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
Cade Sibley, Chair, Plymouth Harbor, Inc. Trustee
Cade Sibley is a recent resident of Longboat Key, moving here in 2010 with her husband, Whit from Denver, Colorado. In Denver, she designed and implemented advanced estate, business-transfer, and investment-planning strategies. She was a longtime member of several of Lincoln Financial Group’s most prestigious honors societies, and served as Vice Chair of Rocky Mountain Multiple Sclerosis Center Board for The Denver Foundation, and on the Denver Arthritis Foundation Board. She is familiar with Plymouth Harbor, where her father (and late mother) has resided for more than 15 years. Cade and her husband are both members of Bird Key Yacht Club, where she serves on the Board of Governors, and they are active with the club’s cruising fleet.
Lee 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 a member on the Public Policy Committee for the Realtor Association of Sarasota and Manatee and as chair of the Teen Court Board. Lee also works with the Family Safety Alliance, which supervises foster care for Sarasota, Manatee, and DeSoto Counties.
Lee is a graduate of Smith College with a Masters in Government from the Monterey Institute of International Studies. She earned a second Masters in Pastoral Ministry in 2008 from Barry University. She is very active in her parish, St Patrick’s, and she and her late husband Tom have three children and two grandchildren. She loves to travel with her family and has visited all seven continents.
John M. Cranor, III, Plymouth Harbor, Inc. Trustee
Former President and CEO for the New College Foundation, John Cranor has over 30 years of management experience in the food service and retail industries including senior executive positions with Pepsi-Cola North America, Taco Bell Corporation, Wilson Sporting Goods and Frito-Lay Company.
John holds a Bachelor’s of Arts Degree from New College of Florida and a Master’s of Business Administration from Harvard University Graduate School of Business. He also received an honorary Doctorate from Bellarmine University. In addition to serving on the Plymouth Harbor, Inc. Board of Trustees, John currently serves as the non-executive Chair of the Board of Directors of Popeyes Louisiana Kitchen, Inc.
Bruce Crawford, Resident of Plymouth Harbor
Bruce is a graduate of Dartmouth College and Tuck School. He has lived in Sarasota for 24 years, 20 of them at the Meadows, prior to moving to Plymouth Harbor. While living at the Meadows, he served on the Board of its county club. He has been involved with the Dartmouth and Ivy League clubs in Sarasota, where he has served as president and program chair for each. Bruce is a member of the Sahib Shrine. He spent his career as vice president of sales and marketing for an insurance company. His summers are spent in New Hampshire on Lake Winnipesaukee.
Lee DeLieto, Sr., Plymouth Harbor, Inc. Trustee
Lee DeLieto, Sr. joined the Commercial Group at Michael Saunders & Company more than 15 years ago and has repeatedly received “Top Commercial Real Estate Producer” recognition. Lee is a member of The Greater Sarasota County Economic Development Council, The Sarasota Chamber of Commerce, a member and past president of The Commercial Investment Division (CID) of the Sarasota Association of Realtors, and a founder and board member of Insignia Bank.
An active member of the Sarasota community, Lee is past president of the Downtown Sarasota Kiwanis Club, a former chairman of the board of the Sarasota County Boys & Girls Clubs, past board chair of the Sarasota University Club, and past president of the Sarasota Alumni Club of Phi Delta Theta. Lee can converse in Italian, and in his spare time enjoys sport fishing and reading.
William Johnston, Resident of Plymouth Harbor
William “Bill” Johnston is Past President and COO of the New York Stock Exchange. Bill 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. Bill also founded Agora Securities, and then merged it into LaBranche & Co. where he was Senior Managing Partner. He is currently Chairman of Visible Men Academy. He is an emeritus member of the Plymouth Harbor Board of trustees and a Past Chair of the Foundation Board. Bill is Past Chair, and presently, Vice Chair of the New College of Florida Board of Trustees. He has also served on the boards of both his own and his wife’s university and has taught at several colleges and universities across the country. He and his wife, Elizabeth, have two children and two grandchildren.
Jay Price, Member At Large Trustee
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.
Rebecca Levy-Sachs, Member At Large Trustee
Rebecca Levy-Sachs is a Sarasota-based attorney who has practiced in the area of first-party coverage and litigation for more than thirty years. Ms. Sachs is a regularly recognized lecturer and author of programs presented by the FDCC, the PLRB, the DRI, the LEA, Windstorm, and the ABA (PILC). She was recently elected as a fellow of the American Bar Foundation, named to the Bar Register of Preeminent Women Lawyers by Martindale-Hubbell™, and named to the Sarasota and Manatee Counties Top Lawyers list by Sarasota Magazine and Biz941. In 2013, Ms. Sachs was named one of Florida’s Super Lawyers for Insurance Coverage.
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 Stamp Company, taking it 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.
Garry Jackson, Chief Financial Officer Plymouth Harbor, Inc., Secretary/Treasurer
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 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.
Becky Pazkowski (Staff), Senior Vice President of Philanthropy
Becky Pazkowski manages the day-to-day operations of The Plymouth Harbor Foundation. She has worked in the field of philanthropy since 2000 in southeast Michigan and in Florida. Becky earned a bachelor’s degree in Health Care Administration and a master’s degree in Administration. She is a member of the Association of Fundraising Professionals, and does volunteer work with youth education programs in Sarasota. She has a long history of volunteer Board work in Michigan, and was a recipient of the 2011 Citizen of the Year Award by the Chamber of Commerce of Saline, Michigan. She and her husband Paul live in Sarasota and have two sons and a grand-daughter who live in Michigan.
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
Becky Pazkowski, Senior Vice President of Philanthropy