OurLegacyToday Fall2015
Legacy Community Health Services Board of Directors Bryan Hlavinka
FROM PATIENT TO VOLUNTEER: Getting Fit and Fabulous at Legacy’s Body Positive Wellness Center
Chairperson Beth Bruce Vice-Chairperson Jani C. Lopez Secretary Glenn Bauguss Treasurer Glenna Pierpont At-Large / Executive Committee Sehba Ali Beryl Basham Tony Bravo George Burch Dr. Abigail Caudle Victor Cordova, Jr. Cyndy Garza Roberts Amanda Goodie
When Christine Ybarra isn’t helping customers at H-E-B’s Central Market, you’ll likely find her serving up a helping of hope and healthy living at the Body Positive Wellness Center at Legacy Montrose Clinic. She started as a patient one year ago, but quickly found her second “job” as a volunteer. “I have health insurance through my job. I was looking online and I live in the neighborhood so I came to check out Legacy,” she says. “The whole facility itself is clean, the people are professional and very cordial with you. They have great customer service, and for me that’s number one.” A referral from her Legacy provider gave her access to the Wellness Center. Christine says, “I come and work out Monday through Friday. I have worked out before at other gyms, but I think because this is so convenient for me, and it’s a nice, comfortable setting, I feel like I’m at home. It’s inviting.” Before long, Christine found herself staying afterward and helping clients. ”I show them what to do and the training process. Felicia Sexton is a great trainer. She teaches us a lot of things, and not just how to work out. She is an encourager and cares about what we do.” Working out has done wonders for Christine too. “I see myself change – from my soul, to my heart, to my mind. When your mind changes and you love yourself, you can love somebody else. I take that positive attitude out of here and out into the world, wherever I go!” Want to know more about the Wellness Center and Body Positive program? The gym will soon offer open house visits every Tuesday. Contact Wellness Center Manager Felicia Sexton at (832) 548-5177 or fsexton@legacycommunityhealth.org for more information.
Legacy volunteer Christine Ybarra works out with Felicia Sexton, Manager of Wellness at the Body Positive Wellness Center
Alex Jessett Bethsheba Johnson Alton LaDay Johnson Olatunji Jay Sears Lauren Soliz
CIRCLE OF CARING: Legacy’s New Planned Giving Program
John C. Sheptor
Legacy Community Health Endowment Board of Directors
Legacy \le-gə-sē\ 1. The informal name of Legacy Community Health, a full-service health center with a strong tradition of compassionate, high-quality health care. 2. An amount of money or property left to someone in a will.
Claire Cormier Thielke Chairperson James A. Reeder, Jr. Secretary Mike Holloman Treasurer Michael Alexander Tripp Carter Joshua L. Espinedo Melanie Gray Bryan Hlavinka
Have you thought about your legacy? Perhaps you want to honor a loved one with a gift that will have far-reaching benefits. Or, you may want to address financial concerns and challenges with strategic planned giving. Legacy’s Circle of Caring is our new initiative to recognize and show our appreciation to Legacy donors for their planned gifts. George Hawkins, managing partner of Hawkins Laakso Wealth Management, is a long-time supporter of Legacy and financial professional. He spoke with us about the benefits of planned giving.
What is planned giving, and why should I consider it?
Planned giving is the opportunity for an individual or a family to make a current charitable gift and to continue making gifts as a legacy in their wills and estate plans. These gifts, made during life or through the donor’s estate, strengthen the ability to provide for future generations.
What are some types of planned gifts?
There are many different charitable giving techniques, including immediate outright gifts (like cash), appreciated securities, closely held stock, real estate, personal property, and other assets. Other gifts known as “deferred,” “planned,” or “life income” gifts can provide an immediate income tax deduction and other tax advantages.
Melissa Mithoff Monsour Taghdisi
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...Continued from page 1 What are the tax benefits of planned giving?
When you give outright gifts to support a qualified charity, you can obtain a favorable income tax deduction. Cash gifts are the most common form of giving, and are as easy as writing a check. Many people who donate cash today can continue their gift giving into the future by doing some form of planned giving in addition to annual cash contributions.
I’m interested in planned giving! How do I get started?
It isn’t difficult to add a charitable bequest to your will. A simple codicil, drafted by your attorney, will get the job done. But there also are ways you can continue supporting your favorite charity’s programs without changing your will. Here are some ideas: LIFE INSURANCE: You can name your favorite charity the beneficiary of your life insurance — just contact the company. A better idea may be to transfer actual ownership of the policy to your favorite charity, or buy a new policy for their benefit. FINANCIAL ACCOUNTS: Most accounts at financial institutions can be made payable on death to a person or a charitable organization. Ask the manager of the institution how you can arrange to designate a death beneficiary for your accounts. George Hawkins BENEFITS FROM RETIREMENT PLANS: People who have IRAs, 401(k) plans, or other retirement plans are often shocked to learn that as much as 60 percent of their accounts can be lost to taxes after death. However, if you make the charity the beneficiary, 100 percent of the beneficiary’s income taxes would be avoided. As always, it is important to contact your tax professional and legal advisor before deciding on how to proceed with planned giving. For more information about Legacy’s Circle of Caring, call 832.548.5126 or email giving@legacycommunityhealth.org.
From the Desk of Katy Caldwell Legacy Community Health CEO
The 13th annual Legacy Luncheon is officially in the books, and we couldn’t be more pleased with the results. Co-chairs Lucinda Loya and Monsour Taghdisi helped organize a festive, fun, and punctual affair that communicated Legacy’s mission and vision to a new audience, and they did so with the style and grace we’ve come to expect from these two long-standing Legacy supporters. Please allow me to thank them once again for their efforts, and to thank the staff members who made sure the “trains ran on time.” My final thanks go out to H-E-B and Scott McClelland for allowing us to honor the outstanding work the company has done in Houston. All of the proceeds from this event are being used to support Legacy’s Little Readers, a program that provides an age-appropriate book to children between six months and five years at their well-child appointments. Literacy serves as the basis for all other education, and is essential part of living in today’s society. Those who don’t develop reading and writing skills at a young age struggle to take part in the world around them, and fail to reach their full potential. We want to help families make sure their children grow up healthy in both body and mind, and Little Readers was born from this desire. Studies have shown that children’s motivation and achievement improve when their parents are involved in their learning, and so we give the entire family a “prescription to read.” Young children who are read to every day are more likely to develop strong writing skills, better counting and mathematic skills, and are more likely to become skilled and consistent readers later in life. Unfortunately, only 53% of children ages 3-5 are read to on a daily basis. That number is even lower for children from families living at or below the federal poverty line, a designation Legacy patients are all too familiar with. We at Legacy are excited by the future of Little Readers, and invite you to get involved with this worthwhile program. I can think of few activities more rewarding than spending a morning reading to a group of eager, attentive children, and our new Little Readers corner provides volunteers with the ability to do just that.
Legacy’s Little Readers SEPTEMBER 8 Ribbon Cutting
Legacy Southwest
H-E-B joined Legacy Community Health to officially open the Little Readers Corner at our Southwest clinic. This cozy book nook offers our young patients and families an opportunity to read while they wait for appointments. We plan to install Reading Corners in all seven of our pediatric clinics.
Legacy Chief Development Officer Chree Boydstun, H-E-B Public Affairs Director Cyndy Garza Roberts, State Representative Dr. Alma Allen, H-E-B Houston President Scott McClelland, Legacy CEO Katy Caldwell
Scott McClelland reads to some of our young clients
SEPTEMBER 16
Legacy’s Annual Luncheon The Wortham Center
Legacy honored H-E-B for its long-time support and outstanding community service at the 13th Annual Legacy Luncheon. Many thanks for the hard work and support of this year’s co-chairs, Lucinda Loya and Monsour Taghdisi. Luncheon proceeds benefit Legacy’s Little Readers program.
Legacy Chief Development Officer Chree Boydstun, H-E-B Public Affairs Director Cyndy Garza Roberts, Legacy CEO Katy Caldwell, Emcee Dominique Sachse
Martha Turner and Glenn Bauguss
Jonathon Glus and Alton LaDay
Luncheon chairs Lucinda Loya and Monsour Taghdisi
Katie Daggett and Chloe Rushing
Phoebe Tudor and Soraya McClelland
Jorge Cantu-Landy, Tony Bravo, Richard Werner and Jani Lopez
JULY 19
Bryan Hlavinka and David Theisen
Mint Julep South Beach Nightclub The 13th annual Mint Julep show, presented by Erin Hamilton and Ryan Chuston of the Lymphedema & Wound Care Institute, raised more than $70,000 for Legacy’s HIV/AIDS education, prevention and treatment programs. Our honorees were ERSICCS and Dalton Dehart.
Mr. Mint Julep Dalton Dehart and Lisa Foronda
Legacy’s Kendall Kessell, Amy Leonard and Harlan Johnson
2015 Mayor’s Hispanic Heritage Awards Legacy Public Affairs Specialist James Lee was recognized for his outstanding volunteer service with the Youth Activist award from the 2015 Mayor’s Hispanic Heritage Awards. Way to go, James!
Former Legacy board member Ramiro Fonseca, Timmy Martinez, Legacy board member Lauren Soliz, James Lee, Houston City Councilmember Robert Gallegos
Nonprofit Org. U.S. Postage PAID Houston, TX Permit No. 1886
P.O. Box 66308 Houston, TX 77266-6308
October 26 The 2015 Frank Billingsley Golf Classic Hit the links with us at the Golf Club of Houston for the 6th Annual Tournament with KPRC Chief Meteorologist Frank Billingsley. Timmy Martinez, tjmartinez@legacycommunityhealth.org (832) 548-5123
Beginning November Season of Giving Join us to begin the Season of Giving, and make a difference in the lives of Legacy’s clients and patients. We are collecting monetary donations to purchase Thanksgiving meals for families, as well as toys for our pediatric patient holiday parties. events@legacycommunityhealth.org • (832) 730-4433
Legacy Community Health is one of the beneficiaries of this three-night party celebrating 12 fashion designers and their curated collections. http://heartoffashion.com
December 9 2015 Holiday Schmooze Eat, drink, and be merry at Legacy’s annual winter soiree. Join us for this year’s Holiday Schmooze at the home of James A Reeder, Jr. and Eric Nevil.
December 1 World AIDS Day Join us at Legacy Montrose clinic as we unite in the fight against HIV. Tim Martinez, tjmartinez@ legacycommunityhealth.org
November 18-20 Heart of Fashion
We’re looking for enthusiastic, community-minded young professionals (21-45) to join our new affinity group, Link 2 Legacy. Be a part of driving healthy change in our communities!
L2L@legacycommunityhealth.org • (832) 548-5276
events@legacycommunityhealth.org (832) 200-7150
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