View as Webpage

September 2023

Friends,

The air is a bit crisper, apple farms are opening and kids are back at school in our community. It seems like summer has flown by, and the end of the year will be here before you know it.

This month, I’d like to share how you can support your local hospital with tips on planned giving as it is never too early to think about tax-smart ways to give from your IRA.

Especially if you are 70½ or older, using your IRA for charitable giving can make good sense. You can even include your IRA in a legacy giving plan. Consider these ideas:

Instead of Writing a Check 

Once you are 70½, you can make “Qualified Charitable Distributions” (QCDs) from your IRA. A QCD is a direct transfer to a charity, like Pardee Hospital Foundation. Using QCDs, you can give any amount, up to $100,000 each year. QCDs count toward required minimum distributions (RMD) and are excluded from taxable income, likely reducing the taxes you owe. 

Income Now and a Gift Later 

It’s now possible to use IRA assets to fund a charitable gift annuity (CGA) which is a simple contract that pays income to you (or you and your spouse) now and provides a charitable gift later. This way of giving works best if you are 73 or older, don’t itemize deductions and like the idea of receiving annuity income for your lifetime.  

Plan for a Future Gift 

If you’re unable to use IRA assets for giving now, you can still plan a future gift. On your account’s beneficiary form, name Pardee Hospital Foundation, EIN #56-1930028, as a primary or contingent beneficiary. If there are assets remaining after your lifetime, those funds will help UNC Health Pardee continue to provide high-quality, local healthcare in our community. 

As always, we are here to help support your giving and encourage you to ask your advisors what may be best for your situation. If you would like to learn more about giving to Pardee Hospital Foundation, please reach out to me at (828) 233-2700 or Amy.Treece@unchealth.unc.edu.

With gratitude,

Amy Treece

Executive Director

Employees Prepare to Give Back

The Foundation is excited to reinvigorate team member giving societies within UNC Health Pardee starting this Fall. Our physicians and staff have participated in naming these engagement groups, demonstrating their personal, hands-on commitments to giving back to Pardee. Our physician engagement group will be known as ‘Circle of Caring’ and our Pardee team mate giving society will be known as ‘Sharing and Caring.’

Here’s a sneak peek at new logos created for each society. Foundation staff will be visiting the hospital in the coming weeks to share the excitement of how UNC Health Pardee employees can support their hospital and ultimately, the patients they love to serve, by giving to the Foundation.

Moving Mountains

What a fantastic response to our relaunched annual giving program, Moving Mountains! Members of Moving Mountains are donors who give unrestricted gifts of $1,000 or more in our fiscal year. Unrestricted gifts are contributions that address the hospital’s greatest needs. Members enjoy an annual celebration and opportunities for conversation with hospital leaders to hear firsthand about those greatest needs where their dollars are being put to work.

To learn more about becoming a member of Moving Mountains, click here.

Casino Night Committee Co-Chairs Deliver Big Win for Cardiology

Our Casino Night benefit event was a smashing success, and this month, we’d like to shine the spotlight on two volunteers who led the effort from start to finish. Heather Baker and Heather Kogoy approached the Foundation last year about creating an event that would engage younger patrons.

‘The Heathers,’ as they became affectionally known around the office, secured Burntshirt Vineyards as the venue and co-led the volunteer committee that made decisions regarding food and beverage choices, gaming options, and décor. They were even willing to go on local radio stations, WHKP and WTZQ, to promote the event.

They demonstrated the value of volunteer passion and effort as our Casino Night on August 25 sold out and raised over $11,000 for UNC Health Pardee’s cardiology expansion. Thank you to ‘the Heathers’ for all you did to make this event an incredible success for the Foundation!

Tickets and Sponsorships Available for Annual

Women Helping Women Luncheon

Friday, October 20

12 noon

Blue Ridge Community College Conference Hall

We’re excited to announce that Pardee Hospital Foundation’s annual Women Helping Women (WHW) luncheon will take place on Friday, October 20 at the Blue Ridge Community College Conference Hall. Designed to provide supplementary support for women who require necessary medical treatment but cannot shoulder the costs, proceeds raised through the program help financial gaps for women in moments of greatest need. Now in its 26th year, the 2023 luncheon features Dr. Kate Bowler, New York Times bestselling author, podcast host, Duke University professor, and cancer survivor, as the keynote speaker. 

Since 1997, WHW has evolved into a significant force for good within the community, beginning with a focus on recommended breast screenings and challenging stigma attached to a breast cancer diagnosis. Thanks to awareness raised through this annual gathering, women in our region now have a profoundly improved understanding that mammograms are a critical part of their personal health plans. 

This year, WHW will build on the momentum of the event’s early years by expanding focus to providing better emotional and financial support to women facing a myriad of health challenges. Tickets are on sale now!

To learn more about attending as a guest or becoming a sponsor of this transformative event, contact Melissa Witmeier at melissa.witmeier@unchealth.unc.edu or by calling 828-233-2700.