We Woul Recently, Legacy Giving Ward Bowman€¦ · Ward Bowman became a new member of the Legacy...
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conehealth.com/legacy mktg/jb/6.2019 Legacy Giving Story Recently, Ward Bowman became a new member of the Legacy Leadership Circle after designating a legacy gift for a special program he created through the Cancer Patient Support Fund. While he cared for his wife Sherrill as she faced cancer, he saw firsthand that medical care is far more than treating the disease. As Ward spent countless days with Sherrill at the Cancer Center, he met many patients whose battles with cancer were further complicated by non-medical concerns. Lack of reliable transportation prevented many from always making their treatment appointments. Others could not afford nutritious food or medicine. “We were fortunate not to have that stress on top of a life-threatening diagnosis,” says Ward. He then asked his wife’s physician how he could help those patients. “With her guidance, I worked with the Office of Institutional Advancement to establish a program to provide gas and grocery gift cards for those in need.” The social workers reported what a huge impact his annual support was making. After seeing the success of the program, Ward made the decision to continue his giving through a legacy gift in memory of his beloved Sherrill. “Someone is sitting in the shade today because someone planted a tree a long time ago” — Warren Buffett Legacy Giving We Would Like to Hear From You Tell us your story. Let us help you create a legacy gift that will perpetuate your desire to improve the future health of our community. To receive information about: 1. A confidential Declaration of Legacy Gift Intent form. 2. Sample bequest language. 3. Making a planned gift. 4. Membership in the Legacy Leadership Circle. Contact us at: Michelle Schneider, VP and Chief Philanthropy Officer Email: [email protected] Phone: 336-832-9450 For more information, visit conehealth.com/legacy.
Transcript of We Woul Recently, Legacy Giving Ward Bowman€¦ · Ward Bowman became a new member of the Legacy...
conehealth.com/legacymktg/jb/6.2019
Legacy Giving StoryRecently, Ward Bowman became a new member of the Legacy Leadership Circle after designating a legacy gift for
a special program he created through the Cancer Patient Support Fund. While he cared for his wife Sherrill as she faced cancer, he saw firsthand that medical care is far more than treating the disease.
As Ward spent countless days with Sherrill at the Cancer Center, he met many patients whose battles with cancer were further complicated by non-medical concerns. Lack of reliable transportation prevented many from always making their treatment appointments. Others could not afford nutritious food or medicine.
“We were fortunate not to have that stress on top of a life-threatening diagnosis,” says Ward. He then asked his wife’s physician how he could help those patients.
“With her guidance, I worked with the Office of Institutional Advancement to establish a program to provide gas and grocery gift cards for those in need.”
The social workers reported what a huge impact his annual support was making. After seeing the success of the program, Ward made the decision to continue his giving through a legacy gift in memory of his beloved Sherrill.
“Someone is sitting in the shade today because someone planted a tree a long time ago”
— Warren Buffett
Legacy GivingWe Would Like to Hear From You Tell us your story. Let us help you create a legacy gift that will perpetuate your desire to improve the future health of our community.
To receive information about:
1. A confidential Declaration of Legacy GiftIntent form.
2. Sample bequest language.
3. Making a planned gift.
4. Membership in the Legacy Leadership Circle.
Contact us at:
Michelle Schneider, VP and Chief Philanthropy OfficerEmail: [email protected]: 336-832-9450For more information, visit conehealth.com/legacy.
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Ways to Give A legacy gift made with planning and forethought will not only provide for the future of Cone Health but can also provide financial benefits for the donor and/or the donor’s family. A legacy gift is often part of a long-term giving strategy developed as a commitment today that will provide funding at a later date. Legacy gifts come in different forms:
1. Estate or Deferred Gifts are primarily made byway of beneficiary designation through a will, alife insurance policy or retirement plan, and areusually revocable in nature.
2. Life Income Gifts such as Charitable GiftAnnuities or Charitable Remainder Trusts areirrevocable and funded with cash, securities orother appreciated assets such as real estate. It isgifted in exchange for an income stream for lifeor for a fixed number of years. The remainder ofthe gift would be distributed to Cone Health atthe termination of the contract.
The Legacy Leadership Circle was founded in 2018. Membership includes those who have generously and thoughtfully planned and declared their intent to include Cone Health in their estate plan. Legacy gifts can provide long-term funding and support for any of Cone Health’s facilities, services lines, programs and future initiatives.
Qualifying Legacy Gift Vehicles Will: Gifts directed through a will with a predetermined dollar amount or % of one’s estate designated to Cone Health.
Life Insurance Policies or Retirement Funds: Designation of Cone Health as primary or secondary beneficiary; allocated in % amount.
Charitable Gift Annuities or Remainder Trusts: Cone Health named as beneficiary; can be designated in % amount.
Membership RequirementMust complete a Confidential Declaration of Legacy Gift Intent form.
Benefits of Membership * Certificate of Membership and special
recognition
* Invitation to Legacy Leadership Circle events
* Inclusion in special educational opportunities
* Satisfaction in knowing your gift willmake a difference for the future
* Becoming a leader in legacy giving forthe health of our community
Charter MembersMr. Terrence B. Akin and Ms. Barbara Steslow Mr. Jacob B. Balsley, IIIPamela M. BarrettMr. Ward BowmanBruce and Dora BrodieDr. Edwin L. and Joan BryanNoel and Beth BurtJohn and True CampbellMr.** and Mrs. George Crampton**Mr. Dwight M. Davidson, III Chick and Constance DeeMrs. Carol Cone DouglasMs. Mae DouglasMr. Barry S. FrankMrs. Sarah Gorrell**Mr. Richard D. Hall, Jr.Mrs. Nancy HemricMrs. Mary Gorrell JonesJohn Wayne and Sandra D. KeelingDr. E. Joe LeBauerAnn and Brokie LineweaverMr. C. Vincent Long, Jr.**Gustav and Mary MagrinatMrs. Sandra MasciaMr. Frederick Murray**Annette and Bill PorterRoselyn G. PowellTim and Carolynn RiceJerome and Margot RuskinDr. Ernest L. SchillerSusan F. ShumakerCarole and John Simms, Jr.Henry W. B. Smith III MD and Cheryl T. Smith Mr. Paul M. Stephens, IIIThomas David and Diana Jean StuckeyMs. Rebecca Thigpen**Ms. Susan ThompsonKeith** and Barbara Wharton
** Posthumously Recognized
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