Laguna Hills Non Profit Fund Raising - PDF

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					                     FALL 2006

                Saddleback Visions                                               Laguna Hills Edition
                     Reaching Out
                     to Our Littlest
                      Norm Newcomb
                      Joins the Board                                      Fay (left) and Norm Newcomb with Janet

                                                                           DeWolfe, executive director for development.

                     At his first Saddleback Memorial Foundation          Dr. Tedstrom had worked together for years
                     Board of Directors meeting, Norman Newcomb           with the Saddleback Kiwanis Club.
                     reviewed the minutes from the previous board
                     meeting. He read how Saddleback Memorial’s           “We are so incredibly grateful to Norm and
• Welcome Support
                     neonatal intensive care unit required funds to       Fay for quickly identifying the need and
  Group Leaders      purchase special monitors to care for the            stepping up to make this most generous gift in
  . . . p. 2         hospital’s tiniest patients.                         honor of Dr. Tedstrom,” Janet says. “We are

• A Message from
                                                                          also honored that Norm has decided to serve
  the Chairman
                     “I immediately thought to myself, this is            on our Saddleback Memorial Foundation Board
  . . . p. 3
                     something my wife and I can do for this              of Directors. His extensive professional and
                     hospital,” Norm says. He quickly notified Janet      volunteer background will greatly compliment
• Catch the Spirit   DeWolfe, executive director for development,         our board.”
  of Philanthropy    of his intent to donate $120,000 toward
  . . . p. 5         purchasing five monitors. He also said he            Norm is no stranger to Saddleback Memorial.

• Saddleback
                     would like to make the gift in honor of the          For over 25 years, he has been a part of the
  Memorial Goes
                     late Dr. Milo Tedstrom, the first cardiac physi-     Meals On Wheels program, which delivers hot
                     cian in Orange County and the first physician        meals to seniors throughout the community.
  . . . p. 6         licensed in the state of California. Norm and        He has also been a member of Saddleback
                                                                          Kiwanis Club of Laguna Hills since 1974.
                                                                                                     Continued on page 4

        Saddleback               Raising philanthropic support for Saddleback Memorial
        memorial                Medical Center, a community-based, not-for-profit hospital
        Foundation               with medical centers in Laguna Hills and San Clemente.
                           Saddleback Memorial Foundation is a 501 (c) (3) not-for-profit organization. Tax ID Number: 33-0011887
            Welcome Fundraising Group Leaders
                                In July, Laguna Woods           Special thanks to Nanci
                                Village resident Nancy A.       Masada-Okawa who has
                                Emmett was elected              accepted the position of
                                chairman of The Associates,     chairman of the Baby
                                a fundraising support group     Alumni Club (BAC). Barbara
                                of Saddleback Memorial          Bumblis, who had served as
                                Foundation.                     BAC president for the last
                                                                two and a half years, moved
                                  Currently, Nancy is the       over the summer to
                                  advertising manager at        Tennessee.
                                  PCM Laguna Woods
       Nancy A. Emmett          Properties. However, it’s her   A mother of triplets who          Nanci Masada-Okawa
                                extensive background in the     were born at Saddleback
healthcare industry as a consultant and for the Illinois        Women’s Hospital in 2002, Nanci also serves as a senior
Hospital Association (IHA) that will benefit her position as    financial analyst with United Behavorial Health in Santa
chairman. Nancy was responsible for planning, directing,        Ana. She obtained her bachelor of art’s degree in journal-
organizing, executing and evaluating the Illinois Hospital      ism from California State University, Los Angeles and a
Association's activities relevant to the Council of Hospital    MBA in finance from Claremont Graduate University.
Governing Boards and for developing guidelines and policy
for all allied health professionals affiliated with the         “When I was admitted to Saddleback Women’s Hospital at
Association. She served as corporate liaison to the CEOs of     31 weeks pregnant, I had an amazing experience prior to
26 member hospitals, providing direction, evaluation for        the delivery of my triplets,” Nanci says. “The hospital staff
hospital auxiliary/volunteer programs, and was a speaker        felt like a ‘family’ that really cared for me, my babies and
for the American Hospital Association and lobbyist for          all of their patients. It’s this dedication and spirit from the
state/federal legislation. She has also served as director of   team of doctors, nurses and administration that motivated
volunteer services at two hospitals.                            me to want to give back and volunteer with the BAC
                                                                Leadership Committee. My goal is to help raise funds for
                                                                special projects to help our tiniest patients and their

                                                           Boeing and Citibank
                                                          Provide Infant Monitors
                                                     On behalf of The Employee Fund of Boeing California, Kevin Ludas
                                                     recently presented Dr. Ron Naglie (right), Saddleback Memorial
                                                     Medical Center’s neonatal intensive care unit (NICU) medical
                                                     director, Janet DeWolfe (far left), Saddleback Memorial
                                                     Foundation’s executive director for development , and Terri Deeds,
                                                     R.N., operations manager for the women’s hospital with a $5,000
                                                     grant. The funds will help fund portable cardiorespiratory
monitors, which are used to care for premature infants so they can be transported safely from one location to
another. In addition, the monitors make it possible for the infants to be moved to their mothers’ rooms.

Citibank Foundation also provided a $1,500 grant toward the monitors.
                         A Message from the Chairman
                         By Dr. Martin Ogle, M.D., Chairman
                          For the Fiscal Year ended June 30,    Pompei, medical director of imaging services, who has been
                          2006, Saddleback Memorial             serving as the physician champion for this project.
                          Foundation raised more than           Dr. Pompei leads educational briefings with donors, where
                          $3.5 million. In addition, I am       he takes time to explain the importance of philanthropy's
                          happy to report over $3 million       role in helping SMMC have the best imaging equipment
was distributed from the Foundation assets to the medical       available for patients. He also explains how in just the first
center to fund equipment, programs and services at the          20 cases of using the new 64-slice CT scanner, two lives
hospital, such as:                                              were saved.
     • Toshiba Imaging System, Hemodynamics Recording
       System, and Image Storage and Distribution Network       Saddleback Memorial Foundation will hold its traditional
       for the Cardiovascular Laboratory                        fundraising events, including The Associates Golf Classic,
     • Five NICU Neonatal Cardio-Respiratory Monitors           Baby Alumni Club Punkin’ Picnic and Spirit of Philanthropy
     • Six Endoscopic Video Equipment                           Gala this fall and we hope you will become involved.
     • Hospital Front Entry Upgrade
                                                                Thank you for your continued support of our Foundation
     • Hospice of Saddleback Valley
                                                                and I hope to see you at our events that raise funds for
     • Cardiology Services
                                                                our not-for-profit, community hospital in Laguna Hills and
     • Rehabilitation Services
                                                                San Clemente.
     • Women and Children’s Services
     • Emergency Care                                           For more information about supporting the imaging services
     • Continuing Medical Education                             expansion, please contact Janet DeWolfe, executive director
     • MemorialCare Senior PLUS                                 of development, in the Foundation at (949) 452-3724 or
     • Pastoral Care                                  
     • Employee Scholarships
In this Fiscal Year 2006/2007, our focus will be on raising     For more information about our events, please contact
funds for expanding imaging services at Saddleback              Wende Ludas, special events manager, at (949) 452-3965
Memorial. I would like to personally thank Dr. Robert           or

                                        Meiklejohn Radiation
                                        Oncology Center Refurbished
                                        Due in part to the generosity of Bill and Louise Meiklejohn, the Meiklejohn
                                        Radiation Oncology Center was completely refurbished last year. Improvements
                                        include new paint, carpet, lighting, furniture and decor. In addition, a new linear
                                        accelerator with IMRT capability was installed to better serve patients. A linear
                                        accelerator is a high-energy X-ray machine, which delivers precise radiation to
                                        tumors. IMRT is a new technology that can shape and deliver a lethal dose of
                                        radiation to a tumor while sparing surrounding healthy tissue. Also, a sophisticated
                                        ultrasound guidance system with integrated software was added to help carefully
Bill Meiklejohn attended the re-        pinpoint the location of tumors before each treatment.
opening of the center, which was
named in his and his wife Louise’s      In 1996, the Meiklejohns gave the lead gift to establish the center. Each year, 500
honor in 1996.                          patients undergo radiation treatment at the center located down the street from
                                        the hospital at 24953 B Paseo de Valencia in Laguna Hills.
Norm Newcomb continued
In the mid 1990s, Norm also helped Tom Beckwith when he         national and international figures to the city.
led Saddleback Memorial Foundation’s Partnership for the
Future Campaign to raise funds to build the Meiklejohn          When he retired at 60, he and Fay bought their home in
Critical Care Pavilion at SMMC.                                 Monarch Beach — long before any development in South
                                                                Orange County. They have literally watched almost the
Norm says he started working at the age of 8 growing and        entire view develop into homes and businesses.
selling vegetables in Lexington, Missouri. His father found-
ed the University of Missouri, Kansas City. After completing    Active in the United Methodist Church, Norm and Fay also
college at the University of Missouri and graduate school at    actively support efforts to protect the environment and to
Northwestern, Norm worked with the Young Men’s Division         feed needy children throughout the world. They also
of the Kansas City Chamber of Commerce until he joined          provide scholarships for students at the University of
the Service in World War II. He was stationed as a Radar        Missouri, Kansas City. Norm has been Lt. Governor of
Tech Sergeant for two years in the islands off Venezuela,       Division 41 of the California-Nevada-Hawaii District of
protecting Allied shipping from German submarines. Later,       Kiwanis and chaired the district’s committee in the Kiwanis
as an Air Force Officer, he supervised civilians in West        International Campaign to help eliminate iodine deficiency
Coast contracting offices for planes and equipment.             in children, which is the No. 1 cause of mental retardation
                                                                in children in the world.
After the war, Norm pursued his career in employee
relations and supervisory and management development.           To stay young and healthy, 91-year old Norm completes his
He was personnel director at several Defense Department         military exercises every morning and walks every day in
research and development centers and was industrial             Dana Point. “I am inspired by all of the people I meet at
relations director of the Pacific Missile Range. From 1950      Saddleback Memorial,” Norm says about why he decided to
to 1980, he was secretary of the Kansas City Town Hall          fund the infant monitors and become involved with the
Board, a non-profit educational foundation, which brought       Foundation. “I just want to be helpful in any way I can.”

                                    2006 Saddleback Memorial Race
                                    This year’s Saddleback      Organized by Saddleback Memorial Foundation with the
                                    Memorial Half Marathon      help of Kinane Events, the two-day event kicked off with a
                                    & 5K drew more than a       Community Expo on Sunday that included the popular
                                    total of 6,000 partici-     Yellow Book USA Kids Races, live entertainment and plenty
                                    pants and spectators        of family fun. Festivities continued on Monday with the
                                    from 85 cities, 24 states   start of the Half Marathon and 5K Run/Walk. Community
                                    and three countries for     members lined the streets to cheer on family, friends,
                                    healthy fun and compe-      colleagues and other participants. Special thanks to the
tition. The eighth annual race raised funds to benefit heart    sponsors and volunteers who supported this event. It’s not
care programs at Saddleback Memorial Medical Center and         too early to get involved with the 2007 race. Call Wende
for The Ray of Life Foundation, which is dedicated to saving    Ludas, special events manager, at (949) 452-3965, to
the lives of sudden cardiac arrest victims by providing         sponsor or volunteer.
public access to Automatic External Defibrillators (AED).       Here’s a peek at the 2006 Memorial Day holiday fun . . .
Catch the Spirit of Philanthropy
Saddleback Memorial Foundation’s Annual Spirit of                Lori has volunteered at the Saddleback Memorial Half
Philanthropy Black-tie Gala will move this year to               Marathon & 5K.
The Island Hotel in Newport Beach. Scheduled to begin at
6 p.m. on Friday, November 10, 2006, this year’s gala will       Barrie May, M.D., was one of the first OB/GYN physicians on
honor the following individuals and one corporation:             staff at Saddleback Community Hospital after it opened in
                                                                 1974. Since then, he has been committed to its continued
               Helen Lyon . . . Philanthropist of the Year
                                                                 growth and service to the community. Instrumental in the
            Jessie Dolezal . . . Community Leader of the Year    opening of the women’s hospital in 1988, Dr. May has
                                                                 helped the hospital grow to better serve the community by
Fremont Investment & Loan . . . Corporation of the Year
                                                                 providing countless volunteer hours as a board member and
                 Lori May . . . Employee of the Year             on other committees at the hospital. He and his practice,
                                                                 Orange Coast Women’s Medical Group, have a long history
          Barrie May, MD . . . Physician of the Year             of supporting the Foundation in its philanthropic goals.
A former board member and longtime donor, Helen Lyon
will receive the presitgious Philanthropist of the Year award    Be sure to come early to this year’s Spirit of Philanthropy
for continuing to define philanthropy (the love of mankind)      gala to place bids at the Silent Auction, which will feature
with her special gifts of time and treasure. Helen’s             trips, restaurant certificates and specialty items. The gala
contributions to Saddleback Memorial have included               will close with the traditional awards ceremony. Tables can
funding a music system throughout the medical center for         be sponsored at the following levels:
patients to enjoy and making a leadership contribution to
                                                                 Grand Benefactor         $7,500
the fundraising campaign to build the Meiklejohn Critical
                                                                     Includes two full-page advertisements in program,
Care Pavilion.
                                                                     prime table location, and seating for 10.
After she and her husband Frank retired to Leisure World
                                                                 Benefactor               $5,000
over 30 years ago, Jessie Dolezal became quickly involved in
                                                                    Includes one full-page advertisement in program,
numerous philanthropic and community activities. Jessie’s
                                                                    best table location, and seating for 8.
love of music led her to join the Philharmonic Society and
Opera 100. She has spent decades volunteering with such
                                                                 Sponsor                 $4,000
groups, as well as at The Associates and The Friends of
                                                                    Includes one half-page advertisement in program,
Saddleback Heart Institute fundraising events -- all making
                                                                    preferred table location, and seating for 6.
her a true Community Leader of the Year.
                                                                 Colleague                $3,000
Fremont Investment and Loan has had close ties with The
                                                                     Includes business advertisement in program, good table
Associates fundraising support group for over 10 years.
                                                                     location, and seating for 4.
Named Corporation of the Year, Fremont Investment and
Loan has continued to support the Spirit of Philanthropy
Gala, Saddleback Memorial Half Marathon & 5K and The             In addition, advertisements promoting local businesses or
Associates Golf Classic.                                         recognizing this year’s honorees are available in the event
                                                                 program for $500 and $1,000.
Employee of the Year Lori May has worked for SMMC for 22
years. Currently, she is the clinical data analyst for cardiac   Individual tickets are $250 a piece. The Island Hotel is
services, but she has also worked in administration, nursing     located at 690 Newport Center Drive in Newport Beach.
administration, information services and quality manage-
ment. Lori sets an example for all employees with her            For sponsorships, tickets or more information, contact
professional and philanthropic commitment to the not-for-        Wende Ludas, special events manager, at (949) 452-3965
profit, community hospital. Since its inception in 1999,         or
                                        Saddleback Memorial Goes
                                        Paperless Improving Safety
Gone are the days of monstrous medical files and scribbled     months to have 80 percent physician utilization. We hit 84
prescriptions. This past summer after years of strategic       percent in the first week. We also did not anticipate how
planning and training, Saddleback Memorial Medical             quickly the doctors would virtually stop dictating. These
Center Laguna Hills was the first MemorialCare Medical         changes have reduced the turn-around time in getting
Center to roll-out a new electronic health record (EHR)        information on the chart and the notes are more legible,
system called Epic. It was just weeks after the Institute of   both of which benefit patient care.”
Medicine released a report calling for all prescriptions to
be written electronically by 2010 to improve patient safety.   The EHR enhances physicians and clinical staff's ability to
                                                                                            make decisions with as
Computer stations are                                                                       much information as
located throughout the                                                                      possible at the point of care.
hospital, many on wheeling                                                                  The new state-of-the-art
carts. In addition to record-                                                               system enables the entire
ing patient information,                                                                    patient care team to better
doctors now place orders for                                                                coordinate care through
lab tests and prescriptions                                                                 immediate access to secure
via the computer, rather                                                                    patient and medical data
than handwriting orders.                                                                    online in real time. The
This process reduces the risk                                                               ultimate goal will be to
of transcription errors and                                                                 eliminate most of the paper
other mistakes. Prescriptions                                                               used in patient care
are immediately checked for                                                                 planning, education and
drug crossover interactions                                                                 documentation.
and allergies.
                                                                                               SMMC was chosen to be the
                                    All SMMC physicians were   trained by “Super Users.”
A 1999 report released by the                                                                first of five hospitals in the
Institute of Medicine stunned the nation, revealing that up    MemorialCare system to roll out the system. MemorialCare
to 98,000 people die nationwide in hospitals each year —       will spend over $50 million to implement the Epic
not from disease or illness, but because of medical errors.    inpatient clinical information system throughout all five
                                                               hospitals. Only 10 percent of hospitals in the nation are
“The Epic system has dramatically impacted the way we          currently implementing EHRs, and SMMC’s comprehensive
deliver healthcare,” says SMMC CEO Steve Geidt. “Not only      system is believed to be the only one of its kind in Orange
does it improve patient safety and clinical accuracy, it is    County.
efficient. Our employees and physicians no longer need to
track down information on paper charts. Secure, vital, and     “Handwriting medical files is a practice that has been
up-to-date health information is available at their            going on since the 1920s,” Dr. Lagrew says. “Some of the
fingertips. Our fully integrated system will enable us         doctors didn’t even know what a mouse click was. It’s been
to take patient care to the next level.”                       like learning a new language. All our physicians and
                                                               employees have dedicated a lot of time and energy into
“This is a huge leap forward for our physicians and medical    making this transition successful. It’s remarkable we’ve
staff,” says SMMC Chief of Staff David Lagrew, M.D. “We        come this far.”
knew the learning curve would be steep, but the adoption
rate of our physicians is very impressive. In planning this
implementation, we anticipated it would take at least 4
                                       Making a Charitable Decision
                                    Mike and Pam Johnson,        After meeting with the professional staff at the Gift and
                                    ages 70, are grateful        Estate Planning Center of Saddleback Memorial Foundation,
                                    patients who wanted to       Mike and Pam agreed that a gift to the Saddleback
                                    support Saddleback           Charitable Fund complimented their long-term financial
                                    Memorial Medical             planning objectives and allowed them to make a significant
                                    Center with a signifi-       philanthropic gift to show their appreciation for the won-
                                    cant charitable gift.        derful care Mike and their grandson received at Saddleback.
Mike's life was saved in Saddleback Memorial's emergency
department after he suffered a heart attack. Mike and            Gifting the $40,000 of stock into the Saddleback Charitable
Pam’s first grandchild was born premature at the women's         Fund provides them with annual income of approximately
hospital a few months ago.                                       6% or $2,400, and the possibility that this income will
                                                                 grow if interest and market rates should rise. It also saved
At the same time, their plan is to remain on this earth for      them $7,000 in capital gain taxes and generated an income
at least another 20 years, so they were concerned about          tax deduction of approximately $13,000. Upon the death
their future financial security. Part of their portfolio         of the survivor, the principal of their gift will be used to
consisted of a highly-appreciated but low-yielding company       support both heart and neonatal care at Saddleback
stock they acquired over the years when he was working.          Memorial Medical Center.
The stock's current fair market value was approximately
$40,000, with a $5,000 cost basis, and it paid a 1% annual       To learn more about the Saddleback Charitable Fund or
dividend of $400. They were hesitant to sell the stock           other charitable gifting plans that pay a lifetime income,
because of a 20% capital gain tax, which could have              please contact Michael Occhipinti, C.F.P., vice president
resulted in a $7,000 loss of capital.                            of planned giving, at (949) 452-3795 or email him at

  Consider the benefits:
         •   Support your community-based, non-profit hospital, Saddleback Memorial Medical Center,
             South Orange County’s premier provider of healthcare
         •   Receive quarterly lifetime income payments you can never outlive at attractive rates
         •   Retain the flexibility to designate your charitable gift to specific centers of healthcare excellence at
             Saddleback Memorial
         •   Qualify for significant tax savings-income, capital gain and estate taxes
         •   Contributing into the fund is simple to do and there are no fees or set-up costs
         •   Low minimum gift amount required to get started: $5,000 (Cash or Securities)

                                             For more information, please contact:
                                                 Michael Occhipinti, CFP
                                                 Saddleback Memorial Foundation
                                                 24451 Health Center Drive, Laguna Hills, CA 92653
                                                 (949) 452-3795 or
   Celebrate With Us!                                                 New Law Allows You to

                                                                      Transfer IRAs to Charities
             Saddleback Memorial Medical Center was                   There is a new law that permits IRA owners
             recently named a "hidden gem" in the                     who are at least 70 years old to make direct

             Orange County Register's "Best of Orange                 charitable transfers from their IRA to quali-
             County" guide.                                           fied charities.

             MemorialCare Medical Centers were                        To learn more or to arrange for an
             named among the best places to work for                  IRA transfer, contact Janet DeWolfe, CFRE,
             information technology (IT) professionals                at (949) 452-3966 or email her at
             by Computerworld magazine.                     

A New Name — Saddleback Visions
Did you notice the new name for Saddleback Memorial Foundation’s donor newsletter? It’s Saddleback Visions. This
newsletter replaces Philanthropic Focus. The name change and redesign reflect the visions of Saddleback Memorial
Foundation and the expanding service area of Saddleback Memorial Medical Center to include San Clemente.

                                                        Saddleback Memorial Foundation
  Saddleback Visions                                    24451 Health Center Drive
                                                        Laguna Hills, CA 92653
                                                                                                               U.S. Postage
                                                                                                              Santa Ana, CA
             is published by                                                                                  Permit No. 949
    Saddleback Memorial Foundation
       24451 Health Center Drive
        Laguna Hills, CA 92653
            (949) 452-3724
         FAX (949) 452-3779

           For more information
               or to be added
         to our mailing list, please
           call (949) 452-3724.

          Please write to us if you
      wish to have your name removed
           from our list to receive
       fundraising requests in support
    of Saddleback Memorial Foundation.

Description: Laguna Hills Non Profit Fund Raising document sample