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The PeaceHealth St. John Medical Center Foundation can now offer donors
the benefits of a pooled income fund (PIF). PIFs provide the tax saving
benefit of a charitable trust while minimizing investment risk and overhead
costs by pooling assets together with other investors. These funds can be an
attractive and growing stream of income to contributors.
CERTIFIED FUNDRAISING
EXECUTIVE CREDENTIALS
EARNED
Cathy Barr,
Executive
Director of
PeaceHealth
St. John Foun-
dation, recently
earned her
recertification
for proficiency
and practice in
fundraising. She was initially awarded the
certified fundraising executive (CFRE)
credential in 2005.
Bob Johnson,
Major Gifts
Officer of
PeaceHealth St.
John Foundation,
earned his initial
certification for
proficiency and
practice in fund-
raising.
The CFRE examination is designed as
a generalist exam for fundraising profes-
sionals to demonstrate mastery of the
core knowledge related to fundraising
practice. Only 5,000 people worldwide
hold this designation. Individuals granted
the CFRE credential have met a series
of standards set by CFRE International,
which includes tenure in the profession,
education, demonstrated fundraising
achievement, and a commitment to ser-
vice to not-for-profit organizations.
They have also passed a rigorous writ-
ten examination that tests the knowledge,
skills, and abilities required of a fundrais-
ing executive and have agreed to uphold
accountability standards and the Donor
Bill of Rights. Employers and donors who
work with CFREs know they are getting a
professional who is committed to the best
outcomes for their organization and has
the necessary knowledge and skills.
can benefit
Donor benefits include:
•
A 6+ percent annual return on your gift for life as long as one spouse is alive.
•
Income for one or two lives: you and another person of your choice 50 years
or older.
•
Charitable tax deduction for the gift portion of your investment.
•
Immediate benefit to patient care at PeaceHealth St. John Medical Center.
Requirements to participate:
•
Minimum age for individuals or couples: 50 years.
•
Minimum gift amount: $10,000.
•
Form of investments: cash, publicly traded stock (not tax-exempt bonds), or
marketable real estate with Foundation Board approval.
With a PIF, you’ll receive a great investment return and, at the same time,
make great health care available for our community.
Interested in knowing more? Call the PeaceHealth St. John Medical
Center Foundation at
(360) 414-7900
or email Major Gifts Officer Bob
Johnson at rjohnson2@peacehealth.org.
How you as a donor
www.peacehealth.org/st-john
8
PeaceHealth St. John Medical Center
extraordinary support