St. Luke's Health Care Foundation Generosity Fall 2012

St. Luke’s Health Care Foundation

Fall 2012

Farmer philanthropists PAGE 4

The power of charity PAGE 2

Pay it forward PAGE 5

stlukesfoundation.com

What’s

Inside Cover: Merlin and Darlene Hulse are sharing the earnings from their farm sale with the local community.

1 News & events 2 Your first gift The power of charity

3 Share your story 4 Giving over time

Farmer philanthropists

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Generosity!

Thanks in advance for your

5 Legacy Gift

Welcome to Generosity

Pay it forward Warmest regards,

Jim Sealy, e Foundation President, St. Luke’s Health Car St. Luke’s Health Care Foundation

Communication minus the clutter

Fall 2012

Would you like to receive messages from the Foundation directly to your e-mail inbox?

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HEALTH CARE FOUNDATION 855 A Ave NE, Suite 105 Cedar Rapids, IA 52402 319/369-7716 stlukesfoundation.com

St. Luke’s Health Care Foundation is currently building an e-mail database of our friends. Our goal is to send e-mail instead of postal mail as often as possible to be environmentally and fiscally conscious.

If you’d like to be added to our e-mail database, please send the following information to foundation@crstlukes.com or call 319/369-7716.

Please provide: • Your name • Preferred e-mail address • Preferred postal mailing address (Postal mailing addresses are only needed to confirm we are updating the correct record.)

As always, your personal information will be kept confidential and handled with care.

News & events Carl and Mary Koehler Legacy Society Members and special guests will be invited to the Celebration of Generosity event on June 13, 2013.

Held at the Cedar Rapids Country Club, this celebration honors current and new members to our planned giving society and provides guests with insight regarding the current and future focuses of St. Luke’s Health Care Foundation.

Learn more about the Carl and Mary Koehler Legacy Society on page 5.

History Corner St. Luke’s Health Care Foundation is celebrating its 35th Anniversary this year. The Foundation was incorporated on Oct. 24, 1977, as a separate nonprofit with a volunteer board to help manage gifts and philanthropic efforts for St. Luke’s Hospital. In 1978, one of the first actions taken by the Foundation was to fund $50,000 for constructing a helipad north of St. Luke’s.

Even before the Foundation was created, philanthropy played an integral role in creating St. Luke’s Hospital through gifts of land along with small and large donations. Judge George Greene contributed two lots for a hospital site in 1878.

In 1883, Reverend Samuel Ringgold made a passionate plea to the community to build “a real hospital, so citizens and strangers alike can be cared for.”

Child Protection Center 25th Anniversary This year St. Luke’s Child Protection Center (CPC) commemorated 25 years of protecting children who’ve been physically and sexually abused. In 1987, 300 children were seen at CPC. Last year over 1,200 kids were seen. With the help of generous supporters, CPC continues protecting children and providing them a place to start the healing process.

Read more about the amazing work being done at CPC on page 2.

As a result of Reverend Ringgold’s plea, Mrs. Frances R. Greene and Sampson C. Bever gave eight additional lots, which made building the hospital possible.

On May 7, 1884, Ringgold’s dream was realized and the cornerstone was laid for St. Luke’s. The community came together to raise additional funds to ensure St. Luke’s could provide care to all.

From the very first day to today, the generosity of our community helps shape St. Luke’s. To learn more about the hospital’s history, visit the new History Wall near the A Avenue entrance. While you’re there, stop by the Foundation’s Wall of Honor that recognizes our generous donors.

Join us

nor Wall of Ho Ceremony 2013 March 19, 4 - 6 p.m. obby A Avenue L

Save the Date Wall of Honor: Every year St. Luke’s Health Care Foundation recognizes our donors at the Wall of Honor Ceremony. In 2013, join us in appreciation of our many supporters on March 19, 2013, from 4 - 6 p.m. in the A Avenue lobby.

Generosity | Fall 2012 | 1

Your first

gift

“I couldn’t walk away…”

C

edar Rapids Police Investigator Charity Hansel works with children who are victims of abuse or have witnessed crimes.

For 10 years, she’s been bringing children to St. Luke’s Child Protection Center (CPC) to be interviewed and examined. That firsthand experience interacting with CPC staff inspired her to give money to the organization through St. Luke’s Health Care Foundation.

“I first gave because I had received something in the mail about the Foundation,”

Hansel said. She immediately recognized CPC as one of the organizations the Foundation funds. “I knew what the CPC meant for kids. After I gave the first time, I thought there’s no better place for my money to go. To me there’s no greater cause than the kids,” she said. Hansel and her husband, Gerald, now donate annually to the Foundation.

“I feel so strongly that CPC helps provide child victims with the best chances to not only survive the abuse, but maybe beat it by going on to have a normal life,” Hansel explained. “I know I cannot fight this fight

“In my heart, I cannot just simply have a child interviewed, work the case and then walk away.”

Charity Hansel, Cedar Rapids Police Investigator

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Share your story

alone and the good people at CPC are my teammates. They specialize in interviewing the child, getting them medical treatment and finding resources for the family after the appointment, such as counseling. This allows me to specialize in the criminal side of finding evidence, interviewing witnesses and interrogating the suspect. CPC and I both specialize in truly caring about all these children and their families. I don’t believe you can be good at working with these kids unless you truly feel their pain and really want to stop it for them.”

Hansel believes she’s helping to make a difference through her support of the CPC, which offers abused children and their families every possible resource to try and deal with what has happened to them.

“At the end of the day, it is always about what is best for the child and I wouldn’t be able to support the families as well if I didn’t have all the professionals at CPC helping me,” she said. “In my heart, I cannot just simply have a child interviewed, work the case and then walk away.”

Hansel feels blessed – having been able to attend college, earn a degree and work in her profession for more than 20 years.

“I have a healthy child and I feel it is my responsibility to help. I give both personally and I also worked to encourage the Cedar Rapids Police Association to give $5,000 annually. The impact for me is that it makes my heart feel good!” she said. Her coworkers at the police association share her enthusiasm. “We have a really high respect and regard for what the CPC does and thought that would be a great place to give money every year,” Hansel said.

By giving $400 you can help cover the cost of a forensic interview and unreimbursed costs of the medical exam for a child in need.

To learn more about CPC, go to stlukescr.org/child-protection-center.

Jim and Pat Sealy are pictured at the St. Luke’s Health Care Foundation Blue Jean Ball, which was held in September at Bloomsbury Farms in celebration of St. Luke’s Child Protection Center’s 25th anniversary.

O

ur first gift to St. Luke’s was $167 in 1989. I was working at IBM and they matched my gift with $334, for a total gift of $501.

I had recently become a member of the hospital’s board of directors and was therefore motivated to be a donor. I was already very fond of St. Luke’s and my family had many positive experiences here. I was born at St. Luke’s and required extra medical attention in my first year. In my second year I almost lost my right arm after running it through the wringer on my mother’s washing machine. St. Luke’s and the Emergency Room saved it.

My father had excellent heart care at St. Luke’s, before there was a Nassif Heart Center, surviving two heart attacks before losing to the third one. And my mother received excellent care during her fight with cancer. Our first child was born at St. Luke’s and three of our grandchildren were born here. We have a lot of reasons to give to this Top 100 Hospital. The most important is to ensure St. Luke’s can give the healthcare we’d like our loved ones to receive.

It doesn’t matter if you made your first gift to St. Luke’s years ago or just recently, we’d like to like to hear from you and learn why you chose to give to St. Luke’s.

My contact information: sealyjm@crstlukes.com St. Luke’s Health Care Foundation, 855 A Ave. NE, Suite 105, Cedar Rapids, IA 52402 319/369-7164 Generosity | Fall 2012 | 3

Giving over

time

“The hospital was a natural choice...”

I

nclined to step in and help out when he sees a need, Merlin Hulse has been exercising his philanthropic skills since he was nine years old – when he began planting and harvesting crops at his family’s farm near Clarence, Iowa.

Richard Hulse, Merlin’s father suffered from continuing health problems after contracting polio when Merlin was three. When Merlin was in high school his father could no longer maintain the family’s 240-acre farm, so Merlin took over. Four years later, Merlin married his wife Darlene and they farmed together for over 50 years.

Merlin has made community service a lifelong practice, joining agriculture committees in his county and serving in the Iowa Legislature in the ‘70s and ‘80s. He helped found the Lions organization in Clarence and worked to bring an ambulance to the community. He serves on the Camp Courageous board and is a former member of the St. Luke’s Health Care Foundation board.

“I had my tonsils out at St. Luke’s when I was three. It’s always been our family hospital,” he said.

Over the years, the Hulse’s have given both time and money to St. Luke’s Health Care Foundation. Two years ago Merlin and Darlene decided to sell their farm – after Darlene broke her hip and began using a walker – and moved to the independent living wing of the Clarence Nursing Home.

They chose to donate a portion of the money from the farm sale to healthcare institutions, including St. Luke’s, rather than have the profits taxed as a capital gain. “We wanted to keep the money local and use it in a way that benefits people most,” Merlin explained.

“With my family’s background with health issues – and I’ve had several cancer operations – the hospital was a natural choice,” he said. “I didn’t do all this for popularity, I did it to benefit the community.”

Look for more information in the upcoming months at stlukescr.org/embracinglife regarding our Open House Celebration for St. Luke’s Hospice Inpatient Unit. It is our region’s first dedicated Hospice Inpatient Unit. Designed to offer end-of-life care to those whose last days are lived in the hospital, the hospice unit will serve about 220 families annually. Special thanks to those who have already contributed to this worthy cause.

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“We wanted to keep the money local and use it in a way that benefits people most.”

Merlin Hulse

Most recently, Merlin and Darlene gave a major gift of $75,000 to name the nurses station in the St. Luke’s Hospice Inpatient Unit. “Life expectancies have increased due to medical improvements and will probably continue that way. Caring for patients and the elderly is different now than it was for my grandparents. Many of us will end up in hospice. Hopefully this will help families and give them some relief,” Merlin said. “I think this will be a great improvement for St. Luke’s Hospital as a whole.”

How do you want to be remembered?

S

ixty-five percent of U.S. households give annually to charities, according to The Center on Philanthropy at Indiana University. It’s a significant amount – $217.79 billion in 2011 – reports Giving USA. Last year an additional eight percent, or $24.41 billion more, came from charitable bequests, which are estate plans or wills.

Bill Hochstetler, Shuttleworth & Ingersoll, P.L.C. St. Luke’s Health Care Foundation board member

“Most families leave their assets to their children and descendants,” said Bill Hochstetler, senior vice president with Shuttleworth & Ingersoll, P.L.C. He serves on the St. Luke’s Health Care Foundation board and prepares estate plans and wills for clients. “When working with clients on their estate plans, I ask them if they’d like to include any charitable beneficiaries in their plans,” he said.

Planned gifts include wills, trusts, insurance policies and annuities.

These become available after the donor’s death or at a date specified by the donor.

The purpose is to provide future support for a charity. “It’s about making an impact and deciding what you want to leave as a legacy,” Hochstetler explained. “How do you want to be remembered?”

St. Luke’s Health Care Foundation provides free charitable estate planning services to help individuals and families think about their goals and prepare a financial plan. One day every month, estate planner Eddie Thompson of Thompson & Associates meets with individuals one-on-one to walk them through a detailed process for estate planning. He asks questions, gathers information and prepares a confidential report for his clients. “We want to help individuals craft a plan that accomplishes their objectives, their goals,” Thompson said. The report can then be given to an attorney to use as a basis for preparing the necessary legal documents to carry out a client’s financial plans.

“Most people don’t realize in giving to charity, you actually get more money to leave to your heirs,” Thompson said.

“We help people put together a plan that redirects social capital,” the money that must be given to benefit society – whether it’s directed to the federal government or local charities.

If you are interested in meeting with Eddie Thompson or learning more about planned giving, please call St. Luke’s Health Care Foundation at 319/369-7716.

Legacy

gift

The Carl and Mary Koehler Legacy Society If you include St. Luke’s Health Care Foundation in one of the planned gifts listed below, you are eligible to become a member of the Carl and Mary Koehler Legacy Society. As a member of this society, you will be invited to special events and notified about the Foundation’s projects and plans. To join, please notify the Foundation about any of the following: • Bequests made in your will or a codicil to the will or living trust.

• Gifts from which you receive a life income in return.

• Gifts of life insurance.

• Beneficiary designation on retirement assets, certificates of deposit, commercial annuities, savings accounts or similar funds.

• The gift of a home or farm with a retained life estate.

Please contact Mary Klinger, Director of Major Gifts and Planned Giving at 319/369-7716 or klingemm@crstlukes.com.

Generosity | Fall 2012 | 5

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HEALTH CARE FOUNDATION

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855 A Ave NE Suite 105 Cedar Rapids, IA 52402 Return Service Requested

New board members Marty Hoeger is a graduate of LaSalle High School in Cedar Rapids and attended Kirkwood Community College. He has been involved in real estate and development for 12 years and worked as Development Coordinator for the City of Cedar Rapids for four years. He was appointed president of the Neighborhood Development Corp. in 2010. Marty has served on the American Cancer Society Board for one and a half years, and has served on the Advisory Board of the LiveStrong Foundation for six years. Marty and his wife, Jenifer, have three children, Jack, Ben and Ella.

Marty Hoeger

Sarah Rheinschmidt

Sarah Rheinschmidt is a graduate of Cedar Rapids Washington High School, Luther College and the University of Iowa. An elementary teacher at Cedar Rapids Community Schools for 34 years, she is now retired. She served on the Friends of the Library Board for three years, from 2008 to 2011, and volunteers at St. Luke’s Hospital Gift and Flower Shop as well as with the Cedar Rapids School District at Garfield Elementary. Sarah has served with the St. Luke’s Auxiliary for five years as at-large member, treasurer and president, and is currently on the Auxiliary Board as the past president. Sarah and her husband, Richard, have two children, Scott and Mark.

St. Luke’s Health Care Foundation Mission To support St. Luke’s in giving the healthcare we’d like our loved ones to receive.

For estate planning purposes, our legal name is St. Luke’s Health Care Foundation.

Health Care Foundation Board Members Terri Christoffersen, Chair Lon Olejniczak, Vice Chair Steve Allsop, Immediate Past Chair Bill Hochstetler, Secretary Doug Neighbor, Treasurer Kenneth Anderson, M.D Ryan Buresh Sondy Daggett Sally Gray Phil Hershner Marty Hoeger Shirley Holtey James LaMorgese, M.D. Dina Linge Ritu Munjal, M.D. Sarah Rheinschmidt Paul Rhines Paula Roby Nancy Skogsbergh Lynn Sundall Kim Wilkerson Ted Townsend, St. Luke’s Hospital President and CEO Milt Aunan, St. Luke’s Hospital CFO

Foundation Staff Jim Sealy, President Tonya Arnold, Grants Manager Mary Klinger, Director, Major & Planned Gifts Megan Moffitt, Annual Fund Manager Karen Newland, Administrative Assistant Nancy Schoeben, Director of Finance

St. Luke’s Health Care Foundation, 855 A Ave NE, Suite 105, Cedar Rapids, IA 52402 319/369-7716 • fax 319/369-8822 • stlukesfoundation.com