boca grande health clinic foundation news · boca grande health clinic foundation news fall 2009...

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B O C A G R A N D E H E A LT H C L I N I C

Foundation NewsF A L L 2 0 0 9

Chairman’s MessageThere is a Japanese curse that says . . .

“May you live in interesting times.” From the standpoint of an organization whose sole mission is to raise and manage funds for the financial wellbeing of the Clinic, 2008-2009 certainly fits that bill.

The economic slump and the ups and downs in the market were, indeed, “interesting”. Together with the changes on the horizon for healthcare in general, we have been provided with challenges unlike anything in our short history. While our fundraising efforts were very demanding, we did manage to hold our own in the face of a down economy. Our investment results, as well, ranked among the top quartile for like institutions in a most difficult market due largely to some very wise and timely deci-sions by our Investment Committee and our investment advisor, Northern Trust. Results for the fiscal year ended September 30, 2009 recovered to the point of being down only 3% vs. last year as we go to press in spite of a seriously disappointing first quarter, 2009. As already mentioned, this is an achievement few other funds have been able to match.

Financial performances like this past year’s are a stark reminder that the challenges before us remain every bit as daunting as they have ever been. We are committed to redoubling our efforts across the board to enable us to fulfill our objectives as soon as possible and, to that end, we have strengthened our organization with the election of John Hillenbrand as our new Vice Chairman, further providing for an orderly transition in management going forward.

Additionally, we have a new Treasurer in Bob Baer and a new Chairperson for the Clinic Society (Planned Giving) in Happy van Beuren. And, as you will read elsewhere in this edition, there is an ever expanding slate of changes in both people and services that the Clinic will unfold this coming season.

As always, we shall continue to count on your enthusiastic support across all of our efforts enabling us to bring real meaning to our mantra . . . “Together, we make the Clinic work.”

Sincerely,

Michael F. DaceyChairman

CHARITABLE GIVING STRATEGIES AND SOLUTIONS

The Right Solution Can Help You Meet Your Philanthropic Goals While Minimizing TaxesSusan H. Hines, J.D., Vice President and Wealth Strategist, Northern Trust, N.A.

“If you haven’t any charity in your heart, you have the worst kind of heart trouble.” Bob Hope

In working with clients, the topic of charitable giving and how to best honor organizations that have touched their lives, such as the Boca Grande Health Clinic, is often top of mind. Many have been annual donors, but want to better understand the advantages and vehicles available to make additional lifetime gifts, or provide future funds through their estate plans. Others are interested in instilling family values and establishing a family legacy of philanthropy which would continue after their passing. Whether you are new to giving or looking to expand your philanthropic activities, it is important to take a focused, strategic approach to charitable giving by integrating your philanthropic goals into a comprehensive wealth transfer plan – allowing you and your family to enjoy the personal and financial benefits of giving.

The most common funding sources for philanthropy are cash and publicly traded stock, although many donors have made interesting gifts using fractional gifts of art or lifetime transfers of intellectual property. As the chart illustrates, whether you choose to make gifts to charity during your lifetime or through your will or trust, you have a variety of philanthropic vehicles from which to choose. The size of the gift does not necessarily determine the choice of charitable vehicle you should use. Each alternative offers distinct advantages and challenges, as well as varying levels of complexity. It’s

important to consider your individual circumstances and motivations when choosing the solution that will best meet your philanthropic goals, with the most favorable tax outcome.

Susan Hines (L) at the Annex Open House in January 2009 with Jane Killam and Larry Blau

Continued on page 2

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Charitable Giving Strategies and Solutionscontinued from page 1

CHARITABLE GIVING IN ACTIONWorking with you and your other advisors, Northern Trust will help you evaluate and implement an appropriate charitable givingstrategy for you and your family.

continued

COMPARISON OF SELECT PHILANTHROPIC SOLUTIONS (Arrayed from least complex to most complex)

Description

TaxImplications

Advantages

Considerations

Deciding Between a Donor Advised Fundand a Private Foundation

Steve is a 45-year-old who recently sold his closely-held company to invest in a start-up enterprise. Fromthe proceeds that he received from the sale, Stevewants to make a cash contribution of $150,000 toa local hospital for leukemia research. He wonderswhich charitable vehicle would best suit his goals —a donor advised fund or a private foundation.

Value: Giving with minimal administration.

The private foundation option is attractive, but Steve learns that managing a privatefoundation will entail substantial administrative costs and time at this level of funding.Instead, he chooses to make a contribution to the Northern Trust Charitable GivingProgram, a donor advised fund. This option will require less administrative work on hispart and, at the same time, Steve will receive a larger current income tax deduction: upto 50% of his AGI for the cash gift he makes to the donor advised fund. By comparison,donors who make cash contributions to a private foundation receive a smaller (up to30% of AGI) income tax deduction.

Two Goals: Increasing Cash Flow andFunding the Arts

A retirement-age couple, Charlie and Helen, own avacation home that they no longer use. They want tosell the home to provide themselves with a steadyincome during their retirement. Charlie and Helenalso want to leave a substantial gift to their local artmuseum to support youth educational programs.

Value: Provide lifetime cash flow to the donor(s) and support a special charity.

Their Relationship Manager suggests that Charlie and Helen establish a charitableremainder trust. Their attorney drafts the trust, Charlie and Helen transfer the vacationhome to the charitable remainder trust, and the trustee sells the home to an unrelated thirdparty. Capital gains taxes on the sale are deferred, and the proceeds are invested in adiversified investment portfolio. Beginning with the first year after the sale, and pursuantto the terms of the trust, the trustee pays out 5%* of the trust’s current market value toCharlie and Helen annually. After the death of the survivor of Charlie and Helen, theremaining trust assets will go to the art museum.

Desire to Pass Along Values

Lauren is a recent widow who has three daughtersand five grandchildren. For many years, Lauren hasbeen an active member of her community, volunteeringto raise funds or awareness – whatever is needed. Itis important for Lauren to instill the same values inher children.

Value: Establish a legacy of giving.

Working with her attorney, Northern Trust can help Lauren establish a private (family)foundation. Her daughters can help create the foundation’s mission statement and canserve as members of the board of directors. Her grandchildren can participate in thegrant review process. By establishing a family foundation, Lauren’s children andgrandchildren will see firsthand the impact their philanthropy can have on their community.

CL IENT SITUAT ION SOLUT ION

*Percentages can vary depending on the terms of the charitable remainder trust and the donor’s income needs.

The information and client scenarios presented are intended to illustrate possible strategies. They do not necessarily represent experiences of other clients and do not guarantee a specific result.

Direct Donations & Bequests

With direct donations, giftscan be provided to a charityduring your lifetime or througha bequest in your will or similarprovision in your trust at death.

Lifetime gift:Immediate income taxdeduction

Cash: up to 50% of AGI

Securities: up to 30% of AGI

No capital gains tax onproperly structured gifts ofappreciated securities

Bequest:Estate tax deduction forfull market value of donationat death

Contributions deductiblein current year

Immediate benefit to charity

No front-end costs or expenses

Keep assets until you donate,investing them as you choose

Property or cash gift

One-time gift vs.continuousgiving

Donor Advised Fund

A donor advised fundallows you and/or one ormore designees to act asadvisors who recommendgrants over time totax-exempt organizations.







Ability to recommendinvestments and grants

Minimum cost to establish

Anonymity, if desired

Involvement of familymembers and friends

In contrast with private foun-dations, there is no excise taxon the fund’s net investmentincome so more funds areavailable for gifting.

Sponsoring charity has finalsay on grant recommendationsand investment of fund assets

Program and investment fees

Charitable Remainder Trust

With a charitable remaindertrust, you or someone youdesignate receives cash flowfor the trust’s term; one or morecharities receives the remainder.(A charitable lead trust ismore or less the reverse.)

Lifetime gift:Immediate income taxdeduction equal to the presentvalue of the remainder interest



Deferred capital gains taxon properly structured giftsof appreciated securities

Character of the incomeearned determines the typeof tax to be paid by non-charitable beneficiary

Bequest:Estate tax deduction for pres-ent value of remainder interest

Benefit both family membersand charity

Provide increased cash flow

Ability to change thecharitable beneficiaries

Diversify a large, singleinvestment with deferredtaxation

Facilitate tax-efficient transfersof low cost basis assets

Benefit to charity is delayed

Restrictions on the incomeand remainder interest

Annual tax returns

Set-up and ongoing expenses

Private Foundation

A private foundation allowsyou to make gifts to a numberof charities over time, and toinvolve family members in thedecision-making process.



Securities: up to 20% of AGI*




Ability to make grantsover time

Full control over charitabledistributions



Establish a family legacyof giving

Net investment income ofprivate foundation is subjectto 2% federal excise tax

Annual tax returns

Substantial set-up andongoing expenses

Complex self-dealing andother private foundationexcise tax rules

*Deduction for closely held stock is based on tax cost.

�•�Time�Sensitive: It is of special note that on October 3, 2008, President Bush signed legislation that allows donors age 70-½ to make qualified charitable gifts up to $100,000 per year from their traditional or Roth Individual Retirement Accounts (IRAs) during tax years 2008 and 2009, without incurring any income tax liability on withdrawal. The charitable gift must be made directly from the IRA trustee/administrator to the charity and the exclusion applies only to outright gifts from IRAs. Charitable gift annuities, charitable remainder trusts, and other similar gift arrangements do not qualify.

At Northern Trust, we understand the im-portance not only of passing on wealth, but of passing on values. Because we want to help our clients make a difference in their families’ lives and in their communities, we created Legacy: Conversations about Wealth Transfer to help them communicate with their family members and advisors in an informed and collaborative way. If you would like a copy or copies of Legacy to share with friends or family members, or if you have questions about these charitable giving strategies, please contact me at 941- 486-4801, or email me at [email protected].

IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. For more information about this notice, see http://www.northern-trust.com/circular230.

CHARITABLE GIVING IN ACTIONWorking with you and your other advisors, Northern Trust will help you evaluate and implement an appropriate charitable givingstrategy for you and your family.

continued

COMPARISON OF SELECT PHILANTHROPIC SOLUTIONS (Arrayed from least complex to most complex)

Description

TaxImplications

Advantages

Considerations

Deciding Between a Donor Advised Fundand a Private Foundation

Steve is a 45-year-old who recently sold his closely-held company to invest in a start-up enterprise. Fromthe proceeds that he received from the sale, Stevewants to make a cash contribution of $150,000 toa local hospital for leukemia research. He wonderswhich charitable vehicle would best suit his goals —a donor advised fund or a private foundation.

Value: Giving with minimal administration.

The private foundation option is attractive, but Steve learns that managing a privatefoundation will entail substantial administrative costs and time at this level of funding.Instead, he chooses to make a contribution to the Northern Trust Charitable GivingProgram, a donor advised fund. This option will require less administrative work on hispart and, at the same time, Steve will receive a larger current income tax deduction: upto 50% of his AGI for the cash gift he makes to the donor advised fund. By comparison,donors who make cash contributions to a private foundation receive a smaller (up to30% of AGI) income tax deduction.

Two Goals: Increasing Cash Flow andFunding the Arts

A retirement-age couple, Charlie and Helen, own avacation home that they no longer use. They want tosell the home to provide themselves with a steadyincome during their retirement. Charlie and Helenalso want to leave a substantial gift to their local artmuseum to support youth educational programs.

Value: Provide lifetime cash flow to the donor(s) and support a special charity.

Their Relationship Manager suggests that Charlie and Helen establish a charitableremainder trust. Their attorney drafts the trust, Charlie and Helen transfer the vacationhome to the charitable remainder trust, and the trustee sells the home to an unrelated thirdparty. Capital gains taxes on the sale are deferred, and the proceeds are invested in adiversified investment portfolio. Beginning with the first year after the sale, and pursuantto the terms of the trust, the trustee pays out 5%* of the trust’s current market value toCharlie and Helen annually. After the death of the survivor of Charlie and Helen, theremaining trust assets will go to the art museum.

Desire to Pass Along Values

Lauren is a recent widow who has three daughtersand five grandchildren. For many years, Lauren hasbeen an active member of her community, volunteeringto raise funds or awareness – whatever is needed. Itis important for Lauren to instill the same values inher children.

Value: Establish a legacy of giving.

Working with her attorney, Northern Trust can help Lauren establish a private (family)foundation. Her daughters can help create the foundation’s mission statement and canserve as members of the board of directors. Her grandchildren can participate in thegrant review process. By establishing a family foundation, Lauren’s children andgrandchildren will see firsthand the impact their philanthropy can have on their community.

CL IENT SITUAT ION SOLUT ION

*Percentages can vary depending on the terms of the charitable remainder trust and the donor’s income needs.

The information and client scenarios presented are intended to illustrate possible strategies. They do not necessarily represent experiences of other clients and do not guarantee a specific result.

Direct Donations & Bequests

With direct donations, giftscan be provided to a charityduring your lifetime or througha bequest in your will or similarprovision in your trust at death.







Immediate benefit to charity

No front-end costs or expenses

Keep assets until you donate,investing them as you choose

Property or cash gift

One-time gift vs.continuousgiving

Donor Advised Fund

A donor advised fundallows you and/or one ormore designees to act asadvisors who recommendgrants over time totax-exempt organizations.







Ability to recommendinvestments and grants

Minimum cost to establish



In contrast with private foun-dations, there is no excise taxon the fund’s net investmentincome so more funds areavailable for gifting.

Sponsoring charity has finalsay on grant recommendationsand investment of fund assets

Program and investment fees

Charitable Remainder Trust

With a charitable remaindertrust, you or someone youdesignate receives cash flowfor the trust’s term; one or morecharities receives the remainder.(A charitable lead trust ismore or less the reverse.)

Lifetime gift:Immediate income taxdeduction equal to the presentvalue of the remainder interest



Deferred capital gains taxon properly structured giftsof appreciated securities

Character of the incomeearned determines the typeof tax to be paid by non-charitable beneficiary

Bequest:Estate tax deduction for pres-ent value of remainder interest

Benefit both family membersand charity

Provide increased cash flow

Ability to change thecharitable beneficiaries

Diversify a large, singleinvestment with deferredtaxation

Facilitate tax-efficient transfersof low cost basis assets

Benefit to charity is delayed

Restrictions on the incomeand remainder interest

Annual tax returns

Set-up and ongoing expenses

Private Foundation

A private foundation allowsyou to make gifts to a numberof charities over time, and toinvolve family members in thedecision-making process.



Securities: up to 20% of AGI*




Ability to make grantsover time

Full control over charitabledistributions



Establish a family legacyof giving

Net investment income ofprivate foundation is subjectto 2% federal excise tax

Annual tax returns

Substantial set-up andongoing expenses

Complex self-dealing andother private foundationexcise tax rules

*Deduction for closely held stock is based on tax cost.

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George Burns once said “I look to the future because that’s where I’m going to spend the rest of my

life.” He may have been saying that to get a laugh but in reality he was right on! We must think and plan for the future to make it the best place to spend the rest of our lives. The future of the Boca Grande Health Clinic is important to each and every one of us as we look to the future, regardless of whether we access clinic services or not. It provides a peace of mind in knowing it is here, ready for us, our family or our neighbors, if we should need its services.

The clinic is also an opportunity to make the future a better place for us. If we look to it for our primary healthcare needs then we can begin to manage our health status and improve the overall quality of our lives and just maybe ward off some of life’s unknowns. Wellness and prevention are ways to improve the future but equally important is early intervention. It is well recognized that outcomes are markedly better when there is an early intervention.

So how can we utilize the clinic to make the future an even better place for ourselves? We can start by getting regular check-ups. We can begin working with our primary physician to manage our health issues and maintain and improve our health status.

The Boca Grande Health Clinic is working to provide a complement of physicians and nurses who can better serve our primary healthcare needs. We now have three physicians working at the clinic that can provide a broad spectrum of primary medical care with a focus on maintaining and improving health status, as well as managing chronic conditions, such as diabetes, and appealing to segments of our population,

like women’s health. This complement will be supported by the specialists who see patients in the Annex and the ancillary services like audiology, laboratory, and physical therapy. And of course, we are still here to meet your episodic needs like those pesky colds and injuries.

As part of our goal to meet your primary healthcare needs we are striving to provide an up-to-date high quality facility. We want it to be a place that is friendly and efficient. We want well trained and energetic staff that wants to meet your needs and look forward to working here each day.

Soon you will be seeing a new website that will help us to communicate with our patients and the community, allowing us to provide information about current healthcare related issues and provide patients with instructions on accessing clinic services and what to expect when they come to see us. We are very excited about a feature of the website that will allow us to conduct patient satisfaction surveys as well as other surveys about issues and initiatives that would benefit from community input.

Some of the other initiatives that we will be undertaking this coming year include:• Evaluating our systems and processes

to enhance our efficiency and cost effectiveness

• Evaluating and establishing operating policies and procedures

• Establishment of methods to measure our performance

• Selection of an electronic medical record for implementation next summer

• Evaluation of our rates and the feasibility of accepting health insurance

• Expanding our community outreach to provide meaningful educational programs

• Evaluation and planning for new

programs that will support our role in primary healthcare• Long range planning that will provide

us with a vision and a roadmapThe Boca Grande Health Clinic is

here to serve the community and each and every one of us. We can only do that with the continued support from the community. I personally am proud to be a part of this organization and will gauge my personal and our team’s overall success by the testimony of our patients, our outcomes, the growth of services to meet the community’s healthcare needs, the continuous improvement in the quality of our services, our financial performance and the continued and growing support from those who share in our vision and support our mission. Another quotation, from an unnamed source, that fits this philosophy goes something like this… “If it isn’t broke, make it better!”

With sincere regards,John SielertChief Executive Officer

We have had an active summer at the Clinic with important changes in our organization. In June, John Sielert came aboard as Chief Executive Officer. John comes to us with more than 30 years of experience in operating and building healthcare service companies. Under his leadership, we expect the Clinic to make significant strides in improving and expanding the healthcare services we provide the Boca Grande community. We are also pleased to announce that Dr. Michael Steffan joined our team of physicians in early September. Michael is a

Board certified internist and has spent the past three years practicing at the Mayo Clinic in Jacksonville. He has already made many friends in the community. In another change this season, Jan Busby has become the Director of Community Outreach. In this capacity, Jan will be overseeing the Annex and arranging a series of lectures and education programs for our community. In addition to Dr. Steffan, we are fortunate to have Doctors Nidiffer and Kofender continuing as members of our medical staff. We have also added a new

nurse, Barbara Prine, to round out our staffing needs for the upcoming season. We are very excited about these changes which will build upon the fine traditions of the Clinic to provide outstanding healthcare to Boca Grande. Thank you again for your support. Your Board and medical staff remain dedicated to providing you with the best qualified and responsive medical care in the area. Jim Agger, Chairman Boca Grande Health Clinic

Article by John Sielert, Chief Executive Officer, Boca Grande Health Clinic

CliniC Chairman’s letter

Message�from�the�Clinic�CEO

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The Boca Grande Health Clinic located at 320 Park Avenue provides personal, professional service in a pleasant and inviting community medical center. The Clinic is a primary health care facility staffed year-round by our three board-certified physicians Dr. Gordon Nidiffer, Dr. Marvin Kofender and Dr. Michael Steffan. The hours of operation are from 8:30 a.m. to 5:00 p.m. Monday through Friday, if you wish to make an appointment, please call 941-964-2276. If you are a new resident or visitor we encourage you to call and schedule a time to visit and become acquainted with the clinic.

After office hours and on weekends a doctor is always on call – on the island – “24-7”. If you require medical attention at any time, simply call 941-964-2276. By following the prompts, have your call forwarded directly to the physician on call. Alternatively, you can reach the doctor on call by dialing 941-964-2393. In the event the doctor does not answer your call right away, please leave a voicemail message and your call will be returned as soon as possible. In case of an emergency requiring immediate medical attention – such as chest pain, loss of consciousness, severe laceration, or fracture – it is imperative that

you call 911. If at all possible, please call on a hard line telephone. With cell phones you run the risk of reaching the wrong “911”. If using a cell phone is your only recourse, however, be certain to first identify the community and state where the emergency exists. To improve response time for doctors and emergency personnel (EMS), all Boca Grande residents are urged to make certain that their street address number can be easily seen, especially at night. Plantings and shrubs should be trimmed as needed, and house numbers illuminated so they can be easily read from the street.

Calling The Clinic

A layer of tissue that lines the inside of the abdomen is the peritoneum. This lining

protects the contents of the abdomen and it produces lubricating fluid. This fluid allows the organs inside the abdomen to move when we move about.

There are two types of peritoneal cancer. The first is primary peritoneal tumor and the second is peritoneal mesothelioma. Peritoneal mesothelioma is most often found in those exposed to asbestos. Both of these types of tumors are very rare but they do occur.

Why am I writing about this? Primary peritoneal tumor mimics advanced ovarian cancer. In its early stages the symptoms are very vague making it difficult to detect. In the past it has been labeled a hidden ovary or silent ovary and the reason women should be cognizant of this is so many have said, “I’ve had a complete hysterectomy and I don’t have to worry and I don’t need pelvic exams.”

What symptoms are present? There may be a loss of appetite, unexplained weight gain, vague indigestion, nausea, bloating, and swelling in the abdomen,

lower abdominal pain, and maybe changes in bowel habits. Several conditions may cause the above symptoms, so if they don’t go away after two weeks get checked by your doctor.

Primary peritoneal cancer is seen in older people most often; however, I have seen it in a 47 year old lady who oddly enough had a complete hysterectomy years earlier. Some reports link it to a gene also linked to breast cancer.

Don’t panic with this information. Recent figures report that primary peritoneal cancer is rare affecting about 2 per million. Unfortunately, the mortality rate is 100%. Malignant mesothelioma is more prevalent in men approximately 93% of the time.

There are treatment options with peritoneal cancer. Surgery is done to remove as much tumor as possible. Chemotherapy of varying types to destroy growth and cell division is used. Sometimes chemotherapy is used first to shrink the tumor and surgery is performed. Radiotherapy has also been used in combination with the above treatment.

I chose to write this article for information concerning little known cancers and to make everyone aware should any of these symptoms occur and no one is able to make a diagnosis of either ovarian cancer or colon cancer, both of which have similar symptoms.

As always, the staff at the Clinic remains available to answer any questions in this regard and to utilize our network of outside specialists as necessary.

Little�Known�Cancers�

Article by Gordon G. Nidiffer, Health Clinic Medical Director

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The Boca Grande Health Clinic, Inc.

Community Calendar 2009-2010O C T O B E R 2 0 0 913,15,20, 22, Flu shots available call 964-2276 to schedule a day and time27,29

N O V E M B E R 2 0 0 93,5,10,12, Flu shots available call 964-2276 to schedule a day and time.17,19 24

10 Boca Grande Health Clinic Physicians Lecture Series What’s Up Doc? The Latest on Swine Flu. Lecture provided by Michael Steffan, MD From 3:00 p.m. to 4:00 p.m. at the Community Center Auditorium Meet our new Clinic physician Women’s Club Room from 4:00 p.m. to 5:00 p.m. 5,12,19 Fitness Quest Physical Therapy of Boca Grande Free Screenings: Please specify what assessment you would like: Posture; Balance, Gait, Generalized Strength, other (please specify) Call 941-964-2300 and schedule a time (30 minutes) from 2:00 p.m. to 5:00 p.m.

D E C E M B E R 2 0 0 9 3,10,17 Boca Grande Fitness Quest Physical Therapy Free Screenings: Specify what assessment you would like Posture; Balance, Gait, Generalized Strength, other (please specify) Call 941-964-2300 and schedule a time (30 minutes) from 2:00 p.m. to 5:00 p.m.

14 Boca Grande Health Clinic Physician Lecture Series Preventing The Complications Of Diabetes Mellitus

Lecture provided by Marvin Kofender, MD Boca Grande Community Center Auditorium from 3:00 to 4:00 p.m.

J A N U A R Y 2 0 1 0 7,14 Fitness Quest Physical Therapy of Boca Grande21,28 Free Screenings: Specify what assessment you would like Posture; Balance, Gait, Generalized Strength, other (please specify) Call 941-964-2300 and schedule a time (30 minutes) from 2:00 p.m. to 5:00 p.m. 4 Boca Grande Health Clinic Physician Lecture Series Our Changing Healthcare System Lecture provided by Gordon Nidiffer, MD Boca Grande Community Center Auditorium from 3:00 p.m. to 4:00 p.m. 13, 14 Three Vascular Scans For $99.00 Per Person Provided by Sarasota Vascular Specialists Dr. Russell Samson, M.D., FACS, RVT Stroke/Carotid Artery Ultrasound, Peripheral Arterial Disease test and Abdominal Aortic Aneurysm test Louise Crowinshield Community House from 9:00 a.m. to Noon and 1:00 p.m. to 4:00 p.m. Call Hillary Carver at 941-371-6565 to schedule an appointment

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F E B R U A R Y 2 0 1 04,11, Fitness Quest Physical Therapy of Boca Grande18,25 Free Screenings: Specify what assessment you would like Posture; Balance, Gait, Generalized Strength, other (please specify) Call 941-964-2300 and set-up a time (30 minutes) from 2:00 p.m. to 5:00 p.m.

15 Can Medication Prevent Heart Disease? If so, which ones? Provided by Sarasota Vascular Specialist Lecture by Russell H. Samson, MD, FACS, RVT Boca Grande Community Center Auditorium from 3:00 p.m. to 4:00 p.m.

23 Innovations In The Treatment Of Heart Disease. Lecture by A. Marc Gillinov, M.D., Cleveland Clinic-Ohio and Healthnetwork Provided by Italiano Insurance Services, Inc. Luncheon and Lecture Limited seating reservations required call 941-964-0490 24 Three Vascular Scans for $99.00 Per Person Provided by Sarasota Vascular Specialists Russell H. Samson, MD, FACS, RVT Stroke/Carotid Artery Ultrasound, Peripheral Arterial Disease test and Abdominal Aortic Aneurysm test Louise Crowinshield Community House from 9:00 a.m. to Noon and 1:00 p.m. to 4:00 p.m. Call Hillary Carver at 941-371-6565 to schedule an appointment M A R C H 2 0 1 04,11, Fitness Quest Physical Therapy of Boca Grande18,25 Free Screenings: Specify what assessment you would like Posture; Balance, Gait, Generalized Strength, Other (please specify) Call 941-964-2300 to set-up a time (30 minutes) from 2:00 p.m. to 5:00 p.m. 8 Boca Grande Health Clinic Annual Meeting 4:30 p.m. Boca Grande Community Center Auditorium

A P R I L 2 0 1 01,8,15, Fitness Quest Physical Therapy of Boca Grande22,29 Free Screenings: Specify what assessment you would like Posture; Balance, Gait, Generalized Strength, other (please specify) Call 941- 964-2300 and set-up a time (30 minutes) from 2:00 p.m. to 5:00 p.m

8 Golf Tournament Live/ Silent Auction and Cocktail Party Non-tournament participants welcome! Gasparilla Inn Beach Club 6:00 p.m. Call the Foundation office at 941-964-0099 to purchase tickets.

9 Hank Wright Golf Tournament 8:00 a.m. Registration and Continental Breakfast 9:00 a.m. Shotgun start at the Lemon Bay Golf Club Call the Foundation office at 941- 964-0099 to register your team

M AY 2 0 1 06,13, Fitness Quest Physical Therapy of Boca Grande 20,27 Free Screenings: Specify what assessment you would like Posture; Balance, Gait, Generalized Strength, other (please specify) Call 941-964-2300 and set-up a time (30 minutes) from 2:00 p.m. to 5:00 p.m.

If you have any questions regarding the community calendar call 941-964-0490

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Campaign for the FutureL I S T O F D O N O R S

As of September 30, 2009

Cornerstone Society“In grateful appreciation to these individuals and foundations that have pledged $250,000 or more to the endowment fund”

Ken & Marcus Bennett

Sarah & William Farish

Helen & Richard Fraser

Dorrance H. Hamilton

Jane’s Trust Tetlow & Roy Park Happy & Archie van Beuren

Lee & Sage Wightman - Dula

Crowninshield Society“In grateful appreciation to these individuals and foundations that have pledged $100,000 or more to the endowment fund”

Ann & Robert Aikens

Mary Ann & Phil Benton

Claire & John Bissell

Boca Grande Woman’s Club

Christine & Richard Brown

Cynthia & Tom Burcham

Brenda & Jim Carlin

Pat & Roy Chapman

Becky & William Deupree

Ann & Bob Fletcher

Marjorie & Charles Fortgang

Carolyn & Bob Frederick

Nancy & Dave Galliher

Georgia & Tom Gosnell

Hamilton Family Foundation

Harrison Family Foundation

Lois & Joe Hayden

Nancy & Bob Hayden

Joan & John Hillenbrand

Joyce & Roger Howe

Pat & Tom Jeffs

Enid & Crosby Kemper

Foundation

Miryam & Bob Knutson

Alicia & Bob Kunisch

Labrecque Family FDN

Ginny & Bob Lambrecht

Paula & John Lillard

Betty & Robert Lindner

Nancy & Hugh Martin

Nancy & Jim Martin

Carole & Gerald Miller

Carol & George Milne

The Dowling Family

Nielsen Family Foundation

Northern Trust , N.A.

Cookie & T.R. Potter

Dianne & Charles Rice

Sally & Richard Robb

Ruth Lilly Philanthropic FDN

Sharp Foundation

Sweet Peas Foundation

Carol & John Walter

Kimberly & Jay Whipple

Victoria & William Winterer

Sallie & Steven Zalkind

Anonymous (2)

FoundingMember Patrons“In grateful appreciation to these individuals and foundations thathave pledged $10,000 a year for five years”

Pat & Jim Agger

Sharon & Darryl Allen

Jean & Stanton Armour

Kay & John Bachmann

Pamela & Daniel Bayly


Candace Kendle & Christopher

Bergen

Tiscia & Stormy Bidwill

Sandy & Jerry Bilski

Patsy & Charles Burke

Shelly & Bob Corl

Chris & Jim Cowperthwait

Sarah & Bob Dresing

Kelley & Bill Farish

Beverly Fisher

John J. Fisher

Marian & Tom Gilligan

Mary & Reyn Guyer

Frank J. Hawley

Lois & Joe Hayden

Louise & Joseph Head

Carol & Frank Hennessey

Maxine & Tom Hunter

George D. Kelce

Cassie & Frank Kernan

Nancy & Gerard Manolovici

Louise S. Mauran

Pamela & Michael Miles

Leslie & Jim Miller

Jill & Philip Miller

Sara & Curt Moll

Mary Moore

Hebe & John Murphy

Pleasant T. Rowland

Foundation

Nora Lea & Edward Reefe

Raymond A. Rich

Ruth Lilly Philanthropic FDN

Susanne D. Singer

Elaine S. Smith

Margaret & William Snare

Mary Ann & Michael Van

Lokeren

Watkins Christian Foundation

Sheila & Rufus Williams

Emily & Howard Wise

Founding Member Benefactors“In grateful appreciation to these individuals and foundations that have pledged $5,000 a year for five years”

Jan & Bruce Agardy

Linda & Thomas Aley

Esther & Oliver Ames

Linda & Vernon Armour

Babcock Charitable Trust

Renae & George Baker

Kim & Bill Bax

Hope & Jay Benton

Mary Ann & Phil Benton

Nancy & John Berg

Debra & Steven Berghs

Kathy & Dennis Berry

Joyce & Allen Boucher

Susan & Tom Bowers

Gioia & Mitchell Brock

Austin & Jane Brockenbrough

Buchanan Family Foundation

Cynthia & Tom Burcham

Pamela & Alastair Campbell

Sharon & Dan Campo

Claire W. Carlson

Joan & Don Carroll

Lois & George Castrucci

Virginia Osborne Charman

Pattie & John Cleghorn

Pat & Ted Conklin

Leslie & James Cory

Margaret & William Crane

Rosemary & John Croghan

Joan & Jerry Cross

Ellen & Richard Cuda Family

Foundation

Hilari Fix & Donald Cummings

Maribeth & Patrick

Cunningham

Gail & Mike Dacey

Nell & Lowell B. Dana

Sarah & Holbrook Davis

Jan & Bill Decklever

Peggy A. Denby

Dorothy R. Diebold

Martha & Peter Diebold

Marsha & Robert Dishman

Meredith & Dan Doherty

Sally & Tim Downey

Jan & Terry Dunaway

Mary & Charles Durkin

Nancy & Paul Eddy

Kathe & John Ehlert

Firman Fund

Ellen & Larry Foster


Margo & Bob Freeman

Sue & Jim Fuller

Robert Gale Family


Joyce & Gus Gapinske

Edie & Steve Gardner

Gasparilla Land & Cattle

Company, Inc.

Gerrish H. Milliken Foundation

Liz & Bill Ghriskey

Charlene & James Glerum

Rosemary & Ronald Gutman

Helen & Jim Haas

Christine & A.J. Hackl

Joan & Jack Hall

Diane & Robert Hall

Corinna & Davis Hammond

Cotton & Will Hanley

Whit & Roby Harrington

Fay & Charles Harrison

Patsy & Frank Haws

Tessie & Jay Hayden

Nancy & Bob Hayden

Donna & Craig Hecker

Joyce & Bob Hegstrom

Sandy & Chuck Hemm

Margaret & Bob Hinkle

Anne & Kimpton Honey

Susan & Edward Hoopes

Kathy & Jack Horner

Nina Rodale Houghton

Joyce & Roger Howe

Claudia & Layton Humphrey

Maxine & Tom Hunter

Sandi & Tom Irvine

Teri & Bill Irvine

Donna & Robert Irwin

Tracy & Lance Isham

Sarah & John Jackoboice

Carol & Hal Johnson

Blanche & Thor Johnson

The JWJ Family Foundation

Marcia & Rob Knapp

Miryam & Bob Knutson

Nancy & Alan Kubicka

Alicia & Bob Kunisch

Anne & Bill Lathrop

Patsy & Dick Leggat

Barbara & Thomas Leiter

Carol & David Lindenbaum

Loebs Family Foundation

Joan & Hubert Longest

Lindsay & Lee Major

Donna & W. Thomas Margetts

Barbara & Bob Marmet

Wendy & Steve Martson

Mary Jane & Robin Marvel

Peggy & David Mason

Diane & Richard Mayer

Nancy McBean

Suzanne & Frank McKean

Jean & Walter Meanwell

Adrien & Bob Melvin

Wendy T. Melvin

Pauline and John Mendez

Patricia & Frederick Meserve

Sherry & Ben Miller

Phoebe Milliken

Charlotte & Gil Minor

Deborah Peters & Jerome

Mirza

8

Mary & Clinton Morrison

L. F. Noyes Charitable Trust

Bonnie & Bob O’Hara

Sandy & Mort Olds

Jane & Tom Oliver

The Otter Foundation

Park Foundation, Inc.

Nancy & John Peterson

Je-Je Pierce

Peggy & Hollis Plimpton

Sara & Rees Poag

Burkey & Stan Pratt

Kay & Jay Proops

Martha & Lyman Randall

Cecilia & Steve Raville

Doris & Bart Richards

Mary & Nat Robbins

Irene & Ross Robbins

Donna Moore & George

Robinson

Marcia & Jim Rose

Nancy & Jim Seifert

Nancy & Bob Sellers

Lynn & Rodney Sharp

Ann & John Shaw

Judy & Vince Shaw

Nancy & Peter Sholley

Rene & Peter Sieglaff

Sheila & Bob Stone

Corky & John Subak

Melanie & Denny Sullivan

Bretta & Donald Sullivan


Missy & Bud Talbot

Judith Taylor

Janet & Matt Thompson

Rebecca & Bill Tompkins

Bonnie & Charles Tyler

Carol & C. Michael Vaughn

Kay & David Wagner

Sherry & Tom Wallingford

Betsy & Pierce Walmsley

Jan & Larry Wechsler

Lois & Cliff Weir

Camille & Dave Williams

Gretchen & Stan Wolk

Jenny & Maurice Wood

Lizora & Sam Yonce

Anonymous (4)

1947 Society“In grateful appreciation to these in-dividuals and foundations that have contributed $2,500 to $10,000”

Yvonne & Joe Anderson

Jean & Stanton Armour

Jeannie & Henry Becton

Boca Grande Woman’s Club

Dula Foundation

Joyce & Allen Boucher

Katherine Buchanan


Sandra & Richard Burroughs

Pat Chapman

Dorothy R. Diebold

Barbara & Jerry Edgerton


Mary & Reyn Guyer

Fay & Charles Harrison

Maxine & Tom Hunter

Chrys & Douglas Hyde

Barbara & Roberto Iglesias

Sandi & Tom Irvine

Susan & Paul Kruder

Diane & William Kunkler

Nancy & Gerard Manolovici


Colleen & Sewell McMillan

Jean & Walter Meanwell

Pamela & Michael Miles

Carole & Gerald Miller

Mary Moore

Hebe & John Murphy

Ginny & Peter Nicholas

Popsie’s-Rencourt Foundation, Inc.

Doris & Bart Richards

Rig III Family Foundation

Gail & William Rinaldi

Ann & John Shaw

Arlene & James Stratton


Watkins Christian Foundation

Anonymous (1)

1964 Society“In grateful appreciation to these individuals & foundations that have contributed $1,000 to $2,499”

Starr & Eugene Arbaugh


Hope & Jay Benton

Babcock Charitable Trust

Josephine Brookhart

Susan Cain

Joan & Don Carroll


Mary & Sackett Cook


Foundation

Dorothy & Elmer Cullers

Ann & Scott Dayton

Eleanor & Pete Durno

Lily & Paul Euwer

Jean & George Ferguson

Firman Fund

Ann & Bob Fletcher

Ellen & Larry Foster

Pleasant & Jerry Frautschi

Bette J. Gallagher

Liz & Bill Ghriskey

Georgia & Tom Gosnell

Mary Louise Greene

Betsey & John Hall

Lucy & Lewis Hamilton

Jean Harbeck

Whit & Roby Harrington

Anne & Carl Hirsch

Anne & Kimpton Honey

Lynne & John Hopple

Barbara & Roberto Iglesias

Jennifer A. Kelce

Audrey & Andrew Knapp

Patsy & Dick Leggat

Mary & Skip Lester

Shelley & C. Roger Lewis

Betty & Robert Lindner

Donna & Jim Lutton

Joanne & Jack Martin

Jeanne & Bill Martin

Mary Jane & Robin Marvel

Helen F. Mathieson


Patricia W. McMillan

Leslie & Jim Miller

Jane & William Moore

Judith & Richard Morrison

Nancy & William Morton

Joyce & Ronald Nash

Carolyn & John Niles

Susan & Nicholas Noyes

Sandy & Mort Olds

Cookie Potter

Cappy & Peter Powell

R. C. Lilly Foundation

Mary & Nat Robbins

Barbara Spiro & Robert Ryan

Elizabeth Safe Richards & George

Richards

Patricia A. Schuler

Louise & Ben Scott

Nancy & Bob Sellers

Dorothy Sheahan

Michelle & Richard Shreve

Ruth Ann & Robert Skoronski

Bonnie & Richard Slomkowski

Sheila M. Stone

Barry & Merrell Stout

Ann & Waldo Strahan

Diane & Peter Strong

STS Foundation

Louise & Bill Sutton

Betty & Richard Terrell

Janet & Matt Thompson

Joann & John Touchett

Catherine Guthrie Tyler

Louise Dekoven Wanamaker

Jean & Bill Welch

Camille & Dave Williams

Patricia & Pat Wilson

Victoria & William Winterer

June & Henry Wright

Anonymous (1)

1990 Society“In grateful appreciation of theseindividuals & foundations that have contributed $500 to $999”

Jennie & Joseph Albertson

Esther Ames

Barbara H. Andrews

Anne & Bruce Birgbauer

Boca Grande Seaplane

Jill Butts

Jane & Byron Carlson

Barbara & Lee Comfort

Diane & Jim Cook

Mary & Alec Cornwell

Chris & Jim Cowperthwait

Cecilia & Bruce Creger

Bonnie & Harm de Blij

Eileen & Colin Durante

Anthony Fairbanks

Jane & Edward Farrow

Robert W. Fayfield

Florita & Charles Field

Adelaide M. Fox

Jodie & Dick Fox

Jane & Charles Frye

Grande Aire Services, Inc.

Julie & G. Wayne Harris

Lane & Hal Hartle

Patsy & Frank Haws

Lynne & John Hopple

Kate & Robert Horgan

Carolyn & Ramon Humke

Judith & Stanley Ikenberry

Donna & Robert Irwin

Roberta & Robert Johnson

Sima & John Kchikian

Joan & Miles Kulukundis

Mary Ann & Richard Leatherwood

Patricia & Cameron Lombard

Stephanie & Dimitri Manthos

Lynn & Richard McCann

Elizabeth & James McDonnell

Gina & Marty McFadden

Richard T. Meister

Ann & Shade Murray

Kelly & Mark O’Brien

Jane & Jim Pasman

Je-Je Pierce

The Planters Garden Club

Terry & Keith Pratt

Ann & J. Kevin Reynolds

Judy & Doug Sandbo

Mikell & Bill Schenck

Christian & Peter Scott-Hansen

Jean & Charles Smith

Elaine S. Smith

Lucy & Jim Stanton

Shirley & Peter Tart

Ginger T. Watkins

Anonymous (4)

2003 Society“In grateful appreciation to theseindividuals & foundations that have contributed $250 to $499”

Ann & George Arehart

Katherine & William Barney

Dorothy & Robert Battel

JoAnn Barwick & Fred Berger

Doris J. Bishop

Rosemary F. Bowler

Rowena & Mark Braunstein

Marie & Donald Buerschinger

Margaret & Marvin Bush

Susan & Thomas Carruthers

Judith & Thomas Castle

Virginia Osborne Charman

Christina & Duncan Cocroft

Carol & John Compton

Crispin H. Connery

Polley & Bill Cunningham

Ann & Charles Dever

Bonna & Donald Edelmann

Lisa & Roland Emanuel

Carolyn & Philip Falter

9

Jeanne & John Fleming

Jane & Bob Geniesse

Robbin & Louis Gilligan

Gay & James Glenn

Alice B. Gorman

Suzanne & Douglas Gray

Margaret & Albert Gustin

Mary & Jon Haas

Albina & Harry Hake

Joanne & Howard Hall

Dorrance H. Hamilton

Ann & Jon Hammes

Ellen & Scott Hand

Jacquelyn & Ronald Hart

Helen & Ian Hollingsworth

Inge & Richard Horn

Ann & Hadlai Hull

Nancy & Andrew Ireland

Pat & Tom Jeffs

Barbara & David Jenkins

Synthia & Donald Joseph

Karen & Bryan Katchur

Phoebe L. Keck

Nancy B. Kelly

Lona & John Kissinger

Marcia & John Lannon

Mary & Ronald Long

Candace & John Marsellus

Maureen & C. Edward McConnell

Arlene & Robert McKinney

Lyn Carlson & James McManus

Nancy & Robert Miles

Carol & George Milne

Leslie & Nicholas Moore

Rebecca & Gordon Nidiffer

Barbara & Daniel O’Connell

Julie & Bill O’Donnell

Jane & Donald Ocker

Carol K. Park

Tetlow & Roy Park

Abigail & Richard Radey

Judith & Stephen Rando


Virginia & David Riddiford

Nancy & John Robinson

Candy & Bob Rost

Catherine Kenvin & Skip Russo

Suzanne & Richard Ryan

Connie & Donald Sayer

Deborah & James Schneider

J. Edward Seale

Terry & John Shepley

Betty Shiarella

Anne Shreve

Susan & Jay Spurgeon

Margot & James Stoehr

Patti & Ira Strauss

Bettina & Philip Tierney

Sallie & Theodore Van Itallie

Julie & Charles Wahoff

G. Daly Walker

Beryl & Harold Wells

Bebe & Lee Wesselmann

Priscilla & Bill Wilcox

Susan & Steve Wilson

Mary & Charles Wurtzburger

Anonymous (1)

Friends Society“In grateful appreciation to these individuals & foundations that have contributed up to $249”

Jane & Joe Adrian

Patricia & Curtis Ahrens

Dorcas & Donald Amos

Rita & Matt Andis

Mary & Robert Baer

Mike & Roland Baer

Patricia & Denis Bahlinger

Simona & Giorgio Balzer

Judy & Richard Banz

Elizabeth C. Biddle

Zita Bidwell

Emily & Ted Blank

Jeanne & John R. Blum

Julie R. Toelle & Thomas E.

Blystone

Jill & Donald Bollheimer

Anne & Robert Boomer

Susan & Tim Borst

Lynda & John Boyet

Grace & Steven Boysa

Janice M. Braun

Gretchen & David Bremer


Barry & Wentworth Caldwell

Jane S. Caple

Pat & Jesse Cardellio

Kay & Patrick Carey

Nancy & Garry Carley

Carolyn & Ray Castelluccio


Mary Kay & Charles Chapin

Sue & John Childe

Harriet H. Christakos

Mary & Patrick Cicorelli

Kay & Tom Clark

Mimi & Ed Coale

Barbara & George Cochran

Mary & Alec Cornwell

Mary & Charles Coster


Foundation

Virginia Cunning

Betsy & Jack Dalrymple

Nell & Lowell B. Dana

Charlotte & L. Victor Desguin

Dennis Domres

Dorothy M. Eckardt

Bonna & Donald Edelmann

Jean & George Ferguson

John J. Fisher

Dolores M. Flannery

M. Clare Doyle & Polly A. Flinn

Virginia & Kenneth Fortney


Phyllis & Harry French

Avery & John Funkhouser

Beverly M. Furtado &

Leonard F. Tatko

Edith B. Gardner

Marilyn & Robert Geil

Carolann & Norman George

Gerrish H. Milliken Foundation

Michael E. Giobbe, Jr.

Charlene & James Glerum

Margaret & John Goessling

Anne & William Goldstein

Carol & Perry Gordon

Shirley & Bob Gordon

Syl & Jim Gossen

Suzanne & Douglas Gray

Gulf to Bay Sotheby’s Int’l Realty

Betsey & John Hall

Sally & Jim Hardee

Susan & John Hastings

Dodie & Dan Headington

Barbara & John Henningson

Barbara & Albert Hentzen

Ann & George Hill

Willa & Kenneth Hogberg

Carolyn & Michael Holmes

Christine & John Holyland

Barbara & David Hornig

Karen & Richard Hugger

Elinor P. Hunt

Joan D. Hunziker

Adrienne Osborne Ives

Cornelia S. Ives

Nancy & Michael Jaekels

Nancy & Thomas James

Sara & Joseph Junkin

Dorothy & John Kaiser

Mary & Philip Kessel

Katherine M. Klocko

Shiela & Johns Knight

G. F. Lane

Joyce M. LeClair

Linda & Charles Leemon

Diana & Frank Llaneza

Longview Foundation

Bea & Graeme Mac Letchie

Lynn & Jim Magee

Elaine & Chuck Maginness

Susan Mansfield & Frank White

Anne & Bob Marini

Louise & Graham Marx

Shirley & James Maxwell

G. Thomas McKenzie, Jr.

Pauline and John Mendez

Pat & Dennis Meyer

Jane & W.R. Michael

Susan & Chuck Michod

Nancy & Robert Miles

Deborah & William Miller

Linda & William Miller

John C. Mills, Jr.

Catherine & Everett Munsell

Carol & Louis Napoli

Deborah & Clyde Nash

Mary Elizabeth Nixon

Margaret Norvell

Patricia & Thomas Nye

Rebecca Paterson

Mr. Robert Perkin

Margaret & Darrell Polk

Patricia & Arnold Rapoport

Pat & Gregg Rettew

Debbie & John Riegel

Susie McIntosh & Ned Roberts

Debra A. Hudak Barclay B.

Rockwood

Craig T. Rockwood

Marisela & Carlos Rozas

Jane & Fred Schlegel

Betty & David Schneider

Patricia Seidensticker

Patricia & Bob Siler

Elaine & Edward Skypala

Henry T. Snead

Mary L. Sobczak

Joyce & Dick Stem

Alice & Geoffrey Stengel

Lynn & Randolph Stokely

Mae & Francis Story

Susan G. Stringer

Missy & Bud Talbot

Judith Taylor

Clara & Paul Thompson

Ellen & Robert Thompson

Ms. Jack Thomson

Lloyd L. Thrasher, Jr.

Jennifer & Edward Tilly

George M. Trautman, Jr.

Inge & Joseph Tringali

Diane & Bryan Troutman

Gerhard Tuechler

Kathleen & James Turner

Diana & John Venning

Kay & David Wagner

Valerie & Stan Walch

Diane & Steve Walker

Cappy & Larry Warner

Pamela & Robert Wham

Sue & Rick Wiedemer

Mary & Jack Wittkamp

Toni S. Wolcott

Judy & Michael Wood

Marjorie J. Williams Wright

Anonymous (1)

MemorialsContributions were givenin memory of:

Leslie K. Diaz, Jr.

Lila Janes Meister

Betty Mitchell

Arthur J. Mosely

Jean O’Donnell

James C. Rose

Charles E. Trowbridge

Clifford T. Weir

HonorariumsDr Joseph A Balzano


Evelyn Darna

Pat Gibson

Debbie Hahn

Patty Hobbs

Hebe & John Murphy

Dr Karen Olson

Dr. Henry L. Wright

CliniC SoCiety “In grateful appreciation to these individuals who havemade a Planned Gift”

Linda & Thomas Aley


Donna & Craig Hecker


Mary Peck Schwartz

Rebecca & Bill Tompkins

Anonymous (2)

10

Back in 1964 when the Annex initially opened its doors as the first “stand-alone” Boca Grande Health Clinic, things were a great deal different. Hank

Wright came along in 1973 and was our only doctor, and when Jan Busby was hired in 1981 she did just about every-thing else. Through the years and the building’s evolution from Clinic to Sheriff’s sub-station and EMS quarters to to-day’s Annex, change has been the name of the game. As we go to press, we can’t get Hank to return to work (except on the golf course) and we can’t get Jan to stop working.

She has assumed her new role as Director of Community Outreach and relocated to the Annex where she will continue

to coordinate all of our community relations and oversee the continued development of our expanded service menu at the Annex . . . as well as our Speaker’s Bureau, press relations and other community related programs. Stop by, when in the neighborhood, and say hello and view firsthand just how far we’ve come with the “new” Annex as an extension of the Clinic’s mission of support to the greater Boca Grande community. Our visiting physicians and medical specialists’ programs continue to expand and blood work in the new lab is done by appointment. We have an all-volunteer reception staff spearheaded by June Wright and are looking forward to an ever increasing program of services throughout the season.

–�EVERYTHING�OLD�IS�NEW�AGAIN�–[Update from the Annex]

The Clinic Annex located at 280 Park Av-enue will have the following services avail-able this season:

Fitness�Quest�Physical�Therapy�of�Boca�Grand will re-open on Tuesday, Octo-ber 20th on a limited schedule with a full schedule by mid-November. Their services will once again include a complete array of Physical Therapy evaluation and treatment programs that focus on individual needs to achieve your maximum functional level. (Orthopedic, Neurologic, Sports Specific Training, Cardiac Phase III Rehab, Exer-cise Physiology, and Balance-Posture-Gait Assessments). You may schedule an ap-pointment with David P Brown, DSc, MA, PT and Shannon Wilcken, PTA by calling 941-964-2300.

Advanced�Hearing�Solutions with Noel Crosby, Au.D, our visiting Audiologist will open on Tuesday, October 20th with a full slate of services for your hearing needs. Noel will be available each Tuesday from 10:00 a.m. to 4:00 p.m., if you wish to schedule an appointment call 941-474-8393

Florida� Cardiac� Consultants will begin seeing patients on Friday, November 6thand will be scheduling patients every other Friday from 9:00 a.m. to 4:00 p.m. If you wish to schedule an appointment with Dr. James Landis or Dr. Michael Mumma call 941-485-8190.

The office of Cary� L.� Dunn,� M.D.,� P.A. Mohs Micrographic Surgeon and Skin Cancer specialist is returning to the Annex

in mid November. Shanna Dodge, PA-C will be seeing patients in Boca Grande ev-ery other Monday from 9:00 a.m. to 4:00 p.m. If you wish to schedule an appoint-ment with Shanna call 941-484-1510.

Venice�Regional�Laboratory is available on Wednesday and Thursday mornings from 8:00 a.m. to 10:00 a.m. during season, off season the lab is available on Wednes-day mornings based on patient need. If you wish to schedule an appointment call 941-964-0490, if no one is available please leave a message and your call will be re-turned as soon as possible.

If��you�need�to�contact�the�Clinic�Annex�call�941-964-0490,�if�you�need�to�send�a�fax�call��941-964-0741.

The Fitness Quest Physical Therapy Team with Dr. Noél Crosby at the Annex Open House in January 2009.

BOCA�GRANDE�HEALTH�CLINIC�ANNEX�SERVICES

11

The 17th Annual Hank Wright Golf Tournament and Auc-tion was held this past April 2nd and 3rd.

The Silent and Live Auction, held at the Gasparilla Inn Beach Club, attracted a record number of attendees this year as Marjorie Webb, our Auction Chair, once again offered a wonderful variety of items to bid on.

The Golf Tournament, chaired by Bart Richards, was host-ed by Lemon Bay Golf Club for the 17th year and 23 teams participated in the event. Rain ended the tournament early and 9 hole scores were used but spirits couldn’t be dampened as players enjoyed the great food and prizes.

The Foundation offers our many thanks to all who make this tournament so successful every year including Lemon Bay Golf Club Board and staff, Chairpersons Marjorie Webb and Bart Richards, Joan and John Hillenbrand and area restaurants who donated prizes.

The 18th Annual hank Wright Golf Tournament and Auc-tion is scheduled for April 8th and 9th of 2010. Mark your calendars and watch for entry forms in the mail early March.

Hank�Wright�Golf�Tournament�and�Auction

Once again, we write to remind you of your member benefit - Boca Grande Healthnet-work Foundation that is dedicated to pro-viding its members and their loved ones access to the best hospitals in the world. Membership is included with your enroll-ment in the Cornerstone Society, Crownin-shield Society and Founding Members So-ciety. Over the years, Healthnetwork has provided care and services to many of our members who have needed an initial di-agnosis, medical care or a second opinion from one of the highest ranked hospitals in

the country. Healthnetwork maintains re-lationships with a number of highly ranked medical institutions coast to coast, includ-ing 4 of the top 5 hospitals as rated by US News and World Report. In all, more than 25 of the most highly regarded hospitals in the country welcome Healthnetwork mem-bers and their families to their facilities and almost 3000 members annually call the “800” number with requests for services including: appointments for diagnosis or medical treatment second opinions infor-mation about a medical diagnosis preven-

tive health programs, such as executive physicals access to mental health and ad-diction treatment programs Healthnetwork Foundation is headquartered in Chagrin Falls, Ohio and can be reached at (866)968-2467. You should introduce yourself as a member of the network through the Boca Grande Health Clinic Foundation. Should you need any additional information or as-sistance, please contact the Foundation of-fice at 964-0099.

“How�fortunate�we�all�are�to�have�the�privilege�to�belong�to�Healthnetwork.”��Patty Hobbs

Marjorie Webb, Auction Chair with Mike Dacey, Foundation Chairman before the April 2nd auction

Golf Tournament Low Gross winners (l-r) Skip McKean, Sue Cain, Bob Mead, Ben Scott, Louise Scott

George and Carol Milne held the winning raffle ticket for “The Thing”

12

Boca Grande Health Clinic Foundation, Inc.

P.O. Box 2340, Boca Grande, FL 33921

Boca Grande Health Clinic Foundation, Inc. P.O. Box 2340 — 280 Park Avenue, Boca Grande, FL 33921 Tel:[email protected]

Boca Grande Health Clinic Foundation, Inc.

Foundation Trustees

Michael F. Dacey ChairmanJohn A. Hillenbrand Vice ChairmanRobert A. Baer TreasurerNancy S. Sellers SecretaryJames H. Agger Ann AikensMarcus C. Bennett John M. BissellLawrence M. BlauChristine D. Brown J. Thomas BurchamPatricia L. ChapmanWilliam W. DeupreeWilliam S. Farish, Sr.William S. Farish, Jr.John J. Fisher

Robert K. FletcherHelen T. FraserRobert R. FrederickRobert M. Freeman David A. GalliherGeorgia P. GosnellRobert W. HaydenJoan L. HillenbrandRoger L. HoweThomas H. JeffsR. Crosby KemperRobert D. KunischSheila C. LabrecqueRobert P. LambrechtPatricia B. Leggat John S. LillardJames E. MartinGerald M. MillerJames A. Miller Richard M. Morrison, M.D.Hebe S. MurphyJohn M. Murphy Richard A. NielsenRoy H. Park Jr.Richard G. RobbPeter M. Sieglaff

Jean B. StevensonWilliam D. TompkinsHope van BeurenJohn R. WalterMarjorie H. Webb Jay N. Whipple O. Sage WightmanDavid P. Williams Henry L. Wright, MDMary Anne Domiano, Managing DirectorLana Engquist, Controller

Boca Grande Health Clinic, Inc.

Clinic Directors

James H. Agger, Chairman

Mark Ambrosius, Vice-president

Yvonne M. Anderson, Secretary

Marcus C. Bennett, Treasurer

Donald C. Sullivan, M.D., Member

Sarah Farish, Member

Diane M. Mayer, Member

John M. Murphy, Member

Gordon G. Nidiffer, M.D., Medical Director

Henry L. Wright, M.D., Honorary Member

John R. Sielert, CEO

Non-Profit Org.U.S. Postage

PAIDBoca Grande FL

Permit #18

BOX HOLDERBOCA GRANDE FL 33921

boca grande health clinic foundation news · boca grande health clinic foundation news fall 2009...

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