Winter 2016 Newsletter

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BREAKING NEWS: A New Name for a New Time

We are thrilled to announce a new change. While we’ve been known as Willamette View Foundation for nearly five decades, we have taken your concerns and feedback into consideration and are pleased to announce that from this day forth we will use a new name:

eliminate confusion surrounding our purpose. Long ago the Foundation was formed to be the safety net for residents so that no one would have to leave their home because of financial troubles that were beyond

This new name emphasizes our mission and, in time, will help

their control. When we are able to provide assistance to one of you,

IN THIS ISSUE: Breaking News ...................... Pg 1

Letter from Diane................... Pg 3

A letter we delivered to Willamette View stated,

A Special Thank You .............. Pg 3

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“A rose by any other name would smell as sweet.” So, whatever the name, we will never change our passion for helping our beloved residents at Willamette View.

You are why we exist.

Foundation Board Approves Matching Money Gift

Welcome Pat Fisher ............... Pg 2

Our New Website ................... Pg 2

As William Shakespeare put it,

FOUNDATION AWARDS $1 MILLION GRANT FOR DINING PROJECT The Residents Foundation Board of Directors has approved a $1 million matching grant to support the Riverview Project Capital Campaign. The grant will match each dollar up to $1 milliondonated to the campaign over the next two years.

TRF Awards $1M Grant .......... Pg 1

it’s really everybody here who benefits. Our community is stronger because of the legacy that has created a tradition of looking out for each other’s needs.

“The Board is happy to support your fundraising efforts. We wish you great success in your capital campaign and are excited to be part of this project that will enhance the Willamette View community.“

11226 SE 21st Ave, Portland, OR 97222 (971) 233-8956 • www.residentsfoundation.org

The rocky financial markets and the fiduciary duty of the board weighed into the Board’s decision. The Foundation has assets of more than $17 million. However, the majority of those funds are specifically designated to help Willamette View Residents stay in their homes if they exhaust their savings. Less than $4 million of those assets are unrestricted. The board used these funds to make the grant to to Willamette View.

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NEW WEBSITE HELPS KICK OFF NEW ERA Make the Foundation your homepage!

For the first time in history, our Foundation has its own website:

www.residentsfoundation.org This is exciting news because it will allow us to keep you updated every day with news about how the Foundation is operating and helping residents. The site will ultimately be a place where you can access our services with a simple click or know exactly what’s going on with us.

While websites have become a way of life and an effective way for organizations to communicate, we still do our best work the old fashioned way: face to face. We’re always here to meet with you – either at our new location or we’ll come to your location at Willamette View.

WELCOME TO OUR NEWEST BOARD MEMBER Pat Fisher Joins The Foundation Board

There are few residents who don’t already know Pat Fisher, who has been a resident of Willamette View since 2000. We’re delighted to announce that Pat has been elected to our Foundation Board. She worked in drafting and engineering during her work years – living in Ohio. She and her husband retired to Arizona for 15 years before finally coming home to their roots in Oregon. In addition to serving as the Pantry manager for 10 years, Pat has been busy at Willamette View serving as the Recording Secretary on the Residents’ Council for six years, as well as past stints as Chair and Vice Chair of the Council. In 2003, she was chosen as “Volunteer of the Year.” She continues to teach line dance classes, sing in the chorus and serve as treasurer of the Willamette View Library Committee. You can see why we are so thrilled to have Pat on our Board!

FOUNDATION BOARD OF DIRECTORS Dave Louthan - President Ron Gustafson - Vice President Christie Geiger - Secretary/Treasurer Bill Spooner Carol Cameron Pat Fisher Robert Potter Thomas DeSouza

The Residents Foundation Willamette View The Foundation’s Mission is to help qualified residents of the Willamette View Retirement Community maintain their dignity and independence through assitance in satisfying their need for housing and financial security. Aid is provided through resident assistance and financial management programs, educational seminars, financial information services, publications, and grants to Willamette View, Inc. that benefit the community’s residents.

11226 SE 21st Ave, Portland, OR 97222 (971) 233-8956 • www.residentsfoundation.org

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A SPECIAL THANK YOU We are so grateful to the many generous hearts that donated to the Foundation in 2015. Your donations go further than the monetary value because they help cement a community where care and concern for others is the highest priority.

Thank you to all.

DONORS Anonymous George & Betty Arscott William & Louise Brown Jim & Carol Cameron Ramona Crosby Robert Darling Luann Enz Mary Frieder Werner & Sandra Gerling Ron Gustafson Anita Hale Ruth Hegreness H. Dean & Irene Herman Jean-Pierre & Elisabeth Jacqmotte Olga Keesling Richard Keller Jerry & Sherin Lindsey Michael Litt Carl & Linda Marschall Paul & Mary Norseth Pat Wiemken Lynn Peterson Ronald & Patricia Peterson EG & Margaret Poff Rosemary Quast Gene & Eunice Sause

Constance Smith Julie Smith Mary Waldo Terry & Kathryn Wiesner Herman & Vicki Zimmerman

DONATIONS MADE IN MEMORY OF: Joyce Easton Cally Fleck Peggy Goodenberger Margaret Huffer Char McBride Bruce McConnell Annette Richardson Gene Seidel Florence Shishido Miles Shishido Ruth Slick G. Laverne “Smitty” Smith Jack Smith Janet Waite John Waite Leroy Wiemken

DONATIONS MADE IN HONOR OF: Gene Garms Wilbur Gregory Vernon Huffer Elwyn Kinney Len Saulson

BEQUESTS FROM:

LETTER FROM DIANE “I hear the passing echoes of winter and feel the warming spring on my face.” ~Terri Guillemets In a few weeks we will welcome the first day of spring, a time of flower buds, sunny skies and renewal. This spirit of renewal is on my mind constantly as the Foundation begins a new chapter in our 46-year existence. We have a new location that I hope you’ll soon be seeing. We have a new name that focuses on residents and we have a renewed emphasis on our purposewhich is helping residents if finances become tough. The services we provide are available to you because of the kindness and generosity of our donors both past and present. We are currently providing services to 28 Willamette View residents. We do this happily, confidentially and professionally. And I am heartened whenever I see the simple satisfaction in their eyes – an expression of love and gratitude. The last few months have been challenging. And I must thank those of you who have written, called, or stopped by and offered comments of kindness. I believe the Foundation is stronger today than it has been since I began here 14 years ago, and I see brighter days ahead. Here’s to a new start and a new foundation of trust into our joined futures. Warmly,

Diane Wernli

Pat Burke Norma Joe Gene & Nancy Seidel

11226 SE 21st Ave, Portland, OR 97222 (971) 233-8956 • www.residentsfoundation.org

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COME VISIT OUR NEW HOME! FIRST DAY OF SPRING BRINGS FRESH BEGINNINGS

We are honored to invite you to visit our new location on March 21, 2016.

WHAT:

THE RESIDENTS FOUNDATION WILLAMETTE VIEW Open House We will make it a party, complete with new swag, gourmet

chocolate from Enchante’ Chocolate in downtown Milwaukie. We will have music, snacks and refreshments too! Shuttle service provided at Manor Reception.

For more information call: (971)-233-8956

WHEN: March 21, 2016 2PM–5PM WHERE: Foundation office 11226 SE 21ST AVE. MILWAUKIE, OR 97222

ADDRESS SERVICE REQUESTED 11226 SE 21st Ave, Portland, OR 97222

Place Postage Here 11226 SE 21st Ave, Portland, OR 97222 (971) 233-8956 • www.residentsfoundation.org