Planned giving is a way of selecting from a menu of charitable gift-giving
opportunities that is not only favorable to Pomona Valley Hospital Medical
Center Foundation, but that is also favorable for you. While the primary
purpose is to help Pomona Valley Medical Center, a planned gift's
secondary purpose may be for you to enjoy the personal financial or family
benefits that certain plans can provide for you.
With a planned gift, the Hospital receives the appreciated asset at some
time in the future, often after you have received lifetime income from
the asset. These gifts can be revocable or irrevocable. The tax benefits
you receive depend on the type of gift and the assets used to fund it.
Almost any gift you contribute outright to Pomona Valley Hospital Medical
Center Foundation can be used to establish a planned gift, i.e., cash,
appreciated long-term (held for at least a year) securities, and appreciated
real estate. You can learn more about these different giving opportunities
by visiting our Planned Giving section to determine which kind of gift
might best suit your needs.
Click here to discover how you can make a gift that costs you nothing during
your life time.
To discuss gift planning at Pomona Valley Hospital Medical Center Foundation
Jim Dale, Vice President of Development at 909.469.9408 or
Glenda Ferguson, Director of Development at 909.865.9659 or
Jack Fulton—Planned Giving Honors His Memory
Fresh out of business school and new to Southern California, Jack Fulton
got his first professional break at Pomona Valley Hospital Medical Center
in 1948, launching a distinguished career as a hospital administrator,
in the insurance industry, and consulting in malpractice lawsuit prevention.
In this latter role, Jack felt he was truly making a difference in healthcare.
Though focused on helping hospitals avoid litigation, Jack’s recommendations
led to safety innovations such as slip-resistant floor wax, newborn patient
identification bands, and side-rails for all patient beds.
Jack felt indebted to the place where it all began, and shared PVHMC’s
vision to meet the community’s need for quality medical care. So,
he made sure to include the hospital in his charitable giving, especially
after losing his beloved first wife, Mary.
A decade ago, Jack married Josephine, who learned of his esteem for PVHMC.
“Jack was a bright and insightful man,” Josephine asserts
“and he always valued the care provided there.” It was care
Jack would need all too soon.
In 2009, faced with colon cancer, Jack returned to PVHMC as a patient.
“He received attentive, compassionate and professional care”
Josephine says. “We couldn’t have asked for better care under
the circumstances.” Jack lost his battle in September 2009, but
he wasn’t done making a difference.
A major planned gift to the PVHMC Foundation from Jack’s estate honors
both his memory and his regard for the hospital. A future building will
have an area named after Jack. “I appreciate and look forward to
it,” says Josephine, confident that Jack’s vision will continue
to be fulfilled.
Left to right: Glenda Ferguson, Rosanne Bader, Josephine Fulton and Richard Yochum
For more information, please contact:
James McL. Dale, Vice President of Development at 909.469.9408 or email
Glenda Ferguson, Director of Development at 909.865.9659 or email at Glenda.Ferguson@pvhmc.org