||On two different occasions in two different ways, SightLife Lions eye bank was there to help intrepid Julie Bertelsen when she needed help the most. |
Cornea transplant keeps World Special Olympics champ in the game
"The best option for you and your baby is to put her in an institution."
That's what a doctor told Julie Bertelsen's parents 39 years ago when she was born with Downs Syndrome. Allen and Jan Bertelsen ignored that doctor.
Since then all Julie has done to validate her parents' faith in her future is:
- Win 135 Special Olympics medals in gymnastics and equestrian events, including a Gold and Silver in the 2007 World Summer Games in Shanghai, China;
- Serve on state and local Special Olympics advisory committees and as an ambassador for the games;
- Work multiple long-term jobs. Julie currently works at the athletic facility for Montana State University and at two local sporting goods stores;
- Win a large following both within the university and the Bozeman community from fans who take inspiration from seeing positivism and spunk exuded on a daily basis.
In fact, it seemed like the whole city was at the airport...
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Imagine a Lions Endowment that matches White Cane Days!
... it's closer than you think
by Robert Vatter, Vice President of Planned Giving
Sit back and close your eyes. See a Northwest Lions Endowment Fund that tops $5 million - enough to generate $250,000 each year in discretionary funding for charitable sight and hearing programs like our Lions Health Screening Unit. That's the equivalent of an extra White Dane Days! And you're not dreaming. With a year of great progress behind us in building our Endowment, this goal is in sight by the end of 2010.
Before I share the numbers, Thank you Lions of MD19! Your response to our new emphasis on building this endowment has been wonderful. With each visit to one of our Clubs, I sense the excitement growing. We can to this! Now here are the numbers:
- On December 22, 2008, we received the largest single bequest in the history of the Foundation. This gift of $702,033 doubled our endowment fund to $1.8 million;
- In 2009, we received $147,639 in bequests from generous individuals/families. Each giver left a legacy of support for Lions charitable sight and hearing service that will never end;
- We have been notified of $1.5 million in bequests put in the wills of living testators.
Some of these bequests came from Lions who seized the opportunity to sit down with well-regarded wealth advisors to plan their wills and financial futures. Our Foundation now works with 115 experts throughout the Northwest and provides referrals upon request. Each expert puts your needs and those of your family first. That's why we work with them.
Call me at 1-800-847-5786 if you're interested in ways to give that generate present income or minimize taxes for heirs. I can discuss how our Northwest Lions Foundation charitable sight and hearing projects might fit with your own priorities as a Lion. Then if you're interested in taking the next step, I can put you in touch with some really good people who are highly qualified to assist you in financial planning and wills.
Maybe you can tell from all the exclamation points - I get excited talking about Lions and what we do. The only thing better is listening to what you love about being a Lion. Give me a call and we'll tell some stories and share some dreams.
Yours in Lionism,
Lions Legacy Workshop back by popular demand
Alan Pratt and Glenn Price are back for an encore this spring and fall as co-presenters of the "Leaving a Lions Legacy" Planned Giving Workshop.
Twenty-five guests attended their first workshop last year and gave it rave reviews. As a result, Alan and Glenn will offer two workshops in 2010, one on Thursday, April 8 in Seattle, the other on Tuesday, November 16, same place.
These workshops are packed with practical information to help you incorporate your life's values into your will while avoiding mistakes that could be costly to heirs.
Alan Pratt of Pratt Legacy Advisors has 30 years experience in financial services. For the past 17 years, he has focused on wealth preservation through his Legacy Planning from the Heart process. Alan is a board member of the International Association of Advisors in Philanthropy.
Glenn Price is a graduate of Harvard College and Duke University Law School. He has 30 years experience in asset protection planning. His Lions Legacy Workshop presentation focuses on the nuts and bolts of estate planning.
This workshop comes with lunch. To reserve space or for more details, contact email@example.com.