PLANNED GIVING ADVISOR
Volume 18, Fall 2008
Planned Giving Advisor is published periodically by Baptist Health South Florida Foundation to inform our friends and advisors about ways in which planned giving assists the hospitals and the communities they serve. It is mailed at no charge to select planned giving and estate planning professionals, donors and physicians. Comments, articles and suggestions for future topics are welcome. Please submit them online to email@example.com, or to the attention of Elaine Ames at Baptist Health South Florida Foundation, 8900 N. Kendall Drive, Miami, FL 33176, 786-596-3572.
Please write to us at HIPAA Opt-Out, Baptist Health South Florida Foundation, 8900 N. Kendall Drive, Miami, FL 33176, if you wish to stop receiving fundraising requests supporting the hospitals and services of Baptist Health.
EDITOR: Sydney S. Traum, Esq.; EDITORIAL COMMITTEE: Elaine Ames, Paul Soulé, Richard A. Lehrman.
Special thanks to Jo Baxter, corporate vice president of Marketing and Public Relations, and her staff at Baptist Health South Florida, and graphic designer Denise Winston.
OFFICERS & DIRECTORS: Bill Tillett, chairman of the Board; James W. Harris, vice chairman; James Carr, chairman emeritus; Philip Wolman, treasurer; Joel Schenkman, M.D., assistant treasurer; Mita Burke, secretary; Richard T. Alger, Dick Anderson, George Aronoff, William Baldwin, Yerby T. Barker, Rodney Barreto, Kerrin Bermont, Robert Berrin, Carol Berry Helms, Bonnie Blaire, James Bokor, James Boruszak, Elisa Brown-Soltero, M.D., Joseph Buchanan, Robert Burstein, Susan Carr, Gerald Case, Ray Castellanos, Joe Catarineau, Mauricio Cayon, Pat Dahne, William Dickinson, Denise Ehrich, Eugene Eisner, M.D., Theodore Evans, M.D., Manny Fernandez, Augusto Gil, Robert Gintel, Curtis Gray, Leif Gunderson, Barry Halpern, M.D., Kent Hamill, Barbara Hanck, Agustin Herran, Jay A. Hershoff, Gerald Hirsch, Nathan Hirsch, M.D., Jacque Huttoe, Lane Jones, Rudy Kranys, Katrina Lavene, Cynthia Leesfield, Maria Camila Leiva, Bruce W. MacArthur, Charlie Martinez, Derek McDowell, Jo McGregor-Ganus, Patricia Mull, Thomas P. Murphy Jr., Omar Pasalodos, M.D., Johanna Paterson, Luis C. Quintero, M.D., Jorge R. Rabazza, M.D., Bonnie Rippingille, Gonzalo Sanabria, Betty Anne Schilling, Emery B. Sheer, Steve Shiver, Patricia Stanley, René W. Taylor, Warren Weiser, William W. Wilson III; HONORARY DIRECTORS: Cira Almeida, Oscar Barbara, Joseph Bolton, Barbara A. Calev-Moran, Thomas P. Carlos, John M. Cassel, M.D., Victor E. Clarke, Theodore Feldman, M.D., J. Arturo Fridman, M.D., Paul A. Gluck, M.D., Dan Hanrahan, Thomas Jones Jr., Barry T. Katzen, M.D., Judith Katzen, Robert Kramer, Niberto Moreno, M.D., Paula Owens, Ramón E. Rasco, Mindy Rich, David Rosenbaum, Ruth Rosenberg, Audrey Ross, Jeff E. Rubin, James F. Russell, Darren Salinger, M.D., Liz Schmier, Paul Soulé, James Stewart Jr., M.D., George Tershakovec, M.D., Henry Tie Shue, Lloyd Wruble, DMD, Jerrold Young, M.D.; EX OFFICIO MEMBERS: Jo Baxter, Bo Boulenger, Wayne Brackin, Judy Bray, Bill Duquette, George Foyo, Javier Hernandez-Lichtl, Rev. Robert Jakoby, Brian E. Keeley, Ralph E. Lawson, Nelson Lazo, Lincoln Mendez, Charlotte Schmunk, Mary Schreiner; STAFF: Robert G. Baal, chief executive officer; Regine Cambronne, director of development; Karl Cetta, development officer; Wendy Reilly Gentes, director of development; Christopher M. Kraus, vice president and gift planning officer; Barbara Norland, director of development; Stephen J. Parsons, CFRE, vice president and chief development officer; Thomas Schramm, development officer; Jamie L. Thomas, Founders Society administrator.
This publication is designed to provide accurate and authoritative information. It is provided with the understanding that Baptist Health South Florida Foundation is not engaged in giving legal, accounting or other professional advice. For individual applications of the infor- mation provided here, you should consult your professional advisor.
Baptist Health South Florida Foundation is the fundraising arm of Baptist, Baptist Children’s, South Miami, Doctors, Homestead and Mariners Hospitals, Baptist Cardiac & Vascular Institute and Baptist Outpatient Services. All are affiliates of Baptist Health South Florida, the largest not-for-profit healthcare organization in the region.
For further information, contact Christopher Kraus, vice president and planned giving officer, or Elaine Ames, planned giving coordinator, at firstname.lastname@example.org, or call 786-596-6535.
8900 North Kendall Drive, Miami, FL 33176
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