Download pdf - Finding ways to ensure your future and ours Some giving

Children’s Hospital and Health System FoundationMS 3050 • PO Box 1997 • Milwaukee, WI 53201-1997(414) 266-6121 • (888) 543-7233 • [email protected]

Please write to us at our address if you wish to have your name removed from the list to receive future fundraising requests for supporting Children’s Hospital and Health System Foundation.

Kelly SachsePlanned Giving Director

Volume 6, Number 12 Fall 2011

For Children’s Hospital and Health System

uzanneHansenspentherearlyyearshelpingher

father,aphysician,takecareofhispatientsduringtheGreat

Depression.Sueservedastheofficialflashlightholderwhenherfathermadehousecalls.OnatypicalSunday,shewouldaccompanyherfatheronroundsatthehospital.Hermother,aformerkindergartenteacher,wasoftenthefirstcontactformanyofhispatientswhowouldcallorstopbythefamily’shome,whichattimesseemedmorelikeawalk-inclinic.

Duringtheholidays,Sue’smotherwouldtakehertovisittheelderlyattheLaytonHomewhereSuewouldgiveagiftofcandytoeachresident.Duringoneofthesevisits,shefondlyrecallsmeetingCarlZeidler,Milwaukee’s33rdmayor,whovolunteeredhistimeasaviolinistfortheLaytonHomeChristmasprogram.Today,Sueisgratefultoherparentsforinstillinginhersuchvaluesascompassionforthoseinneedandthegiftofsharing.

SuedecidedtohonorherparentsbyestablishingafundintheirnameatChildren’sHospitalofWisconsin.WiththehelpofPlannedGivingDirectorKellySachse,Suedesignedthefundtobestservethememoryofherparents.Today,TheHansenWeigandFamilyFundfor

TranslationalResearchisdirectedtowardpediatricresearchatChildren’sHospital.Inadditiontohercurrentgiving,SuealsodesignatedthefundasthebeneficiaryofherestategifttoChildren’s.AccordingtoSue,“Ihaveagreatrespectforthinkingoutsidethebox.Let’spreventthingsbeforetheyhappen.Thereisnosuchthingastheword‘no’whenitcomestoresearch.”

“Myparentsneverhadtheopportunitytobecomegrandparents.Theywouldhavebeenwonderfulgrandparents,”Suereflected.“BysupportingresearchatChildren’s,mygiftwillleadtohealthierlivesforthechildrenandgrandchildrenofsomanyfamilies.Icannotthinkofagreatergifttogivemyparents.”

SuewasadepartmentmanagerwithMarshallFieldsformorethan40years,workinginbothChicagoandMilwaukee.Shortlyafterretiring,SuebeganvolunteeringattheRonaldMcDonaldHouse,ahome-away-from-homeforfamilieswhosechildrenarepatientsatChildren’sHospital.Itwasawaytocontinuethecareofothersshelearnedfromherparents.ThefamilieswhostayatthehousearespecialtoSue.“ItisbecauseofwhatChildren’sHospitalcandoforthem,”shesaid.“Thefamiliesaresoappreciative.”

Parents pave path for philanthropic pursuits

Suzanne Hansen

Finding ways to ensure your future and ours Some giving ideas for year-end 3 simple ways to take a closer look

eceive lifetime income in return for your gift. Throughacharitablegift

annuity,youwillsupportChildren’sHospitalofWisconsin,receivefixedpaymentsforlifeandobtainasizableincometaxdeduction–allwithouthavingtodealwithinvestmentworriesorresponsibilities.

Make a tax-free gift from your IRA.Ifyouare70½yearsorolder,youhavetheopportunitytomakeadirecttransfer–freeoftaxes–fromyourIRAtoaneligiblecharitableorganization,suchasChildren’sHospitalandHealthSystem.ThisopportunityissettoexpireDec.31,2011.

Remember a loved one with a special gift. DesignateyourgiftasamemorialorhonorafamilymemberorfriendwithagifttoChildren’sHospitalinhisorhername.

ContactKellySachse,ourplannedgivingdirector,ifyouhaveanyquestionsontheseoranyotheryear-endgiftingoptions.

Nowthatyou’redonelookingoverthisissueofournewsletter,doyoufindyourselfwonderingwhattodonext?Getstartedwiththesethreesimplesteps.

Return the enclosed reply card today to get your FREE guide, Make your final

wishes come true.

Go to www.chw.org/bequest to learn more about whether a gift in your will is

a good option for you, or to find our suggested gift language for your will.

Contact Kelly Sachse, planned giving director, toll free at (888) 543-7233

with any questions you have about supporting Children’s Hospital, at no obligation, of course.

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Rombiningyourestate,financialandtaxplanninggoalswithyourcharitablegivingintentionscanbeconfusing.ThatisonereasonChildren’sHospitalandHealth

SystemFoundationcreatedthePlannedGivingCouncil.

Thecounciliscomprisedofestateplanningprofessionalswho,throughseminarsandothereducationalopportunities,addresswaysforfriendsanddonorstoassuretheirownfinancialsecuritywhileinvestinginChildren’sHospitalandHealthSystemprogramsthatenhancethewell-beingofchildren.

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In this issue• How you can help Children’s Hospital while providing for your loved ones• The Guardian Society − partners in our future• New DNA test helps provide better care• Some giving ideas for year-end

Visit us at www.chw.org/plannedgiving and discover ways to benefit the children while making tax-wise charitable planning choices for yourself.

The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. recycled paper

© Children’s Hospital and Health System Foundation and The Stelter Company

“By supporting research

at Children’s, my gift

will lead to healthier

lives for the children and

grandchildren of so many

families. I cannot think of

a greater gift to give

my parents.” – Suzanne Hansen

Wethankthefollowingprofessionalswhograciouslyvolunteertheirtimeandtalent:

Michael MatriseMPCFinancialServices Patrick MehiganDeloitteTaxLLP James MellinAXAAdvisorsLLC Mark MillerKolb+Co.FinancialAdvisers James MohrJamesL.Mohr&AssociatesLLP H. Carl MuellerMuellerCommunicationsInc. Lynn PaullWellsFargoPrivateBank Mark PokerMichaelBest&FriedrichLLP Catherine PriebeDavis&Kuelthaus.c. Joseph SchlidtGodfrey&KahnS.C. Mark SchuellerTolanSchueller&Associates Mark ShillerGodfrey&KahnS.C. Christopher SmithRobertW.Baird&Co. David StrelitzAssociatedWealthManagement

Patricia AndersonUBSFinancialServicesInc. Barbara BombaciTheNorthwesternMutualLifeInsuranceCompany Nancy BonniwellWeissBerzowskiBradyLLP Ralph BultmanBultmanFinancialServicesInc. Dianne CaubleDavis&Kuelthaus.c. Keith ChristiansenFoley&LardnerLLP James DalyQuarles&BradyLLP Jennifer D’AmatoReinhartBoernerVanDeurens.c. Erin EnnisNorthwesternMutualWealthManagementCompany Kristine HavlikFoley&LardnerLLP John HerbersReinhartBoernerVanDeurens.c. Joan KlimpelGodfrey&KahnS.C. Sarah KoenigTheNorthwesternMutualLifeInsuranceCompany

New DNA test helps provide better care An exciting application of our genetics research is in the area of pharmacogenetics. Children’s Hospital of Wisconsin recently developed a DNA test to help our epilepsy specialists when prescribing anticonvulsants. This new test shows how well a child will metabolize the medication.

In a recent example, a doctor in our program started a child on a low dose of carbamazepine. Soon after, the child’s mother called as the child was experiencing nausea, dizziness and unsteadiness. The doctor was talking with the mother when he received the DNA report that indicated that this child would metabolize carbamazepine slowly. He knew immediately that even a low dose would build up and cause side effects. He changed the medication and the child responded well.

We are working with other pharmacogenetic research to better identify effective treatments for cancer and other diseases. This type of testing or “individualized medicine,” will help provide better care to kids and also avoid costly care.

Remember us in your willAnup-to-datewillisoneofthemosteffectivetoolsyouhavetoprotectthefuturesecurityofyourlovedones.Itisalsoawayforyoutohelpthechildrenwhoneedourcare.

How a bequest worksTomakeabequest,youneedawillorrevocablelivingtrust.Afewsimplesentencesincludedinyourwillorlivingtrustareallthatisneeded.Ifyouhaveanexistingwill,abequestcaneasilybeaddedthroughacodicil,adocumentthatamendsyourwill.

Yourgiftcanbeaspecificamount,aparticularassetorapercentageofyourestate.Ifyouchoosetogiveusapercentageofwhatisleftofyourestateafterotherbeneficiarieshavereceivedtheirshare,yourgiftwillremainproportionatetothesizeofyourestate,nomatterhowitfluctuates.YourestateplanningattorneywillhelpyoustructureagifttoChildren’sHospitalofWisconsin

The Guardian Society – partners in our futureHow you can help Children’s Hospital while providing for your loved ones

John&SueRobinsonMr.&Mrs.HowardB.RomMr.&Mrs.DuWayneRomeneskoMrs.KellyW.SachseDr.CarolLeeSaffioti-HughesPaulB.&JenniferL.SahyMr.&Mrs.PaulC.SampsonMr.&Mrs.LawrenceT.SarverDick&FritzieSawaskyStephen&Faye†ScheilMr.HaroldE.SchiferlMs.VirginiaSchiferlMr.&Mrs.AlbertG.SchmidtEarl†&JeanSchmitCarlileL.&RichardM.SchneiderCarrieA.SchneiderMr.&Mrs.JamesW.SchroederMr.&Mrs.RichardSchulteMr.BillSemoninDanShermanJoyceM.ShielsMark&JenniferShillerMr.&Mrs.MarkShipAndreaShrednick-DavajanMr.&Mrs.MortonSipressJim&ShirleySkardaMrs.LouiseA.StackDavid&PaulaStrelitzMr.&Mrs.StevenStruenseePaul&LisaSweeneyMr.&Mrs.RobertW.TimberlakeChristineA.TischerMr.&Mrs.NelsonA.Toner

Mr.&Mrs.JoeVandenHeuvelJeffryD.&ElizabethA.VeenhuisMr.&Mrs.JonE.ViceMs.PamelaR.VogtMs.JudyWagnerJeffreyA.Walker,PhDBrianWarneckeDr.Steven&Mrs.KristenWeismanRonaldK.Wells,MD& AgnesA.WellsMs.PatriciaD.WestphalMr.&Mrs.EdwinP.WileyMr.&Mrs.RobertWilkiewiczMrs.RhodaJ.WilliamsKenneth&CarolynZachariasGlennZellmerNick&JodiZerilloThomas&JenniferZoellerMr.&Mrs.EdwardJ.Zore

†Deceased

egratefullyacknowledgethemembersofour

2011GuardianSociety.ByincludingagifttoChildren’sHospitalandHealthSystemintheirestateplans,thesededicateddonorsarehelpingensurethebestpossiblecarewillbeavailablefortomorrow’schildren.Weappreciatetheirthoughtfulgenerosityandpartnershipinourfuture.

Anonymous(13)Ms.GertrudeL.AbitzDiane&MichaelAbrahamMary&JeffAlbrechtMrs.JoyceAltmanDr.&Mrs.JohnF.AltstadtMr.&Mrs.WardAndersonMr.&Mrs.LeonardAnhaltWilliam&MarianneArpeDr.&Mrs.FredrickC.AustermannRogerW.&TheresaBarretteMaryAnnBartonAdamR.BaumanMr.&Mrs.CurtBawdenFreidaR.BaxterDarciaD.BehrensDonald&JeanBeierMr.&Mrs.B.AlanBendtsenMr.&Mrs.ChristopherJ.BerensRichard&GloriaBergmanMs.BarbaraA.BombaciMs.DianneE.BridgesRobertM.BrownDan&KarenBuehrleMr.&Mrs.ToddJ.BusniewskiMr.&Mrs.DaleBussJaneAChevakoMDLouis&AlissaClarkDr.RogerD.CohenGeraldE.&ElizabethH.ConnollyMs.PatriciaCostelloMr.&Mrs.RichardW.CrowMs.SandyCzosnekMr.&Mrs.†RobertW.Dambruch

Mr.&Mrs.WilliamJ.LofyMrs.RuthannLubahnJohnM.LutzMr.DonaldR.MaciejewskiMrs.ArleneS.MannDr.KarenJ.&Mr.AnthonyJ.MarcdanteMs.MarionH.MartinMrs.MaryMcCannJohnD.&JudyMcGourthySelmaMechanicMr.&Mrs.DanielC.MeiersMr.&Mrs.LarryT.MercierMr.DanielM.MichaKeith†&DeannaMillerSheryl&JimMillerWm.E.&IrisA.MillerMr.&Mrs.LeighE.MorrisMrs.PeggyS.MorseMr.&Mrs.DennisJ.MuellerMs.SusanE.MuellerMr.&Mrs.WilliamMuirMr.&Mrs.LeslieM.MumaM.LucilleNeffMr.EdwardNeuwirthPatriciaObletzMr.AlanOchalekMr.JohnOgden,Sr.Ms.DonnaPalkowskiMr.&Mrs.CharlesW.Parker,Jr.Mr.MarkT.PeddecordMs.JulieJ.PedrettiMr.&Mrs.HarryPelzMaryBeth&HolgerPetersenMr.&Mrs.StevenM.PhillipsJudyA.PocanMarkS.&MaryCatherine†PokerDr.Larry&BobbiPolacheckBruceandKarenPolzinLarry&KathiRamboMr.&Mrs.PatrickA.RandMr.MichaelJ.ReiterMargaretRendallMr.&Mrs.GregW.RenzAngelaM.ResterDavid&RuthRex

MerryDamrowDr.&Mrs.LarryB.DeanRolf†&GloriaDicksonMr.&Mrs.KellyL.DiestlerMr.PaulA.DonnellyMr.&Mrs.GaryG.EdlerJamesM.EisenmanThomas&SusanElaMr.&Mrs.LawrenceE.ForemanMr.&Mrs.MichaelFoxDr.Bill&Mrs.PatGallenMs.SuzanneGarrLoraL.GatzkeTom&NancyGazzanaLauraGille&JohnHowmanMrs.RuthS.GreshamLoisC.GreslMr.&Mrs.RichardR.Grigg,Jr.Mr.BarryA.GruberMr.&Mrs.DavidP.HamacherSuzanneC.HansenMr.&Mrs.LeesleyB.HardyMs.NikkiHauckMrs.DorothyA.HealeMs.MarjorieF.HealyDonaldH.&JulieHeegMr.&Mrs.JackHirtDr.&Mrs.RalphF.HudsonMr.&Mrs.CharlesV.JamesMr.&Mrs.JayS.JensenMrs.FlorenceM.JungenDr.MaryK.KachoyeanosGerald†&RosalieKahnMs.JeanineM.KissingerDr.&Mrs.RobertM.KliegmanCarolA.KlingMr.&Mrs.JoelR.KlinkMr.&Mrs.PaulJ.KohnAudreyJ.KomarekDr.&Mrs.JeffreyKraigMr.BernardS.KubaleMr.&Mrs.FredLachDonnaLairdMs.RochelleLammRev.LeoR.Lessard

WHave you visited our gift and estate planning website?Mostofusdonotfullyunderstandallofthebenefitsofthevariouscharitablegivingopportunities.Thatiswhywecompiledawealthofinformationlocatedinoneeasilyaccessibleplaceforyoutoreadatyourownpace:visitusatwww.chw.org/plannedgiving.

• Find outmoreaboutcharitablegiftannuitiesandcharitabletruststhatpayyouincomeforlife.

• Learn aboutthebenefitsofgivinglifeinsurancepoliciesandretirementplans.

• Understandmoreaboutwaystosetupyourwillsothegovernmentdoesnotbenefitmorethanyourheirs.

Ifyouhaveanyquestions,pleasecontactKellySachse,thefoundation’splannedgivingdirector.Alldiscussionsarewithoutobligationandheldinthestrictestconfidence.

thatensuresyourlovedoneswillbetakencareofafteryou’regone.

Make a lasting differenceWhenyouincludeagifttoChildren’sHospitalinyourwill,youjoinagroupofinstrumentaldonorswhosefuturegiftshelptoensurethehealthandwell-beingofchildrenforgenerations.Pleaseknowthatevenasmallpercentagecanmakeasignificantimpact.

How we can helpDoyouhaveaspecialprogramyouwouldliketosupportwithyourbequest?Perhapsyouwouldliketomakeyourgiftinhonorofsomeone.KellySachse,ourplannedgivingdirector,willbehappytoansweranyquestionsorshareideasonwaystocreateabequestthatismeaningfulforyou.Kellycanbereachedat(414)266-6121,tollfreeat(888)[email protected].

Give a meaningful gift

You have worked hard to accumulate assets throughout your life. When you create a will, you have the ability to determine how your assets are distributed at death. To learn how to make a meaningful gift and save specific assets, send for our FREE guide, Make your final wishes come true, by completing and returning the enclosed reply card.

Consider a bequest if: •Youwanttocontinuesupporting

Children’sHospitalafteryourlifetime.

•Youhaveawillorlivingtrust,orarereadytocreateone.

•Youwanttomakeacharitablegiftwhileensuringyourfamilyistakencareoffirst.

•Youwanttomaintaintheflexibilitytochangeyourmindatanytime.

A gift in your willByprovidingforChildren’sHospitalofWisconsininyourwillorestateplantoday,youensureourchildren’shealthandwell-beingforgenerations.Itisapromiseofahealthierfutureforallchildren.

Sample bequest language:“ I give and bequeath to Children’s Hospital and Health System Foundation, Inc., Milwaukee, Wisconsin, a not-for-profit corporation, the sum of $_______*, to be used as directed by the Board of Directors of Children’s Hospital and Health System, Milwaukee, Wisconsin.” Forgiftstobenefitaspecificprogramorpurpose,pleasegiveusacallforadditionalwording.

*Ratherthanleavingacertainsum,youcanincludelanguagethatreferstoapercentageofyourestateoradescriptionofsecuritiesorpropertyyouwishtogive.

Please consider letting us know if you have named the hospital in your will so we may also thank you. And while public recognition of your gift often inspires generosity in others, we also understand that anonymity may be your preference. To learn more about the Guardian Society, contact Kelly Sachse at (414) 266-6121, toll free at (888) 543-7233 or by email at [email protected].







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