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.

 

We commenced a national search in October for a new Vice President of Health Services that attracted many talented candidates.  After an extensive review process, we are pleased to announce that Mr. Joe. Devore has been hired as the new Vice President of Health Services, effective January 1, 2013.   Along with a broader scope, Mr. Devore will assume the responsibilities of Dorothy Barichak, Administrator of Health Services, who announced her retirement at the end 2012, after 35 years of service to Plymouth Harbor.New VP of Health Services

Mr. Devore has extensive experience in continuing care retirement community administration, with emphasis in healthcare administration, dating back to 1988.  More recently, from 1999-2007, he was with Otterbein Homes, Inc. as its Executive Director of Otterbein Portage Valley and Administrator of Otterbein North Shore, both located in Ohio. Mr. Devore moved to Naples, FL in 2007 to become the Executive Director of Health Services for the Chateau at Moorings Park, a premiere 106-bed skilled nursing facility, and Orchid Terrace, a 74-bed assisted living facility.

Mr. Devore graduated from The Ohio State University with a B.A. in Psychology and Miami of Ohio with a Master’s in Gerontology. He is a licensed nursing home administrator.

Mr. Devore possesses a strong background in program development, marketing and public relations, sound fiscal management, survey preparedness, quality improvement, and resident and staff satisfaction.

Mr. Devore’s responsibilities will encompass the Smith Care Center, Callahan Center, and Home Care Department. As a member of our Senior Staff, he will also be involved in strategic planning, policy development, and community engagement.

We at Plymouth Harbor have great respect for Mr. Joe Devore’s work and dedication to this profession and are excited to welcome him aboard the Plymouth Harbor family.   He and his wife Laura will be settling in Sarasota sometime in the near future.  Please join us in welcoming them both.

A “Zest for Life” Snapshot

This Fall the Asolo Repertory Theatre kicked off its American Character Project, which runs from 2012 – 2017.  The project  opened with  the Tony-award winning musical “1776,” which brings to life the Second Continental Congress, and its work in declaring American independence. It was must-see for any lover of American history.

One Saturday night, Brian Becker, a Riverview High School student and member of the local CAR (Children of the American Revolution), escorted Plymouth Harbor resident Joanne Hastings to the Asolo Rep to see the show.

When asked about his evening with Joanne, Brian enthusiastically answered, “I feel that there is still so much more to learn from Joanne. She is truly a fascinating person who has a lifetime of experiences to share.”

Joanne Hastings

A Zest for Life

Joanne was equally impressed with her new young friend.  “I felt an incredible rapport with Brian,” exclaimed Joanne, “We had great discussions – Brian’s interest in Germany, and mine in France. We share interest in European culture and languages.”

Joanne was a long time member of the Colonel David Hall Chapter of the DAR in Delaware and remains active with the local Sara De Soto DAR chapter, which arranged this intergenerational outing.   “As a Delawarian, I felt Caesar Rodney was portrayed beautifully in the play,” Joanne confirmed. “He rode 70 miles on horseback July 1, 1776 in a blinding thunderstorm in order to cast the breaking vote for the Declaration of Independence.”

One of the distinguishing qualities of the residents of Plymouth Harbor is their drive to remain active in the community and follow their passions.  It’s what they call their “zest for life!”   Joanne is no exception as she has always sought to explore and enjoy life and the company of friends.

Joanne moved here from Delaware 8 years ago, first to The Glenridge to join friends Dr. Russell and Fran Seibert.  Despite the many attractive assets of The Glenridge, she felt drawn to Plymouth Harbor and now enjoys what she calls the “million dollar view” from her home on the 16th floor.

Prior to moving to Sarasota, Joanne lived in Rehoboth Beach, Delaware – where she and her husband retired after their careers. She had been an interior designer at DuPont  and he had been an engineer at Hercules, another of the chemical giants that make Delaware the capital of the world’s chemical industry.

An artist from her youth, Joanne studied at the Philadelphia College of Art and enjoyed a long career with DuPont as one of the pioneers in corporate interior design.  She says one of the highlights of her career was managing the restoration/redecoration of the Hotel DuPont using all the new DuPont nylon fibers and fabrics.

She and fellow resident Vera Kohn , both devoted Francophiles and members of the Alliance Francaise, have organized a monthly brunch where only French is spoken. Joanne has always enjoyed cultural interactions, a pastime she recalls fondly from her Delaware days where a group of couples met regularly for gourmet dinner and lively discussion about the arts. They called themselves “The Eclectics.”

No wonder Joanne feels so at home at Plymouth Harbor!  Would you care to guess how soon we’ll see a renaissance of The Eclectics at Plymouth Harbor? If Joanne has her wish, it’s right around the corner.

Riverview High School Chorus Thursday ~ December 13, 7:30 pm in Pilgrim Hall

Back at Plymouth Harbor’s Pilgrim Hall by popular demand, the Riverview High School Chorus will sing your favorite holiday songs!

Riverview High School Chorus

Riverview High School Chorus

Always a hit! We’re lucky to get them on our schedule again. One of Florida’s best choral groups will treat us again to a fabulous performance. This wonderful evening of marvelous music and merriment will send goose bumps down your arms!

Showing in the Mezzanine Gallery, Through the Eye of a Needle, by Jeanne Baum, December 4 – January 19, 2013

Through the Eye of a Needle, by Jeanne Baum

Through the Eye of a Needle, by Jeanne Baum

Needlework is the ornamentation of fabric with raised design and it encompasses a
wide range — embroidery, needlepoint, tapestry, quilting and applique.

You will marvel at the beauty and intricacy of the fabric art on display in the Through the Eye of a Needle
display featuring the work of Plymouth Harbor resident, Jeanne Baum.

It’s that time again…to vote for the Herald-Tribune’s Readers’ Choice Award. There is a lot to celebrate at the beautiful Plymouth Harbor on Sarasota Bay!

Vote Plymouth Harbor for 2012/2013 Reader's Choice Award!

Vote Plymouth Harbor for 2012/2013 Readers' Choice Award!

Whichever business gets the most votes will be named the Readers’ Choice winner. Cast your vote by the deadline, 12/12/12, and you may win $1,000 cash! Pick up your official ballot at the Herald-Tribune Media Group or go online at HeraldTribune.com/readerschoice to submit your ballot.

You could also complete your official ballot at Plymouth Harbor. Voting assistance tables will be located in the business center and in the lobby to assist you in completing the official ballot. Voting times are Monday – Friday from 11am-1pm and 3-4pm. We need your vote in order for Plymouth Harbor to win the Honor of Readers’ Choice!

For the Ballot to be valid, you must fill out the following:

  1. Name and Date of Birth
  2. Address and Phone Number
  3. Your Signature
  4. You MUST fill out at least 25 categories

Please include Plymouth Harbor as your choice for:

  • Best Retirement Community
  • Best Non-Profit Organization
  • Best Assisted Living Facility
  • Best Waterfront Restaurant
  • Best Restaurant with a View

Margaret is originally from Montego Bay, Jamaica. She moved to the United States in 1999 and has lived in Employee of the Month for December 2012the Sarasota area since 2003. Her mother, brother, and sister live in the area as well.

Margaret graduated from the Continental Academy in Coral Gables, FL in 2002 and received her LPN license from Manatee Technical Institute in 2007. Previously working at Bradenton Health Care, and Riviera Palms as an LPN, Margaret came to Plymouth Harbor in October of 2009 as a full time, morning nurse.

Margaret has received “exceeds standards” remarks on her most recent appraisal in her Job Knowledge, Efficiency, and Attitude. Her supervisor describes her as very competent and proficient. She is quiet and goes about her work with a smile.

Notes from her nomination forms read:

Margaret deserves to be Employee of the Month because of her dedication to Plymouth Harbor. She is a wonderful, caring, compassionate nurse. Margaret comes to the rescue when needed to fill in for call-offs or in the 3-11 shift. Margaret is very cheerful and always has a positive attitude, she never complains.

On a personal note, Margaret is mom to son Damarian (9) who plays basketball and keeps her very busy. She enjoys evenings out with friends when not busy with her son.

It is our privilege to recognize Margaret today as the “Employee of the Month” for December 2012. As a tangible expression of our appreciation, you will have sole use of the Employee of the Month reserved parking space during the entire month of December. You will also receive $100 in cash and eight hours of PTO. This honor will also be noted in an upcoming issue of the resident publication, The Harbor Light.

Employee of the month November 2012Jorge is originally from Montevideo, Uruguay. He lived in New York where he worked at Value Restaurant Corp. for almost 20 years. He held several positions including Server and Kitchen Steward. His previous employer described him as very responsible, reliable, dedicated, and very easy to work with. He was their best worker and an excellent all-around employee.

Jorge relocated to Sarasota in 2011 and came to Plymouth Harbor as a full time Steward that August. He has only been with Plymouth Harbor for a year, and has already received “Exceed Standard” remarks on his appraisals for Job Knowledge, Quality of Work, Efficiency, Attitude, Responsiveness to Supervisor, Attendance, Personal Conduct, and Relationship with People.

His supervisors describe him as thorough and clean, neat and tidy; always finishing his duties quickly and with quality in mind helping others reach the same quality. “Jorge is a team player and always upbeat, which makes others feel more positive. Jorge is one of our best employees who sets the bar high.”

His colleagues say: “Jorge definitely has the requirements to be nominated for Employee of the Month. He is always smiling and a pleasure to work with. His job is always done with pride and efficiency. Jorge can often be found on his down time doing additional projects without needing to be asked.”

Jorge says that he loves working at Plymouth Harbor, because he is part of a wonderful team.

Friday, November 23 at 3pm in Pilgrim Hall

David and Jenny Heitler-Klevans of TWO OF A KIND

David and Jenny Heitler-Klevans of TWO OF A KIND

TWO OF A KIND delights audiences of all ages with their music, good humor, and audience participation. David and Jenny Heitler-Klevans of TWO OF A KIND love bringing people together and building community through music. Their beautiful harmonies accompanied by David’s powerful, rhythmic guitar playing and Jenny’s multi-ethnic percussion instruments create magic on stage.
An award-winning husband-wife duo, TWO OF A KIND presents concerts for families and children of all ages, including songs, puppets, movement, and stories – all with an emphasis on interaction and participation. Themes of songs and stories range from reading and books, friendship and animals, to social issues such as the environment, conflict resolution, and diversity. TWO OF A KIND helps audiences of all ages feel that they can create music and that they can make a difference in the world.
“Our songs are written out of great respect for children – their experiences, their sophistication and their desire to explore big issues. Our goal is to provide quality music that speaks to children and adults, and helps them to become people who make a positive contribution to the world – and to have fun at the same time!”

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.