the uardianplannedgiving.chw.org/documents/c/childrens... · life insurance is a low-cost way to...
TRANSCRIPT
On Feb. 8, 2008, Ed and Anna Jost’s niece, Kim, went into labor. Kim’s third child, Brandon, was born with Down’s Syndrome and admitted into the Neonatal Intensive Care Unit (NICU) at Children’s Hospital of Wisconsin. Thanks to the expert care provided by our level IV NICU in Milwaukee and a multidisciplinary team of specialists, Kim and her husband, Greg, are now blessed to have a six-year-old boy who is growing stronger each day.
Because Kim lived with Ed and Anna prior to Brandon’s birth, they experienced firsthand what it felt like to support a mother with a tiny child with special needs. As Anna recalled, “It was tough to see him, and even tougher to hold him. In the NICU, he had wires and tubes connected in order to keep him alive.” Anna and Ed are grateful for the special care provided to Brandon, allowing him to live a full life.
Brandon’s family lives in Chilton, Wis., near Children’s second hospital in Neenah, which enables Brandon to continue receiving care and treatments closer to home.
Recently, Ed and Anna had the opportunity to tour Children’s Hospital of Wisconsin in Milwaukee. They hadn’t been back to the hospital since Brandon was born.
Because of Ed’s work as a machinist for over 40 years, he was fascinated by the intricacy of the machines that help staff provide the best care for kids. According to Anna, “We were amazed by the many machines that exist in the hospital. But we were even more impressed by all the guardian angels – the nurses and staff – that you employ in this miracle center of yours.”
It is this gratitude and wonder that led to Ed and Anna’s decision to include Children’s Hospital of Wisconsin in their estate plans. Their reason for giving? It’s rather simple. According to Ed, “People should help other people when they’re sick.” That is exactly what their gift will do. The Edward J. and Anna M. Jost Fund for Children will ensure that sick kids, regardless of their diagnosis, receive the best care possible.
A special gift that supports incredible care
Theuardian
SUMMER 2014
Ed and Anna Jost are making a difference with a gift that will enable sick children to receive the care they need.
PICTURE OF LILY
The following gift types are simple and offer peace of mind since the beneficiary can be altered at any time throughout your lifetime.
Retirement plan assets make a tax-wise gift to Children’s Hospital. If your family members
are the beneficiaries of your retirement plan, federal income taxes may erode up to 39.6 percent of the amount they receive from your plan. In contrast, as a nonprofit organization, we are tax-exempt and will receive the full amount. When you want to benefit both your family and charity, it’s best to leave retirement plan assets to charity and your other assets to loved ones.
Life insurance is a low-cost way to provide a larger gift than you thought possible. All
you need to do is name Children’s Hospital as a beneficiary or owner of the policy.
Commercial annuities are a good asset to leave to a tax-exempt charity, as the charity will
receive the entire amount, unreduced by income taxes. Commercial annuities carry an income tax burden, with your beneficiaries responsible for paying the income tax due on the growth of the annuity.
Easy as 1-2-3Designate your assets for helping othersIf you are looking for a simple way to support Children’s Hospital of Wisconsin, but are concerned about parting with assets today, consider designating us as the beneficiary of your retirement plan, insurance policy or annuity.
Visit www.chw.org/plannedgiving to learn more
about extending your valuable support for Children’s
Hospital of Wisconsin beyond your lifetime.
1
2
3
Learn more about getting the most from your generosity in Your personal guide
to gift planning. Return the enclosed reply card today to request your copy.
FREE guide!
© Children’s Hospital of Wisconsin Foundation and The Stelter Company | The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. 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.
Long before Lily took her first breath, her mom and dad knew the difficulties awaiting their daughter at birth. A prenatal diagnosis revealed she had hypoplastic left heart syndrome, a condition that prevents the left side of the heart from properly developing.
Join us for a special event on Sept. 13
Now in its 37th year, Briggs &
Al’s Run & Walk for Children’s
Hospital has raised more than
$15 million to support our
hospital. We could not have
accomplished this without
people just like you.
Whether you attend,
volunteer or contribute
with a thoughtful donation,
your involvement helps us
to provide the best care
for children. For more
information, visit us at
www.alsrun.com.
After learning Children’s Hospital of Wisconsin has the best outcomes in the world for this congenital heart defect, Lily’s parents brought her to Children’s Hospital of Wisconsin. Lily’s condition required her to have three surgeries, her first just days after birth. Prepared for the many complications that can accompany such a difficult surgery, Lily’s parents were relieved when she remained strong and healthy throughout. Now in kindergarten, Lily is a beautiful, healthy little girl with no developmental delays whatsoever.
We all know children are not little adults — it takes specialized training and expertise to care for their developing systems and tiny anatomy.
The Herma Heart Center at Children’s Hospital of Wisconsin is the state’s only nationally-ranked pediatric heart center. In fact, our heart specialty is among the nation’s best, ranked #5 in the nation by U.S. News & World Report in
their 2014-15 Best Children’s Hospitals report! Parents magazine also ranked heart care at Children’s Hospital of Wisconsin among the top 10 in the nation in its 2013 Best Children’s Hospitals survey. We are the only pediatric heart program in the state to be ranked on these lists.
Families can rest assured that all caregivers are full-time fetal, neonatal and pediatric experts, whether providing routine diagnostics or the most complex treatments. Our pediatric heart surgery survival rates are among the best in the country. Last year, patients from 37 statesand as far away as Ireland came to the Herma Heart Center for cardiac care because at Children’s Hospital, we believe kids deserve the best.
It is because of donors like you and your investment in programs like the Herma Heart Center that we are able to help provide optimal quality of life, not just while a patient is in our care, but for an entire lifetime.
IN THE NEWSChildren’s Hospital of
Wisconsin was showcased
in the June 2 issue of Time
magazine for the exceptional
care we provide to extremely
sick babies and their families.
A photo of Emalyn Randolph,
one of our patients featured
in the story, also graced the
cover. For more information,
visit chw.org/TIME.
Cardiac center ranks among best in U.S.
Lily, age 4
Patricia C. AndersonUBS Financial Services Inc.
Barbara A. BombaciThe Northwestern Mutual Life Insurance Co.
Nancy M. BonniwellWeiss Berzowski Brady LLP
Ralph D. BultmanBultman Financial Services Inc.
James F. DalyQuarles & Brady LLP
Jennifer R. D’AmatoReinhart Boerner Van Deuren S.C.
Kristine L. HavlikFoley & Lardner LLP
John A. HerbersReinhart Boerner Van Deuren S.C.
Carl D. HolbornO’Neil, Cannon, Hollman, DeJong & Laing
Joan D. KlimpelGodfrey & Kahn S.C.
Sarah L.N. KoenigThe Northwestern Mutual Life Insurance Co.
Robin M. MartinKomisar Brady & Co. LLP
Michael L. MatriseMPC Financial Services
Patrick B. MehiganDeloitte Tax LLP
James P. MellinAXA Advisors LLC
Mark W. MillerSikich LLP
James L. MohrJames L. Mohr & Associates LLP
H. Carl MuellerMueller Communications Inc.
David H. PatzerGodfrey & Kahn S.C.
Lynn E. PaullWells Fargo Private Bank
Mark S. PokerMichael Best & Friedrich LLP
Catherine M. PriebeCertus Legal Group Ltd.
Kevin M. ReardonShakespeare Wealth Management, Inc.®
Mark P. SchuellerTolan Schueller & Associates
Mark A. ShillerCertus Legal Group Ltd.
Christopher S. SmithRobert W. Baird & Co. Inc.
David R. StrelitzPNC Wealth Management
Jane R. StromwallWells Fargo Advisors LLC
Children’s Hospital of Wisconsin FoundationMS 3050 • PO Box 1997 • Milwaukee, WI 53201-1997
(414) 266-6121 • (888) 543-7233 • www.chw.org/plannedgiving
Please write to us at our address if you wish to have your name removed from the list to receive future fundraising requests to support Children’s Hospital of Wisconsin.
Kelly SachseSenior Planned Giving Director
Committed to helping you leave your legacy
Combining estate, financial and tax planning goals with charitable giving intentions can be confusing. That’s one reason why Children’s Hospital of Wisconsin Foundation created the Planned Giving Council.
The council is comprised of financial and estate planning professionals who volunteer their time and expertise to provide donors, friends and other professional advisors with information about a wide range of gift planning options. Through seminars and other educational opportunities, members address ways to assure your financial needs while investing in Children’s Hospital programs that enhance the well-being of children.
It is because of
people like you
that our mission
to help children
is possible. We
appreciate your
thoughtfulness and
want you to know
that no matter the
size of your gift,
you are making
a difference
in the lives of
countless children.
Thank you.
Members of our Planned Giving Council We thank the following professionals who graciously volunteer their time and talent:
recycled paper