development office newsletter fall 2015 · 2020-01-27 · tasha’s caramel corn, tropical fruit...

LEGACYDevelopment Office Newsletter FALL 2015

This newsletter is published quarterly by Methodist ElderCare Services

IN THIS ISSUE

Legacy Giving Club Donor Recognition#GivingTuesday2015 Financial SnapshotGuild UpdatesPlanned Giving: What Happens to your Will?

Meet Fran WeberWesley Ridge Resident

Legacy Newsletter 2 Fall 2015

Development Committee Board MembersRobert Holm, Chairman Mark Palmer Nancy RummelJack Whitaker

Development Council MembersGreg Anderson Tom Boder Barth Cotner Pamela CoulterRuss Cunningham Chris Godley Mike Healy Casey King Kass Matt Kathy Miller Jim Negron Christopher Nichols Bob Wehner

Development StaffDinah Cason Executive Director of Development Julie Brady Development Coordinator Michele Dose Development OfficerMary LeMaster Development Officer Trish Mayhorn Development Coordinator Kari Roll Major Gifts Officer

Contact UsWesley Glen Development Office: 614-842-8003Wesley Ridge Development Office: 614-501-1452

www.methodisteldercare.org

On the CoverMeet Fran WeberWesley Ridge Resident

Inspiration can come from many places. For Fran Weber, Wesley Ridge resident, it stems from two things: her strong belief in staying active and her strong desire to help people. Fran knows the value of staying active. Though she has always walked for exercise, she added swimming as an activity 33 years ago because she suffered a cerebral hemorrhage in the 1980s.

Swimming helped her regain her strength. With her late husband Bob’s encouragement, she began walking daily again and has not looked back! Bob and Fran also enjoyed square dancing, snorkeling, diving, and traveling. Fran cherishes her memories of her husband and thanks God for the extra time they had together. In her heart, she knows exercise transformed their lives and she wants others to have that opportunity. It is no surprise that she has committed to supporting the Harcum Fitness & Aquatic Center with a $25,000 donation. Her gift secured the naming rights to the Center’s artwork. It is ideal when donors’ personal passions influence their charitable giving! Fran shared, “I don’t think I would still be here if I hadn’t been active. I found something I loved to do and kept on doing it.” She is excited to soon be able to swim and exercise right at home, at Wesley Ridge. Thank you, Fran, for being a mentor and an inspiration to us.


Naming Opportunities AvailableCapital campaign committee members are working diligently to raise funds

for the Harcum Fitness & Aquatic Center. Some residents, employees and trustees have made commitments already, but there are still naming opportunities available, such as the juice bar/lounge, community classroom, exercise studio, and outdoor patio. We expect to begin site work and construction in late October 2015, with a projected completion date of late summer 2016.For more information, contact Dinah Cason at [email protected] or 614-501-1458.

Wesley Glen Lobby RenovationThe main lobby of Wesley Glen has been renovated to include an expanded marketplace, ample seating areas, two new lounges and a new Welcome Center. With a complimentary coffee station and a floor-to-ceiling window view of the ravine area, the new lobby will serve as a central hub for residents and guests to congregate.

We would like to thank the Lobby Renovation Capital Campaign Committee members for their guidance and support: Alyce Andrus, George Eckert, Frank and Dee Himes, Paul Meuser, Dick Spires, Peg Carmany, Mary LeMaster and Kari Roll.

Naming opportunities remaining:

Main Lobby, 874 sq ft $50,000 Market Place, 288 sq ft $50,000Welcome Center, 216 sq ft $25,000 Art Feature/Artwork $12,000

For more information, contact Kari Roll at [email protected] or 614-842-8003.


Donor Spotlight The Columbus Lodge #11 Loyal Order of Moose presented Wesley Glen with a $1,144.50 check for the patio renovation project. Thanks to Wesley Glen staff member Rick Pierce, who serves as Governor for the Lodge, for arranging this gift and encouraging support for our residents! Kari Roll, Major Gifts Officer for Wesley Glen, accepted the donation at the Lodge headquarters.

Legacy Giving Club Donor Recognition Methodist ElderCare Services is pleased to recognize the following major donors who have recently joined the Legacy Giving Club or who have reached a new level of giving.

Cumulative Giving Club Levels (from 1/1/15-9/30/15)

Benefits of Membership Membership in the Legacy Giving Club at the major donor levels listed above includes a lifetime membership to Wesley Glen Wellness Center, recognition in Legacy Newsletter and on donor plaques at Wesley Ridge and Wesley Glen, and invitations to exclusive major donor events, including special sneak previews of current projects. For more information on the Legacy Giving Club, please contact the Development Office: Wesley Glen 614-842-8003 and Wesley Ridge 614-501-1452.

Emeritus Members ($250,000 - $499,999) Ann S. Tuttle*

Mentor Members ($50,000 - $99,999) Lowell and Barbara AnstineJim and Carol BarbeeMargaret R. Carmany and Dr. Robert J. PerryEdward Lewis Hamblin

Executive Members ($25,000 - $49,999) Cliff and Joy EverettRobert Kaynes

M. Jean Kleckner*Frances McCafferty and Joseph FraggiottiEvelyn Meyers*Frances WeberRobert and Joyce WehnerDirector Members ($10,000 - $24,999) Michael and Edith Mae HerrelNancy E. Small*Price K. Snyder

*deceased


2015 Gifts to Methodist ElderCare ServicesTop 5 Current Areas of Support: (as of 10/9/2015)1. Wesley Glen Charitable Care $251,441.272. Hospice Services at Methodist ElderCare $89,278.703. Wesley At Home $84,150.844. June and Dave Harcum Scholarship $61,200.005. Wesley Ridge Charitable Care $56,852.36

Additional donations were received for the following programs: Wesley Glen Tribute Garden, Wesley Glen Butterfly Garden, Ravine Room Renovation, Wesley Glen Assisted Living, Wesley Glen Music & Memory, Wesley Glen Special Care, Thyrza Fund Garden, Life Center Fund, Robert A. Barnes Center and Kimes Chapel, English Garden Awning and Bishop Place Gazebo, Wesley Glen Health Center, Wesley Glen Library Fund, Wesley Glen Wellness Center, Fund for Charitable Care, Wesley Ridge Employee Pavillion, Wesley Ridge Wellness Grant.

Ways to Give to Methodist ElderCare ServicesThere are many ways to donate through the Development Office – here are a few:

Tribute Gifts Tribute gifts can be made through our Memorial/Honorarium Giving Program.

Capital Current Capital Campaign projects include Wesley Glen Lobby Renovation, Campaigns the Harcum Fitness & Aquatic Center, and Wesley Woods.

Charity Golf Funds are raised through sponsorships, team fees and an exclusive post-golf Classic dinner/auction.

Planned Charitable Bequests, Charitable Gift Annuities, Deferred Payment Gift Gifts Annuities, Life Insurance.

Annual Support Give cash, securities or real estate. and Major Gifts

Don’t forget to make your 2015 tax-deductible gift!

Capital Campaign Projects Update:1. Harcum Fitness & Aquatic Center $623,269.562. Vecozols Patio Renovation (at Wesley Glen) $197,144.503. Wesley Glen Lobby Renovation $57,672.004. Wesley Woods $20,200.00

snapsh tfinancial


What Happens to Your Will? The Steps That Take Place After You’re Gone

You know having a will is vital when it comes to distributing your assets to the people and causes you care about. But what exactly happens to your will after you pass away? Your will goes through what is known as probate—the legal procedure by which the courts oversee that your assets are properly distributed. In general, if you leave a will, the will is submitted to a court for legal review. If you die without a valid will (called

intestate), a court becomes responsible for ensuring that your estate is distributed according to your state’s intestate succession laws. A number of steps occur in the probate process, including: • Yourwillandanycodicilsaresubmittedtotheprobatecourt.• Anexecutorisappointedtoactonbehalfofyourestate.• Peopleandbusinessesthathaveclaimsagainstyourestateorowemoneyto

your estate are notified. • Yourestate’sassetsareinventoried.• Anyvalidclaimsorbillsarepaidfromyourestate.• Thecourtdetermineswhenyourestateisreadyfordistribution.• Yourestate’sassetsaredividedamongyourdesignatedbeneficiaries.

Depending on your estate, several additional steps may be involved. It is also important to note that laws about wills and probate vary from state to state. If you move to another state, it’s a good idea to have an estate planning attorney review your will to see if it is valid in your new state. The information in this article is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Information provided by Stelter Company.

Development Strong! The Wesley Glen Development Office hosted a get-together August 10th to introduce the team to residents and employees. The Development team shared their 2015 fundraising accomplishments, including the recent Wesley Glen patio renovation. Thanks to donors Aivests and Stephanie Vecozols for making this project possible. It will include a new grill, pergola, and fireplace. Plans for the Wesley Glen lobby renovation were also showcased, along with highlights of the Charity Golf Classic and Employee Campaign.A special thank you to all the residents and staff who attended! Thanks to Phil Van Walsen for his tremendous help! For further information about the Wesley Glen Development Office, contact Kari Roll, Major Gifts Officer, at 614-842-8003 or email [email protected]

Did You Know? You can use your will to extend your support for Methodist ElderCare Services beyond your lifetime. Contact the Wesley Ridge Development Office at 614-501-1452 or the Wesley Glen Development Office at 614-842-8003 to learn more about this simple yet significant way to donate. Thanks to our donors whose support, large and small, makes a big difference at Methodist ElderCare Services.

Wesley Glen Development Office Staff: Kari Roll, Mary LeMaster, Dinah Cason, Julie Brady

DEVELOPMENTStrong


Taste At RidgeThe Guild at Wesley Ridge hosted the Taste At Ridge on September 14 on the Wesley Ridge campus. A big thank you to Gigi’s Cupcakes, Panera Bread, Creno’s Pizza, Chick-Fil-A, Bob Evans, Jimmy John’s, LaFogata Grill, Salt & Pepper BBQ, Sharon’s Delicious Breads,

Tasha’s Caramel Corn, Tropical Fruit & Nut Co., Uno Pizzeria & Grill, White Castle and Wesley Ridge Dining Services for donating their time and products. Funds raised benefit the Wesley Ridge community.

New Wesley Glen Guild PresidentThe Guild at Wesley Glen is pleased to introduce Sandy McCarthy as our 2016 President. Sandy and her husband Tim have lived across the street from Wesley Glen for the past 27 years. She is a licensed massage therapist and has volunteered to help our assisted living residents. Sandy enjoys staying active; she is a Wesley Glen Wellness Center member and loves mountain climbing, white water rafting and zip lining.

Wesley Glen residents joined Wesley Ridge for an evening of tasty treats

Wesley Ridge Wellness Coordinator & Certified Personal Trainer Nathan Harvey

showcased the services offered on campus

New Development Office Staff Member Welcome Michele Dose! Michele joined the team in August as a Development Officer for Methodist ElderCare Services. An Ohio native, she has her Masters in Management from Mount Vernon Nazarene University and her Bachelors from Muskingum University. Michele previously worked for Ryan Homes and State Farm Insurance. After having a baby boy (Eli) last year, she and her family moved back to Ohio from Virginia. They are excited to raise their children as Buckeyes!Michele can be reached at [email protected] or 614-512-6040.

Development Committee Board Member Jack Whitaker enjoyed meeting residents,

guests and the Chick-Fil-A Cow

Development O�ce

2229 Taylor Park Drive • Reynoldsburg, OH 43068

NON-PROFIT ORGUS POSTAGE

PAIDCOLUMBUS OHPERMIT NO 332

When: Saturday, November 21, 2015; 9–11 a.m. Where: The Kimes Chapel at Wesley Ridge Retirement Community 2229 Taylor Park Dr., Reynoldsburg, OH 43068 Cost: $20.00 for adults; kids 10 and under are free. Contact: Trish Mayhorn at (614) 501-1452 or email [email protected]

WesleyRidge

A global day dedicated to giving back. Proceeds to benefit Charitable Care at Methodist ElderCare Services.When: Tuesday, December 1, 2015 Who: All residents, families, staff, and community members Where: Wesley Glen and Wesley RidgeContact: Michele Dose at 614-512-6040 or [email protected] #GivingTuesday raised over $12,000 through the “Gift of Music” campaign benefiting dementia care at Wesley Glen and Wesley Ridge. Contributions allowed for the certification into the Music & Memory program and purchase of iPods, iTune cards, and headsets.

WesleyGlen

When: Saturday, November 14, 2015; 9–11 a.m. Where: The Auditorium at Wesley Glen Retirement Community 5155 N. High St., Columbus, OH 43214 Cost: $20.00 for adults; kids 10 and under are free. Contact: Julie Brady at (614) 842-8305 or email [email protected]

Join us for a delicious breakfast and pictures with Santa and Mrs. Claus!

development office newsletter fall 2015 · 2020-01-27 · tasha’s caramel corn, tropical fruit...

Documents