care that significantly shortens recovery time.

You can make an impact Through the Generosity for Generations Campaign, community support will ensure the future of superior healthcare, with new advancements and expanded availability of services in cancer care and treatment, emergency care, women and infant services, wellness programs, and spine health and orthopedics.

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GENEROUS

Living ™

SUN HEALTH FOUNDATION 14719 W. Grand Avenue Surprise, AZ 85374

SunHealthFoundation.org

Upcoming Events | Save the Dates!

Mark your calendars for these events that support you in staying well, staying connected, and staying involved. Sun Health Foundation is your trusted resource for information and engagement.

Coffee with Gina & Friends (virtual) Driving FORE Superior Health Charity Golf Day What’s New at Your Community Hospitals? @ 9:30 a.m. Wednesday, Dec. 15, 2021 Join Sharon Lind, CEO, Banner Boswell and Banner Del E. Webb medical centers, to learn what’s new and all the ways the hospitals are dedicated to keeping you safe.

Protecting Your Identity @ 9:30 a.m. Thursday, Jan. 20, 2022 Join Tony Yi, Sun Health’s Chief Technology & Innovation Officer, for the latest news and valuable tips to help you stay safe on the internet.

RSVP: Joyce Wilt at Joyce.Wilt@SunHealth.org or (623) 471-8508

Saturday, April 23, 2022 | Topgolf Glendale When you swing that club or putt that ball, you’re also supporting new developments in cancer care and treatment in our community through the Generosity for Generations Campaign. This day of fun also honors medical professionals, patients, and survivors in the fight against the disease.

For more information, contact Janine McGhee at Janine.McGhee@SunHealth.org or call (623) 471-8503.

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