The Plymouth Harbor Foundation was established in 2012 to further ensure the appropriate stewardship of contributed funds, develop and implement fundraising strategies that support the most positive aging experience possible for residents of Plymouth Harbor on Sarasota Bay. It also provides funding for innovative programs and services for seniors in the region.

We are so pleased to be able to announce the inaugural members of our Plymouth Harbor Foundation Board of Trustees, who met for the first time on January 16th where they elected officers.  As you may be aware, our bylaws call for a Foundation Board that consists of 3 Plymouth Harbor Trustees, 3 resident members, 3 community-at-large members, and the President and Sr. Vice President of Finance for Plymouth Harbor.  We are proud to present our Foundation Board, as follows.  Please join us in thanking our generous Trustees for their dedicated time and attention to this worthy and very important cause.

 Bill JohnstonBill Johnston, Chair, Plymouth Harbor, Inc. Trustee

William Johnston is Past President and COO of the New York Stock Exchange. William received his BS degree in Commerce from Washington & Lee University. He became a member of the NYSE in 1964 and a Director in 1992 and has served on numerous committees. He was Senior VP and Director of Mitchum Jones & Templeton. William also founded Agora Securities, and then merged it into LaBranche & Co. where he was Senior Managing Partner. He is currently a Director at Hollins University and Chairman of the Audit Committee and Co-chair of Development. William has served on numerous committees and advisory boards of universities; and taught at numerous colleges and universities across the country. He and his wife Elizabeth have two children and two grandchildren.

 Tom HopkinsTom Hopkins, Plymouth Harbor, Inc. Trustee

Thomas Hopkins is a shareholder and former President of the Icard-Merrill law firm and has practiced with the firm since 1977. Tom practices all areas of real estate law and has been designated by the Florida Bar as a Board Certified Real Estate Attorney. He also has extensive experience counseling clients in all aspects of estate planning. His professional affiliations and positions have included serving as President of the Sarasota County Bar Association and the Bar Association Legal Aid Society, Inc. Tom also has served as President and board member of the Sarasota County Civic League and President of the Ivy League Club. A graduate with an A.B. from Dartmouth College, Tom also earned an M.S. from the University of Southern California and his law degree from the University of Florida. Tom and his wife Wendy have three children and one grandchild.

Lee ByronLee Byron, Plymouth Harbor, Inc. Trustee

Lee Byron is a long-time resident of Sarasota, a successful real estate agent with Michael Saunders, a former elected school board member, and very involved in the community. She presently serves as chair of the Big Brothers/Big Sisters of the Suncoast Foundation board, the Teen Court Board, the Human Services Advisory Committee (to the County Commission), and on the Government Affairs Committee for the Sarasota Association of Realtors. Lee is a graduate of Smith College with a Masters in Government from the Monterey Institute of International Studies, and is presently working on a second Masters in Pastoral Ministry from the Rice School of the Diocese of Venice. She and her late husband, Tom, have three children and two grandchildren.

Tom Towler, Resident of Plymouth Harbor

Tom graduated from Dartmouth College in New Hampshire and joined Mobil Oil Company for several years. He subsequently chaired the grocery non-food company for the Kroger Company, Top Value Trading Stamp Company, TV Travel and served as an officer of the Baldwin United Financial Services Company in Cincinnati.  He arranged the purchase of the S&H Green Steamp Company, taking them private from the NYSE public listing.  Tom retired, moved to Siesta Key in 1984 with is late wife Sue, and then spent 10 years working as a property assessor with Goodnow Associates.  He has a passion for volunteering, which included Board positions with Sarasota Memorial Hospital Healthcare Foundation Board, New College Foundation Board, Field Club, and Bay Plaza boards.  He spent 16 years in Surgery Transport and SMH and was the chair of Siesta Key Utility Authority.  He moved to Plymouth Harbor in October 2009.  He has four children and has encouraged each of them to be active volunteers.

 Carla Plush Smith, Plymouth Harbor, Inc. Secretary

Carla Smith is a Florida CPA. She has an extensive background in estate and personal financial planning in her 25+/year career as a CPA. A Sarasota native (which is unique), Carla is a graduate of Leadership Sarasota and has served as an officer and director on numerous community boards. She is a graduate of  University of Florida with a Bachelor’s degree in Accounting, and a Master’s in Mental Health Counseling from the University of South Florida. She and her husband Peter are members of the Sarasota Field Club, and enjoy boating, water skiing, and traveling.

 Cade Sibley, Plymouth Harbor, Inc. Trustee

Cade Sibley is a recent resident of Longboat Key, moving here in 2010 with her husband, Whit from Denver, Colorado, where she for nearly 30 years designed and implemented advanced estate, business-transfer and investment-planning strategies for affluent business owners, highly compensated executives and those with inherited wealth.    Her clients realized significant reductions in estate, capital gains and gift taxes, preservation of family businesses for subsequent generations, and maximization of existing wealth through comprehensive investment planning. Cade was a longtime member of several of Lincoln Financial Group’s most prestigious honors societies. Cade served her Denver community as Vice Chairman of the Rocky Mountain Multiple Sclerosis Center board, as a member of the Professional Advisor’s Board for The Denver Foundation and a board member of the Denver Arthritis Foundation Board. She is familiar with Plymouth Harbor, where her mother and father have both been residents for more than 15 years. Cade and her husband are both new members of Bird Key Yacht Club where they are serving on several committees and are active with the club’s cruising fleet.

 Garry JacksonGarry Jackson, Plymouth Harbor, Inc. Treasurer

Mr. Garry Jackson is the Senior Vice President and CFO of Plymouth Harbor on Sarasota Bay Continuing Care Retirement Community. He has worked at Plymouth Harbor since March of 1997.   Prior to his career in healthcare, Garry worked in New York City where he was the Controller & Director of Financial Planning at New York Law School for nine years, and at the investment-banking firm of Rothschild, Inc. as the Assistant Vice President of Finance & Administration for six years.  He holds a Masters Degree in Business Management from Southern California University, Santa Ana, CA.

 Harry HobsonHarry Hobson, Plymouth Harbor, Inc. Vice-Chair

Harry Hobson, President and CEO of Plymouth Harbor on Sarasota Bay, has a career that has included work in both Hospital and Retirement Community Administration. Prior to his arrival at Plymouth Harbor in 2004, he was the President and CEO of Westminster-Canterbury Retirement Community of Irvington, Virginia; and, First Community Village of Columbus, Ohio. Mr. Hobson received Masters Degrees in both Business Management and Healthcare Administration from Central Michigan University; and, completed gerontological studies at George Washington University. He holds nursing home administrator
licenses in Florida and Ohio.

The Spirit of Philanthropy Series by Becky Pazkowski, Vice President of Philanthropy
March 2013

All projects begin with an idea, and that idea typically grows out of a passion that an individual has for something.  For Joanne Hastings, that passion is wellness.

Late in 2011, Joanne approached Harry Hobson regarding her interest in taking the wellness center to the next level.  That “next level” included an expanded fitness area and a group exercise area that would also accommodate a dance studio.  Joanne had previously lived in communities where wellness was prominent and central to the life of the residents.  Also integral to her life were dance lessons, which she mentioned offers an alternative form of exercise with similar benefits to an individual work-out.   Not only was she interested in seeing the program grow, she was also interested in funding a portion of it.

Sharing her vision and her passion, she and Harry went to work on what the possibilities were and how they would be accomplished.  Over the next year many discussions ensued.  Eventually, the project was estimated at $1,000,000 with an additional $150,000 in equipment.  Preliminary conceptual drawings were done by THW Design in Atlanta, and they were shared with Joanne.

After seeing the project start to come alive, and sharing her own ideas about design and color from her professional interior design background, Joanne offered a gift of $300,000 towards the project.  This amount was extremely generous, and we are very grateful and pleased that Joanne’s spirit of philanthropy, combined with proper planning, would culminate in bringing a much needed program to our current and future residents at Plymouth Harbor.  In recognition of her generosity, two rooms will bear Joanne’s name:  the fitness center and the group exercise/dance studio.

Thank you so much, Joanne Hastings, for bringing your passion and philanthropic spirit to Plymouth Harbor!

The Campaign

Over the months, we were able to share this project and its funding needs with individuals who showed a similar interest.  A previous bequest from the Estate of Peggy Bates (former resident of Plymouth Harbor, was also able to be directed to the project.

Plymouth Harbor Wellness Capital CampaignWith the seed already planted by Joanne, the funding began to grow and is now over $867,000 towards the $1,000,000 for the renovation.  A full list of donors to the project is below.  Finding ourselves with more than 85% of the funding complete for the renovation, we approached our Foundation Board of Trustees who approved our first ever, formal capital campaign effort for Plymouth Harbor!  We are seeking an additional $133,000 for renovations, and $150,000 for equipment, to complete the campaign. 

This is a phenomenal project, made possible by phenomenal people.  If you would like to be part of this very exciting, and important project, please contact me at the Foundation Office (Ext. 398), and we can talk about ways in which you could be involved.  Every gift is important and appreciated!

The Donors – Representing $867,000
Estate of Dr. Peggy Bates
Jack Denison
Joe and Laura Devore
John and Alita DeJongh*
Tom Elkind (in memory of Stuart S. and Barbara R. Elkind)*
Suzanne Freund
Joanne Hastings*
Harry and Nancy Hobson
Garry Jackson
Cynthia Lichtenstein and Charles Miller
Gordon and Arlene Okawa
Becky and Paul Pazkowski
Dinah Stamp
Sandy Taylor
Tom Towler and Nancy Lyon
Tena and Tom Wilson

*Represent gifts with associated naming opportunities.

Tributes take charitable giving a step further, by making a gift in someone’s name, either in memory or in honor of an individual or group, or in celebration of an occasion, such as an anniversary, birthday, or event.  The Plymouth Harbor Foundation is delighted and grateful to accept these gifts.

On January 16, 2013 the Smith Care Center Staff was presented with a tribute gift that came from a past rehabilitation patient in their honor.  Mary Ann and Ted Simon said they were inspired to make the gift because, in their words, the support given by the staff during Mrs. Simon’s short-term stay was amazing, professional, and delivered with a human approach that was different and unique from their past experiences with other facilities.  The gift was a complete surprise and very generous.  Please join us in extending our heartfelt gratitude to the Simons for their support of our services.  The Therapy Room was lined with staff from all over the Smith Care Center to accept the gift.

“This gift underscores the excellence of our team!  It is clear that our committed staff find personal satisfaction in the physical, emotional, and spiritual successes of those we serve,” says Joe Devore, Vice President of Health Services at Plymouth Harbor.

That spirit of caring is also the driving force behind philanthropy at Plymouth Harbor. Over the decades, members of our resident population, their families, employees, and philanthropists in the broader community have voluntarily donated more than $12,000,000 to perpetuate the Plymouth Harbor mission.  We celebrate contributions of time, talent, and financial resources, believing that service to and support of other people is a worthy lifelong value.

“When one takes the time to show their appreciation for the care our staff provides through a charitable gift, it is the ultimate compliment.  We are very grateful for the gift and the recognition that Mr. and Mrs. Simon have given to our staff,” adds Becky Pazkowski, Vice President of Philanthropy at Plymouth Harbor.

Congress Approves 2-year Retroactive IRA Charitable Rollover Extension

The American Taxpayer Relief Act of 2012 has been approved by Congress and it includes a two-year retroactive extension of the IRA Charitable Rollover provision that lapsed on December 31, 2011. Specifically, the new law:

  • retroactively reinstates the Rollover from 2012 and allows any otherwise eligible gifts made after December 31, 2012 and before February 1, 2013 to be treated as a 2012 donation.
  • specifies that any portion of a distribution from an IRA to a taxpayer made after November 30, 2012 and before January 1, 2013 may be treated as a qualified charitable distribution for purposes of the IRA Charitable Rollover, and
  •  reinstates the IRA Charitable Rollover for all of 2013 and will now expire at the end of this year, on December 31, 2013.

What is an IRA Charitable Rollover?

The law uses the term “qualified charitable distribution” to describe an IRA charitable rollover. A qualified charitable distribution is money that individuals who are 70-1/2 or older may direct from their traditional IRA to eligible charitable organizations. The provision has a cap of $100,000 for charitable distributions from individual IRAs each year. Individuals may exclude the amount distributed directly to an eligible charity from their gross income.

In other words, if you wish to make a charitable contribution to The Plymouth Harbor Foundation, and/or another favorite charity, you may rollover up to $100,000 directly from your IRA to the charity and you won’t have to claim the amount you rollover as income.

Want to know more about this and other 2013 tax law changes?

Please Join Us: Tuesday, January 22, 2013 — 3:00 p.m. in the Card Room.

TOPIC: IRA Charitable Rollover Extension and 2013 Tax Law Changes

Presented by: Carla Plush Smith, CPA and Plymouth Harbor Foundation Trustee

Becky Pazkowski, Vice President of Philanthropy

Foundation Forum: Hosted by The Plymouth Harbor Foundation, Bill Johnston, Chair

Please call Sandy Taylor at ext 511 for more information and to register.

 

By Becky Pazkowski, Vice President of Philanthropy

Last weekend, I was walking across the John Ringling Bridge on my morning walk when I noticed a women – of more years than I – walking along slowly, holding on to the railing. She wore a cotton house dress and carried a water bottle around her waist and a tote over her shoulder. Lots of people walk and run that bridge, as you are aware, but, this was the first time I had seen a women of this many years taking the journey.

Plymouth Harbor next to Ringling bridge in Sarasota

Many Sarasotans walk the bridge for fitness and peace of mind.woman – of more years than I- walking along slowly, holding on to the railing. She wore a cotton house dress and carried a water bottle around her waist and a tote over her shoulder. Lost of people walk and run that bridge, as you are aware, but, this was the first time I had seen a woman of this many years making the journey.

When I reached her I said hello and asked how she was doing. She was fine, she said. I asked if she made this walk often. No, this was the first time. I commented that it was a tough walk. She said it wasn’t tough, just long. She assured me that she was going to go slow, and was hoping there would be a bench at the other end where she could sit and rest while waiting for the #4 bus. Satisfied that she was safe, I moved on.

What happened next was wonderful. A young man (when I say young I mean in his 40s) was jogging behind me. When he reached me, he asked me if the woman was okay. I told him what she told me. He said his car was on the other side, and if she needed a ride he would be happy to give it to her. Why was this wonderful? This young man saw something out of the ordinary, and he stopped to see if there was anything he could do. He was probably busy, deep in thought, and could have passed by without another thought. But he didn’t.

After a few more steps, I stopped and looked back. The young man had waited for the woman and was talking with her. I waited a little longer until she caught up with me again, and asked if she was sure I couldn’t walk with her. She said she was a nurse, 90 years old, going to be fine, and very grateful for our concern. Then she said, “I am going to write to my daughters and let them know I found a couple more.” I didn’t ask what she’d found, but I assume she meant friends.

When I reached Bird Key Park, I looked back until I saw her making her way down to the Park. She had indeed made the journey, and I was glad to see that she had done it without our help, but certainly with a few caring hearts embracing her journey. It made my heart a little lighter that day, just letting her know that I cared.

That is what life is like here at Plymouth Harbor….caring hearts embracing each others’ journey. Many gentle acts of kindness happen every day at Plymouth Harbor, and we don’t always hear about them. We wouldn’t be surprised to know they happen, but it warms our hearts to know when it does.

Just last week, I learned of an employee who was on a family medical leave, and had reached the end of her own “paid time off” and would not be paid for the rest of her leave time. As is the case with most of us, that would have been devastating financially. Quietly, other staff member and management rallied around her and donated their own “paid off time” so that she would continue to receive a paycheck. She was touched and very grateful. But those who were able to help her felt even better than she did!

Another employee’s child was in need of a surgery, which would be covered through health insurance. However, the surgery had to take place across the state, entailing travel and lodging costs, something they were not planning on or prepared to pay for. The Plymouth Harbor Employee Assistance Fund, funded through donations, was able to cover those costs for the family.

Employees at Plymouth Harbor, organized under the caring leadership of Bert Adams (who you all know, I’m sure) have formed a group called Plymouth Harbor Volunteers Who Care. This group regularly gathers together to help All Faiths Food Bank distribute donated food to the needy. The group also has adopted John Ringling Boulevard in an effort to Keep Sarasota Beautiful, helped build Habitat for Humanity homes for our Sarasota neighbors, and came to the aid of those in Arcadia who needed relief during hurricane Charlie. When I spoke with Bert, her face lit up when she started talking about everything the PH Volunteers Who Care had done.

Together, we are a community of caring hearts, embracing the journey of others, performing gentle acts of kindness along the way. Stay alert, observe, and let me know of other gentle acts that you encounter. They are happening all around us, because it is how we behave here at Plymouth Harbor. I am proud to be among you.

Harry HobsonIt is hard to believe that the Holiday Season is just around the corner.  Thanksgiving is the official day that ushers in this festive time of the year. Thanksgiving also causes us to pause long enough to express appreciation to those who have given of themselves in so many ways, including philanthropically, by making a positive difference in the lives of others. This month I would like to highlight a special act of philanthropy.

Former president of the Residents Association and present member of the Philanthropic Advisory Committee, Jack Denison, recently visited with me to share his desire to sponsor one or more staff members in a career advancement opportunity. The spirit of this gift is to grant someone an opportunity to learn more about his or her profession in a forum off the Plymouth Harbor campus. The immediate goal is to bring new ideas back to Plymouth Harbor. The longer term goal is to produce a “win-win” scenario for both the staff member who grows professionally, coupled with enhanced resident care practices that will ultimately benefit the residents of Plymouth Harbor. I am pleased to announce that because of this gift, Liz Clark, LPN in the Smith Care Center who has been with Plymouth Harbor for 24 years, will be attending the LeadingAge Florida Leadership Academy this fall/winter. The Academy is a collaboration between our state long-term care trade association, LeadingAge Florida, and the University of Florida. It is designed to provide a challenging and engaging three-month learning experience to help aging services professionals at any level in their organization accelerate their leadership development so they are better equipped to serve our field. In essence, the mission of the Leadership Academy is to develop the next generation of leaders who will transform the aging services field and fulfill the leadership needs of our members. As a member of the Advisory Board of the Leadership Academy, I am also pleased to share with you that Brandi Burgess, Smith Care Center admissions coordinator, and Rob Kelly, director of accounting, are both graduates of the Academy. This “Spirit of Philanthropy” by Jack Denison is an illustration of the synergy that exists so often between residents and staff to produce this thing we often refer to at Plymouth Harbor as “The Sense of Community.”