Planning Fall 2015 Matters - Dana-Farber and the …...We celebrated the 25th Anniversary of the...

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Planning Matters ESTATE PLANNING NEWSLETTER FROM THE DANA-FARBER SOCIETY Fall 2015 A fter Ginny and Marc Packin moved to Western Massachusetts from New Jersey in 1990, they quickly became involved in the area’s active fundraising community for Dana-Farber and the Jimmy Fund, led by Barbara and Jim Sadowsky, Dana-Farber Trustees and co-chairs of the Dana-Farber Society (DFS). Jim and Marc were college roommates, and the Sadowskys introduced the Packins to many fellow Dana-Farber and Jimmy Fund supporters. “The people we met were just fantastic and hardworking, and they have kept us involved,” Marc said. At the time, Ginny and Marc’s family had not been touched by cancer, but they were eager to help with events like Chefs for Jimmy and the Jimmy Fund Golf Tournament/Jeffrey Vinick Memorial. A trip to Dana-Farber’s Jimmy Fund Clinic greatly affected the Packins and deepened their commitment. “We realized we could be a part of helping these children on their journey,” Ginny said. In addition to their decades of volunteer work, the Packins will leave a legacy of helping others affected by cancer through a gift to Dana-Farber and the Jimmy Fund in their will. With this recent addition to their estate plans, the Packins join many of their fellow volunteers as members in the DFS, a group of dedicated individuals who have made a planned gift to Dana-Farber and the Jimmy Fund. “We didn’t find it difficult to balance taking care of Dana-Farber and the Jimmy Fund, as well as our family, in our estate plans,” Marc said. “We know our gift will have a positive impact in the future, and it will be handled well,” Ginny added. Over the course of Ginny and Marc’s involvement, family members in other states have been diagnosed with cancer, and the Packins feel their support of Dana-Farber and the Jimmy Fund makes a difference beyond New England and will continue to do so for years to come. “The research that’s going on at Dana-Farber doesn’t stay local—it’s shared with the cancer-fighting community globally,” Ginny said. “That means a lot to us.” Making a gift to Dana-Farber that helps change lives is as simple as placing the following language in your will: “I bequeath (a specific amount, a portion of your total or residual estate) to Dana-Farber Cancer Institute, Inc., 450 Brookline Avenue, Boston, Massachusetts 02215.” Please contact Alice Tobin Zaff, Assistant Vice President, Gift Planning, at 800-535-5577 or [email protected], for more information on honoring a family member or Dana-Farber caregiver through an estate gift to Dana-Farber and the Jimmy Fund. LEARN MORE ABOUT SUPPORTING DANA-FARBER’S FUTURE AT DANA-FARBER.ORG/GIFTPLANNING Dedicated volunteers make legacy gift after decades of involvement Ginny and Marc Packin, decades-long volunteers, furthered their commitment to Dana-Farber and the Jimmy Fund’s lifesaving work with a gift in their will.

Transcript of Planning Fall 2015 Matters - Dana-Farber and the …...We celebrated the 25th Anniversary of the...

Page 1: Planning Fall 2015 Matters - Dana-Farber and the …...We celebrated the 25th Anniversary of the Dana-Farber Society (DFS) with a record audience at our recognition dinner in June.

PlanningMattersESTATE PLANNING NEWSLETTER FROM THE DANA-FARBER SOCIETY

Fall 2015

After Ginny and Marc Packin moved to Western

Massachusetts from New Jersey in 1990, they

quickly became involved in the area’s active

fundraising community for Dana-Farber and the Jimmy

Fund, led by Barbara and Jim Sadowsky, Dana-Farber

Trustees and co-chairs of the Dana-Farber Society (DFS).

Jim and Marc were college roommates, and the Sadowskys

introduced the Packins to many fellow Dana-Farber and

Jimmy Fund supporters.

“The people we met were just fantastic and

hardworking, and they have kept us involved,” Marc said.

At the time, Ginny and Marc’s family had not been

touched by cancer, but they were eager to help with

events like Chefs for Jimmy and the Jimmy Fund Golf

Tournament/Jeffrey Vinick Memorial. A trip to

Dana-Farber’s Jimmy Fund Clinic greatly affected the

Packins and deepened their commitment.

“We realized we could be a part of helping these

children on their journey,” Ginny said.

In addition to their decades of volunteer work, the

Packins will leave a legacy of helping others affected by

cancer through a gift to Dana-Farber and the Jimmy Fund

in their will. With this recent addition to their estate

plans, the Packins join many of their fellow volunteers

as members in the DFS, a group of dedicated individuals

who have made a planned gift to Dana-Farber and the

Jimmy Fund.

“We didn’t find it difficult to balance taking care of

Dana-Farber and the Jimmy Fund, as well as our family, in

our estate plans,” Marc said.

“We know our gift will have a positive impact in the

future, and it will be handled well,” Ginny added.

Over the course of Ginny and Marc’s involvement,

family members in other states have been diagnosed with

cancer, and the Packins feel their support of Dana-Farber

and the Jimmy Fund makes a difference beyond New

England and will continue to do so for years to come.

“The research that’s going on at Dana-Farber doesn’t

stay local—it’s shared with the cancer-fighting community

globally,” Ginny said. “That means a lot to us.”

Making a gift to Dana-Farber that helps change lives is as simple

as placing the following language in your will: “I bequeath (a

specific amount, a portion of your total or residual estate) to

Dana-Farber Cancer Institute, Inc., 450 Brookline Avenue,

Boston, Massachusetts 02215.”

Please contact Alice Tobin Zaff, Assistant Vice President, Gift Planning,

at 800-535-5577 or [email protected], for more information on

honoring a family member or Dana-Farber caregiver through an estate

gift to Dana-Farber and the Jimmy Fund.

LEARNMOREABOUTSUPPORTINGDANA-FARBER’SFUTUREATDANA-FARBER.ORG/GIFTPLANNING

Dedicated volunteers make legacy gift after decades of involvement

Ginny and Marc Packin, decades-long volunteers, furthered their commitment to Dana-Farber and the Jimmy Fund’s lifesaving work with a gift in their will.

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How do I give through my retirement account?

Goonline:Accessyouraccountonlineand

addDana-Farberasabeneficiary.OurtaxIDnumber

is04-2263040.

ContactyourPlanAdministrator:Requesta

beneficiarydesignationform.

Callus:AliceTobinZaff,AssistantVicePresident,

GiftPlanning,andherteamareheretohelp!

Callusat800-535-5577withanyquestions.

DearFriends,

2015hasbeenayearof

excitingmilestonesforDana-

FarberandtheJimmyFund’s

plannedgivingcommunity.

Wecelebratedthe25th

AnniversaryoftheDana-Farber

Society(DFS)witharecordaudienceatourrecognition

dinnerinJune.Wehavealsowelcomed97newmembers

intotheSociety,expandingthisgroupofspecialdonors

whohavemadeestategiftstobenefitDana-Farberandthe

JimmyFund.

Throughtheyears,thepowerfulimpactofgiftsmade

byplannedgivingdonorshasfuelednewcancerresearch

atDana-Farberandbroughtthelatestadvancesincare

tocountlesspatientsandtheirfamilies.Yourgenerosity

andforesightensuresthisprogresswillcontinueforour

grandchildrenandthenextgeneration,eveniffederal

fundingisuncertain.

Thankyouforyourincrediblepartnershipanddedication

toendingcancer.Ifyouwouldliketolearnmoreaboutthe

varietyofplannedgiftsthatoffermanybenefitstoyouand

supportDana-FarberandtheJimmyFund,orhavealready

madeagiftandwouldliketojoinDFS,pleasecontactme

[email protected].

Sincerely,

AliceTobinZaff

AssistantVicePresident,GiftPlanning

An estate planning newsletter from the Dana-Farber SocietyPlanningMatters

Dana-Farber Cancer Institute10 Brookline Place West, 6th fl oorBrookline, MA 02445-7226

An Update from Alice:

GPPM15014

Use your retirement plan to conquer cancerSupportourlifesavingmissionbynamingDana-Farberandthe

JimmyFundasafullorpartialbeneficiaryofyour

retirementplan.

Considerthebenefitsandflexibilityofthiseasy,

tax-efficientgiftoption:

■Youdonotneedanattorneytomakesthissimple,

convenientgift

■Youcanchoosetodesignateapercentageofyourplan

■YourassetswilltransfertoDana-FarberandtheJimmy

Fundwithoutbeingtaxed,maximizingyourfutureimpact

Dana-Farber Cancer Institute has been the top ranked cancer hospital in New England by U.S. News and World Report for 15 consecutive years, and is the only cancer center in the country ranked in the top 4 for both adult and pediatric cancer programs.

Sincerely,

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An estate planning newsletter from the Dana-Farber Society

Sixofthe90foundingDana-FarberSocietymembers(lefttoright):TrusteeStephenKoster,DarleneSallan,Dana-FarberChiefofStaffEmeritusStephenSallan,MD,BailaJanock,LauraAndrews,andLindaAndrews-Gould

Dana-Farber Society (DFS) celebrates 25th anniversary

Dana-FarberSocietymemberMatthewFineandhisparents,Dana-FarberSocietymembersSuzanne“Suzie”FineandRobert“Bob”Fine

The Dana-Farber Society’s incredible community of

donors and a quarter-century of progress against

cancer were cause for commemoration at the DFS 25th

anniversary recognition dinner in June. What began as a group of

90 forward-thinking individuals in 1990 is now an engaged group

of more than 900 DFS members of all ages from 32 states and

three countries.

The Society welcomed the Honorable

Stephen G. Breyer, associate justice of the

Supreme Court of the United States and

Dana-Farber Cancer Institute Trustee, as

keynote speaker for the evening. Justice

Breyer shared interesting details on “a

day in the life of a Supreme Court Justice,” and spoke of his

connection to Dana-Farber: his wife, Joanna Breyer, PhD, is a

retired psychologist who worked in Dana-Farber’s pediatric

psychosocial services for decades.

The evening was a chance to join together and refl ect on the

strides at Dana-Farber that planned gifts have made possible, and

look to a future of promising advances.FormerDana-FarberSocietyCo-ChairSandyGardnerwithherhusband,formerDana-FarberSocietyCo-ChairandTrusteeDozierGardner

TheHonorableStephenG.Breyer,associatejusticeoftheSupremeCourtoftheUnitedStatesandDana-FarberTrustee,withDana-FarberSocietyCo-ChairsandTrusteesBarbaraandJimSadowsky

Page 4: Planning Fall 2015 Matters - Dana-Farber and the …...We celebrated the 25th Anniversary of the Dana-Farber Society (DFS) with a record audience at our recognition dinner in June.

As physicians trained in Boston, Martha and

Arthur “Art” Bobruff always knew of Dana-Farber

Cancer Institute. Their knowledge of Dana-Farber

drastically changed in 1997 when their 22-year-old son,

David, was diagnosed with a brain tumor.

After an extraordinary college career at Amherst College,

David obtained a promising and challenging financial

position at Goldman Sachs in New York City when he

suffered a seizure. After what the Bobruffs describe as a

“most horrible experience” at the hospital where David

was first diagnosed, they contacted Dana-Farber and

David was transferred by ambulance to Boston.

At Dana-Farber, the Bobruffs found care that was a

“class above” and a new treatment plan for David was

implemented. Nearly two decades later, he is healthy and

married with a young son.

“We support Dana-Farber because we are so grateful for

where our family is at this point—compared to where we

could have been,” Art said.

To express their gratitude, Martha and Art established

a Charitable Gift Annuity (CGA) using appreciated stock

to benefit Dana-Farber and the Jimmy Fund. The CGA

provides the Bobruffs with a steady income for life and

an income tax deduction, and will ultimately benefit

Dana-Farber’s lifesaving mission.

“The financial benefits of the CGA are valuable, but

for us, there is no greater reward than knowing we are

helping Dana-Farber and the Jimmy Fund in the fight

against cancer,” Art said.

The Bobruffs found the CGA easy to set up, with

assistance from Dana-Farber’s Gift Planning office, and

are pleased with the financial benefits of the gift.

“We had strong feelings about giving back to a

meaningful and valuable organization, and Dana-Farber

and the Jimmy Fund was at the top of that list,” Martha

said. “Dana-Farber’s wonderful doctors and staff were

amazing, and, in our minds, it’s also the top institution

in the world to discover new treatments.”

Martha and Arthur Bobruff, pictured here with their daughter-in-law, Yael (left); daughter, Rachel (center); and son, David (far right); created a CGA to benefit Dana-Farber in gratitude for David’s care.

Charitable Gift Annuity with Dana-Farber is a gift that pays income for life and gives back

85 7.8% $780 $5,622

80 6.8% $680 $4,965

75 5.8% $580 $4,503

70 5.1% $510 $4,002

65 4.7% $470 $3,363

Age Annuity Rate Annual Income Tax Deduction

Advance Dana-Farber’s mission to conquer cancerEstablishing a Charitable Gift Annuity (CGA)

is a great way to generate income for yourself

and/or another beneficiary while fighting cancer

at Dana-Farber.

* Based on a $10,000 cash gift using the IRS Discount Rate of 2.2% for September 2015

CURRENTCGARATES**For Single Life Beneficiary

PLANNINGMatters: an estate planning newsletter from the Dana-Farber SocietyPlanningMatters An estate planning newsletter from the Dana-Farber Society