Endowments

A Never-Ending Legacy

Throughout our lifetime, most of us strive to make a difference in the lives of others, providing gifts to the people and causes we value. Wouldn’t it be nice to know that you could continue to change lives even after you are gone, creating a legacy of support for the causes most important to you? By creating an endowment with Shriners Hospitals for Children® – or adding to our existing endowment – you can give a gift that lasts forever.

How It Works
You give cash, securities or other assets to Shriners Hospitals for a new or existing endowment.

Determine if your endowment will fund a specific program or service, or be given without restrictions—allowing Shriners Hospitals to direct the funds to our most critical needs.

We use a small portion of the fund to support our mission, and the balance remains invested to perpetuate the endowment.

Tip: You can use an endowment gift to honor someone important to you who appreciates the work we do. Consider designating your endowment in his or her name as a way to celebrate them.

Endowments

A Quick Example

Sam wants to support our annual needs by writing a check for $40,000 to Shriners Hospitals. Sam qualifies for a $40,000 federal income tax charitable deduction (when itemizing taxes) each year the gift is made.

Sam would also like to leave a legacy and makes a generous estate gift of $1,000,000 to establish a new endowment at Shriners Hospitals. This is the amount needed to ensure Shriners Hospitals continues to receive the annual $40,000 into the future. (See chart.)

Sam is able to support our current needs while living with annual gifts. After Sam’s lifetime, we use a portion of the endowment each year to fund our programs and reinvest the remainder, allowing it to grow and support annual payouts indefinitely.

If your annual gift is:	Amount needed to endow your gift forever*:
$40,000	$1,000,000
$50,000	$1,250,000
$60,000	$1,500,000
*At a 4 percent endowment spending level, 25 times an annual gift amount equals a perpetual gift.

Endowments

4 Key Steps to
Creating an Endowed Gift

Put It in Writing
If you are creating an endowment through your will or living trust and want it to be for a specific purpose, in most cases, you must explicitly state this. If you are establishing one during your lifetime, Shriners Hospitals will work with you to outline how you want it to be used.
Determine the Amount Needed
If you are creating an endowment today, Shriners Hospitals can inform you of the minimum amount required. If you intend to create one through your estate, Shriners Hospitals recommends you specify a set amount in your will or living trust, then include a provision directing your executor or personal representative to distribute more funds if needed, should minimums change.
Include Safety Language
Nationwide, millions of dollars directed to specific purposes sit idle in bank accounts because the funds are no longer needed. We encourage you to include a statement that allows Shriners Hospitals to redistribute the funds to another area if the original purpose is no longer necessary.
Lean on Shriners Hospitals for Help
We respect the personal nature of these decisions and have experience with the sensitive issues involved. Shriners Hospitals would be glad to consult with you to help ensure that your wishes are satisfied.

Endowments

Next Steps

We would love to work with you to help you create a lasting legacy that honors your values for many years to come. Please contact us today to learn more about establishing an endowment with Shriners Hospitals.

Don Gorbandt
Corporate Director of Planned & Major Giving
Phone: 813.367.2241
Fax: 813.281.7156
Email: dgorbandt@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/your-planning-library

Clare Meade
Senior Regional Planned & Major Giving Director
Phone: 813.217.3118
Fax: 813.281.7156
Email: cmeade@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/cmeade

Kathleen Luzier-Bogolea
Senior Regional Planned & Major Giving Director
Phone: 813.518.7746
Fax: 813.281.7156
Email: kluzier-bogolea@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/kluzier-bogolea

MJ Miller
Senior Regional Planned & Major Giving Director
Phone: 801.214.5351
Fax: 813.281.7156
Email: mjmiller@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/mjmiller

Terri Andrews
Senior Regional Planned & Major Giving Director
Phone: 314.920.0716
Fax: 813.281.7156
Email: tandrews@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/tandrews

David Cantrell
Senior Regional Planned & Major Giving Director
Phone: 813.285.6277
Fax: 813.281.7156
Email: dcantrell@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/dcantrell

Alison Petty
Director of Planned and Major Giving Operations
Phone: 813.367.2241
Fax: 813.281.7156
Email: apetty@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/apetty

Natalie Deniz
Planned & Major Giving Specialist
Phone: 813.518.7707
Fax: 813.281.7156
Email: ndeniz@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/ndeniz

Soledad Toca
Planned & Major Giving Specialist
Phone: 813.518.7615
Fax: 813.281.7156
Email: stoca@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/stoca

Bob Hawkes
Planned & Major Giving Officer
Phone: 813.367.2241
Fax: 813.281.7156
Email: bob.hawkes@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/bobhawkes

Jennifer Hughes
Director of Principal Gifts and Campaigns
Phone: 713.202.6495
Fax: 813.281.7156
Email: jhughes@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/jhughes

Catherine McDonough
Manager of Corporate and Foundation Relations
Phone: 813.205.2719
Fax: 813.281.7156
Email: cmcdonough@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/cmcdonough

Jacqui Kasper
Associate Director, Principal Gifts and Campaigns
Phone: 813.344.6167
Fax: 813.281.7156
Email: jkasper@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/jkasper

Jeremy Tomlinson
Associate Director, Corporate & Community Engagement
Phone: 813.518.7635
Fax: 813.281.7156
Email: jetomlinson@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/jetomlinson

Stacey Perlmutter
Director of Development
Phone: 413.787.2000
Email: sperlmutter@shrinenet.org
516 Carew St.
Springfield, MA 01104
https://shcgiftplanning.org/sperlmutter

Shiva Damghany
Director of Development
Phone: 617.371.4746
Email: sdamghany@shrinenet.org
51 Blossom St.
Boston, MA 02114
https://shcgiftplanning.org/sdamghany

Carolyn Wahto
Development Officer
Phone: 617.371.4807
Email: cwahto@shrinenet.org
51 Blossom St.
Boston, MA 02114
https://shcgiftplanning.org/cwahto

David Schumacher
Director of Development
Phone: 814.875.8781
Email: daschumacher@shrinenet.org
1645 W. 8th St.
Erie, PA 16505
https://shcgiftplanning.org/daschumacher

Terry Diamond
Director of Development
Phone: 215.430.4055
Email: tdiamond@shrinenet.org
3551 N. Broad St.
Philadelphia, PA 19140
https://shcgiftplanning.org/tdiamond

Bonnie Meister
Development Officer
Phone: 215.430.4046
Email: bmeister@shrinenet.org
3551 N. Broad St.
Philadelphia, PA 19140
https://shcgiftplanning.org/bmeister

Paul Finelli
Director of Development
Phone: 864.255.7850
Email: pfinelli@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605
https://shcgiftplanning.org/pfinelli

Jennifer Pearson
Development Officer
Phone: 864.255.8770
Email: jfpearson@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605
https://shcgiftplanning.org/jfpearson

Christie Waters
Donor Development Associate
Phone: 864.255.8765
Email: cwaters@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605
https://shcgiftplanning.org/cwaters

Dale Wallenius
Director of Development
Phone: 859.268.5770
Email: dwallenius@shrinenet.org
110 Conn Terrace
Lexington, KY 40508
https://shcgiftplanning.org/dwallenius

McRae Stephenson
Development Officer
Phone: 859.368.5766
Email: ann.stephenson@shrinenet.org
110 Conn Terrace
Lexington, KY 40507
https://shcgiftplanning.org/annstephenson

Alicia Argiz-Lyons
Director of Development
Phone: 813.975.7118
Email: aargiz-lyons@shrinenet.org
12502 USF Pine Dr.
Tampa, FL 33612
https://shcgiftplanning.org/aargiz-lyons

Thomas Sloan
Director of Development
Phone: 713.793.3709
Email: tsloan@shrinenet.org
6977 Main St.
Houston, TX 77030
https://shcgiftplanning.org/tsloan

Debra Richmond
Development Officer
Phone: 713.793.3947
Email: derichmond@shrinenet.org
6977 Main St.
Houston, TX 77030
https://shcgiftplanning.org/derichmond

Lisa Court
Director of Development
Phone: 409.770.6957
Email: lcourt@shrinenet.org
815 Market St.
Galveston, TX 77550
https://shcgiftplanning.org/lcourt

Lisa Mignerey
Development Officer
Phone: 409.770.6853
Email: lmignerey@shrinenet.org
815 Market St.
Galveston, TX 77550
https://shcgiftplanning.org/lmignerey

Jennifer Martin
Director of Development
Phone: 318.226.4304
Email: jmmartin@shrinenet.org
3100 Samford Ave.
Shreveport, LA 71103
https://shcgiftplanning.org/jmmartin

Jennifer Laurent
Development Officer
Phone: 318.222.5704
Email: jlaurent@shrinenet.org
3100 Samford Ave.
Shreveport, LA 71103
https://shcgiftplanning.org/jlaurent

Aaron J. Hanson
Director of Development
Phone: 626.389.9566
Email: aahanson@shrinenet.org
909 S. Fair Oaks Ave.
Pasadena, CA 91101
https://shcgiftplanning.org/aahanson

Joanne David
Development Officer
Phone: 626.389.9587
Email: jodavid@shrinenet.org
909 S. Fair Oaks Ave.
Pasadena, CA 91101
https://shcgiftplanning.org/jodavid

Nathan Clark
Director of Development
Phone: 801.536.3567
Email: naclark@shrinenet.org
1275 E. Fairfax Rd.
Salt Lake City, UT 84103
https://shcgiftplanning.org/naclark

Kristin Liszkowski
Associate Director of Development
Phone: 801.536.3812
Email: kliszkowski@shrinenet.org
1275 E. Fairfax Rd.
Salt Lake City, UT 84103
https://shcgiftplanning.org/kliszkowski

Alan Anderson
Director of Development
Phone: 916.453.2008
Email: asanderson@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817
https://shcgiftplanning.org/asanderson

Melissa Wood
Associate Director of Development
Phone: 916.453.2110
Email: mwood@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817
https://shcgiftplanning.org/mwood

Bettina Kohlbrenner
Development Officer
Phone: 916.453.2321
Email: bettina.kohlbrenner@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817
https://shcgiftplanning.org/bettinakohlbrenner

Janessa Pulido
Development Officer–Silicon Valley
Phone: 916.453.2321
Email: jpulido@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817
https://shcgiftplanning.org/jpulido

Kathy Park
Director of Development
Phone: 971.544.3334
Email: kkpark@shrinenet.org
3101 SW Sam Jackson Park Rd.
Portland, OR 97239
https://shcgiftplanning.org/kkpark

Devereaux Dion
Associate Director of Development
Phone: 971.282.4605
Email: ddion@shrinenet.org
3101 SW Sam Jackson Park Rd.
Portland, OR 97239
https://shcgiftplanning.org/ddion

Angelique Heinzen
Director of Development
Phone: 509.744.1242
Email: aheinzen@shrinenet.org
911 W. 5th Ave.
Spokane, WA 99210
https://shcgiftplanning.org/aheinzen

Lisa Smith
Associate Director of Development
Phone: 509.252.3381
Email: lissmith@shrinenet.org
911 W. 5th Ave.
Spokane, WA 99210
https://shcgiftplanning.org/lissmith

Lori Suan
Director of Development
Phone: 808.951.3609
Email: lsuan@shrinenet.org
1310 Punahou St.
Honolulu, HI 96826
https://shcgiftplanning.org/lsuan

Dianne Johnson
Director of Development
Phone: 314.692.6430
Email: dsjohnson@shrinenet.org
4400 Clayton Ave.
St. Louis, MO 63110
https://shcgiftplanning.org/dsjohnson

Janet Cline
Development Officer
Phone: 314.872.8330
Email: jcline@shrinenet.org
4400 Clayton Ave.
St. Louis, MO 63110
https://shcgiftplanning.org/jcline

Jennifer Sutch
Director of Development
Phone: 612.596.6201
Email: jsutch@shrinenet.org
215 Radio Drive, Suite 100
Woodbury, MN 55125
https://shcgiftplanning.org/jsutch

Dan Winter
Director of Development
Phone: 773.385.5805
Email: dwinter@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707
https://shcgiftplanning.org/dwinter

Janet Coffey
Development Officer
Phone: 773.385.5451
Email: jcoffey@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707
https://shcgiftplanning.org/jcoffey

Mark McCauley
Development Officer
Phone: 773.385.5879
Email: mamccauley@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707
https://shcgiftplanning.org/mamccauley

Bethany Deines
Director of Development
Phone: 513.872.6029
Email: bdeines@shrinenet.org
3229 Burnet Ave.
Cincinnati, OH 45229
https://shcgiftplanning.org/bdeines

Kari Tucker
Associate Director of Development
Phone: 513.872.6100
Email: kari.tucker@shrinenet.org
3229 Burnet Ave.
Cincinnati, OH 45229
https://shcgiftplanning.org/karitucker

Meet the team

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy

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