Like Parents, Like Daughter
Milly and Buzz Nelson’s generosity lives on through their daughter Jan By John Tucker Jan Nelson absorbed many traits from her parents Milly and Buzz Nelson. Like her mother, Jan adores purple. It’s reflected in her clothes, her home décor and a lavender golf cart that turns heads wherever Jan drives it. Her parents loved […]
Philanthropy Runs in the Family
Father and son build a legacy of care By Erin Thorburn David Monheit, CPA, PFS, knew at a young age he would either be a baseball player or a CPA, according to a scrapbook his mother Carole Monheit kept. It appears the latter ruled, and his passion for financial planning beat out baseball. Like his […]
Our Vibrant Future: Generosity For Generations
Join Us For All Of The Excitement! Tuesday, December 4, 2018 Lakeview United Methodist Church 10298 W Thunderbird Blvd, Sun City 10am – 4pm (Presentations will be conducted every hour) Join Sun Health Foundation and Banner Boswell Medical Center for the community launch of the Generosity for Generations Campaign in support of the hospital’s Emergency […]
Strong-Arming Cancer
Having world-class services in her backyard helped Surprise resident tackle breast cancer By Candace Hoffmann When she read that 85-year-old Supreme Court Justice Ruth Bader Ginsberg does 23 pushups each day, Doris Westrack, 85, of Surprise, took up the challenge. After all, if one octogenarian can do that so could she. Doris added pushups to […]
A Smart Investment
Life Plan communities support employee scholarship programs By Candace Hoffmann Playing ping pong isn’t really part of his job description, but for Scott Felciano, it’s certainly an activity close to his heart. Oh, not because he is a ping-pong master or even an avid amateur, it’s because of who he is playing with — the […]
Scholarly Support Nursing Scholarships
Sun Health support for nursing education dates to 1980 when Sun Health Foundation donors began offering scholarships to students enrolled in the Banner Boswell Mesa Community College Nursing Education Program, then based on the Boswell campus. The program, which closed in 2013, educated more than 1,300 nurses during its lifetime. Since then, Foundation donors […]
Warm Hearts, Willing Hands
Volunteers turning compassion into action By Susie Steckner Before there was Sun Health, there were volunteers – go-getters who saw the need for a community hospital in Sun City and who marshaled local support and raised funds to open Walter O. Boswell Memorial Hospital in 1970. They and the hundreds of volunteers who helped staff […]
Charitable Gift Annuity Rates on the Rise
A charitable gift annuity (CGA) enables you to donate to a charity and boost your retirement income, all while getting a nice tax deduction. What’s not to like? Interest in CGAs is sure to rise because of the American Council on Gift Annuities (ACGA) recent increase in suggested maximum charitable gift annuity rates. On average, rates […]
Is a Charitable Remainder Trust right for me?
You’ve already made the decision: you want to donate a large portion of your estate to a nonprofit that is close to your heart. You want to help them achieve their mission as part of your legacy to future generations. You’ve looked at the tax implications, your total assets and income, and are thinking to […]
Planning for the Future
Couple pays it forward to a community that’s been good to them By Susie Steckner After a long career in the aerospace industry, Joe Muldoon took early retirement and embarked on a new adventure with his wife Verna, traveling the country with their trusty fifth-wheel. After several years of exploring, the couple decided to trade […]
