Awareness HOSPICE
May 2013
3888 Pacific Avenue, Stockton, CA 95204-1953 • 24-hour main-line: (209) 957-3888 • www.hospicesj.org 3888 Pacific Avenue Stockton, CA 95204-1953
PATHWAYS TO EDUCATION
Education Series Beyond Hospice Care
NON-PROFIT ORG U.S. POSTAGE
PAID
Permit N 557 Stock ton, CA
Our Mission The Mission of Hospice of San Joaquin, a not-for-profit organization, is to provide comprehensive and compassionate medical care, counseling and support to terminally ill patients and their families, regardless of ability to pay, and to educate and collaborate with health care providers and the public in promoting quality end-of-life care.
A nonprofit agency serving the community since 1980 Hospice of San Joaquin is governed by a community Board of Directors and is recognized as a 501(c)(3) organization. Hospice of San Joaquin is licensed by the State of California as a Hospice Agency and is certified by the Centers for MediCare and MediCal Services to provide the Hospice Medicare / Medi-Cal Benefit. The Joint Commission has accredited Hospice of San Joaquin. For more information or referrals, call (209) 957-3888. Joint Comission Accredited
“Often we notice changes in our loved ones behaviors; we notice how mom cannot balance her check book, or forgets some simple activity,” explained Hilary Miller, Hospice of San J o a q u i n’s E d u c a t i o n Director during her opening remarks at the Pathways to Dementia educational seminar by Hospice of San Joaquin. 100 nurses took notes and were engaged in the 6-hour seminar where they learned about the slow progression of dementia, “We notice the changes but we tend not to acknowledge the presence of dementia,” said Miller, the first presenter of six as she covered an overview of dementia. “Pathways to Education’s Dementia Seminar is our contribution to our health care community,” noted Rebecca Burnett, Chief Clinical Officer, “Hospice of San Joaquin is a resource beyond comfort care as end-of-life nears; our team offers experience in many health care capacities.” The program is designed to offer six Continual Education Units for nurses. Continuing Education Units (CEU) are required in certain licensed professions in order for the professional to renew and maintain their license. K r i s t i n a Fo r t e s a n d Katie Redmond-Latimer, members of the Palliative Care Unit of Lodi Memorial
(Left) Nurses from San Joaquin County and neighboring communities learn about dementia during the six hour Pathways to Dementia Seminar in Manteca, CA
Officers: Gayle Riley, R.N. President Nurse, Healthcare Administrator Chris McCafferey Board Vice-President Vice-President Morgan Stanley Lou Meyer Treasurer Retired EMS Executive Leandro Vicuna, J.D. Secretary VP, Sr. Trust Officer Community Bank of SJ Edward G. Schroeder Immediate Past-President President O‘Connor Woods
Members: Jaqueline Bagatta, RN Deputy Director SJ General Hospital Scott Beattie, Esq. Partner/Lawyer Beattie & Aghazarian, LLP
(Right) Katie Redmond-Latimer and Kristina Fortes, both Palliative Nurse Practitioners at Lodi Health presenting on “Changing Course of Care” as it pertains to dementia
provided guidance about changing the course of care to best reflect the patient’s needs. As it pertains to a plan of care, “…nothing is absolute; the plan can change as progression advances.” Fortes explained that a lot of times we need to revisit the plan to ensure that everyone is in the same place. The six topics covered an overview of dementia, options to care, appropriate medication and symptom m a n a g e m e n t , p s yc h o social support to patient
and family members, normalizing the end-oflife process and concluded with sample scenarios that allowed understanding of real life cases. “We decided for our first program to be on dementia as nurses deal with this matter regularly,” Miller noted that the program includes comprehensive information about dementia. T he f i r st se m i n a r of Pat hways t o D e me nt ia was offered in Manteca on Saturday March 9th, and
Sabrina Schneweis-Coe, Esq Attorney Downey Brand, LLP
based on our community’s demand, the program will be repeated on Saturday Ju ne 8t h at Vi newo o d Community Church located at 1900 W. Vine Street, Lodi, CA. If you are interested or know of someone who may be interested in education ser vices contact Hilar y Miller at Hospice of San J o a q u i n 38 8 8 P a c i f i c Ave nue, St o ck t on , CA 95204. You may reach Hilary Miller at (209) 9573888.
Pat Collier, RN, MS Director Community Health, SJMC Barbara Galgiani, CPCU, CIC, CRM Ins. Broker & Risk Mgr. Gary Giannini, CPA Principal Schwartz Giannini Jack Gilliland, MD Retired Stephen Guasco Chief Executive Officer Hospice of San Joaquin
Robert T. Browne, MD Medical Director Emeritus
Capturing Tears of Grief
PRSRT STD U.S Postage
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Stockton, CA Permit Nº 385
he attended the Coping with the Holidays workshop. The workshop includes practical tips for surviving the holiday season when grieving. It offers techniques for coping with grief related depression a n d ot h e r ch a l le n ge s . Simultaneously, “participants have time for personal reflection and we assist them with developing a plan to work with grief at holiday time.” Lane noted that one of the biggest benefits of the bereavement programs is the quality time members get with one another who are also in a journey through grief. Steve was impacted the most by a workshop titled, ‘Understanding Your Grief: Creativive Expressions of Loss‘ “Carrie gave me a piece of clay asking for us to make a tear jar,” Steve remembered the joy of working on his tear jar and he asked for a second piece of clay to work on a second piece. Carrie was impressed with Steve’s ability to work on the tear jars, “his creativity was phenomenal, in addition to working the clay, he was offering little pieces of art as he painted with acrylics around the jars.” Today, Steve Lockard has
Rev. David Bennett Senior Pastor at Central United Methodist Church
Professional Staff:
TEAR JARS:
“My experience at Hospice of San Joaquin in one word, I would say “Caring…” noted Steve Lockard, retired worker from Mayland Nursery in Lodi. Lockard added “I used to relate hospice care to death; but now I know that Hospice of San Joaquin is about support and care; they provide an outlet for grief in a safe setting.” Steve Lockard often would hear about hospice services; however, the care became real after 22-years of marriage when his wife —the late Mary Ann Lockard— was referred to Hospice of San Joaquin. “My wife was diagnosed with pancreatic cancer and refer red to Hospice of San Joaquin for services during the last week of her life.” Lockard lost his wife on May 20, 2010. “Upon the death of a loved one, people experience a life changing moment,” explained Car rie Lane, Bereavement Manager at Hospice of San Joaquin. “We offer workshops groups, independent sessions, and many programs that focus on different themes throughout the year in order to support our community’s needs.” Steve lost his wife close to the holidays; therefore,
Board of Directors
James Saffier, MD On-Site Medical Director Mobin Ghavami, MD Staff Physician Rebecca Burnett, RN, BSN, CHPN Chief Clinical Officer Kerrie Biddle, MBA Chief Finance Officer Barbara Pombo, MBA Dir. of Development Gene Acevedo, MBA Dir. of Comm. Outreach Pam Byrne, Ph.D, RN Transitions Prog. Mgr.
Steve Lockard elaborates a tear jar as he shares his story.
worked on hundreds of tear jars, each piece is crafted with details and care to ensure that it touches others who are grieving the loss of their loved ones. “Everyone is different; therefore, I try to create pieces that have a variation of topics, I am sure the bereavement team will find the perfect match with each one of the pieces.” D u r i n g t h e 2 013 “Understanding Your Grief: Loss of a Mother,” Steve made a set of rose shaped jars, “There is just lots of joy in making the tear jars.”
The tear jar has become an intricate piece at Hospice of San Joaquin’s support groups. There are 17 groups scheduled for 2013 in Lodi, Stockton, Manteca and Tracy. “Participants do not need to be family members of Hospice of San Joaquin’s patients; our bereavement p rog r a m s a r e op e n t o everyone in the community,” Lane encourages everyone who needs grief support to sign-up. To learn more about bereavement services at Hospice of San Joaquin call (209) 957-3888.
Hilary Miller, RN, MSN-Ed, CHPN Education Director Carolyn Gomes Events Coordinator Cheryl Berglund, RN, Hospice House Mgr. Becky Freeman Volunteer Manager Carrie M. Lane, M.Div. Bereavement Manager Patty A. Rieber Human Resource Mgr. Leo Ronquillo Information Systems Mgr. Allan Sullivan Chaplain Ulmer Photo (Tim Ulmer) Volunteer Photographer
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May 2013
Awareness HOSPICE
Message from the Director
T h is mont h’s Hospice Awareness letter is dedicated to Hospice of San Joaquin’s staff and volunteers. We are blessed to have a group of individuals who, on a daily basis, demonstrate their commitment to our patients and their families. I am often asked, “How can anyone work for a hospice? How do they continually face such sadness?” The answer lies with the old question, Is the glass half full or half empty? For those who have dedicated themselves to living Hospice of San Joaquin’s Mission Statement, the glass is always half full. It is that dedication that calls us to “provide comprehensive and compassionate medical care, counseling and support to terminally ill patients and their families…” I am proud to say that, each and every day, whether at work or in their personal lives, our staff members live the tenets of our Mission Statement. They fully grasp the importance of their chosen careers. They appreciate the fact that, without their skills and compassion, those last months, weeks and moments a family shares with a terminally ill loved one would be filled with greater physical and psychological pain. They understand that it is through their efforts that our patients and families are able to more fully live and appreciate each day they have together. Our integrated care teams are made up of many individuals, each bringing their particular skill to the care of our patients and families. During the months of March, April and May, we pay particular homage to some of these dedicated disciplines. March has been declared “Professional Social Work Month.” We celebrate our Social Workers for their tireless work in addressing our patient’s emotional, psychological, economic, and physical needs. Since 1933, March 30th has been designated National Doctors’ Day. We salute our area physicians and thank them for their dedicated service to our community. For several years, Hospice of San Joaquin has played an important role with the training of our local physician interns and residents – all of whom complete a rotation regarding end of life care with us. Specific accolades go to Hospice of San Joaquin’s staff physicians: Dr. Robert Browne, Medical Director Emeritus; Dr. James Saffier, Medical Director; Dr. Mobin Ghavami, Staff Physician; and Dr. Kulendu Vasavda, Contract Physician. Additionally, we thank Drs. Christopher Arismendi, Abbas Ghadialy and Jack Gilliland (also a Board Member) for their participation on our Professional Advisory Committee. Throughout April we celebrate National Occupational Therapy Month, National Volunteer Month and Administrative Assistant Week. At this time I wish to acknowledge my beautiful wife, Marie. For many years, the number of which must remain a secret, she has dedicated her life, as an Occupational Therapist, to those patients with injuries and disabilities regain those life skills necessary for as independent a life as possible. Hospice of San Joaquin provides Occupational, Physical, Speech, Music, Massage and Respiratory Therapies for those patients who are in need and can benefit from them. Hospice of San Joaquin would be lost without our Volunteers. The American hospice movement was founded recognizing the importance of volunteerism. In fact, those early hospices, including Hospice of San Joaquin, utilized volunteers - nearly exclusively. To this day, Medicare requires that, at least, 5% of patient contact time is attributed to volunteers. Hospice of San Joaquin salutes our 250+ volunteers. This dedicated contingency of our care team provides nearly 11,000 service hours annually. They provide patient and family visits, assist with Bereavement services, complete many office and grounds functions as well as fund raising activities. I personally want to recognize my Executive Assistant, Paula Nebel. Not only does she keep me in line but she provides all of the administrative responsibilities required by the Board and its many committees. Hospice of San Joaquin is blessed to have several individuals without whom the Agency would come to a stand still. May 8th marks the first day of National Nurses week. We celebrate the dedication of all of our Nurses and Hospice Aides. It is their job to ensure that our patients’ medical needs are met. Silent and behind the scenes are the thousands of Hospice of San Joaquin donors. Without their continual support, we would be unable to provide the breadth of services for which we are known. As has been reported many times, Hospice of San Joaquin provides $1.3 Million per year in charity and uncompensated care. (Note: the amount reflects only the direct expenses associated with the care. No overhead expenses are included.) One of the many joys awarded to my position is the opportunity to read the many cards and letters Hospice of San Joaquin receives each day. They serve as an ongoing reminder and testament to the dedication those working with Hospice of San Joaquin, be they paid staff, volunteers or contract services, ascribe to our Mission of providing and “promoting quality end-of-life care.” In closing, there is a framed poster hanging in our office hall. It reads, “Hospice workers are not hired, they are called.” Each of you has answered the call and our Community is richer for it. I salute you and, on behalf of the thousands of patients and family members you have served, I thank you. Sincerely
Stephen Guasco Chief Executive Officer Hospice of San Joaquin
Friend, Supporter, Volunteer and Board Member remembered at Hospoice of San Joaquin May-2013 Barbara Wegner: 1933 2013
By Stephen Guasco, CEO O n Ja nu a r y 5 t h , Hospice of San Joaquin lost a dear friend, Barbara Wegner. I first met Barbara Wegner nearly 14 years a g o . We w e r e b o t h serving on the Hospice of San Joaquin Board of Directors. Barbara had been raised in M a s s a c hu s e t t s a n d , appropr iately so, she talked “funny.” We soon struck up a conversation about the first time I met my wife’s aunts and uncles – who were visiting from Massachusetts and also talked funny. In fact, I couldn’t understand them at all!. It was during this meeting that I first heard Barbara’s famous laugh. Barbara and I soon became great friends. Her smile and laughter were, to say the ver y least, infectious. Barbara was one of those rare individuals who just made you feel good. We often swapped stories about our children and the world in general. No one could be more positive about life than she. She was very dedicated to Hospice of San Joaquin, its Mission
and our patients. In addition to the many duties associated with a Board Member, Barbara, in 2005, took on the duties of Board President. Over the years, Barbara gave much to this Agency and the patients we serve. I am proud to say that Hospice of San Joaquin was there when Barbara needed us to help her. Barbara thank you for bei ng my f r iend. Thank you for talking funny – it was the reason we that initially drew us together. Thank you for your smile and especially that infectious laughter. Barbara Wegner’s Service Remembered 2000 -- nominated and elected to the Hospice of San Joaquin Board as new Board member, participated in Volunteer Training 2003 – supported first Camp Caterpillar 2003-04 –Vice President at time of Building Campaign and opening of Hospice House Spring 2005 – Chair, Gala, ‘opening’ the restored Hotel Stockton with Butterfly Auxiliary members 2005-2006 – Hospice of San Joaquin Board President 2002 – 2012 – generous supporter of the Butterfly Auxiliary’s Champagne & English Tea: her daughters, daughters-in-law and friends continue that tradition in honor of Barbara and her commitment to Hospice of San Joaquin. “I am not sure what first motivated Barbara to join the Board, but she had the heart and the love for hospice, so she was the perfect fit. Generously sharing her many social and medical contacts; her eagerness to participate on many committees and her fun personality were highly regarded.” Barbara Tognoli, Founding Executive Director
Annual Memorial Service 2013 Hospic e of Sa n Joaqu i n welc ome s t he c om mu nit y to t he a n nu a l S e r v ic e of Remembrance on Monday, June 3, 2013 a t 6:0 0 p m . “ T h e Memor ia l is a nondenominational service open to ever yone in the community.” Carrie L a ne , B e r e av e me nt Ser v ices Manager ex pla ined t hat t he memorial ser v ice is,
“for a nyone to f ind solace and hope with others.” The Service is held at Morris Chapel on the University of the Pacific Campus. It is a time to gather as a community
to remember loved ones. The service includes a moments for reflection and remembrance, music, times of silence and the reading of the names of loved ones. Names to be read
Seasons of Change: A Caregiver Survival Kit
mu s t b e s ubm it te d in writing by Friday, May 31st. Donations appreciated but are not required to have a name read. Submission forms available on line at www.hospicesj.org.
Jail House Scramble Golf Tournament August 3, 2013 — Tee Time 8:30 am
You could win a new car with a Hole-in-one or 3 Closest to the pin prizes
Caregiver First Aid Kit
$100 before July 3rd $125 after Sign-up Today!!!
(209) 740-9007 Tuesdays Starting July 2, 2013 2:30 to 3:30 p.m. The Commons 2241 N. Union Road Manteca, CA 95377
Proceeds benefit the Lathrop Sunrise Scholarship Fund and Hospice of San Joaquin. Sponsored by:
for information contact: Hilary Miller, MSN, RN, CHPN Education Director (209) 922-0266
Did You Know?
Hospice of San Joaquin serves anyone facing a life-limiting illness, regarthless of age or ability to pay.
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Awareness
May 2013
HOSPICE
Meet members of your Hospice of San Joaquin team
Dr. Evia Briggs Moore Board Member
W hen Dr. Evia Br iggs Moore reti red f rom San Joaquin Delta College as Dean of Library Services, Diane Parks —former Board Member of Hospice of San Joaquin— asked if she would be willing to serve on the
Board of Directors of Hospice of San Joaquin. Dr. Moore stated, “I felt this was a great opportunity to serve and to give back to the community and I said yes.” Moore has been serving on the Board since July 2011. Her first experience with hospice services was difficult. Upon the refer ral of her mother to a hospice agency in Tennessee, Moore became upset as she knew she would be losing her mother shortly, “I was sad that my mom would be passing so soon and I wanted to better understand hospice services.” She called Hospice of San Joaquin to learn about the services, “I cannot remember
the name of the person who explained to me hospice care; but, I do remember how she helped me understand and helped me cope better with my impending loss.” Since joining the Board she has observed the services, “I have observed the hospice team care for my friends, I have seen first hand the level of compassion and what the service means to the patient and family.” “As a member of the board I want to work hard to ensure that Hospice of San Joaquin helps many more patients and their families.” Dr. Moore is now serving on the Personnel, O p e r at ion s a nd Pol icy Committee; as well as Board
Development Committee. Evia enthusiastically participates in numerous Hospice of San Joaquin’s events. “I believe Hospice of San Joaquin is one of the best notfor-profit agencies as it runs efficiently while generously providing care to each patient and family according to their needs,” Evia Briggs Moore earned the Doctor of Education D e g r e e i n E d u c a t io n a l Administ ration f rom the University of the Pacific. She is a an Alumni of Syracuse University where she earned a Master of Science in Library Science, and she earned her Bachelor of Arts Degree from Tougaloo College.
Carrie Lane, M.Div, CT Bereavement and Spiritual Services Manager
As Carrie Lane began her career journey she had a calling to work with youth and families, “I felt that I needed to create communities by suppor ting families.” That calling guided Lane to enroll at the San Francisco Theological Seminary where she completed a Masters in
Divinity. Sh e w a s o r d a i n e d t o the Ministry of Word and Sacrament in the Presbyterian USA Church and served a local congregation for several years before moving to San Joaquin County. Upon her arrival in San Joaquin County she became an Ordaned Presbyterian Pastor, and a Parish Associate at Grace Presbyterian in Lodi. As Lane initiated her search to enter the work force she had her dream, “at that time my dream job was to find a job that connected me to families; but, a job that would allow me time to have a family of my own.” With a family of her own, Carrie was ready to serve in a new way. She interviewed at Hospice of San Joaquin and
immediately felt a connection. “Hospice is a place of love, professionalism and joy even amidst the sadness of loss.” Today, she serves hundreds of families in her role as Bereavement and Spiritual Services Manager, “I love my particular job because I get to meet/work with ALL kinds of people – volunteers, coworkers, outside professionals, people who have had all kinds of losses on all sorts of journeys.” To best serve our community she furthered her studies and became Certified Thanatologist from Association of Death Education and Counseling and she recently became Certified Hospice Manager by California Association for Health Services at Home (CAHSAH).
She remains connected to the Presbyterian Church as the Parish Associate at Grace Presbyterian in Lodi and also serves as Pulpit Supply at local churches. Hospice of San Joaquin’s Bereavement Ser v ices De pa r t ment of fer s over 100 services FREE to the community. Programs for children, teens, and adults are crafted to offer participants the best support for their needs. Among the various programs, Carrie Lane holds the annual Loss of a Mother Workshop closest to her heart. “My mom received Hospice of San Joaquin services and her loss inspired the workshop Loss of a Mother which has touched hundreds of women th roughout San Joaquin County.”
Allana Laybourne Hospice of San Joaquin’s Bookkeeper Allana started working at Hospice of Joaquin on April 1, 2013. She wanted to work for a company that makes a difference in the community, “I wanted my job to have purpose and meaning.” “Hospice of San Joaquin is fortunate to have Allana as a member of our team, In addition to her bookkeeper experience, she has demonstrated the passion and dedication we have in our
team,” noted Kerrie Biddle, Chief Financial Officer for the agency. “The first time I learned about hospice services was when my sister’s mother-inlaw received the service,” Laybourne noted that her sister spoke highly about the hospice team that supported her mother-in-law. As soon as she saw an ad looking for a bookeeper at Hospice of San Joaquin, “I visited the
agency’s website and felt a connection to the agency’s mission.” During her first 60 days of work, Allana has found herself feeling at home, “ I am fortunate to have worked for good employers; but, working at Hospice of San Joaquin is a wonderful experience. The staff is compassionate, caring and professional. “Everyone is a team player.”
. . . e d i R o T y Read
Join the fun ....
May 2013
MEMBERSHIP APPLICATION Name: Address: City/State/Zip: Home Phone: Cell Phone: Work Phone: E-mail: Birth Date:
Select type of membership Individual Membership $30 first year, ($20 following years), covers cost of name badge and membership handbook. Individual Members are required to contribute a minimum of 40 volunteer hours for any Butterfly or Hospice sponsored event/meeting/planning each year. Associate $75 year. No minimum hours required. Member will receive name badge, membership handbook and logo tote bag.
Supporting $150 year. No minimum hours required. Member will receive a commemorative name badge, membership handbook and logo tote bag. Patron $250 or more. Membership is lifetime with no minimum hours required. Member will receive commemorative name badge, membership handbook, logo tote bag.
Select chapter Lodi Stockton Tracy
Stockton, CA 95204 (209) 922-0380 – Auxiliary Line
About the Butterfly Auxiliary
Hospice of San Joaquin was established as a non-profit agency in 1980 by a group of citizens from our community who were sensitive to the needs of those facing terminal illness. In 2002, a dynamic group of professional women whose sole mission is to fulfill the ongoing needs of the Hospice House was formed. The Hospice House provides 24 hour nursing and compassionate personal care for patients enrolled in our hospice program who cannot remain in their own homes. Continuous on-site professionals and caregivers provide individualized professional medical, social, spiritual and emotional support for the patient and their family. To date, the Hospice House has served over 1300 patients and their families.
Starting at Interstate Truck Center, 825 Navy Drive, Stkn. Learn more at www.truckinforhospice.org
Join us for a scenic, relaxing ride through the Stanislaus and San Joaquin counties. End your day by joining us for our signature BBQ, ice cream and raffle
$30 Pre-registration $35 After 7.11.2013 Register the morning of the run at the starting point. Registered* riders will receive:
Commemorative T-shirt Poker hand BBQ music & raffle at final stop *Registration fees per person, not per bike or car
Photo By www.ulmerphoto.com, designed at Hospice of San Joaquin
July 20, 2013, at 7:00 AM
Hospice Awareness is a bi-monthly newsletter published by Hospice of San Joaquin located at: 3888 Pacific Avenue, Stockton, CA 95204 (209) 957-3888 • www.hospicesj.org Gene Acevedo, Director of Community Outreach: Editor Barbara Pombo, Director of Development: Co-Editor HSJ Professional Staff: Article Contributions Bilingual Weekly, LLC, Design & Layout Tim & Sue Ulmer, Ulmer Photography all photos Cover photo: Stockton Sports Arena by Gene Acevedo Comments, questions, sponsorship opportunities or if you wish to be removed from our mailing list, please contact our office at (209) 957-3888. Visit our website for more information about Hospice of San Joaquin, www.hospicesj.org
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Awareness
May 2013
HOSPICE
Photo In-Review
(Left) Nearly 100 guests attended the Famous Egg Extravaganza: An Egg Raffle Event to rasie funds for the Childrens Home Society of California and Hospice of San Joaquin’s House. Over 400 raffle prices were available.
DON’T MISS YOUR CHANCE: MAKE May 2013 TAX-FREE GIFTS FROM YOUR IRA!
T h e I R A c h a r i t a bl e rollover legislation allows you to transfer lifetime gifts up to $100,000 using funds from your individual retirement account (IRA) without undesirable tax effects. You may contribute funds this way if: You are age 70½ or older at the time of the gift: • Yo u t r a n sfe r u p t o $10 0 , 0 0 0 d i r e c t l y from your IR A. This op p or t u n it y ap pl ie s only to IRAs and not other types of retirement plans. • You transfer the funds outright to one or more q u a l i f ie d c h a r it ie s . The legislation does not per mit direct transfers to charitable tr usts, donor advised funds, charitable gift annuities or supporting organizations. • You make your gift by Dec. 31, 2013.
(Right) Barbara Pombo, Hospice of San Joaquin’s Development Director and Om Bhardwaj, Volunteer at Hospice of San Joaquin stand infront of the agency’s information table during the Clutch Burners Annual Classic Car Show at Powers Park in Tracy CA during Saturday, May 4, 2013
(Left) Hospice of San Joaquin’s Butterfly Auxiliary Member Kerry Lindenberg finds herself wrapped in raffle tickets during the 2013 Annual Spring Tea: Champagne and English Tea Saturday, April 6, 2013
Q. I’ve already named your organization as the beneficiary of my IRA. What are the benefits if I make a gift now instead of after my lifetime? A. By making a gift this year of up to $100,000 from your IRA, you can see your philanthropic dollars at work. You are jump-starting the legacy you would like to leave and giving yourself the joy of watching your philanthropy take shape. Q. I’m turning age 70½ in a few months. Can I make
(Left) Guests enjoy an evening of fun and food at the 2013 Lobster Feed presented by Dolly French a fundraiser benefiting Hospice of San Joaquin Butterfly Auxiliary
(Left) Riders visit the Thornton Plains during Drivers and Drovers a fundraiser benefiting Hospice of San Joaquin and Lodi’s World of Wonders Childrens Museum
Q. I have several retirement a ccou nt s — some a re pensions and some are IRAs. Does it matter which retirement account I use? A . Ye s . U n d e r t h e legislation, gifts can be made from IR As. Pension, profit sharing, 401(k), 403(b) and other forms of retirement funds do not fall under this tax legislation. Q. Can my gift be used as my minimum required distribution under the law? A. Yes, absolutely. If you have not yet taken your required minimum distribution, the charitable IRA rollover gift can satisfy all or part of that requirement. Contact your IRA custodian to complete the gift. Q. Do I need to give my entire IRA to be eligible for the tax benefits? A. No. You ca n g ive any amount under this provision, as long as it is $100,000 or less this year. If your IRA is valued at more than $100,000, you can transfer a portion of it to fund a charitable gift. Q. I have two charities I want to support. Can I give $100,000 from my IRA to each? A. No. Under the law, you
can give a maximum of $100,000. For example, you ca n g ive ea ch organization $50,000 this year or any other combination that totals $100,000 or less. Any amount of more than $100,000 in one year must be repor ted as taxable income. Q. My spouse and I would like to give more than $100,000. How can we do that? A. If you have a spouse (as defined by the IRS) who is 70½ or older and has an IRA, he or she can also give up to $100,000 from his or her IRA. For a free guide with more details on how you can use your IRA to make tax-smart gifts to charity, call (209) 957-3888, ask for Barbara Pomb o, D evelopme nt Director. Or go online to www.hospicesj.org/Donate/ PlannedGiving It is wise to consult with your tax professionals if you are contemplating a charitable gift under the extended law. Copyright © The Stelter C o m p a n y, A l l r i g h t s reserved. The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/ estate taxes or state law may impact your results.
Upcoming Events Summer 2013 Memorial Service 2013
Honor your loved ones at Hospice of San Joaquin’s Memorial Service. Monday, June 3 - 6:00 pm University of the Pacific Morris Chapel Contact Carrie Lane, Bereavement Manager (209) 957-3888
Annual Recognition Dinner
Hospice of San Joaquin appreciates the community’s support during a this special evening. Thursday July 11, 2013 11:30 pm Stockton Golf & Country Club
12th Annual Truckin’ for Hospice
During the evening of March 5, 2013, the agency celebrated local support at the Thanks a Million Appreciation Reception.
this gift now? A. No. The legislation requires you to reach age 70½ by the date you make the gift.
The California Trucking Association invites everyone to ride in support of Hospice services Saturday, July 20 - 7:00 am It starts at Interstate Truck Center, 825 Navy Dr, Stockton. More informaton at www.truckinforhospice.org
Jailhouse Scramble, Golf Tournament,
The Lathrop Rotary and the San Joaquin County Correctional Officer’s Association invites everyone to a fundraiser in support of hospice services - a day of golf and fun. Saturday, August 3 8:00 am for information call (209) 740-9007
12th Annual Moonlight Sip & Stroll The Hospice of San Joaquin Butterfly Auxiliary will host their signature event Moonlight Sip & Stroll. Save the date Saturday, August 17 6:00 pm to 9:00 pm at Brookside’s Heron Lakes Drive, Stkn for informatoin call (209) 922-0380
Camp Caterpillar
If you know of a child who lost a loved one, bring him/ her to Camp Caterpillar, a camp dedicated to support children’s grief. Saturday, Sept. 14 - 8:00 New Location at Central United Methodist Church, Stockton Must pre-register at (209) 957-3888
Hats, Heels and Harvest
The Lodi Butterfly Auxiliary Chapter invites everyone Hats, Heels and Harvest Luncheon, proceeds benefit HSJ Hospice House Saturday September 21, 2012 for more information call (209) 922-0380
Golden Years Planning Series: End-of-Life Issues in Care Giving
Presented by Hilary MIller RN, MSN-Ed, CHPN, Hospice of San Joaquin Sponsored by the Financial Planning Association. August 8th, 2013 at Brookside Contry Club (209) 922-0424
Seasons of Change: A Caregiver Survival Kit
A FREE 6 Topic Series designed to support caregivers. Topics include Hands on Care, Billing Questions,Bereavement Issues, Comping with Change, Spiritual Needs and more... Tuesdays Starting July 2nd at the Commons 2241 N. Union Road, Manteca For information call (209) 957-3888