foundationspotlight
Mark your calendar now to be part of Baptist Health Foundation’s Alabama Charity Clays at Selwood Farm in Alpine, Alabama. The popular event is scheduled for Thursday and Friday, October 27-28, at Selwood, home to Alabama’s first sporting clays course. Fully automated, the course is both fun and challenging to meet the needs of shooters of all levels. Chairman. Gail Braswell and Carol Drummond will co-chair the Annie Oakley event on Thursday, October 27. Returning for the 2011 Sportsman’s Social is Scott Leysath, “The Sporting Chef.” The well-known television food celebrity and author is a leading authority on the preparation of fish and wild game. Event sponsors Beretta and Seibels Outdoor are teaming up to create a fabulous lodge room as part of the Sports-
18 Stewardship
H ST
Mark your calend ar for these upco ming Baptist Health Fo undation events. For more inform ation, contact th e Foundation offi 1-877-474-4243 or ce at visit www.Baptis tHealthFoundatio n.com October 6 (Thur sday) Medical Educatio n Distinguished Lecture Series ev ent October 10 (Mon day) Princeton Golf To urnament at Shoa l Creek. October 27 – Oct ober 28 (Thursd ay & Friday) Alabama Charity Clays
BAPTI
Save the Date
A CHA M R BA
EA LTH
CLAYS ITY
Over the past three years, the event has raised more $250,000 to support programs of the hospitals of Baptist Health System. Last year’s two-day event attracted nearly 200 participants, including approximately 60 women in a ladies-only Annie Oakley shoot. It was a format well-received by participants, and one which will be repeated this year. Leading the event is Chairman Gene Davenport, the Foundation’s Board
AL A
aim to be there
man’s Social to be held at Park Lane in English Village on the evening of October 27. “The Lodge” will present rustic home furnishings by some of the finest makers along with a display of the “perfect rack” of Beretta guns and clothing. “The Last Man Standing” offers participants the opportunity to own a Beretta shotgun, jewelry from Barton & Clay and many other fabulous prizes. Along with fun and excitement, this year’s event will yield proceeds that will benefit the Breast Care Center at Princeton Baptist Medical Center. The goal is to replace the Center’s stereotactic breast biopsy equipment. This technology literally helps surround suspicious cells and sample the tissue as efficiently as possible, while keeping the patient in a more comfortable position during the procedure. It’s more state-of-the-art technology for our patients. For information on sponsorship opportunities or to reserve a place for your team, call Marcia Twitty at 205-7155431 or 1-877-474-4243.
F O U N DA T I O N
a conducive climate for change Baptist offers free estate-planning advice through Thompson & Associates Bonnie Mason knew she needed some expert advice. What she wasn’t certain about was where to get that advice. A widow with two children and several grandchildren, Mason wanted to change some elements in her will. It was the type of major decision that she used to discuss with her husband. Now she wasn’t exactly sure where to turn. And no matter who she ended up talking with, she anticipated that it would be fairly costly. “I had been thinking about all of this for quite awhile,” Mason said. “I wanted to change my will to add some trusts and include my grandchildren in my estate. But I wanted to work through that process with somebody, and I didn’t know who.”
A door opens Then Mason discovered that as an auxiliary member with Princeton Baptist Medical Center she was eligible to receive free estate-planning advice from Thompson & Associates, a national estate-planning consulting firm. It is a service the Baptist Health Foundation offers to employees and friends of Baptist. “When this opened up, it was just like a godsend to me,” Mason said. “Here was something where I could get the benefits without having to go into my savings. I have always used Princeton Baptist and volunteering there has meant so much to me. I felt more comfortable doing it this way, knowing it was the health system that was offering the service. It seemed like a door had just opened for me.”
Estate planning takes expertise Estate planning is slightly different from what is commonly referred to as planned giving. Estate planning allows for the orderly administration and disbursement of a person’s estate. The preparation includes taking actions that will minimize taxes and distribute assets to the appropriate heirs. In the process, a portion of the estate can be donated to one or more charitable entities, such as the Baptist Health Foundation. “We offer the free service of planning a person’s entire estate,” said Jennifer Philpot, director of development at the
Baptist Health Foundation. “If the person chooses to add us to their will, that’s wonderful. But it’s all confidential. They don’t have to share that information with us. This is all about helping the donor.”
Benefits of planning
Mason said she was extremely pleased with the help and advice she received during her meetings with a Thompson & Associates representative. “He was so good and so thorough,” she said. “We’d talk about all the different ways I could approach this. He brought up things that had not even surfaced for me, things I had not thought about. “It means so much to me that Baptist includes the auxiliary members in this service. I’m very, very pleased with it and very, very appreciative of it.” For more information about the free estate planning services offered by the Baptist Health Foundation, call Jennifer Philpot at 1-877-474-4243 or visit www.BaptistHealth Fountation.com and select “Estate Planning” under “How You Can Help.”.
Confidentiality is one of several benefits to using the Baptist Health Foundation’s connection with Thompson & Associates for estateFor Bonnie Mason, planning purposes. Others estate planning was include: a “godsend.” • There is no fee. The Baptist Health Foundation offers this service free of charge. • You work with an unbiased third party. • You receive a thoughtful, values-based process that focuses on your objectives. • There is no time limit. Members/donors work at their own pace. • There is no competition with existing advisors. Thompson & Associates does not draft documents or sell products.
Spring 2011 19