Sun Health GenerousLiving

Learn about the Generosity for Generations Campaign on page 5.

GenerousLiving SPRING 2019

Giving Back Because We’re Family Page 3

Ask the Experts On Estate Planning Page 4

GenerousLiving SPRING 2019, ISSUE 2 SUN HEALTH FOUNDATION 14719 W. Grand Ave., Surprise, AZ 85374 (623) 832-5330 Info@SunHealthFoundation.org SunHealthFoundation.org SUN HEALTH FOUNDATION STAFF Joe La Rue Chief Executive Officer Joe.LaRue@SunHealth.org Gina W. Ore EVP/Chief Philanthropy Officer Gina.Ore@SunHealth.org (623) 832-5582 Jim Gouveia Vice President of Philanthropy James.Gouveia@SunHealthsl.org (623) 832-4931 Pamela Gralton Kohnen Sr. Director of Philanthropy Pamela.Kohnen@SunHealth.org (623) 832-5735 Bonnie Olsen Director of Philanthropy Bonnie.Olsen@SunHealth.org (623) 832-5566

‘Family Affair’ High quality, dependable care brings a community together Todd Hornback

We welcome you to the spring issue of GenerousLiving and begin our message with one word – family!

Six letters that represent the ties that bind people, generations and, yes, even communities.

Because when the health services you need are there for you, that dependability can create a true connection and “a family affair.” That’s the way one family, whose story can be found on page three, refers to their appreciation for Banner Boswell Medical Center. We invite you to read their story along with more information about the Cancer-Fighting Treatment and Care Advancement initiative in the Generosity for Generations Campaign. Then there’s the story of a thoracic surgeon and what inspires him to serve. Plus, our Ask the Expert column addresses important questions about estate planning.

For more than 50 years, these hospitals have been owned by the community. Passing the torch of generosity from generation to generation is what it’s all about to ensure that the best health care and wellness services are available today and for future generations.

Welcome to the family!

With gratitude for your continued partnership,

Wendy Nelson Director of Philanthropy Wendy.Nelson@SunHealth.org (623) 832-5323

Todd Hornback Gina W. Ore Vice Chair EVP/Chief Philanthropy Officer Sun Health Foundation Sun Health Foundation Board of Trustees

Claudia Vazquez Director of Annual Giving Claudia.Vazquez@SunHealth.org (623) 832-4323

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

Linda Tyler Public Relations Program Director Linda.Tyler@SunHealth.org (623) 832-4346

Sun Health Foundation Story

SUN HEALTH MARKETING Ken Reinstein Marketing Director Ken.Reinstein@SunHealth.org (623) 832-7603 CREATED FOR SUN HEALTH FOUNDATION BY

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Gina W. Ore

GenerousLiving

I

t was more than 50 years ago when a group of residents from Sun City formed what was to become known as Sun Health Foundation.

Their sole purpose was to raise money to support health care services and practices in the West Valley because there was really nothing at that time to provide for the health care needs of area residents.

This group was so successful in passing the hat that it opened Walter O. Boswell Memorial Hospital in 1970 and Del E. Webb Memorial Hospital in 1988. Fast forward to

2008, when Banner Health acquired these hospitals. Really not much has changed except the hat must be bigger because the needs are much greater.

We have been so committed to this legacy of providing and supporting superior health care in the West Valley that we stayed on to partner with Banner Health in an exclusive fundraising partnership for these two hospitals. Banner Health operates them, and we stay involved to ensure they receive the funding they need.

GIVING BACK BECAUSE

Family

Ralph and Marjorie Behrens

By Kristine Burnett

R

alph and Marjorie Behrens knew Sun City fairly well before they moved to the area in 1991. Marjorie’s parents Earl and Letha Webb – no relation to the namesake of Banner Del E. Webb Medical Center – had called the community home since 1969. Like their friends and neighbors, the Webbs turned to Banner Boswell Medical Center for their health care needs. Thus, began what Marjorie calls “a family affair” with the two Northwest Valley hospitals.

After Ralph retired as a sales account manager in Ohio, the Behrens relocated to Sun City. Since then, they have been loyal hospital supporters, giving their time, talent and treasure to help ensure superior health care is available in their community.

Marjorie volunteered at Banner Boswell for several years in the early 2000s.

“I started on the third floor and then worked in the surgery family waiting room,” she recalls.

Proud of his wife’s commitment, Ralph shared that Marjorie logged more than 2,000 hours and was recognized by Sun Health Foundation for her volunteer service.

Spring 2019

Beyond volunteering, the couple also makes memorial gifts to the hospitals in tribute to friends who have passed away.

“There’s been variation in terms of where and to what programs we’ve given money, but our contributions now go to the new Emergency Department (ED) being built at Banner Boswell,” Ralph declares.

A key element of Sun Health Foundation’s Generosity for Generations Campaign is a $34 million commitment to transform the ED at Banner Boswell. The Behrens know firsthand the value of having exceptional emergency care close to home.

“In 2002, Marjorie made 13 trips to the Emergency Department, including the ED at Mayo Clinic, before doctors at Banner Boswell confirmed a diagnosis of Valley Fever,” Ralph says. “The tests kept coming back negative, but doctors here were finally able to figure it out.”

Not only have the Behrens benefited from superior health care, but their daughter Darcy Douglas advanced her career at the former Boswell School of Nursing.

Darcy, an L.P.N. at the time, relocated

to Arizona from Florida and soon after enrolled in the nursing education program.

“She completed her R.N. training and later got her bachelor’s in nursing at Grand Canyon University,” Marjorie notes. “She now lives and works in Georgia.”

Like so many programs and services at the medical centers, a new ED is made possible with philanthropic support from grateful and generous community members like the Behrens, who invest in health care. The Behrens’ consistent support over the years is a meaningful reminder that every gift matters and every gift makes a difference.

A key element of Sun Health Foundation’s Generosity for Generations Campaign is the $34 million commitment to transform the Emergency Department at Banner Boswell.

For more information on ways to give, contact a Director of Philanthropy at (623) 832-5330.

SunHealthFoundation.org

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ASK THE E XPERTS ON ESTATE PL ANNING

When is the best time for an estate plan to be updated?

A

s an estate planning attorney, one of the most common questions we are asked is, “How often should I update my estate plan?” Unfortunately, there is no simple answer to this question. A family’s estate plan should be custom-tailored to their

specific needs; any updates are dependent on their specific situation. Beyond reviewing documents to ensure beneficiary designations are up to date, the vast majority of situations that require an estate plan update are caused by major life changes such as a death, a birth or a divorce. And with the increase in blended families, periodic reviews are essential.

Should any of those major life changes occur, we recommend that clients review their documents to see how that life change has affected them. Often, an estate plan may already take care of these contingencies and doesn’t need to be updated. If, after reviewing the documents, you discover that a change needs to be made or there is uncertainty about how that life change impacts those documents, we suggest contacting an estate planning attorney to review the plan together or begin the process to create one.

About the Author Michael J. McGreevy, Esq., of McGreevy Law Office, practices in Sun City, Arizona. His firm primarily focuses on estate planning. His father, James F. McGreevy, Esq. (Ret.), also practiced law in Sun City for more than 25 years until his retirement in 2015. Michael has followed in his father’s footsteps not only in his career choice but also in his involvement in the Sun City community as well as with the Sun Health Foundation.

Michael J. McGreevy, Esq., (left) stands next to his father James. F. McGreevy, Esq. (Ret.), in Michael’s Sun City law office.

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GenerousLiving

Photo by Ken Reinstein

You are invited to share this important information with your family and continue the tradition of generosity for generations.

To learn more about estate planning, consult your estate planning attorney. For more information about the options to designate your preferred charitable cause, contact a Director of Philanthropy at (623) 832-5330.

Generosity FOR Generations A Sun Health Foundation Campaign

Every day in Arizona, an estimated 85 people are diagnosed with cancer; breast and lung cancers are among the most common. – Arizona Department of Health Services

P

atients will soon have even more power in the fight against cancer thanks to community support for the Cancer-Fighting Treatment and Care Advancement initiative. The initiative is one of six in Sun Health Foundation’s $48 million Generosity for Generations Campaign, which is a community investment to ensure superior health and wellness – not just for today but for future generations.

Philanthropic support for the oncology departments at Banner Boswell and Banner Del E. Webb medical centers will fund renovation of key facilities and acquisition of state-of-the-art technology to better serve cancer patients. And, it will help patients fight back.

According to Elbert Kuo, M.D., M.P.H., M.M.S., F.A.C.S., Chief of Thoracic Surgery at Banner MD Anderson Cancer Center and Associate Professor at The University of Texas MD Anderson Cancer Center, surgical robots are revolutionizing the ways doctors perform surgery.

“There are two main robots we’re looking to add to our suite of medical technology,” he says.

“One is a surgical robot that gives us better 3D vision and allows us to move our instruments with finer detail. The second is a bronchoscopy

robot for pulmonologists that lets us reach nodules that have never been accessible before.”

Our community has the power to ensure these life-giving technologies – and the best in cancer care – are available when we need them.

Cancer-Fighting Treatment and Care Advancement Initiative ($2 million) Lung Cancer Care Developments at Banner Boswell Medical Center Endoscopy is an imaging technique that enables physicians to examine the inside of the lungs and other organs by inserting and guiding a small camera. With your help, the Endoscopy Department at Banner Boswell can improve the patient experience by: • Expanding three procedural rooms: • One for thoracic and pulmonary (chest and lung) procedures.

• One for interventional procedures.

• One for general diagnostics and therapeutics.

• Advancing endoscopic technology.

• Introducing new, minimally invasive diagnostic and treatment procedures.

Breast Cancer Care Developments at Banner Del E. Webb Medical Center Breast cancer is one of the most common cancers diagnosed in Arizona, and in the U.S. new treatments, including minimally invasive stereotactic surgery, offer promising options. With your help,

Elbert Kuo, M.D. Banner Del E. Webb can: • Expand capacity to meet patient demand.

• Procure a new stereotactic surgical table with 3D imaging capabilities.

• Centralize medical imaging, surgical, medical and radiation services.

Campaign initiatives include: • Emergency Department and Patient Care Transformation at Banner Boswell Medical Center ($34m) • Community Health and Wellness at Sun Health ($2m) • Spine Health and Orthopedics at Banner Del E. Webb Medical Center ($2m) • Service Enhancements for Women and Infants at Banner Del E. Webb Medical Center ($2m) • Future Cardiac Initiatives and CancerFighting Treatment and Care Advancement at Banner Boswell and Banner Del E. Webb medical centers ($6m)

Together, we can ensure our loved ones and neighbors have among the best life-giving health care options close to home.

A different initiative is featured in each issue. To learn more, contact a Director of Philanthropy at (623) 832-5330 or visit SunHealthFoundation.org.

Spring 2019

SunHealthFoundation.org

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Generosity FOR Generations A Sun Health Foundation Campaign

Recognizing Donor Generosity We recognize individual donors who made total gifts of $500 or more from July 1, 2018 through February 28, 2019 in support of the Generosity for Generations Campaign and other initiatives

$1,000,000 or greater Mr. and Mrs. Earl E. Sallander

$500,000 - $999,999 Mr. Warren D. Ruff*

$100,000 - $499,999 Anonymous (3) Mrs. Jean M. Carr Mr. and Mrs. Robert F. Colli Ms. Charlotte M. Erb* Dr. and Mrs. William B. Furgerson, Jr

Ms. Ann Flatten

Ms. Joan E. Worsham

Mr. and Mrs. Billy G. Lester, II

Mrs. Aloise J. Wrobel

Mr. James Dobbins and Ms. Sharon K. Forbes

Mr. Robert W. Zinser

Mr. Eugene N. Life

Aric F. and DuGue Zion

Ms. Betty Lynch

$500 - $999

Mrs. Alice Mason

$5,000 - $9,999 Anonymous (4) Mr. and Mrs. Gary W. Grambow Mrs. Colette M. Guiberteau Dr. David J. Jacofsky Mr. and Mrs. Louis E. Jutzi Jim and Debra Maley Mr. and Mrs. William E. Molloy

Ms. Kathleen S. Garvey*

Mr. and Mrs. Gordon D. Nichols

$50,000 - $99,999

Gina and John Ore

Anonymous Jeanne M. Blanchet, PhD

Mrs. Maybelle T. Padfield* Mr. Joseph W. Rooney

Mrs. Eleanor D. Genung*

Mr. Gil Vasquez

Mr. Ed Hughes

$2,500 - $4,999

Suzy and Joe La Rue

$25,000 - $49,999 Mrs. Delores A. Buller Mr. and Mrs. Joseph G. Chaet* Mrs. Edith Y. Corbell* Mr. George E. Emmons* Mrs. Elaine S. Lahr

Mrs. Patricia Lewis Finnell Mr. and Mrs. Ira J. Gedan Mr. and Mrs. John P. Hallin Dr. and Mrs. Douglas D. Harris

Mrs. Jean F. Bachman

Mrs. Shirley Homme

Mr. David Barnes

Mrs. Janet G. Howsam*

Ms. Eileen Birin

Mr. and Mrs. Warren Huebner

Mr. and Mrs. Leslie W. Bonde

Mrs. Carol A. Irwin

Ms. Tricia M. Botma

Rev. and Mrs. Ted Johns

Mr. and Mrs. David Bradford

Mr. John E. Johnson

Mrs. Norma B. Cameron

Mr. Chad Kunze Mr. and Mrs. Lewis Lancaster

Dr. Alireza Atri

Ms. Doris M. Laurent*

Dr. and Mrs. Thomas G. Beach

Mr. and Mrs. Donald J. Leyshon

Mr. and Mrs. Todd Hornback Mr. James Lewis

Mrs. Edith A. Licater* Mr. Dan P. Liguori Dr. and Mrs. Scott Lopata

Mrs. Alberta Brown* Mr. Charles O. Cassada Mr. Bruce C. Kelly Mr. and Mrs. Gerald F. Lapke Mr. and Mrs. Richard V. Livengood

Mrs. Diane M. Vivian

$1,000 - $2,499 Anonymous (3) Ms. Norma J. Anderson* Mrs. Barbara F. Barth

Mr. and Mrs. Michael Mandell Mr. and Mrs. Daniel D. Minnix

Mr. Earl Beck

Mr. and Mrs. John E. Norris

Mr. Matt Clayton Mr. and Mrs. Patrick T. Crowley Mr. and Mrs. John J. Daly, III Dr. Wayne A. Danker Dr. Niloofar Dehghan Ms. Patricia Drake

Mrs. Barbara Pigott Dr. and Mrs. Michael Pollay Mr. and Mrs. Nate Pomeroy Mrs. Mary Lou Pope Mr. and Mrs. John D. Reeber Brandiel L. Rodriguez Mrs. Nancy B. Root Dr. and Mrs. Anthony V. Saputo Mrs. Ethel M. Scarlett Mr. and Mrs. Gerald A. Schreiber Ms. Rosemary M. Scully Mr. and Mrs. Jack W. Seagraves

Mr. and Mrs. Randy Smith

Brig. Gen. (Ret) and Mrs. Albert L. Melton

Dr. Janice A. Ferguson

Mr. and Mrs. Ross C. Snodgrass

Mrs. Audrey H. Mulhollen

Mr. and Mrs. Michael Flasch

Ms. Terry Bays Smith, JD

Mrs. Kathrynella Aman*

Mr. Billie B. Chandler

Wendy and William Pardonche

Ms. Patricia Shaw

$10,000 - $24,999

Mr. and Mrs. Charles H. Straus

Mr. Scott E. Cassidy

Mrs. Bonnie B. Olsen and Mr. Ed Gagle*

Mrs. Barbara Senefeld

Ms. Kathryn Prusinski

Anonymous (2)

Stan and Shirley Bormann

Mr. Robert K. Muehling

Mr. and Mrs. Dwain H. Ehrlich

Ms. Julie A. Soske

Miss Barbara E. Schur

Mrs. Joanne M. Ardary

Dr. John* and Mrs. Rosemary K. Mazero

Mrs. Rita A. Dunikoski

Mr. Richard A. Malcomson Mr. and Mrs. Gary P. McAvoy

Mrs. Cleo F. Roberts*

Dr. and Mrs. Scott Anderson

Mrs. Betty L. Hintz

Mrs. Carol A. Larson

Mr. and Mrs. John Drago, Jr

Mr. and Mrs. Andy Anderson Mr. Wendell E. Anderson

Anonymous (2)

Ms. Laurette Broehm

Anonymous

Mr. and Mrs. Kenneth W. Hays

Mr. and Mrs. Robert H. McKee

Ms. Bette J. Revis*

Mr. Randy McGrane

Mr. and Mrs. Howard M. Potts Mr. and Mrs. John G. Quijada Mr. and Mrs. James R. Radley Ms. Debra A. Richards Ms. Jamie M. Rogers Mr. Walter C. Schalm

Mrs. Clarissa Fink Ms. Debra A. Flores Mrs. Faye A. Fray Mrs. Donnarae B. Freyermuth Mrs. Morgan Gardea

Mr. and Mrs. Donald L. Sobeski Mr. and Mrs. John D. Spooler Mr. Donald J. Stanton Mr. and Mrs. Charles E. Swanson

Mr. Martin Greenwood

Mr. and Mrs. Allen L. Swedenborg

Ms. G. A. Harkins

Ms. Tammi S. Szaronos

Dr. Cheryl Hedegaard

Ms. Nancy Urbach

Mr. and Mrs. Gary Hepburn

Claudia and Ricardo Vazquez

Mr. Leslie Hill, III

Mr. George Walker

Mr. and Mrs. Brian Huebner Mrs. Hazel Johnson

Mr. and Mrs. H. Glenn Weavers

Mr. and Mrs. Frank E. Joyce

Mrs. Nannine H. Wheeler Bruce and Debi Williams

Mr. and Mrs. Roger N. Gimby

Ms. Mildred Bilancetti

Mr. and Mrs. Gerald S. Solomon

Ms. Carol W. Blitstein

Mr. and Mrs. Ronald J. Symic

Mrs. Dorothy Blum

Mr. Jaime Torres

Mr. and Mrs. Robert K. Pratt

Mr. and Mrs. James N. Booy

Ms. Mary E. Turrentine

Mrs. Doris J. Rettger

Mrs. Maryann Bradley

J. Warren and Linda Tyler

Mr. and Mrs. Daniel J. Rourke

Mr. and Mrs. Robert E. Brown

Dr. Mary Hope Underwood

Mr. and Mrs. Don E. Scheidt

Mrs. Anne G. Delo*

Larry H. and Mary Pat Vering

Ms. Arlene M. Kershaw

Mr. and Mrs. William T. Sellner

Mr. Stephen DePasquale and Ms. Pamela Briggs

Mr. and Mrs. Thomas J. Watkins

Mr. George W. Keyes

Ms. Xiu-Qi N. Wilson

Dr. Mohamed R. Kharrazi

Ms. Susan A. Witter

Mrs. Marlene E. Seyler*

Mr. Philip D. and Mrs. Joyce A. Edwards*

Mr. and Mrs . Walter H. Werner*

Mr. and Mrs. Carl Kiessel

Dr. Michael Cofield and Ms. Mary Ann Zimmerman

Mr. Clark Engle

Mrs. Merle H. Winstead

Mr. and Mrs. Richard Kohnen

Mr. and Mrs. R. Jack Stephenson

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Tahlya and Matt Visintainer

GenerousLiving

Mrs. Marilyn P. Kluge

* Deceased

PHYSICIAN SPOTLIGHT ELBERT KUO, M.D.

By Kristine Burnett

I

“

’m impressed by the tight-knit nature of this community and how the people root for one another; it’s inspiring.”

That’s what Elbert Kuo, M.D., M.P.H., M.M.S., F.A.C.S., Chief of Thoracic Surgery at Banner MD Anderson Cancer Center and Associate Professor at The University of Texas MD Anderson Cancer Center, says distinguishes the communities surrounding Banner Boswell and Banner Del E. Webb medical centers.

“They have a giving spirit, and they see value in investing in health care,” he adds.

As a physician who wants to change the way lung cancer is diagnosed and treated and how thoracic surgery is performed, Dr. Kuo says philanthropic support is paramount – the primary driver in advancing care and treatment.

In the last few years, lung cancer care and thoracic surgery has been redesigned in the Northwest Valley with the Banner MD Anderson Cancer Center at Banner Boswell Thoracic Surgery Clinic.

According to Dr. Kuo, the average time from diagnosis to treatment for lung cancer in the U.S. is six months.

“That’s unacceptable,” he says.

“With support from the community through Sun Health Foundation, we’ve started programs that have taken the time from diagnosis to treatment down to four weeks.”

Spring 2019

“Someone in this country is diagnosed with lung cancer every three minutes; someone dies of it every four minutes, Dr. Kuo says.

“These patients aren’t advocated for, and that’s my goal – to make sure they get the attention and care they deserve. We can make lung cancer a survivable disease.”

Reaching this ambitious goal requires having the right medical training, tools and technologies. Sun Health Foundation’s Generosity for Generations Campaign includes a $2 million Cancer-Fighting Treatment and Care Advancement Initiative to further lung cancer and thoracic services at Banner Boswell Medical Center and breast cancer care and treatment at Banner Del E. Webb Medical Center.

However, this is only possible with support from a passionate and philanthropic community.

Equal to the passion of the generations of donors who helped make Banner Boswell and Banner Del E. Webb medical centers the exceptional institutions they are today is Dr. Kuo’s passion to change the landscape of lung cancer screening, diagnosis and treatment.

That passion was ignited during medical school when he became the first student to work under his mentor, Douglas Mathisen, M.D., then Chief of Thoracic Surgery at Massachusetts General Hospital.

“I spent three summers working

Elbert Kuo, M.D.

for him, and I was inspired by how he blended his technical ability and doctor-patient skills to make a profound difference and really help people,” Dr. Kuo shares. “I thought about other service lines, but that experience is really what motivated me to pursue thoracic surgery.”

Fast forward to today and Dr. Kuo is now the one making a profound difference in the lives of patients.

SunHealthFoundation.org

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NONPROFIT ORG US POSTAGE PAID Denver, CO PERMIT NO. 5377

14719 W. Grand Ave. Surprise, AZ 85374 (623) 832-5330 Info@SunHealthFoundation.org www.SunHealthFoundation.org

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

How you can support superior health care in our community and the benefits to you.

Impact on Charitable Organization Pays You Income

Immediate Impact

Impact After Your Lifetime

Tax Benefits Immediate Income Tax Benefits

Future Income Tax Benefits

Capital Gains Tax Benefits 1

Additional Benefits

Outright Gift of Cash

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Outright Gift of Securities

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Provide an immediate benefit to our organization.

Outright Gift of Personal Property

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

Gift of Life Insurance

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Gift of Real Estate

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Charitable Lead Trust

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Support our mission in the easiest way.

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Make a larger gift than you thought possible.

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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

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Make a flexible gift.

Gift of Retirement Plan Assets

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

Charitable Remainder Trust

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Charitable Gift Annuity2

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Use appreciated assets to maximize your tax benefit.

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Receive fixed payments for life.

Assuming long-term appreciated assets. 2 Not available in some states or from some organizations.

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For more information, contact a Director of Philanthropy at (623) 832-5330.

Like to shop?

Resale Shops SH Resale Boutique 9843 W. Bell Rd. Sun City (623) 974-2000

SH Resale Shop In partnership with Sun City West Foundation

14445 R.H. Johnson Blvd.

Sun City West (623) 584-3869

Discover great, tax-free deals on gently used accessories, household goods, furniture, antiques and more. Through Sun Health Foundation’s Generosity for Generations Campaign, net proceeds support Banner Boswell and Banner Del E. Webb medical centers and Sun Health Wellness programs.

Visit SunHealthFoundation.org or call the shops for hours of operation.