Sun Health GenerousLiving

Learn about the Generosity for Generations Campaign on page 5.

GenerousLiving WINTER 2019

Investing in Our Vibrant Future Page 3

GenerousLiving WINTER 2019, ISSUE 1 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 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

Introducing GenerousLiving “He had only minutes to live, but the team at Banner Boswell Medical Center saved my father and now I’m here, in this community, because I trust the health care available and feel compelled to support it.”

Keeping testimonials like this Joe La Rue Gina W. Ore and the stories behind them alive is why we’re introducing GenerousLiving. Inside, you’ll find stories and articles reflecting the power of generosity that comes back to us again and again. Inspired by past generations of support for superior health care in this community, new generations today follow in their parents’ and grandparents’ footsteps – a commitment that will help meet our community’s growing health care needs and create a more vibrant future.

Each quarter, you will read about the people who make a difference and those who have benefited from the exciting, new advancements in health and wellness services that empower successful aging. A physician will be profiled, and our “Ask the Expert” column will provide important information direct from trusted allied professionals in our community.

This inaugural issue features: one couple’s impactful story about their gift and why they chose to give now; an introduction to the Generosity for Generations Campaign; the impact the Campaign will have from a leading physician’s perspective; the benefits of gift annuities; and more.

We hope you’re as inspired to read each issue as we are to bring it to you.

Thank you for your continued partnership!

Wendy Nelson Director of Philanthropy Wendy.Nelson@SunHealth.org (623) 832-5323 Claudia Vazquez Director of Annual Giving Claudia.Vazquez@SunHealth.org (623) 832-4323 Linda Tyler Public Relations Program Director Linda.Tyler@SunHealth.org (623) 832-4346 SUN HEALTH MARKETING Ken Reinstein Marketing Director Ken.Reinstein@SunHealth.org (623) 832-7603 CREATED FOR SUN HEALTH FOUNDATION BY

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GenerousLiving

Joe La Rue Gina W. Ore Chief Executive Officer EVP/Chief Philanthropy Officer Sun Health Foundation Sun Health Foundation You’re invited to share your feedback about the magazine at Info@SunHealthFoundation.org

Sun Health Foundation Story

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 they 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.

INVESTING IN

Our Vibrant Future Earl and Elizabeth “Betty” Sallander

By Kristine Burnett

P

lanning is a part of life.

We plan our day-to-day activities. We plan for our future. We plan for those who will carry on after we’re gone. Often, it’s in making those plans that we think about leaving our mark on the world – about the legacy we’ll leave for future generations. For Earl and Elizabeth “Betty” Sallander, planned giving offers a way for them to help ensure a healthier tomorrow while diversifying their portfolio.

“We’ve always made a small donation to Sun Health Foundation each year, but when we moved to Grandview Terrace at the beginning of 2018, we looked over our financial situation,” Earl explains. “We were 85 at the time, and I had some stock that had grown tremendously for nearly 40 years. We wanted to diversify and also do something for Sun Health.”

The Sallanders decided that a Charitable Gift Annuity was the best choice for them.

A giving option that Earl describes as one that benefits both parties, a Charitable Gift Annuity entails the transfer of cash, securities, or other assets to a charity in exchange for a partial tax deduction and a

Photo by Ken Reinstein

fixed stream of income for occasionally since the rest of the donor’s life. moving here in 1995, and “Our previous giving to Sun now we live in a Sun Health Health was intended to be community. We felt Del Webb used for whatever was most would be a good place to needed, but we’ve expressed donate some of our assets that we’d like this donation to “Anyone who because Sun Health has be used for a project at Del certainly done well for us.”

Webb,” Earl says. lives here Banner Del E. Webb Medical Earl describes the area’s benefits from Center is the closest hospital health and wellness programs the health to Grandview Terrace, one as a key advantage to living in of three Sun Health Life Plan Sun City West. care that Sun “The people here Communities in the West Valley.

Health helped The value of having superior appreciate the fact that they to develop.” health care close to home isn’t have such good medical lost on Earl, who previously offerings,” he notes. “Annuities worked as a pharmacist in his are the kinds of donations home state of Wisconsin. that helped build the medical “Anyone who lives here services and retirement benefits from the health care programs we all use today.” that Sun Health helped to develop,” he says. “We’ve For more information on Charitable Gift used the two hospitals Annuities and all the ways to give, contact a [Banner Del E. Webb and Banner Boswell Director of Philanthropy at (623) 832-5330. medical centers] Winter 2019 • SunHealthFoundation.org

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ASK THE E XPERTS ON WAYS TO GIVE

Can a Charitable Gift Annuity be a Beneficial Investment Strategy?

B

ecause guaranteed pension income is becoming less common, many investors find a less volatile alternative to their stock portfolios, such as a Charitable Gift Annuity (CGA), is not only very appealing but also may be an appropriate investment strategy.

CGAs may provide several important benefits to individuals, especially those who are looking for a steady lifetime income stream. A gift annuity is an agreement between the nonprofit organization and the donor(s) who is referred to as the annuitant.

The donor makes an irrevocable contribution to the charity and enters into an agreement to receive fixed payments for life. At the end of the annuitant’s life, the charity receives the balance of the funds.

Another benefit to gift annuities can be their tax advantages. Highly appreciated stocks, especially those with low dividends, may be an excellent source to fund a gift annuity. Instead of selling the stock and paying a capital gains tax, the stock can be transferred to a gift annuity. By gifting an appreciated asset, the tax deduction may even be higher than the original cost of the stock.

In most cases, the capital gains obligation is reduced or deferred, a portion of the gift can be used as a tax deduction, and a guaranteed lifetime income stream is received that is partially tax free.

So far we have focused on the benefits to individuals when contributing to a gift annuity, however there are many individuals who are simply charitably inclined. And of course there is a financial benefit to outright giving. An outright gift may enhance tax deductions.

We continue to believe charitable gifting is an important part of most investment plans.

The information included in this article is not intended to be used as the primary basis for making investment decisions. RBC Wealth Management does not endorse this organization or publication. Consult your investment professional for additional information and guidance.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIP

John Boulware Jr. and his daughter Shea Boulware-Creed are the principals in the Boulware Investment Group, a financial advisor team with RBC Wealth Management in the Sun City area. Together with John’s father, John Boulware Sr., they represent three generations with one investment firm serving this community.

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GenerousLiving

You are invited to work together with your trusted advisors and Sun Health Foundation to determine the most beneficial options for you and your charitable cause. For more information, contact a Director of Philanthropy at (623) 832-5330.

Generosity FOR Generations Generosity comes back to us over and over again. It moves us forward and keeps us connected, mends hearts and restores hope, knits our community and leaves an imprint for generations.

S

un Health Foundation is proud to announce the Generosity for Generations Campaign to raise and invest $48 million in philanthropic funding for these special initiatives: • Emergency Department and Patient Care Transformation ($34m) • Cancer-Fighting Treatment and Care Advancement ($2m) • Spine Health and Orthopedics ($2m) • Service Enhancements for Women and Infants ($2m) • Community Health and Wellness Program Enrichment ($2m) • Future Cardiac Care and CancerFighting Treatment and Care Advancement ($6m)

“Community support for Generosity for Generations ensures the continued availability of superior health care at these two award-winning West Valley medical centers,” explains Todd Hornback, Campaign chair and vice chair of the Sun Health Foundation Board of Trustees. “Spanning 48 months, the Campaign is vital to funding medical, structural and technological advancements to meet the expanding needs of a growing West Valley, today and for generations.”

The future of Banner Boswell Medical Center: Rendering of the transformed Emergency Department with new patient tower shell.

Banner Boswell’s Emergency Department and Patient Care Transformation ($34m) Originally built in 1970 to accommodate 30,000 patient visits annually, today Banner Boswell Medical Center’s existing Emergency Department is one of the busiest in Arizona, often running at or near capacity with 49,000 patient visits annually, which can lead to longer wait times. The 40,000-square-foot expansion will accommodate up to 65,000 patient visits each year and provide multiple enhancements to the emergency-care experience, including 33 percent more patient beds (from 42 to 56), upgraded/ additional equipment, quicker access to tests and reduced stress.

The expansion also will convert the current department into a new short-term observation unit and

add shelled space for future buildout of cardiac catheterization and electrophysiology labs. The entire project is scheduled for completion in 2020. This timeframe includes the addition of a Banner Healthfunded patient-care tower shell.

“The Campaign further demonstrates our pride to be a part of Banner Health’s lifechanging work,” says Todd. “The community is key in advancing their work through Sun Health Foundation. Every single one of us plays a part in making these programs possible, so they are available when we and our loved ones need them, today and for future generations.”

A different initiative will be featured in each issue. For more information, contact a Director of Philanthropy at (623) 832-5330 or visit SunHealthFoundation.org.

Winter 2019 • SunHealthFoundation.org

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Generosity FOR Generations Recognizing Donor Generosity We recognize individual donors who made gifts of $500 or more from July 1, 2018 through November 30, 2018 in support of the Generosity for Generations Campaign.

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

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

$100,000 - $499,999 Anonymous (2) Mrs. Jean M. Carr Mr. and Mrs. Robert F. Colli Dr. and Mrs. William B. Furgerson, Jr Ms. Kathleen S. Garvey*

$50,000 - $99,999 Jeanne M. Blanchet, PhD Mr. Ed Hughes 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* Ms. Bette J. Revis* Mrs. Cleo F. Roberts* Ms. Julie A. Soske

$10,000 - $24,999 Anonymous Mrs. Kathrynella Aman* Mrs. Alberta Brown* Mrs. Beatrice C. Hodson Mr. and Mrs. Gerald F. Lapke

Mr. and Mrs. Don E. Scheidt Mr. and Mrs. Matt M. Visintainer Mrs. Aloise J. Wrobel

Ms. Arlene M. Kershaw

Anonymous (4)

Mr. and Mrs . Walter H. Werner*

Mr. George W. Keyes

Mrs. Barbara F. Barth Mr. Earl Beck Ms. Mildred Bilancetti Ms. Carol W. Blitstein

Mrs. Merle H. Winstead Ms. Joan E. Worsham

$500 - $999 Anonymous (3)

Anonymous (3)

Mr. and Mrs. James N. Booy

Mr. and Mrs. Gary W. Grambow

Mrs. Maryann Bradley

Dr. and Mrs. Scott Anderson

Mrs. Colette M. Guiberteau

Mr. and Mrs. Robert E. Brown

Dr. David J. Jacofsky

Mr. James Dobbins and Ms. Sharon K. Forbes

Jim and Debra Maley

Mrs. Patricia Lewis Finnell

Mr. and Mrs. William E. Molloy

Mr. Russell Greey

Mr. and Mrs. Gordon D. Nichols

Mr. and Mrs. Kenneth W. Hays

Mrs. Joanne M. Ardary Mrs. Jean F. Bachman Mr. David Barnes Ms. Eileen Birin Mr. and Mrs. Leslie W. Bonde Ms. Tricia M. Botma

Mrs. Janet G. Howsam*

Mr. and Mrs. David Bradford

Mr. and Mrs. John E. Norris

Mrs. Carol A. Irwin

Mr. Scott E. Cassidy

Gina and John Ore

Mr. John E. Johnson

Mr. Matt Clayton

Mr. and Mrs. William T. Sellner

Mr. Chad Kunze

Ms. Terry Bays Smith, JD Mr. and Mrs. Gerald S. Solomon Mr. Gil Vasquez

Mr. and Mrs. Lewis Lancaster Ms. Doris M. Laurent* Mr. and Mrs. Donald J. Leyshon

Mr. and Mrs. Patrick T. Crowley Dr. Wayne A. Danker

Mr. and Mrs. Michael Flasch

Anonymous

Dr. and Mrs. Scott Lopata

Ms. Debra A. Flores

Mr. Randy McGrane

Mrs. Faye A. Fray

Dr. Alireza Atri

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

Mrs. Donnarae B. Freyermuth

Dr. and Mrs. Thomas G. Beach

Mr. and Mrs. John G. Quijada

Mrs. Morgan Gardea

Mr. and Mrs. John Drago, Jr

Mr. and Mrs. James R. Radley

Miss Barbara E. Schur Mr. and Mrs. Charles H. Straus

Mr. Eugene N. Life Mr. and Mrs. Richard V. Livengood Dr. John* and Mrs. Rosemary K. Mazero Mrs. Bonnie B. Olsen and Mr. Ed Gagle* 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 Ms. Jamie M. Rogers

Mrs. Ethel M. Scarlett

Mr. Dan P. Liguori

Mr. and Mrs. Daniel D. Minnix

Mr. and Mrs. Billy G. Lester, II

Mrs. Rita A. Dunikoski

Mrs. Edith A. Licater*

Mr. and Mrs. Louis E. Jutzi

Mr. and Mrs. Richard Kohnen

Dr. and Mrs. Anthony V. Saputo

$2,500 - $4,999 Arash Araghi, DO

Dr. Mohamed R. Kharrazi

Ms. Patricia Drake

Mrs. Clarissa Fink

Ms. Kathryn Prusinski

GenerousLiving

Mrs. Diane M. Vivian

Mrs. Dorothy Blum

Mr. and Mrs. Michael Mandell

Mrs. Doris J. Rettger

$1,000 - $2,499

$5,000 - $9,999

Mr. and Mrs. Robert H. McKee

Mrs. Maybelle T. Padfield*

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Mr. and Mrs. Daniel J. Rourke

Ms. Rosemary M. Scully Mrs. Barbara Senefeld Ms. Patricia Shaw Mr. Donald J. Stanton Mr. and Mrs. Allen L. Swedenborg

Mr. Martin Greenwood

Ms. Tammi S. Szaronos

Ms. G. A. Harkins

Claudia and Ricardo Vazquez

Ms. Debra A. Richards

Mrs. Shirley Homme

Mr. and Mrs. R. Jack Stephenson

Mr. and Mrs. Brian Huebner

Mr. and Mrs. Ronald J. Symic

Mr. and Mrs. Warren Huebner

Mr. Jaime Torres

Mrs. Hazel Johnson

Linda and J. Warren Tyler

Mr. and Mrs. Frank E. Joyce

Mr. George Walker Mr. and Mrs. H. Glenn Weavers Dr. Michael Cofield and Ms. Mary Ann Zimmerman * Departed

Photo by Mike Mertes

PHYSICIAN SPOTLIGHT HITES T. PATEL, M.D.

By Kristine Burnett

F

or Hites T. Patel, M.D., medical director of Emergency Services at Banner Boswell Medical Center in Sun City, caring for the Greatest Generation is a privilege.

“It’s a population with a lot of illnesses and chronic conditions, but the patients are among the most grateful, respectful and compliant,” he says. “It’s a nice community to care for, which is why physicians gravitate here and usually stick around for the long haul.”

That’s proving to be the case for Dr. Patel, a board-certified emergency physician, who began working at Banner Boswell in 2006.

Even as a child, Dr. Patel was passionate about science and curious about how the human body works. Realizing medicine incorporates his passions, he set his sights on becoming a doctor.

The excitement of never knowing what’s next steered him toward emergency medicine.

“It’s a constant challenge that requires you to think on your feet,” he says. “We don’t always have all the information about a patient’s condition, which is like putting together a puzzle without all of the pieces.” He adds, “It makes the job a rewarding challenge.”

One of the things Dr. Patel particularly enjoys is seeing the almost immediate results from many of his interventions

and knowing he likely changed someone’s life in minutes. Of course, the job doesn’t come without challenges.

“It’s stressful because we face constant interruptions and deal with multiple emergencies at the same time,” he says. “We must be focused and good at multitasking.”

Not to be overlooked is the physical environment.

“We strive to provide excellent care regardless of the facility, and the new Emergency Department will create a more efficient and comfortable environment that our community deserves.”

The more than $60 million project is possible in part through charitable contributions to Sun Health Foundation’s recently launched Generosity for Generations Campaign. The Emergency Department transformation includes a $34 million commitment from Sun Health Foundation, representing the single largest investment of Campaign funds. Banner Health is investing the remaining $26 million.

The transformation is also one of the community’s most pressing health care priorities.

“The current Emergency Department was built to serve about 30,000 patients each year,” Dr. Patel says. “We’re actually serving upwards of 49,000 patients annually; about 85 percent of all patients admitted to the hospital come through the

Hites T. Patel, M.D.

Emergency Department.”

Dr. Patel appreciates that physicians and staff were able to meet with architects to offer their insights and suggestions on layout and design.

“That doesn’t always happen, and it speaks to the organization’s commitment to creating the best possible facility.”

“Due to space limitations, not all of our rooms are private,” Dr. Patel says. “The new Emergency Department will feature more private rooms and treatment areas, which is particularly important for patients.”

More beds, greater privacy, additional seating and separate ground-level entrances for walk-in patients and ambulances serve to better equip Emergency Department staff in caring for the expected 60,000 annual patient visits.

With support from a grateful and giving community, Banner Boswell Medical Center’s new Emergency Department will be unveiled in summer 2020, just in time for the hospital’s 50th anniversary.

Winter 2019 • SunHealthFoundation.org

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

NEWS & NOTES

to inform and inspire

Sun Health Foundation honors those who support superior health and wellness services in our community.

Look for your invitation!

2019 Springfest Luncheons The vibrancy and renewal of spring set the stage for this appreciation event complete with important updates on health care in our community.

Sun City West

Sun City

Tuesday, March 5

Thursday, March 7

Wednesday, March 6

Friday, March 8

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

Generosity

FOR

Generations

- Nelson Henderson, farmer

To learn more about these events, call (623) 832-5330.

SUN HEALTH

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. All proceeds benefit two local medical centers, a research institute and numerous health and wellness programs.

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