The Plymouth Harbor Foundation
Our Purpose 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 our residents, and to provide funding for innovative aging programs and services in the region.
Our Culture That spirit of caring is the driving force behind philanthropy at Plymouth Harbor. Prior to establishing the Plymouth Harbor Foundation, members of our resident population, their families, employees, and philanthropists in the broader community voluntarily donated more than $12,000,000 over the years 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.
Our Funds Our culture of philanthropy is built upon three pillars of value that have defined Plymouth Harbor since its founding: benevolence, fellowship, and a zest for life. It would naturally follow that our funds would align perfectly with these pillars of value. Our three broad funds are:
- Resident Assistance: Assistance for residents at Plymouth Harbor who have outlived their financial resources, due to unforeseen circumstances, and require support for basic living expenses and medical costs.
- Employee Assistance: Assistance for employees of Plymouth Harbor who wish to advance their education or certification, or who are experiencing an unexpected, significant financial hardship.
- Zest For Life: Programmatic and capital support for innovations and enhancements at Plymouth Harbor that improve and preserve a vibrant quality of life for current and future residents, as well as best practices and research into issues germane to all aging services.
Our Leadership The Plymouth Harbor Foundation is an LLC of Plymouth Harbor, Inc., and is governed by a separate Board of Trustees. Our Board is made up of three members of the Plymouth Harbor corporate Board, three residents of Plymouth Harbor who do not sit on the corporate Board, three members at large, and the CEO and CFO of Plymouth Harbor. The Foundation has one full-time staff member.
The Plymouth Harbor Foundation Board of Trustees
Jay Price, Chair
Jay Price was born in Southport, Connecticut, and raised in Manchester, and Stowe, Vermont. After finishing high school in Hamilton, Ontario, Canada, he moved to Wichita, Kansas, to serve six years in the 8th Air Force Strategic Air Command. After his Air Force service and education at Wichita State University, he joined Boeing Military Co. Aerospace Group and worked on National Defense projects. In 1984, Jay moved to Sarasota, and spent 12 years traveling and managing worldwide, special access international defense projects for Fairchild Weston and its successors, Loral Aerospace – Lockheed Martin. He then served as Director, Corporate Accounts, for an international telecommunications firm. His board service includes chair of the St. Thomas More Finance Committee. He and his wife, Leslie Juron, co-chaired the Girls Incorporated of Sarasota County Capital Campaign and were both awarded the Girls Inc. Visionary Award.
Jay is a First Vice President – Investments and Financial Advisor with the Juron, Price & Maroney Wealth Management Group of Wells Fargo Advisors. Jay and Leslie have rescued another English Springer Spaniel and have lived in The Sanderling Club on Siesta Key for 21 years.
*Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
Kathryn Angell Carr, Plymouth Harbor, Inc. Trustee
Kathryn Angell Carr is a member of our corporate board, and is a partner at Shumaker, Loop & Kendrick, LLP where she is Board Certified in Real Estate Law. She has been practicing in Sarasota since 1982, with experience in virtually all aspects of the real estate transaction practice. Kathryn draws on the knowledge she has gained from developing her law practice concurrent with the development of Sarasota County for more than 30 years. Kathryn was born in Mason City Iowa, received a BS degree in Political Science from Iowa State University and earned her law degree from the University of Florida. In addition to Plymouth Harbor, Kathryn previously served on several community Boards, including, but not limited to, The Argus Foundation, Animal Rescue Coalition, Sarasota County Arts Council (of counsel) and Sarasota Ballet of Florida. She has three stepchildren and six grandchildren. When Kathryn is not busy helping clients, she enjoys arts and fishing.
John M. Cranor III, Plymouth Harbor, Inc. Trustee
Marie Belcher, Resident of Plymouth Harbor
Marie Belcher retired as a professional in the insurance business. During her career, she held the title of Vice President for Property-Casualty Underwriting for Aetna, leaving the company in 1991 after working her way up from starting in the mailroom. She finished her career as senior vice-president of another insurance company. She and her husband, Tom, developed an executive search firm specializing in senior financial positions which the duo enjoyed running until they closed it in 2001. Volunteering, working with a local author and philanthropist and managing her private foundation filled the time until 2010. She and Tom have been residents of Plymouth Harbor since 2013. Marie studied at the State University of New York in Buffalo, and she earned a Bachelor’s of Science with Distinction in industrial relations and finance, plus and election to Beta Gamma Sigma. Marie grew up in Buffalo as the middle child of a thoracic surgeon, from a large Brooklyn Lebanese family. Her mother, a nurse anesthetist, and her father served near the front lines in Africa, Italy and France in World War II.
Lee DeLieto, Sr.
Jack Kidd, Resident of Plymouth Harbor
Jack and Jane Kidd became Plymouth Harbor residents in December of 2017. They moved to Longboat Key in 2004, having spent most of their family life in Jackson, Ohio. Jack and a partner bought Oak Hill Banks in 1970, which after much success was merged with WesBanco of Wheeling, West Virginia in 2007. He served on that board until 2011. Jack has most recently served two years as President of the Board of The Glasser Schoenbaum Human Services Center in Sarasota (2014-2018). He also served the Bird Key Yacht Club Board of Governors, the Sanctuary Condo Board of Trustees, and the Waterclub Condo Board of Trustees, as well as countless boards in Ohio. He and Jane have three children and five beautiful grandchildren.
Ricky Newkirk, Resident of Plymouth Harbor
Born in Cheshire, England, her early career included working as a flight attendant for British Airways, followed by administrative work until her children were born. She and her then-husband moved to Sarasota in the early 1980s, bought a hotel on Siesta Key and a later one in Punta Gorda. The hotel was destroyed in hurricane Charley, at which time they closed the hotel and retired. Ricky and her now-husband Karl have been residents of Plymouth Harbor since 2013, and physically moved in just about a year ago. Their combined families are comprised of seven children, twenty grandchildren, and three great-grandchildren. They are supporters of the arts in Sarasota and of the Plymouth Harbor Foundation.
Robert (Bobby) Overall, Member At-Large
Bobby Overall has become very familiar with Plymouth Harbor, as his parents, Bob and Mathilda Overall, lived here from 2001 until their recent deaths (2018 and 2016, respectively). Bobby was president and majority owner of Coastal Bridge Company, a 250-employee highway, bridge, and marine construction company in Louisiana, which he sold and retired from in 2013. He holds a BS in Civil Engineering from Louisiana State University. He is currently a director of Associated General Contractors of America and a past board member and past president of Louisiana Associated General Contractors. He has been involved on several volunteer boards including Junior Chamber of Commerce of Baton Rouge, Jefferson United Methodist of Baton Rouge, and Sarasota Yacht Club. He and his wife Cindy reside in Baton Rouge and have a second home docked at Sarasota Yacht Club.
Jeffrey T. Troiano, Member At-Large
Jeff Troiano is a board-certified specialistin wills, trusts and estates. He leads the Estate Planning, Business Succession, Estate and Trust Administration practice as a partner at Williams, Parker, Harrison, Dietz and Getzen. Jeff works with individuals and families to develop customized and tax-efficient estate plans that meet their needs. He counsels clients regarding asset titling, as well as beneficiary designation for retirement plans, insurance policies and annuities. Jeff also handles especially complex estate and trust administrations. He is involved in the community and professionally with various councils. Jeff is on the General Counsel at the Sarasota Opera and is the President of the St. Martha’s Catholic School Board. Jeff received his LL.M. in taxation from the University of Florida. He became a partner with Williams Parker in 2013 and previously worked as a C.P.A. with Arthur Anderson.
Natallia Dziatsel, Chief Financial Officer Plymouth Harbor, Inc., Secretary/Treasurer
Natallia Dziatsel is the Vice President and CFO of Plymouth Harbor on Sarasota Bay Continuing Care Retirement Community. She joined Plymouth Harbor in January 2018. Previously, she worked closely with our Accounting Department on audits as an Audit Supervisor with Moore Stephens Lovelace CPAs & Advisors (MSL) in their Tampa office. Additionally, she also served as a Senior Auditor in the Public Sector Group of Clifton Larson Allen in St. Louis, Missouri. In total,she has more than 10 years of experience, with 7 of them being in public accounting. Natallia holds her Certified Public Accountant (CPA) certification as well as the distinguished Chartered Global Management Accountant (CGMA) designation — a professional management accounting designation that recognizes experience and skills in finance, operations, strategy, and management in a global setting.
Harry Hobson, Chief Executive Officer 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. Mr. Hobson is a professor at Lake Erie College of Osteopathic Medicine (LECOM) in the graduate program for Health Services Administration.
Beth Watson (Staff), Vice President of Philanthropy
Beth Watson is a native Rhode Islander who comes to us with more than two decades of fundraising experience. Beth graduated from Rhode Island College with a Bachelor of Arts in Communication and has continued her education at various other institutions including Merrimack College, Emerson College, and Harvard University. Throughout her professional life, Beth has employed a four-tiered philosophy: communication, expectations, accessibility, and accountability. Both her professional and personal experience have shaped her into someone who is deeply committed to helping others, and she feels “honored to continue to articulate a faith-based vision and mission for Plymouth Harbor and its donors, bracing them for future, sustainable growth for generations to come.”
Ways of Giving
Gifts of cash are always welcome and the simplest form of giving to The Plymouth Harbor Foundation. Be sure to indicate in the notes section of your check which fund you wish your gift to benefit.
Gifts of appreciated stock and bonds may offer tax benefits, including capital gains tax savings.
If you are 70-1/2 or older, you may consider using funds from your IRA as a charitable gift. During the past several years, the IRS has allowed individuals who are 70-1/2 or older, and are required to take a minimum distribution, to roll over up to $100,000 annually from their IRA directly to a charity. While you cannot claim a charitable deduction for the IRA gift, you will not be required to pay income tax on the amount you roll over.
An existing life insurance policy is another way to make a charitable gift. You can either transfer the paid-up policy by naming us the owner and beneficiary or simply list The Plymouth Harbor Foundation as the beneficiary.
Giving property as a charitable gift provides multiple benefits to both you and The Plymouth Harbor Foundation. In most cases, your charitable deduction is based on the fair market value of the property at the time you make your gift. If you are interested in making a charitable gift of real estate, please contact us.
Gifts of tangible items such as art objects, jewelry, silver, and collectibles may be donated subject to approval by The Plymouth Harbor Foundation. You may claim a charitable gift deduction on your income taxes based on the full market appraisal value of the gifts (tax deductibility will vary).
Deferred Gifts (Planned Giving)
Bequests and Revocable Trusts
Naming The Plymouth Harbor Foundation as a beneficiary in your will or trust is an uncomplicated and generous way in which to make a charitable gift. You may change your will or trust provisions at any time, and gifts are not payable until after your death.
Suggested wording for your will.
“I hereby give, devise, and bequeath to The Plymouth Harbor Foundation, located at 700 John Ringling Blvd., Sarasota, FL 34236, an unrestricted gift to be used in the area of greatest need at the time the gift is received (or *a restricted gift, to be used for **please specify**):
- the sum of $___________, or
- a portion of my estate totaling __%, or
- the following described personal property ______________.
Charitable Gift Annuities and other Irrevocable Gifts
Gifts that generate income to you or your family during your lifetime, while also providing for The Plymouth Harbor Foundation after your death, offer unique tax benefits.
Charitable Gift Annuities
Charitable gift annuities provide a variety of benefits for the donor. The process is that you make an irrevocable gift (usually $1000 minimum), the monies are invested, and you receive income payments for life. When you die, the remaining principal of your gift goes to the charity (or charities) you have designated. The income you received (usually between 5% and 9%) depends on your age at the time you fund the gift. The older you are, the higher the rate of return. You receive a charitable income tax deduction in the year you fund the gift, and a portion of your income payments are tax deductible in subsequent years.
Charitable Remainder Trusts
With a charitable remainder trust, you can receive income for the rest of your life. Your income can be variable or fixed and after your lifetime, the balance in the trust passes to the charities of your choice.
Charitable Lead Trusts
A charitable lead trust is an arrangement whereby the income from the property or investment is received by the charity (in this case The Plymouth Harbor Foundation) while the donor is living. Upon the death of the donor, the principal passes to other pre-determined parties, as designed by the donor.
Donors wishing to support our mission in perpetuity may create a named endowed fund. Named endowed funds may be created with a minimum gift of $25,000. Endowed funds are invested and only a portion of the income is spent annually. The remainder of the income is reinvested so that the fund will grow and maintain value into the future. An endowed fund can be established with an immediate gift, payments over a five-year period, a charitable gift annuity, or through a bequest.
Tribute Gifts (In Memory or Honor)
Tribute giving takes 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.
Gifts In-kind, such as business inventory, personal property, or other products and services, are accepted when the form of the gift can be used immediately by The Plymouth Harbor Foundation, or sold for benefit of the Foundation. Value of the contribution must be set according to IRS regulations, and that value will be added to the donor’s gift record.
The Plymouth Harbor Foundation is proud and eager to recognize your gift in a variety of ways, all within keeping with the wishes of the donor.
National Philanthropy Day
National Philanthropy Day is celebrated all over the country on November 15. In Sarasota, the Association of Fundraising Professionals hosts a major event to celebrate the philanthropists who have made Sarasota County the best it can be. The Plymouth Harbor Foundation participates in this major event by nominating a generous philanthropist who has made a significant impact in life at Plymouth Harbor. Our nominee is honored at our sponsored table and recognized at the event of over 500 people.
The MacNeil Society
The MacNeil Society, named for the founder of Plymouth Harbor The Reverend Dr. John Whitney MacNeil, represents a group of individuals who have thoughtfully included a gift to The Plymouth Harbor Foundation in their estate through a bequest, a gift annuity agreement, trust arrangements, life insurance, or retirement plan.
Through the astute vision of Dr. MacNeil, Plymouth Harbor was founded in 1966. From the first organizational meeting in 1961 to the welcoming of the first resident in 1966, Dr. MacNeil was committed to establishing a retirement community in Sarasota. Today, our campus is filled with vibrant, active residents.
The vision and commitment of Dr. MacNeil will continue in perpetuity by supporting positive aging through The MacNeil Society. By becoming a member, you too will help to secure the future of aging for your friends and family that follow you.
Membership in The MacNeil Society
- When you make a gift in any amount to The Plymouth Harbor Foundation through your will, trust, retirement plan, or other estate plan, you become a member of The MacNeil Society.
- We ask that you inform us of your plans, and complete a Declaration of Gift Intent, which is available through the Foundation office.
- The Plymouth Harbor Foundation records your membership into The MacNeil Society, which means you will be recognized in the Honor Roll of Generosity, invited to all MacNeil Society events, and you will be part of an exclusive group of individuals who share Dr. MacNeil’s commitment to the mission and vision of Plymouth Harbor.
Contact form for your convenience:
We are happy to offer naming opportunities for gifts at the level of $10,000 and more. Our latest capital project, the Wellness Center Renovation Project, presented our donors with a variety of naming opportunities, such as rooms and art exhibit space. As more capital projects begin, we will be able to share the naming opportunities with interested donors individually.
We also offer opportunities for donors to place memorial plaques on certain items that they support. These opportunities are handled on an individual basis.
Honor Roll of Generosity
A list of generous donors is published annually, in November.
Make a Gift
If you would wish to make a gift to the Plymouth Harbor Foundation, we are very grateful for your support! Please see below for how to make a gift by check or credit card.
By Check: Mail a check payable to the Plymouth Harbor Foundation to 700 John Ringling Blvd, Sarasota, FL 34236, and note on your check which fund you wish your gift to support.
By Credit Card: Donate Now by clicking here
Beth Watson, Vice President of Philanthropy