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A Bold Vision for Pediatric Care

Gifts From Community Help Smallest Patients

Mateo

From left: Dr. Kimberly Ruscher, Mateo Guerrero and Dr. Garret Zallen

The arrival of baby Mateo was a highly anticipated event. Mom said he was perfect: 10 fingers, 10 toes and a strong set of lungs.

A few hours later, though, Mateo was fussy and vomiting, and he wouldn’t eat. By the next day, he hadn’t passed a bowel movement and his belly was swollen. His parents, Kayla and Carlos Guerrero, became worried.

After several surgeries, doctors determined that Mateo had a rare and serious disease occurring in only 1 in 5,000 births and fatal if not treated properly. He would need special treatments and surgeries throughout his life. Unfortunately, at the time, the Guerrero family had to drive hundreds of miles to Portland for Mateo to receive his care.

Care Takes Toll
Caring for a sick child like Mateo is one of the most draining and difficult tasks parents can face. Beyond handling the physical challenges and medical needs of their child, family dynamics can also be severely tested. Clinic visits, surgical procedures and frequent checkups throw big kinks into everyone’s schedules, and they also take an emotional toll on the entire family.

These challenges are even greater for families who need to travel outside of the area to receive treatment for a child. Access to local health care has a huge impact upon a child’s recovery from illness. A 2013 study published in Families, Systems and Health, an American Psychological Association journal, found that parents of sick children believe that their child healed faster and coped better when they were able to be present for even a portion of a child’s illness.

Donors Help Enhance Care
Sacred Heart’s pediatric services have recently expanded, thanks to community support.

For Mateo and his family, the addition of several specialists, including pediatric surgeon Dr. Garret Zallen, have made a world of difference. Instead of traveling to Portland three to four times a month, Mateo can receive his treatment from Dr. Zallen at RiverBend—with his family nearby.

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Personal Estate Planning Kit Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to PeaceHealth Foundations a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

I, [name], of [city, state ZIP], give, devise and bequeath to PeaceHealth Foundations [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to PeaceHealth or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to PeaceHealth as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to PeaceHealth as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and PeaceHealth where you agree to make a gift to PeaceHealth and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.