Diamond Newsletter, Spring 2012

C h a r i ta b l e
&
f i n a n c i a l
g i f t
p l a n n i n g
n e w s l e t t e r
Diamond
Henri Pell Junod Jr.
Born to Give Back
S p r i n g 2 0 1 2 | v o l 8 Iss u e 1
2, 3
Henri Pell Junod Jr.’s Legacy
If you want to know what makes Henri Pell Junod Jr.
an upstanding citizen who enjoys giving back to his
community, start with his roots. Mr. Junod, better known
to family and friends as Hank, boasts a rich lineage as
an American and as a member of University Hospitals’
philanthropic family. Continued on page 2
A generosity of spirit, shining for generations
4, 5, 6
Leave Your Legacy at UH
Special Insert
Diamond Legacy Society
Honor Roll
7
Physician Spotlight
UH Highlights
8
Diamond Heirlooms
Quick Facts
Established in 1907.
One of the oldest and
most recognized
orthopaedics departments
in the nation.
Born to Give Back
Continued from page 1
Pointing out an elegant formal portrait above his
living room fireplace, he recounted the distinguished
accomplishments of his historic ancestor, Robert
Livingston: served on the committee responsible for
composing the Declaration of Independence; as the
first Minister of Foreign Affairs (precursor to the
Secretary of State), swore in George Washington as
President; appointed by Thomas Jefferson as Ambassador
to France, and was primarily responsible for negotiating
the Louisiana Purchase in 1803.
Nearly 150 years later, Mr. Junod was named after his
paternal grandfather, Louis Henri Junod, who served
as the Swiss Consul-General, and his father, Henri Pell
Junod. Henri Sr. retired as Executive Vice President
and Vice Chairman of the Board of Pickands Mather
& Co., the iron ore mining and shipping business
co-founded by Samuel Mather, also one of the founders
of University Hospitals.
Of course, the Ireland name looms large at UH, dating
back to Robert Livingston Ireland Jr., uncle and godfather
of Mr. Junod, who obtained state funding for the former
UH Ireland Cancer Center, now UH Seidman Cancer
Center. Mr. Junod’s cousin, George M. Humphrey, II, was
named the first Lifetime Director of University Hospitals
for his more than 25 years of outstanding service as a
member of the UH Board of Directors.
Mr. Junod’s UH lineage includes an even more direct
connection. He was born at University Hospitals where
he believes he may have earned the title, Most Expensive
Cleveland Baby of 1944. “I was a preemie and a blue
baby before they could do the corrective operation,” he
said. “So, I was in an incubator for three months.”
The tough start didn’t prevent him from developing
an exemplary academic career both as a student at
Hawken School, and then Choate School and Trinity
College in Connecticut, and as a teacher, coach and
administrator at Hawken and University School.
In 1978, he decided to switch careers and took a
position in Washington, D.C. with The Ripon Society,
a moderate Republican research and policy group.
Two years later, he returned to academics as Director
of Admissions, Head of the History Department and
soccer coach at the Webb School of Knoxville, Tennessee.
He came back to Cleveland in 1991 to take care of
his ailing mother and some of his own health issues.
He then became a full-time philanthropist and began
serving on boards, including the Central School of
Practical Nursing, The Music Settlement, Council on
World Affairs, Lakeview Cemetery, Western Reserve
Historical Society and Signature Health Inc.
He coached soccer for as long as his knees allowed,
most recently for a school in Roscommon, Michigan
where Mr. Junod maintains a summer home. “I was
probably a better coach than I was a teacher,” he quips
about his love of sports. “I always enjoyed working
with the kids.”
According to Mr. Junod, it was his soccer-worn knees
that led him to Randall E. Marcus, MD, Chairman,
Department of Orthopaedics, UH Case Medical Center;
Charles H. Herndon Professor, Case Western Reserve
Quick Facts
UH Harrington heart
& Va s c u l a r I n s t i t u t e
2
D i a m o n d
A generosity of spirit, shining for generations
First in the U.S. to
perform minimally
invasive pulmonary
artery embolism
thrombectomy using
the AngioVac from
Vortex Medical.
11 centers of specialization with nationally
recognized experts in
cardiovascular medicine
and surgery.
w w w . U H g i v i n g . o r g
D e pa r t m e n t o f O r t h o pa e d i c s
UH Case Medical Center
Consistently ranked
among the top 20
nationally by U.S.News
& World Report.
Pioneers and leaders
in the field of joint
replacement, spine
surgery and pediatric
orthopaedics.
“I encourage everyone to remember University Hospitals in their
estate plans, especially if they’ve been cared for at UH. All of those gifts combined can really make
a big difference.”
University. His multiple heart bypass surgery in 2006
connected him to the surgeon who performed the
procedure, Alan H. Markowitz, MD, Chief Surgical
Officer, UH Harrington Heart & Vascular Institute;
Marcella “Dolly” Haugh Chair in Valvular Surgery
at University Hospitals.
Mr. Junod says that the quality of care he received at
University Hospitals has always been absolutely
exceptional. “Alan (Dr. Markowitz) saved my life,”
he said. “It’s just as simple as that.”
In recognition of the exceptional medical care provided
by the physicians in the Department of Orthopaedics
at UH Case Medical Center and the UH Harrington
Heart & Vascular Institute, Mr. Junod has designated a
percentage of his estate to University Hospitals to establish
two endowed fellowships. The Junod Fellowship in
Orthopaedics and the Junod Fellowship in Cardiology
will help develop the next generation of skilled surgeons
through specialized training.
Advanced technology
includes state-of-theart hybrid operating
room and one of only
three MR-PET scanners
in the U.S.
Performed the first clinical
optical coherence tomography
procedure in the U.S. for
coronary artery imaging,
featured live on ABC’s “Good
Morning America.”
2 1 6 - 9 8 3 - 2 2 0 0
Case Western Reserve
University’s orthopaedics
research labs rank among
top 10% in the U.S.
by the National Institutes
of Health.
The new state-of-the-art
Joint Replacement Center
will open in late spring to
meet growing demand for
joint surgery and services.
“Heart disease is something that runs in my family,”
he explained. “So, I would like to help in any way I can
to make outcomes better for people in the future.”
Mr. Junod serves on both the UH Harrington Heart
& Vascular Institute Leadership Council and the
UH Orthopaedics Leadership Council. Giving back
to the hospital that saved his life twice has been very
rewarding for Mr. Junod.
With the same verve he brought to the soccer field in
his youth, he’s also become a staunch proponent of gift
planning as the wave of the future to help hospitals
and nonprofit organizations.
As a member of the Diamond Legacy Society, Mr. Junod
has joined the many who are making a difference at
University Hospitals.
“I encourage everyone to remember University Hospitals
in their estate plans, especially if they’ve been cared for
at UH,” he said. “All of those gifts combined can really
make a big difference.”
The other way to find out why Henri Pell Junod Jr. is
so generous is simply to ask him.
“I’ve been very fortunate in life, and I was able to
live very nicely and do what I wanted, which was
teaching,” he said. “I also believe we are put on this
earth to give back.”
To learn more about leaving your own personal legacy at
University Hospitals or to let us know if you have included
UH in your estate plans, please call 216-983-2200.
Second largest systemwide
integrated echocardiography
program in the U.S., certified
by Intersocietal Commission
for the Accreditation of Echocardiography Laboratories.
Appointments
or questions:
1-866-UH4-CARE
S p r i n g
2 0 1 2
3
Leave Your Legacy at University Hospitals
The history of philanthropy at University Hospitals is inspiring. Charitable bequests
have supported patient care since we opened our doors in 1866. Historic gift
documents containing yellowed carbon paper and hand-written letters with
yesterday’s expressions are preserved at University Hospitals, where all gifts have
made a difference and legacies are not forgotten.
“We’ve always
For example, Nancy C. Bowker, a seamstress, left a charitable bequest of $3,500 upon her death
turned to UH for
in 1884 to endow a free bed at Lakeside Hospital (now University Hospitals) “for the comfort of
expert medical
those less fortunate than herself.”
and surgical care.
Colonel Oliver Hazard Payne, a Cleveland-born oil pioneer, left a $1 million charitable bequest to
Giving back is
Lakeside Hospital upon his death in 1917 (see story on page 8).
Today, philanthropy and the generosity of generations of families continues to support University
our way to say
Hospitals. You too can make a charitable gift that impacts health care in our community.
‘thank you.’”
In today’s economic environment, the charitable bequest is perhaps the single most compelling
–Ginny and Bob Perkins
gift option available. The reason: a charitable bequest costs nothing today and yet can be an extremely versatile way to support University Hospitals. It is the foundation to
a meaningful legacy.
Consider a charitable bequest
A charitable bequest is easy to do and one of the most popular ways to make
a gift to charity. It is an instruction in your will or trust that a portion of your estate go to a named charitable organization. Charitable bequests represent a
way to make a future impact through a gift commitment today. A charitable
bequest can be designated for the area of greatest need or for a specific
D I A M O N
D L E G A C Y S O C I E T Y M E M B E R S
Bob and Ginny Perkins
Bratenahl residents Bob and
Ginny Perkins are long-time supporters of University
Hospitals. Bob, a retired senior bank executive and financial advisor, was a charter
member of the UH Diamond Advisory Group. They now enjoy being grandparents,
playing tennis and spending summers at Chautauqua Institution.
purpose. All bequests to University
Hospitals help to advance the mission
we have embraced since our founding
in 1866: To Heal. To Teach. To Discover.
In 2009, Ginny was diagnosed with breast cancer. She received successful
chemotherapy and surgery at UH. In appreciation, Ginny and Bob made a
generous gift to the new UH Seidman Cancer Center in honor of her oncologist,
Paula Silverman, MD, and surgeon, Robert Shenk, MD.
In addition, they’ve remembered University Hospitals in their estate plans by
designating UH as a beneficiary of Bob’s IRA. “We’ve always turned to UH for
expert medical and surgical care,” said Ginny. “Giving back is our way to say
‘thank you,’” added Bob.
4
D i a m o n d
A generosity of spirit, shining for generations
Diamond Legacy Society
We recognize and celebrate the following individuals who have made
an endowed, estate or other planned gift to University Hospitals.
We are extremely grateful for this generosity bestowed by generations
of patients and families. Join the many who are making a difference
at University Hospitals.
A
Anonymous (35)
Louis Abrams*
Peter and Anne Adams
Sheldon G. and Terry Adelman
Hope S. and Stanley I. Adelstein
Leonard M. Adelstein*
Mrs. Sylvia K. Adler
Mark and Robin Adryan
Lewis* and Ruth* Affelder
Monte and Usha Ahuja
Lynne B. Alfred and Robert A. Hanson
Donald J. Allen
Robert O. Alspaugh*
Betty M. Ambrose*
Glenn G. Anderson Sr.
Matthew* and Mabel S.* Andrews
Raleigh* and Marie* Andrie
Peter J. Andrulis, PhD
George H.* and May Margaret* Angell
Dr. and Mrs. William L. Annable
Mary S. Antoniewicz*
Katherine L. Archer*
Andrew A. Arena
Stefanie A. Arena
Helen R. Armstrong*
Dr. and Mrs. James E. Arnold
Erma H. Atkins*
Sophie Auerbach*
Helen Augaitis*
Florence R. August*
Charles* and Margaret* Austin
Gertrude A. Austin*
Linus* and Louisa* Austin
Mrs. Ida A. AuWerter
Evelyn M. Avery*
B
Mildred P. Bach*
Lucy M. Backus*
Mary Ann Bagus*
Lilian Hanna Baldwin*
w w w . U H g i v i n g . o r g
A generosity of spirit, shining for generations
Priscilla D. Barnes*
Harold H. Barnett*
William David Bartlett*
Caroline H. Baslington*
Alice E. Batchelor*
Louis D. Beaumont*
Anne R. Beavan*
Mr. and Mrs.* Daniel H. Becker
Mr. and Mrs. Jules Belkin
Grace M. Benco*
Lulu M. Bennett*
Robert and Ruth Ann Bennett
Beatrice Benson*
Laura Berick
Dr. and Mrs. Brian Berman
Bernice H. Bethel*
Eleanore M. Bibel*
Kate Hanna Bicknell*
Hamilton F. Biggar*
Charles W. Bingham*
Robert E. Bingham*
Hudson D. Bishop, MD*
Jane W. Bishop*
Sherri L. and Richard R. Bishop
Grace M. Bizovsky*
Martin and Carole Blake
Norman Bleiweiss*
Gertrude B. Bliss*
Lawrence R. Bloomenthal*
Elizabeth L. Blossom*
Flora Blumenthal
Dr. and Mrs. Charles J. Bogdan
Roberta Holden Bole*
Chester C.* and Frances P.* Bolton
French H. Bolton*
Newell C. Bolton*
Mr.* and Mrs.* Eugene W. Bondy
Samuel E. Bool*
Wilber R. Boreman*
Benjamin F. Bourne*
Nancy C. Bowker*
Frances K.* and George T.* Bradner
Bernice M. Brady*
Mr. Herbert J. Braverman*
Donald P. Brestich*
Leonard A.* and Helen Russell*
Bretschneider
Douglas* and Janet Henderson Page*
Brews
Richard F. Brezic*
Thelma K. Brickman*
Lois Ralls Briggs*
Mr. and Mrs. Robert Bright
Gertrude H. Britton*
James C.* and Linda B.* Brooks
Thomas H. Brooks*
Connie and Jim Brown
Fannie Brown*
Harvey Huntington Brown Jr.*
James Brown*
Jennie Brown*
Meyer Z. Bruder*
Richard* and Norma Bucey
Ruth E. Bueschlen*
Congetta Bundy*
Laura Merryweather Burgess*
Courtney Burton Jr.*
C
Edward A. Cain*
Ruth M. Camilly*
Nellie H. Canfield*
Susan W. and Michael E. Cargile
Paul and Sherry Carleton
Angela G. Carlin
Amanda E. Zantiny Carlsen*
John Gerron Carroll*
Bennie D. Carson*
Susan E. Carter*
William E. Carter*
Hilda B. Case*
Lucinda A. and Geoffrey P.* Cave
Harriet Chandler*
Mary Chandler*
Norma N. Chapman*
Eliot and Susan Charnas
Dorothy Cherdron*
Laura Brown Chisholm*
Mary H. Chisholm*
Eliza Ann Clark*
Marie Odenkirk Clark*
William T.* and Margaret R.* Clark
Nellie A. Clarke*
Bill D. Clem, MD*
Ramon L. Clemens*
Elizabeth S. Cogswell*
Kenneth S. and Deborah G. Cohen
Rosalie* and Morton A.* Cohen
Irwin E. Cohn*
Charles H. Coit* and Adele Stone Coit*
John F. Colangelo*
Kathleen A. Coleman
Duane E. and Barbara “Joyce” Collins
Patricia R. Cone
Elaine F. Conn*
Anthony J. Conny
Gerald A. and Martine V. Conway
Nettie H. Cook*
William Cooper*
Sadie Copelin*
Allen N. Corlett Jr.
Linda L. and Victor G. Corrigan
Harry Coulby*
Ruth S. Cowdery*
Phyllis Graves Cox*
Mary Elizabeth Crabtree*
Mr. and Mrs. Thomas W. Cristal
Ryan R. Cross
Beth and Rand Curtiss
Esther* and Richard* Cusa
Annie Spencer Cutter*
Rose Cutter*
S p r i n g
2 0 1 2
Leave Your Legacy at University Hospitals
D
Mr. and Mrs. David A. Daberko
Drs. William T.* and Beverly B. Dahms
Henry G. Dalton*
Mr. and Mrs. Don C. Dangler
Jennie Daskevich*
Helen Mackey Daube*
Jerome F. Daube*
Nathan L. Dauby*
Elaine Davis*
Jean L. Davis*
Lois and Larry* Davis
Louise Davis*
William L. Davis*
Michael H. Dawson, MD
Gladys I. Day*
Karl L. Debes*
Barbara F. deConingh*
Antoinette C. Deggin*
James M. Delaney
Achilles and Kristin Demetriou
Cecelia M. DeShance*
Dr. John DesPrez*
Ms. Nancy G. Dickenson
Marion Frye Dittmar*
Esther M. Dodd*
Carl F. Doershuk, MD
Claretta Dogunke*
Gordon E. Dogunke*
Paul J. Dolan
David B. and Michele M. Doliveck
Adela D. Dolney
Laura Dolsen
Lucia Donner*
John M. Drain*
Francis E. Drury*
Julia R. Drury*
Mr. and Mrs. Michael Drusinsky
Patrawadee Duangjak, MD
Marie A. Dugar*
Ida J. Dulles*
Clark Dunlap*
Mrs. Rebecca F. Dunn
Florence W. Dunning*
E
Miss Ida T. Edelstein*
Doris J. Egle*
John H. Elliott*
Mr. and Mrs. Wayne Embry
Mrs. Frederick L. Emeny*
Richard Engel*
Edith Virginia Enkler*
Bernice Eskin*
Mr.* and Mrs.* Raymond F. Evans
F
Elmer J. Fabian*
Cheryl Falardeau
D i a m o n D
Michelle Farinacci
Marie W. Fasig*
Lois E. Fawcett*
John T.* and Nancy W.* Fay
Stanley M. Feil*
Mr. and Mrs. Terrence P. Fergus
James E. Ferris*
Michael and Ellen Feuer
Mr. and Mrs. Matthew P. Figgie
Nancy F. and Harry E.* Figgie
Bertha C. Fisher*
Beverly and Stanley* Fisher
Ellwood H. Fisher*
May D. Fleharty*
Dr.* and Mrs.* John A. Flower
Doris A. Flynn*
Joseph G.* and Elizabeth T. Fogg
Leslie T. Fontaine*
Mr.* and Mrs.* Daniel B. Ford
Frances B.* and George W.* Ford
Claud H. Foster*
Char and Chuck Fowler
Constance Chandler Frackelton*
Robert J. Frackelton*
Mervin B.* and Berenice R.* France
Samuel J.* and Connie M. Frankino
Mildred E. Freeland*
Emma D. Freeman*
Margaret R. Freiberger*
Lawrence M. Fried*
Mrs. Helen R. Friedman*
Mrs. Ruth Garber Friedman*
Gloria A. Friend*
Patricia and Douglas Fries
Mr.* and Mrs.* Milton Fromer
G
Mr. and Mrs. Robert I. Gale III
Dennis P. Gallagher
Helen S. Gander*
Mrs. Bertram E. Gardner
Winifred W. Gardner*
John Garofalo and I. Renee Axiotis
William J. Garvin*
G. Norman Gascoigne*
Donald* and Lois Gaynor
Josephine H.* and Joseph J.*
Geiger Sr.
Albert I. and Norma C. Geller
Margaret Edith Gibbs*
Frank Scott Gibson*
Crystal C. Gifford*
Phyllis L. Gilroy*
Arlyne Gladstone*
Bertha Glass*
Gladys B. Goetz*
Lucille F. Goldsmith*
A generosity of spirit, shining for generations
Noreen Koppelman Goldstein
Dr. Donald J.* and Mrs. Ruth W.*
Goodman
S. Wynn* and Marion* Goodman
George C. Gordon*
Leah D. Graver*
Cynthia M. and David B. Greenberg
Helen Wade Greene*
Sally and Bob Gries
John P. Grivna*
Ben M.* and Rose S.* Gross
Mary K. Grotosky*
Estella M.* and Charles E.* Grow
Oliver J. Grummitt*
Nancy and Jim Grunzweig
H
Kenneth Haas*
Karen Haber
John A.* and Marianne Millikin*
Hadden
Mrs. William Aubrey Hall*
Mrs. Virginia Harrison Hamann*
Edwin B. Hamlin*
Madeline L. Hamlin*
Mary L. Hamlin*
Mary C. Hanes*
Leonard C. Hanna Jr.*
William Stitt Hannon*
Gail M. Hansen*
Anna M. Harkness*
M. Ann Harlan and Ronald H. Neill
Mr. and Mrs. Ronald G. Harrington
Mr. and Mrs. Ronald M. Harrington
Mrs. H. Stuart Harrison*
Perry* and Virginia* Harrison
Mrs. Alice E. Harston*
Francis* and Ruth* Harvey
Melville H. Haskell*
John C. Haugh
Dr. Joseph M.* and Mrs. Ann C.*
Hayman
Laura R. Heath*
John C. Heege*
Dr. Adel Heinrich
Josephine Heisler
Lois M. Heller*
Marjorie A. Heller
Celia Hellerstein*
Howard E. Hendershott Jr.
Nova M. Herman*
Jill Herrick
Charles E. Herrstrom*
George J. Hess*
Gertrude C. Donnelly Hess*
Charles G. Hickox*
Albert M. Higley*
Sarah Cole Hirsh*
Priscilla B. Hoag
Paul J. Hoffman*
John Woodford Holloway*
Marion E. Homeier*
George V. Hook
Harvey W. Hopf*
Helen Chisholm Hord*
John H. Hord*
Douglas M. and Mary Adelle Horner
Gerald C. and Sara R. Hornick
Joseph B. Horwitz*
Dr. Samuel J. and Eva H. Horwitz
Hazel P. Hostetler*
Karen L. Hostetler*
Julia C. Howell*
Mrs. Gladyce J. Hubay*
Virginia Hubbell*
Mr. and Mrs. George M. Humphrey, II
Mary H. Hunter*
John Huntington*
Mariett L. Huntington*
Hinman B. Hurlbut*
Diana* and Edward J. Hyland Jr.
I
Rose Mary Iannetta*
Frances W. Ingalls*
Louise H.* and David S.* Ingalls
Fred Isenstadt
Mary Izant
J
Virginia C. Jack*
Dr. and Mrs.* Edgar B. Jackson Jr.
Mrs. Barbara M. Jacobs*
Sally R. Jacobs*
Virginia B. Jaffee*
W. Lawrence James*
Sandrea S. Johnson*
Arthur K. Johnstone*
Brooks M.* and Anne M. Jones
Edith N. Jones*
The Honorable Paul Jones*
Katherine E. Joseph
Nancy and Don Junglas
Henri Pell Junod Jr.
K
Joseph R. Kahn*
Gertrude M. Kahne*
Marie A. Kahne*
Clara M. Kaiser*
Mr. and Mrs. Arthur H. Kaplansky
Audrey Karsner*
Bryan L. and Emily W. Kasper
Catherine S. Kellogg*
Annie S. Kendrick*
Dr. and Mrs. John H. Kennell
w w w . U H g i v i n g . o r g
Ms. Nancy H. Kiefer
Abby Kilfoyl*
Elizabeth King*
Dorothy W. Kirby*
Eleanor C. Kirby*
Gay C.* and James T. Kitson
Helene K. Klauss*
Samuel B. Knight*
Marjory L. Koblitz*
R. Robert* and Kathleen B.* Koch
Alvin Kohn*
Mrs. Carrie Rothenberg Kohn*
Joseph and Vivian Koppelman
Sharon P. Koppelman
Eleanore M. Kosman*
Anna Kovach*
Margaret Kovacs*
Jennifer A. Krahe
Antonina M. Kramer*
Karen and Alan M. Krause
Jeremy Kraut-Ordover
Rose Dolista Kreysa*
Sanford Kutash
L
Cecile and Samuel* Laderman
Edna E.* and Richard H.* Lamont
Jack W. Lampl Jr.*
Zoah M. Lanken*
Natalie A. Lanzaretta*
Arthur A. Lederer*
Ruth Lederer*
Mary B. Lee*
Emily G. W. Leffingwell*
Al and Hedda Leighton
Caroline D. Leister*
Patricia C. LeMaster*
Norma S. Lenhert
Fred* and Alice* Lennon
Frances E. Lent*
Sarah L. Leonard*
William A. Leonard*
Mr.* and Mrs. Alfred Lerner
Clarence E. Lesser*
Cathy Lewis
Brian H. and Alison M. Linick
Jocelyne K. and Frank N. Linsalata
Mrs. William S. Lipton
Chester J.* and Elsie B. Lis
Elva W. List*
Jack B. List*
Elaine and Martin Liston
James and Shirley Lockshin
Charles T.* and Jeannette A.* Lomeaux
Margaret E. Lowrie*
Claudia A. Lozano
2 1 6 - 9 8 3 - 2 2 0 0
M
Helvi R. MacDonald*
Nadine D. MacNeill*
Susan Madar*
Thomas Mahovlich
The Honorable Robert S. Malaga
Jane E. Malone*
Michael A. and June Mancuso
Dr. and Mrs. Randall E. Marcus
Pauline J. Marek*
Mr.* and Mrs.* W.H. Marlatt
Diane Martin
James Martinek*
Isabel Marting*
Walter A.* and Margaret B. Marting
Katherine L. Mather*
William G. Mather*
Eleanor G. Matthews*
Dr. LeRoy W.* and Blanche R.*
Matthews
Sandra Ann Matthews*
Lorene Maxim*
Kathryn Arns May*
Mr. and Mrs. Alexander McAfee
Edris M. McBride*
Harriet E. McBride*
Malcom R. McBride*
Julien L. McCall
Margaret H. McCarthy*
Annie M. McClymonds*
Georgia E. McConnell*
Everett D. McCurdy*
Grace McKean*
Jill Harrington McLaughlin
S. Sterling and Judith McMillan
Patricia A. Mead
Lila Meade*
Drs. Cliff A. and Lynne S. Megerian
Sally W. Menges
Elizabeth Briggs Merry*
Robert F. Meyerson
Ruth S.* and Charles W.* Midelburg
Janet L. Miller
Katherine D. Miller*
Mr.* and Mrs.* Severance A. Millikin
Irwin H. Milner*
John F. Minco*
Dr. Irwin B. and Beryl Moore
Lillian M. Moore*
Elizabeth D. Moran*
Mr. and Mrs. John G. Morikis
Sally S. and John C. Morley
Calvary Morris*
Seville H. Morse*
Allan S. Moss*
Mary Macbain Motch*
Eleanor Mougey*
Olga Mural*
Helen D. Murfey*
Hoyt C. and Gail S. Murray
Gertrude A. Myers*
Igerna M. Prange*
William G.* and Irene M.* Preis
Mildred E. Prochaska*
John W. Pugh*
Bertha E. Narten*
Edward* and Celia* Nedved
Louise Francy Neely*
Delos T. Nelson*
Bernice L. Neuberger*
Evelyn D. Neuberger*
Mr. Charles J. Neuger
Lucille E. Nichols*
Mary A. Nixon
Mr. S. Darwin Noll*
Albena A. Nose*
Mr. and Mrs. Ernest J. Novak Jr.
Sharon A. Novak
Mort and Iris November
Leah A. Nowlan*
Dr.* and Mrs.* Frank E. Nulsen
Bertram S. and Lois S. Nusbaum
Eugenie G. Nyland*
Ben P. Rabb*
Cora J. Randall*
Julie and Peter Raskind
Frances Lincoln Rathbone*
Mrs. Patricia A. Redford
Patricia J. Reed
Helen L. Rego*
Joseph L. Reho Sr. and Patricia
Gatchel-Reho
Sadie G. Reich*
James and Donna Reid
Maggie A. Reimer*
Robert S. and Sylvia K. Reitman Family
Mr. and Mrs. Walter K. Remen
Harry Resnick*
Robert R. Rhodes*
Kenneth C. Ricci
Iva M. Rice*
Charles L. Richman*
Edith O. Richman*
Henry C. Richman*
Rose A. Rinella*
Bob, Eleanore and Kathy Risman
William B. Risman and Family
Richard C. Ritzrow*
Edgar S. Robillard*
Barbara S. Robinson
Caroline Rochow*
Alice M. Rockefeller*
Helen E. Rockefeller*
Elizabeth Rockstroh*
Alfred N. Rodway*
Mr.* and Mrs.* Fred E. Roedger
Charlotte M. Roehm*
Mr. and Mrs. Michael J. Rogers
Paul Rolnick*
Lillian Ronder
Benjamin Rose*
Mr.* and Mrs.* Edward A. Rose
Jackie* and Norton Rose
Enid B. and David M. Rosenberg, MD
LaVerne G. Rosenfeld*
Ronna and Benet Rosenthal
Violet B. Ross
Martin* and Betty Rosskamm
Charles F. Rostock*
Joan Roszko*
Mrs. Ruth Rothaermel*
Violette Royan*
Theodore and E. Lynne Rudolph
Dominic Ruggie*
N
O
Thomas J. O’Donnell*
William J. and Katherine T. O’Neill Jr.
George F. Opdyke*
Jeannette A. Osgood*
Aurel F. Ostendorf*
Anne B.* and Henry Ott-Hansen
Jane and Jon Outcalt
Julia Clark Owen*
Wilhelmina E. Owens*
Mr. and Mrs. Terrence R. Ozan
P
Mr.* and Mrs.* George H. Page
Anne T. Palmer
Natalie M. Parke
Nellie S. Parks*
James Parmelee*
Colonel Oliver Hazard Payne*
Elizabeth Peckham*
Kathy and Jim Pender
Steve L. Penko*
Grace L. Pennington*
Katharine H. Perkins*
Mr. and Mrs. W. Robert Perkins
Michael and Shari Perlmuter
Abraham E.* and Rose* Persky
Harry A. Peters*
Charlene Phelps, MSN, RN, FAAN
Robert S. Pile*
Stephen Pilots*
Sarah E. Plamper*
Mr. and Mrs. Richard W. Pogue
William G. Pollock*
R
S p r i n g
2 0 1 2
Leave Your Legacy at University Hospitals
Barbara P. Ruhlman
Jane Hard Russell*
Florence B. Rutter
S
Frances V. Sabol*
Dr.* and Mrs.* Maurice D. Sachs
Mildred H. Sacket*
Aaron Saltzman
Sarah C. Sampliner*
Mary Coit Sanford*
Stanford and Jean Sarlson
Mary T. Savage*
Lois A. Scheel*
Sanford Scher*
Thomas and Karen* Scherr
Gail and Elliott Schlang
William L. Schlesinger*
Dr. A. Benedict Schneider*
Cindy and Bob Schneider
H. Charles Schock*
Mrs. Carol Schoenewald
Edith H. Schowerth*
Harold D. Schrock*
Irene Sacks Schulman*
Florence Schultz*
Harry* and Eleanor Schwartz Family
Forest C. Scott*
Ruth P. Sears*
Ellery* and Elizabeth W. Sedgwick
Mary Sedlack*
Warner* and Emma* Seely
Nellie M. Segar*
Jane and Lee Seidman
Kenneth C. Shand*
Martha B. Shand*
Esther L.* and Moses D.* Shanman
Harold L. Shanower*
Laura V. Shapero*
Dr. and Mrs. Daniel J. Shapiro
Howard M. Sheeler*
Horace A. Shepard*
Francis G. H. Sherman*
Lawrence C. Sherman
James N. Sherwin*
Mr. and Mrs. Michael Sherwin
William T. Shockley*
Harold* and Ruth Sicherman
Michael and Anita Siegal
Mr. and Mrs. Herbert A. Sihler Jr.
Mrs. Walter Sillers*
Karen Singer*
Mr. and Mrs. Richard Skillen
Martha Skowron*
Dr. Ike Slodov*
Alicejane Smid*
A. Kelvin* and Eleanor A.* Smith
V
EarlThe
E. Smith,
MD* of philanthropy at
Mrs.
Amy P. Vandemotter
history
University
Hospitals is inspiring. Charitable bequests
Elizabeth Meade Smith*
Ruth M.* and Guy F.* Varner
haveM.supported
patient careMargaret
since we
Florence
Smith*
Roseopened
Velardo* our doors in 1866. Historic gift
Gretchen
D.
Smith
Mary
Veremis-Ley,
DO
documents containing yellowed carbon paper
and hand-written letters with
Margaret Smith*
Dominic A. Visconsi
yesterday’s
Norman
C. Smith* expressions are preserved at University Hospitals, where all gifts have
Vincent K.* and Edith H.* Smith
Ellen Garretson Wade*
made a difference and legacies
are not forgotten.
Nellie B. Snavely*
Wilma E. Wald*
Lila and Jerry Sorkin
Bruce and Cheryl Waller
For example, Nancy C. Bowker, a seamstress, left a charitable bequest of $3,500 upon her death
Bertine Southworth*
Verna S. Warpula*
1884
to endow
Hospital (now University Hospitals) “for the comfort of
Bobinand
Helene
Sperling a free bed at Lakeside
Florence Warshawsky*
Mr.those
and Mrs.
Irving
B.
Spitz
Donna
P.
Weber*
less fortunate than herself.”
Jean M. St. Lawrence*
Dr.* and Mrs.* Elden C. Weckesser
Dr.Colonel
Richard Statesir
Dr. Georganne
Lillian Weinberg*oil pioneer, left a $1 million charitable bequest to
Oliverand
Hazard
Payne, a Cleveland-born
Vatorella
Dorotha Weinberger*
Lakeside Hospital upon his death David*
in 1917
(see story on page 8).
Ann E. Statuta*
and Ada* Weisberg
Edith I. Stein*
Fred and Lois* Weisman
Today,
philanthropy and the generosity
generations of families continues to support University
Sylvia
S. Steinfeld*
RonaldofWeiss
John
H. Stephan
Larry and gift
Cindy
Werbel
Hospitals.
You too can make a charitable
that
impacts health care in our community.
Esther R. Stern*
Muriel Werbel
Lester
and Maxine
Stoller environment,James
W. Wert Family
In today’s
economic
the charitable
bequest is perhaps the single most compelling
Eleanore E. Stone*
Marguerite Westlake*
gift option available. The reason: a charitable bequest costs nothing today and yet can be an Mr.* and Mrs.* Irving I. Stone
Evelyn E. Wetzel*
L. Stonehill* extremely versatile
wayJ.toWexberg
support University Hospitals. It is the foundation to
Maurice
Marcia
Mildred
Jean
Stonestreet*
Martha
Welles
White*
a meaningful legacy.
Mrs. John P. Storaasli (Iris)
John K. Whittemore*
If University Hospitals is included
Joseph D. and Sandra H. Sullivan
John Widgoy*
Rita Surovy* Consider a Marjorie
charitable
bequest
Beatrice
Vedder Wilkie*
in your estate plans and you
Robert
L.
Swanker*
Arline
M.
Willard
*
A charitable bequest is easy to do and one of the most
ways
make
arepopular
not listed,
wetoencourage
Floyd H. Sweet*
Madeleine Williams*
a gift to charity. It is an instruction in your will or trustyou
that
ainform
portion
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us.
Mary Eloise Sweet*
Virginia T. Williams*
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organization. Charitable
represent
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Patricia
J. Louischaritable
Wolf*
Mrs.
Jane
S.
Wolf
and
celebrate
your
generosity
way to make a future impact through a gift commitment today. A charitable
Amy E. Talbert*
Jennie S. Wolf*
through
membership
bequest can be designated
for the area of greatest need
or for
a specific (which may
Elizabeth O.* and Benjamin H.* Taplin
Lenora R. Wolf*
be
anonymous)
in our Diamond
Sheldon
J. Taubman*
John E.* and Florence M.* Wood
purpose. All bequests to University
Society.
attached
Mildred S. Taylor*
Sue A. Woodford*
Hospitals helpLegacy
to advance
theThe
mission
Katharine Holden Thayer*
Dorothy H. Woodworth*
brochure details ways to join and
we have embraced since our founding
Alma
Thomas*
Josephine* and John A.* Wootton
benefits of membership. To learn
Helen
M.
Tobin*
Marguerite
W.
Wurzburger*
in 1866: To Heal. To Teach. To Discover.
more, call our gift planning
Dr. T. Wingate Todd*
Stanley N. Tomc*
Melanie S. Young
team at 216-983-2200.
Mrs. Marianne K. Trimm*
William Allen Young*
Jane B. Tripp*
Dorothy Youngman
Margaret Triska*
Marie D. Trivison*
Dorothy Hildebrandt Zak*
Linda M.* and Michael J. Trivisonno Sr.
Anne Zeller*
Michael J. Trivisonno Jr.
Thomas F. Zenty III
Gertrude Tyler*
Miss Helen V. Zink*
Washington S.* and Marion C.* Tyler
Audrey S. Zirke*
Malcolm and Helene* Zucker
Louis F. Uhle*
Sarah Zychick*
Hal and Ronna Uhrman
Herbert G. Underwood
Dennis A. Upson*
*Deceased
Veronica A. Urbanski*
W
T
Z
Y
U
L E G A C Y
S O C I E T Y
M E M B E R S
Natalie Parke, Jennifer Krahe and
Stefanie Arena
When Linda Arena, an otherwise healthy
and active non-smoker, was diagnosed
with lung cancer, her three daughters were devastated. Linda succumbed to
the disease on June 2, 2002. “It has been nearly 10 years since we were last able
to hug, laugh and confide with the truly
amazing woman who was our mother,”
said Stefanie Arena.
To commemorate their mother’s life and legacy, her daughters, Natalie Parke,
Jennifer Krahe and Stefanie Arena, have established the Linda K. Arena
Endowed Scholarship Award for Lung
Cancer Education at University
Hospitals. Each year, the fund will provide
a scholarship to a nurse or physician
to obtain advanced training in lung cancer
prevention and treatment. “It is our
hope that this gift will assist the amazing staff at UH to help other families enjoy
a long life spent with loved ones,” said the daughters.
Some are under the unfortunate impression that only the wealthy or those with complicated estate and financial arrangements need a will or trust.
The fact is if you own valuable assets of any type, a
thoughtfully drafted document offers many benefits.
Without an estate plan, the laws of intestacy prevail and the state where you reside distributes your
assets according to a fixed, statutory formula.
However, it can be far from ideal as it does not
take into account personal objectives, unique
family circumstances or charitable intentions.
Checklist
Planning a Charitable Bequest
to University Hospitals
____Speak with your attorney about drafting or amending your will or
trust to include a charitable bequest to UH. We can help you and your
attorney with the appropriate language.
da Arena, Jennifer
Natalie Parke, Lin
that this gift will
assist the amazing
staff at UH to
help other families enjoy a long life
spent with loved ones.” –Natalie Parke,
ie Arena
Krahe and Stefan
“It is our hope
____Review the ownership of your various assets. Not all assets pass
under your will or trust. Assets such as life insurance and retirement
plans or pension plans are distributed according to beneficiary designation.
Real estate and other property that is jointly owned with rights of
survivorship also pass separately. Your bequest intentions need to be
integrated into an overall estate plan.
____Review your will or trust periodically. Circumstances change. So do
tax laws, which may influence the assets you select to make your charitable
bequest. Remember, your will or trust only reflects your intentions at
the time you wrote it.
____Let us know of your bequest intentions. We can help make certain
your goals for supporting University Hospitals are clearly understood and
ultimately accomplished.
____Provide your attorney with our exact name, University Hospitals,
Cleveland, Ohio, when drafting your charitable bequest.
Jennifer Krahe and Stefanie Arena
Continued on page 6
2 1 6 - 9 8 3 - 2 2 0 0
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Why You Need a Will or Trust
D I A M O N D
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Leave Your Legacy at University Hospitals
P hysician
s p otlight
Sam d e n L ha t o o , M D , F R C P
UH appoints renowned epilepsy expert to lead center
More than one way to make a charitable bequest
There are many different ways to make a charitable bequest. The flexibility of these arrangements
is another reason why bequests are an appealing way to realize philanthropic goals.
Specific bequest is a designation to distribute a specific asset or pay a specific
n
memorialize Percentage bequest allows you to allocate a percentage of your estate to be
distributed to University Hospitals. If the value of your estate increases over time,
Geof and promote the value of the bequest increases.
the continued
n
legacy of caring
at UH.” –Lucinda Cave
other bequest designations).
Deferred bequest designates individual beneficiaries to receive immediate benefits
and University Hospitals to receive benefits later. For example, your
will could designate that money be held in a charitable remainder trust
that pays annual income to a designated beneficiary for his or her
lifetime, with the remainder of the trust distributed to UH after the
death of the beneficiary.
Is it time to make a charitable bequest?
As you review your estate plans, remember to consider the personal legacy you
can create when you make a gift to University Hospitals. If you want to make
at UH Case Medical Center
with its wealth of talent
UH
UH Eye Institute Gets Makeover
at UH Landerbook Health Center
Annual “Top Hospital” Award
Goes to UH Case Medical Center
A record-breaking 264 University Hospitals
In mid-April, University Hospitals will open
University Hospitals Case Medical Center
physicians received well-deserved recognition
newly renovated and expanded eye services
is among only 65 hospitals nationwide
on the 2012 Best Doctors in America list,
for adults at UH Landerbrook Health
to be designated as a “Top Hospital” and
excerpted in the March issue of Cleveland
Center in Mayfield Heights, the flagship
national leader in quality patient care by
Magazine. The annual list highlights
of the UH Eye Institute. UH Landerbrook
The Leapfrog Group. This annual distinction
physicians who are voted, by their peers,
is the Eastside’s premier location for retinal
is considered to be the most competitive
as tops in their medical specialties.
and other vision services, offering state-
hospital quality award in the country. It
of-the-art diagnostic equipment, laser and
recognizes hospitals that prevent medical
procedure areas and large, comfortable
errors, reduce mortality for high-risk
waiting areas.
procedures such as heart bypass surgery,
a charitable bequest but do not have a Best Doctor Smitha Krishnamurthi,
will or trust, meet with your attorney MD, gastrointestinal disease leader for
or advisor to put one in place. If your
will has already been drafted and you L E G A C Y
S O C I E T Y
M E M B E R S
Lucinda and Geoffrey “Geof” Cave
Geof Cave, RN, CCRN, was a critical care nurse at University Hospitals Case
Medical Center for 32 years.
He knew firsthand how knowledgeable and deeply
caring UHCMC nurses are.
In 2010, a rare bone marrow disease claimed Geof’s
life but not before he and his wife, Lucinda Cave, RN, a UHCMC nurse educator,
decided to create a nursing education fund specifically for cardiac critical care nurses.
Geof and Lucinda both recognized
the importance of continuing nursing education.
To support the work of nurses
at UH Harrington Heart & Vascular Institute,
Lucinda established the Geof Cave Endowment for Cardiovascular Nursing
Education. “This gift will memorialize Geof and promote the continued legacy
UH Seidman Cancer Center, appears on
and reduce hospital readmissions for
the magazine’s cover, while a feature article
UH Case Medical Center established the
details the work of Mauricio Arruda, MD,
UH Eye Institute in 2008, which now
Director of Clinical Electrophysiology and
provides services in 12 subspecialties at
to University Hospitals, talk with your
Pacing at UH Harrington Heart & Vascular
six satellite locations in Northeast Ohio.
The Leapfrog Group is a consortium of
attorney about how easy it is to amend Institute. The story highlights his cutting-
The UH Eye Institute is generously supported
private and public purchasers of health
your will through a codicil.
edge work diagnosing and treating heart
by the Elisabeth Severance Prentiss
coverage striving for safety, quality and
arrhythmias. In addition, four UH physicians,
Foundation’s recent $5 million gift.
affordability of health care. UH Case Medical
want to include a new charitable bequest To discuss charitable bequests or other gift opportunities, contact our gift planning team at 216-983-2200 or return the
reply card in the attached brochure.
patients being treated for conditions such
as pneumonia and heart attack.
including Dr. Krishnamurthi; Lisa Rogers,
Center was the only Northeast Ohio hospital
DO, UH Neurological Institute, Michael
to be included in this year’s elite list.
Smith, MD, nephrology; and Robert Truax,
DO, family medicine, are featured in special
interviews spread throughout the feature.
of caring at UH,” said Lucinda.
A generosity of spirit, shining for generations
Dr. Lhatoo is Professor of Neurology at Case Western Reserve University
School of Medicine. Before joining UH, Dr. Lhatoo was in charge of
the Bristol Complex Epilepsy Surgery Program in the United Kingdom,
one of the largest epilepsy surgery programs in England. He trained in
London, Bristol and Oxford in the UK and was also a research fellow
in epilepsy at the Cleveland Clinic.
“Best Doctors” List:
Most UH Physicians Ever
D I A M O N D
D i a m o n d
internationally, and to be
Residual bequest designates that University Hospitals receive “what remains”
6
forefront of the field
and expertise.”
in your estate after all other obligations have been met (costs, debts, taxes and
n
of specialists at the
Highlights
n
appointed to lead a team
nationally as well as
amount to University Hospitals.
“This gift will
“It is an honor to be
In January, University Hospitals named Samden Lhatoo, MD, FRCP, as
Director of the Epilepsy Center, UH Neurological Institute. Dr. Lhatoo,
who joined UH in 2010, specializes in difficult to treat epilepsy in adults.
He is an internationally known researcher of Sudden Unexpected Death
in Epilepsy (sudep), a fatal phenomenon that primarily affects epilepsy
patients with poorly controlled disease. He has published extensively and
is a National Institutes of Health funded Principal Investigator.
w w w . U H g i v i n g . o r g
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Di a mond Newslet ter
C o n tac t U s
NONPROFIT ORG
US POSTAGE
University Hospitals of Cleveland
Institutional Relations & Development
11100 Euclid Avenue
Cleveland, Ohio 44106-5000
Patricia L. Fries, Esq., MBA
Director, Gift Planning
216-844-0430
[email protected]
PAID
CLEVEL AND OH
PERMIT NO 412
Claudia Lozano
Christopher Johnston, Julie Evans
Parente-Smith Design Inc.
Photography: Keith Berr, Dan Milner
Managing Editor:
Writers:
Design:
Claudia A. Lozano
Manager, Gift Planning
216-844-0433
[email protected]
Alexandra G. Gray, Esq.
Gift Planning Officer
216-844-0432
[email protected]
© 2012. All rights reserved. University Hospitals
Di a mond Heir looms
G i f t s f r o m t h e Pa s t s h i n e i n to t h e f u t u r e
Colonel Oliver Hazard Payne: Shaping a Historic Legacy
During his lifetime, Col. Payne became
interested in supporting the medical
profession after he was relieved of
symptoms from an old war injury by
Alfred Loomis, MD. He endowed the
Loomis Laboratory in New York City
in 1887 for teaching and research in
chemistry, biology, and pathology. Two
years later, he donated generously to
found the Cornell Medical School.
In 1906, Col. Payne and Howard Hanna,
his childhood chum from another
prominent Cleveland family, made a
joint gift to support an experimental
medicine laboratory at Lakeside Hospital
and Western Reserve University that
was exemplary of the shifting focus in
health care research. Today, his legacy
continues through the Oliver H. Payne
Professorship at Case Western Reserve
University, currently held by Jeffrey L.
Ponsky, MD, Chairman, Department
of Surgery, UH Case Medical Center
and Surgeon-in-Chief at UH.
The son of Henry B. Payne, Cleveland’s
first citizen to serve in the United States
Senate, Col. Payne grew up in Cleveland
on Euclid Avenue when it was known
as Millionaire’s Row. He was named
after his uncle, Oliver Hazard Perry, his
mother’s brother. He was also uncle to
future Congresswoman Frances Payne
Bolton and her sister, Elizabeth Bingham
Blossom, both prominent UH benefactors.
He attended the local secondary school
in Cleveland with a classmate who would
later become his partner in business:
John D. Rockefeller. After graduating
from Phillips Academy Andover in 1859,
Payne enrolled at Yale University. His
studies were interrupted, however, when
the U.S. Civil War began in April, 1861
and he enlisted in the Union Army. At
age 23, Col. Payne was the youngest
commander of a battalion in U.S. history.
Returning to Cleveland in 1865, he
launched Clark, Payne & Company, an
oil refining business. In 1872, Col. Payne
merged his company with Standard Oil.
He remained a large stockholder and
treasurer of Standard Oil of Ohio until
he moved to New York in 1884. There,
he invested in many other business
ventures, including Tennessee Coal and
Iron Company, which later merged into
United States Steel Corporation.
In his later years, Col. Payne spent most
of his summers on his exquisitely designed,
330-foot yacht, Aphrodite, and was
among the most prominent yachtsmen
in the country. In 1917, Col. Payne
died at age 79 at his Fifth Avenue home.
His body was returned to Cleveland
and buried in Lakeview Cemetery at the
family plot.
Today, generations later, the legacy of
philanthropy from the Payne, Bolton,
Bingham and Blossom families is still
being realized by University Hospitals.
These proud Cleveland families continue
to support UH through board leadership
and as generous benefactors. In addition
to their personal philanthropy, family
members have supported University
Hospitals through The Payne Fund and
The William Bingham Foundation.
Courtesy of The Payne Fund
No matter how wealthy or powerful he
became, Colonel Oliver Hazard Payne
never forgot his deep Cleveland roots,
dating back to 1796 when his great
grandfather arrived here with Moses
Cleaveland. In fact, Lakeside Hospital
(now University Hospitals) was the first
named residual beneficiary of his Last
Will and Testament, with a generous
bequest of $1 million. Yale University,
his alma mater, and the New York
Public Library followed.
For more information on charitable
bequests or other gift plans to University
Hospitals, please call 216-983-2200.
Colonel Oliver Hazard Payne
8
D i a m o n d
A generosity of spirit, shining for generations
w w w . U H g i v i n g . o r g
A Generosity of Spirit,
Shining for Generations
D i amond L egac y So c ie t y
Institutional Relations & Development
11100 Euclid Avenue, MCCO-5062
Cleveland, Ohio 44106
JOIN THE MANY WHO ARE
MAKING A DIFFERENCE.
FOR MORE IN FORMATION:
CONTACT TH E GI FT P LANNING TEAM
AT 2 1 6 - 9 8 3 - 2 2 0 0
A Generosity of Spirit,
Shining for Generations
U n i v e rs i t y
H o sp i t a ls
Diamond
Legacy Society
Your legacy can truly make a difference.
The Diamond Legacy Society recognizes and celebrates the generosity of our friends and
supporters who have made an endowed, estate or other planned gift to University Hospitals.
Your philanthropic support will help University Hospitals continue to provide the highquality care that we’ve been providing for nearly 150 years. It’s because of you that we
can live our mission every day: To Heal. To Teach. To Discover.
J o i n t h e D i a m o n d L e ga c y S o c i e t y
Memb e rship
B ene f i t s
Gift Planning
Generations of supporters have been welcomed
into University Hospitals Diamond Legacy Society.
Become a member through one or more of these
gift options:
• Making a difference in the lives of our
patients and their families
Charitable gift planning provides an opportunity
to leave a meaningful legacy, maximize philanthropic
objectives, receive important tax benefits and
minimize cost. We are happy to assist you and
your advisors in achieving your financial and
philanthropic goals.
•Making a bequest through a will or trust
• Establishing a life-income gift, such as a
charitable gift annuity or charitable remainder
trust, that provides payments to you for life
• Establishing a charitable lead trust that provides
annual contributions to UH prior to distribution
to your family
• Designating or transferring a life insurance
policy to UH
• Advancing patient care and innovative discoveries
• Leaving your legacy at University Hospitals
• Recognition in UH Report on Philanthropy
or if you choose, remain anonymous
• Publications and updates on philanthropic
and medical advancements at UH
• Invitations to special events
• UHConnect: Personal 24/7 assistance with scheduling appointments and facilitating visits
• Designating retirement plan assets or making
a direct distribution from an IRA
Many donors provide for the continuing support
of University Hospitals through bequests. The
following sample bequest language can be used:
I give [insert percentage/portion of your
estate or specific asset or dollar amount]
to UNIVERSITY HOSPITALS, CLEVELAND,
OHIO, to be used for the area of greatest
need [or a specific program or area].
All gifts, large and small, make an important
difference in the lives of patients and their families
who come to University Hospitals for care.
• Establishing an endowment for programs,
lectureships and clinicians
w w w. U H g i v i n g . o r g | 2 1 6 - 9 8 3 - 2 2 0 0
Thank you
L EAVE YOUR LEGACY
To learn more about the ways to leave
your own legacy or to let us know if you
have remembered University Hospitals
in your estate plans, please return
the attached reply card or call our gift
planning team at 216-983-2200 or
visit www.UHgiving.org.
Name _______________________________________________________________________________________
Contact your personal advisor to make
provisions for University Hospitals in
your estate plans.
Home Phone _______________________________ Business Phone _______________________________
Address ______________________________________________________________________________________
City ________________________________________________________________________________________
State _______________________________________________________ ZIP __________________________
E-mail _______________________________________________________________________________________
I have remembered University Hospitals in my estate plans.
JOIN THE MANY WHO ARE
MAKING A DIFFERENCE.
I would like to be contacted by a gift planning professional to discuss a possible gift
to University Hospitals.
Please detach and mail to University Hospitals, Institutional Relations & Development, 11100 Euclid Avenue,
MCCO-5062, Cleveland, Ohio 44106. Your stamp and envelope saves for UH.