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Giving to medicine and health at the University of Minnesota

Planned Giving

Discover what’s possible. Browse these features to find out more about the impact of University of Minnesota research, education, and care—and how you can help.

Your annual gifts to support the University of Minnesota make a real difference to patients and their families. Did you know that you can continue to make a difference after your lifetime by including the University of Minnesota Foundation in your estate plan?

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Giving a gift of appreciated stock, bonds, or mutual fund shares that have been held more than one year can provide an immediate benefit to research, education, or care at the University of Minnesota--and it may be more tax-efficient than giving cash.

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The vast majority of Americans no longer have to worry about federal estate taxes, but a will or living trust is still vital for making your wishes known about distributing your estate.

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Follow this year-end countdown to maximize your planned giving and minimize your costs.

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Learn about the tax benefits of charitable gifts of appreciated securities.

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Make a gift of up to $100,000 directly from your IRA to the University of Minnesota Foundation to support health-related research, education, and care at the University before December 31, 2013, and avoid paying federal income tax on the amount of your gift.

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Thanks to recent legislation, you can again benefit from a popular tax-advantaged giving option.

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The bull market of 2012 raises an intriguing question for those with investments: What is the most beneficial gift I can donate to the Minnesota Medical Foundation?

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Examine your life insurance policies and take a look at who is named beneficiary. Chances are it’s your spouse or other family members, but if a beneficiary isn’t named, the proceeds will go to your estate. There are several reasons why you don’t want that to happen.

Minnesota Medical Foundation board member Liz Hawn and her husband, Van, recently followed up their initial gift with another $25,000 donation. (Photo: Shawn Sullivan)

A famous reporter was once advised to “follow the money.” Here at the University of Minnesota, tracing the journey of a $25,000 gift from Liz Hawn and her husband, Van, on its path through the Department of Neuroscience is a perfect case in point for how private donations can reignite critical research—and, ultimately, become the gift that keeps on giving.

Cathleen and Daniel Aldrich. (Submitted photo)

Daniel F. Aldrich, a Wyoming-based expert in plant-insect interactions, had a successful career in agriculture. But it was a stint in the Peace Corps in the mid-1970s—not science—that changed his outlook on life.

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Although Bob Johnson calls himself a “Swede from the East Side of St. Paul,” with a little prodding, you’ll learn that he carries many other titles as well: lawyer, former Minnesota state legislator, war veteran, proud father of six, cancer survivor.

In the late 1990s, Johnson was diagnosed with prostate cancer and sought treatment at the University.

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You can have the most up-to-date will or living trust, but if your beneficiary designations on life insurance and retirement plans are not current, much of your planning could be undone.

University of Minnesota Amplatz Children's Hospital

Your annual gifts to support leading-edge research, education, and care at University of Minnesota Amplatz Children’s Hospital make a real difference to children and their families. But did you know you also can leave a legacy gift that will make a difference after your lifetime? When you include a gift to support children’s health at the University in your estate plans, your future gift will provide critical funding to accelerate the development of new treatments and cures for childhood diseases.

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If you would like to support groundbreaking research at the University of Minnesota and also receive steady income for life, a charitable gift annuity may be right for you. Through a simple contract, you agree to make a donation of cash, stocks, or other assets to the Minnesota Medical Foundation. In return, we agree to pay you a fixed amount each year for the rest of your life.

Submitted photo: Jerome Modell, M.D., D.Sc. (Hon.) and Shirley Graves Modell, M.D.

While stationed at the Naval Hospital in Pensacola, Fla. in 1962, Jerome Modell, M.D., D.Sc. (Hon.), had a career-changing close call involving a critically ill patient. “A flight surgery student from Japan drowned,” recalls Modell, a 1957 graduate of the University of Minnesota Medical School. Although he was able to save the patient’s life, Modell was hampered by a lack of treatment protocols related to drowning. Another complication: “We didn’t have intensive care units back then,” he says. In the years that followed, Modell led efforts to establish one of Florida’s first Intensive Care Units at Jackson Memorial Hospital at the University of Miami, and later became a national expert in resuscitation and drowning.

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A gift from your estate is an easy way to make a future gift in support of health-related research, education, and care at the University of Minnesota.

Clayton and Susan Kaufman (Submitted photo)

Clayton Kaufman knows a high-impact story when he hears it. His judgment is forged by a broadcasting career that spanned more than four decades. That’s one reason he’s keeping tabs on advances in stem cell science—and why he’s supporting the research through current and planned gifts to the University of Minnesota, his alma mater. “The importance of stem cell research cannot be overemphasized,” he says, mentioning its potential impact on a myriad of diseases, such as diabetes, cancer, and Parkinson’s disease. That’s another reason Kaufman is interested in the research: he has Parkinson’s.

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Every day in his University of Minnesota lab, researcher Joel McCauley, M.D., confronts a stubborn and challenging adversary -- lung cancer -- but he never labors in isolation. He works regularly with colleagues across the University to find more effective treatments.

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Trim in appearance and outgoing by nature, James H. House, M.D. (Class of 1963), a renowned hand surgeon, revered teacher, and enthusiastic ambassador for the University of Minnesota Medical School, describes the 50 years he and his wife, Janelle, have spent together at the University as "a wonderful life."

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Under a new law, individuals are able to transfer up to $5 million (or $10 million per married couple) to their heirs free of gift or estate taxes through December 31, 2012.

The Boulger family: Jim Jr., seated, with his brother, Peter, and parents, Dee and Jim Sr. (Phot: Dan Schleis)

James Boulger, Ph.D., professor of behavioral sciences and director of alumni relations at the University of Minnesota Medical School, Duluth Campus, is widely known for his commitment to medical students. But this year, the Boulger name became truly synonymous with boosting student success.

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Your annual gifts to the Minnesota Medical Foundation (MMF) make a real difference for children and adults suffering from diabetes, cancer, heart disease, and other devastating illnesses.

You can continue to provide ongoing support after your lifetime as well by remembering the foundation in your estate plan — for example, by including a bequest in your will or living trust or by naming the foundation as a beneficiary of a retirement plan or life insurance policy. The funds generated each year by your endowed gift will continue to advance world-class medical research, education, and care at the University of Minnesota.

Medical School alumni Drs. Michael Carey and Betty Oseid support University research in pediatrics and neurosurgery through both current use and estate gifts.

Over 48 years of marriage, Drs. Betty Oseid and Michael E. Carey have shared a stimulating and fulfilling life — one that’s included three children and six grandchildren, two wartime deployments, leading-edge research, and Medals of Valor for each of them. The University of Minnesota brought the Careys (Betty uses Oseid professionally) together. And by giving back, the couple has helped to ensure a healthier future for others.

Judy and Ed Schuck

While skiing in Breckenridge, Colorado in, 1991, Ed Schuck found himself gasping for air, and it wasn’t just the altitude. Schuck, who was then age 51, was diagnosed with Alpha-1 antitrypsin deficiency (Alpha-1) a genetic disease that can cause lung failure and liver disease. Alpha-1 is caused by decreased or abnormal production of a protein called alpha-1-antitrypsin (A1AT), which is produced by the liver and protects the lungs from inflammation and inhaled irritants.

Arlene and Mark Dahl, M.D.

Mark Dahl, M.D., a University of Minnesota Medical School alumnus and former dermatology department head, has spent 46 years as a dermatologist and researcher. That qualifies him as an expert in identifying and solving problems. "Dermatology is a field where I can see what I'm treating and how well the treatment works" he says. Waning state support for higher education motivated Dahl and his wife, Arlene, to establish a deferred gift annuity and a future gift to benefit the University's Department of Dermatology.

Motivated by a vision of healthier American communities, Leslie and Lowell Kruse created a scholarship to support future leaders through the School of Public Health’s Master of Healthcare Administration Program. (Photo: Tim Rummelhoff)

Lowell Kruse was the youngest student in the Master of Healthcare Administration (M.H.A.) Program when he came to the School of Public Health (SPH) in 1965. He was 21 and had just graduated from Augustana College in Sioux Falls, South Dakota. His wife, Leslie, was 19. They drove to Minnesota in Lowell’s father’s cattle truck with their furniture and 6-week-old baby. "We were absolutely clueless," says Leslie. "We looked like the Clampetts."

Ophthalmologist Richard L. Lindstrom, M.D., and his wife, Jacalyn, are giving back in gratitude for the support Richard received as a medical student.

Twin Cities ophthalmologist Richard L. Lindstrom, M.D., has many fond memories of campus life as a University of Minnesota medical student, including his fraternity involvement and season tickets to Gopher football games. But most memorable and inspiring, he says, was the support he received from others.

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The Minnesota home of Jane and Edward "Jack" Bardon, M.D., reflects their wanderlust. Every room displays folk art, rugs, and other souvenirs from their travels to places such as Southeast and Central Asia and West Africa. Many are items the Bardons acquired during their two years in the Peace Corps, which they joined in 2003, eight years into retirement. "Everything has a personal story for us. That's what makes it so special," says Jack, pointing to a detailed Aboriginal painting hanging high on the wall, purchased, he says, from a man on a bicycle in the Australian desert. It's that personal connection that drives the Bardons' actions in other areas of life as well, including their philanthropy.

Bonnie and Lee M. Espeland, M.D.

In the four decades since he graduated from the University of Minnesota Medical School, Lee M. Espeland, M.D., Class of 1967, has observed dramatic changes that have made it increasingly difficult for students to pursue a worldclass medical education. "Medical school is different now," says Espeland. "When I went through my training, the cost of a medical education was significantly less than it is now. It's not uncommon now for a medical student to leave school with a debt of $150,000 or more." Toward the end of Espeland's 40-year career in anesthesiology and chronic pain, he and his wife, Bonnie, chose to help those following in his footsteps.

Thumbnail image for The Minnesota Medical Foundation’s gift planning team (back row from left): Holly McDonough Gulden, Stephanie Oskie, Kelly Crow, and Jay Kautt. Front row from left: Jeanne Bischoff and Roxana Hedberg. (Photo: Shawn Sullivan)

Your annual gifts to the Minnesota Medical Foundation at the University of Minnesota make a real difference for people suffering from heart and blood vessel diseases.

You can continue to make annual gifts after your lifetime as well by including the Minnesota Medical Foundation in your estate plans. The income generated from your endowed gift will allow you to continue to help advance world-class medical research, education, and care at the University.

Leon and Nancy Robertson’s gift honors the work of SPH professor Susan Goodwin Gerberich, Ph.D. (Photo courtesy of Leon Robertson)

Leon S. Robertson, Ph.D., has spent his career saving lives — not on the front lines, but behind the scenes as a transportation injury epidemiologist, where he researched how policy changes such as seat belt laws and lower legal driving limits for bloodalcohol content can improve safety on the roads. His work also has addressed how vehicle and road modifications can significantly reduce fatalities.

A bequest from the late Ann Salovich will help the Center for Bioethics attract top students to its new graduate program. (Photo courtesy of the Center for Bioethics)

As the second wave of the H1N1 flu pandemic hit this fall and health-care providers awaited a vaccine for the fast-spreading virus, questions about rationing loomed large. "Who gets to go to the front of the line, who should be vaccinated first?" asks Debra DeBruin, Ph.D., director of Graduate Studies at the University of Minnesota's Center for Bioethics.

"You start with basic, core principles and work down to goals and then to strategies," explains DeBruin, who has spent three years working with the Minnesota Department of Health to create guidelines for allocating scarce resources during a pandemic.

Karen Hsiao Ashe, M.D., Ph.D., and her lab team are making strides in understanding the mechanisms that lead to impaired memory. (Photo: John Noltner)

It's an exciting time in Alzheimer's disease research at the University of Minnesota. The world-renowned Nun Study, initiated here in 1986, returned to the University in March after nearly 20 years away and is still netting key insights into Alzheimer's disease and other brain disorders. And the leading-edge research conducted in the University's N. Bud Grossman Center for Memory Research and Care continues to gain momentum as it shifts its focus to preventing Alzheimer's altogether.

Emily Gates, M.D.

Dan Falvey, a third‐year medical student at the University of Minnesota, wants to help others through mission work. Thanks to scholarship support, he’s coming closer to reaching that dream every day. “I think health care providers can help people in a way that no one else can,” says Falvey, who is considering emergency medicine as his specialty. “My wife is finishing a master’s of nursing program, and one of our goals is to do medical mission work together.” Making dreams like that possible is just what Emily Gates, M.D., Medical School Class of 1939, had in mind when she established a charitable remainder trust with the Minnesota Medical Foundation (MMF) in 1991.

Peter Argenta, M.D., and Jeanne McGahee.

Jeanne McGahee has always used her talents to help others. She began her career as a program director at the YWCA and worked for the organization in three different states over 17 years. After earning a master’s degree in social work in Colorado in 1966, McGahee was a social worker in the Minneapolis public schools system for 22 years. In her free time, she was an avid traveler. “I went around the world visiting many countries. I have enjoyed freighter trips as well. It was marvelous,” McGahee says. In May 2005, her positive outlook was tested when she was diagnosed with advanced ovarian cancer.

Kay Quam and a feline friend

Kay Quam has been a "cat person" for as long as she can remember.

She grew up on a farm and was used to dogs and barn cats running all over. In one photograph of her at 18 months old, she's holding a stuffed animal—a cat, naturally. But it wasn't until adulthood that she knew what it was like to have an indoor cat.

Longtime supporters of diabetes research at the University, Kathy and Tom Goswitz recently named the Schulze Diabetes Institute in their will. (Photo courtesy of Tom and Kathy Goswitz)

Kathy Goswitz, now 62, was diagnosed with type 1 diabetes at age 19. Her sunny disposition masks decades of struggles with numerous complications of the disease, including hypoglycemia unawareness, a kidney transplant, toe amputation, and other ailments.

Fortunately, diabetes management has improved dramatically since she was diagnosed, Kathy says. "You can live a fulfilling and happy life [with diabetes]."

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The Minnesota Medical Foundation recently launched the inaugural issue of Discover Your Legacy, a quarterly e-newsletter that describes effective ways to support world-class health-related research, education, and care at the University of Minnesota through planned gifts such as bequests, annuities, and trusts. While planning for your own future needs, you can help build a better future for others.

Longtime supporters of diabetes research at the University, Kathy and Tom Goswitz recently named the Schulze Diabetes Institute in their will. (Photo courtesy of Tom and Kathy Goswitz)

Kathy Goswitz, now 62, was diagnosed with type 1 diabetes at age 19. Her sunny disposition masks decades of struggles with numerous complications of the disease, including hypoglycemia unawareness, a kidney transplant, toe amputation, and other ailments. Fortunately, diabetes management has improved dramatically since she was diagnosed, Kathy says. "You can live a fulfilling and happy life [with diabetes]," she says. People diagnosed with type 1 diabetes today don't encounter the thick, painful needles and doctors who say, "You'll never eat anything you like again," that Goswitz remembers so well.

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When Thomas Carrier, M.D., joined an obstetrics and gynecology practice in Minnesota in 1966, he and his wife, Anne, were a little apprehensive about how they would adjust to life away from their families on the East Coast.

Forty-two years later, the Carriers are still here. They are proud to have raised their three daughters in the "dynamic" Twin Cities community and have tremendous respect for the University of Minnesota.

The late Mary LaDue and Max Pickworth (Medical School Class of 1930) met at a University dance and later married. Today, an estate gift Mary established in their names helps to fund two new endowed chairs in the Medical School.

Born in 1907 in Browns Valley, Minnesota, near the South Dakota border, Mary LaDue was ahead of her time. An independent-minded young woman, she graduated from high school at age 15 and completed her degree at the University of Minnesota College of Liberal Arts in three years. Her father encouraged the teenager to learn about financial matters and gave her $2,000 to invest—a skill she honed over her lifetime and ultimately used to benefit others.

Robert Veninga, Ph.D., and Karen Veninga, M.P.H.

Whether it's honoring a dedicated educator, "paying it forward," or simply supporting a longtime interest, donors to the University of Minnesota's School of Public Health (SPH) have many reasons for giving to student scholarships.

And in the last fiscal year, SPH Dean John R. Finnegan Jr., Ph.D., has been especially impressed by the outpouring of philanthropic support.

Dr. Harvey and Evelyn Stone felt compelled to give back to the Medical School for preparing Dr. Stone for “a great future” in radiology.

The field of radiology looked a little different when Harvey Stone, M.D., studied at the University of Minnesota Medical School in the 1940s. No one taught ultrasound, computed tomography, magnetic resonance imaging, or positron emission tomography—standard subjects for today's students.

"We more or less just had X-ray studies," says Stone.

Thumbnail image for Jane Starr hopes her gifts will expedite better treatments for adults who have leukemia.

Community involvement has always been important to Barbara. When they were younger‚ she and her husband taught their children the value of community service and charitable giving. The family was regularly involved in community projects‚ and they often spent holidays volunteering to serve those who were not as fortunate.

When her husband passed on a year ago‚ Barbara immersed herself in her volunteer work and started to think about ways that she might give even more.

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Our faculty members commit most of their lives to their professions, continually devising new ways to take their efforts that little bit farther. Some members of the Medical School and School of Public Health faculty have taken their commitment to the next level. Besides giving so much time and energy to their work, they're also giving their own hard-earned money. Here are the reasons a few of them feel compelled to give.


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