By Becky Pazkowski

We are delighted to share with you some of the highlights of Plymouth Harbor Foundation’s calendar year 2013 (as of 12/20/2013).  Below you will find charts that will give you a pictorial view of the year, but please allow me to mention some of the highlights in narrative form.  We are thankful at how generous you have all been this year, and how you have joined us in support of your favorite projects and passions.

Participation is an important factor in any giving program.  As of this writing, we received 345 gifts from 185 donors, of whom 67% are residents, rehab patients, or former residents; 14% staff; and 19% community, board members, vendors, or family.  185 donors is a 55% increase over last year.  Well done, donors!  Also, last year we had 60 new donors, and this year we have 99—all of whom we hope are enjoying the warm, deep feelings that generosity evokes.

We are extremely grateful to have inducted 7 new members into the MacNeil Society, as they have named Plymouth Harbor Foundation in their estate plans.  These deferred gifts are estimated at over $895,000.  This amount, added to the amount of deferred giving identified last year, totals over $1.1 million.  Thank you so much for trusting us with your ultimate gift!

 

The total dollar amount of current gifts this year is less than we received in 2012, but we were very fortunate to have received two large gifts in 2012 that together totaled over $500,000.   Among the many benefits—because there are too many to name here–this year’s generous giving has helped:

 

  •                 award 6 new scholarships to deserving employees
  •                 provide $5000 in emergency aide to employees
  •                 support residents who have outlived their resources
  •                 launch a renovation of our Wellness Center
  •                 bring frequent dances and musical events to PH
  •                 beautify our grounds; improve stewardship of our bay
  •                 keep our libraries relevant and well-functioning
  •                 improve the quality of life for our residents

Your love of fellow humankind is most impressive, and we are so very grateful.  Together, we can continue to bring new, improve existing, and plan for future programs and projects at Plymouth Harbor, thereby staying true to our mission of supporting positive aging.  We are on the cutting edge of retirement living, and we plan to keep it that way!  Many thanks for your support.

Spirit of Philanthropy

By Becky Pazkowski

I am happy to say that I have met with a total of 130 residents at Plymouth Harbor since last June (just about half of our total population).  Meeting all of you continues to be my favorite part of my job . . . learning about you, your family, your career, your travels, your hobbies and passions, and what led you to Plymouth Harbor. 

I always ask if I can update you on the Foundation, and you always say yes.  Comments that I frequently hear are, “I don’t have much money to give away.”  “I know you are looking for large gifts.”  “I have a big family.”  “The poor market has eaten away at my nest egg.”

My answer is always the same . . . not everyone can make a $1,000,000 gift, but every single gift is significant.  Gift giving is very personal, and should be self-fulfilling.  When you make a gift to a cause, you should feel a sense of satisfaction and warmth having given it. 

My husband and I give to several different causes, and probably the most fulfilling for me is what we give to the music series we helped to establish in Michigan.  It’s personal and it’s emotional, and it should be for you, too.  We have received gifts from many of you recently for various causes; three in particular that I have listed below.  Individual gifts toward these three items alone range from $5 to $500.  Adding them all together, more than 70 individuals made gifts that total over $6,200.David Houle at Plymouth Harbor

Support for the David Houle book “Entering the Shift Age” where $5.00 of each sale benefited the beginnings of a library in the Smith Care Center.  This amounted to $120 total and will go a long way toward the purchase of books and audio books for our nursing and rehab residents.

dance floor at Plymouth Harbor senior living community

Support for the purchase of a portable dance floor at Plymouth Harbor, which will be used  throughout the campus.  The total amount needed is approximately $6,700 and we have support for $5,575 so far.  Only $1,125 is needed until we can purchase the portable dance floor. 

Pianist at Plymouth Harbor senior community

Support for the CD made by Ted and Fran Rehl of Ted’s most recent concert “A Romantic Piano” which featured selections by Schubert, Liszt, Brahms, Grainger, Gershwin, and a group of pieces by Chopin.  The Rehl’s very generously offered this CD for a donation of any amount to benefit the improvement of the arts in Pilgrim Hall, including repair and maintenance of the Steinway piano that they donated.  As of this writing, $580 has been donated toward this cause. 

Now I ask that you consider the number of people that will be touched by the gifts in just these three examples. That would include every single resident now and into the future here at Plymouth Harbor. 

Think what would have happened if each of those 70 people decided not to donate because they thought their gift might be insignificant.  Well, we are very glad that didn’t happen.  We are grateful for every gift that is given, and we hope you will continue to feel the warmth that your gifts have generated.  Thank you for your continued support.

P.S.  If you are interested in support for the improvement of the arts or the portable dance floor, we welcome your gift of any amount.   

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.