Page 15 - HNW Spring Magazine 2024

Gifts That Endure Blessed

Make your mark on BY BILL MILLER
the future of medicine. Healthnetwork Foundation GOLD
and Family Legacy Supporter
Medicine is changing. The healthcare
landscape your great-grandchildren n 2010 I was part of a Vistage
encounter will look very different from I leadership group of CEOs and
what we see now. someone from Healthnetwork
If you get excited about Healthnetwork’s came to our group to give a
mission to make medicine better for future short presentation. I learned Healthnetwork
generations, we invite you to consider identifies great doctors and supports
including a gift in your estate plans to activities around their work for the greater
Healthnetwork Foundation. Some of the good. Better doctors and healthcare
ways you can do this are: facilities get funding, good things happen,
1. Include a gift to Healthnetwork in your and the whole world’s health improves.
will or trust. This can be a set dollar I looked at that as a win-win snowballing Since selling his company in 2022, Bill Miller and his wife
amount or a percentage of the remainder type arrangement. At the same time I Lorna are transitioning to full-time life in Naples, Florida.
after other obligations are met. know that if I ever have some kind of
2. Make us a beneficiary on a retirement critical or weird symptom, I have access to
account or life insurance policy. This many excellent facilities and doctors. All Giving to Healthnetwork is the best use
type of gift can help your heirs avoid that was very attractive to me. I signed of my money. My family will be well provided
excess taxes on these accounts. up right away. for, but I want to give to the greater good.
3. Consider setting up a charitable gift Amanda Bise is my primary contact at And the more you give away to charity, the
annuity, remainder trust or lead trust, Healthnetwork. She’s always responsive, less taxes you pay—all good! At Your Service: Amanda Bise
or gifting real estate. Healthnetwork and she does great follow up. The first “Over the past seven years, our Cincinnati
partners with the Cleveland Foundation thing I did after signing up with members have become like family to me!
for these and other more complex Healthnetwork was take advantage of the Giving to Healthnetwork is the best use Getting to know them and assisting their
charitable estate giving options. executive physical program. At that point of my money. My family will be well loved ones is more of a lifestyle for me now,
Our nonprofit status means that all I was almost 60 and starting to become provided for, but I want to give to the instead of a job. Bill is no exception—
contributions are tax deductible to the aware that I could do a better job taking greater good. It was an easy decision to helping him and his loved ones has truly
fullest extent allowed by U.S. tax law. care of my health. I work hard and play been a blessing. Bill is one of the most
We are happy to work with your advisors hard, and I want to keep it that way as long include gifts to Healthnetwork in our generous, caring, family-oriented people
to structure a gift that makes sense as possible. I had my first executive yearly giving and estate plans. I have ever met. His love to ensure his
tax-wise and, most importantly, is deeply physical in 2011 and it was non-memorable family is taken care of and his commitment
meaningful for you. because there were no surprises, no “aha” to giving back to improve medical care
moments—just the kind of report you want It was an easy decision to include gifts to for others is reflected in all that he does.
To discuss legacy giving, contact: Healthnetwork in our yearly giving and I love connecting with Bill to not only
Megan Frankel, President to get from your doctor. help where I am needed, but also to catch
Healthnetwork Foundation I’ve been very blessed in my life estate plans. My wife Lorna and I are happy up on life and family. I look forward to
+1 440-264-1923 physically, mentally, and financially. I have to continue giving. We also give to a number
mfrankel@healthnetworkfoundation.org been blessed with good heredity and of other charities. The two I’m most excited conversations like that each day!”
environment. I’ve worked extremely hard about are Healthnetwork Foundation and
in a business I love, but I also had some the James Cancer Center, both located in Ohio. AMANDA BISE
good fortune. I don’t feel like I deserve Our thing is supporting the best doctors doing Cincinnati Program Coordinator
all that’s happened—so it makes me treatment, providing care, and research and and Medical Coordinator
think, What can I do to help others? How then to leverage their expertise. This is how
do I give back? we give back. ✦

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