The Compass Spring 2019 - Page 3

SPECIAL EVENT Philanthropic Leadership Awards Dinner Foundation thanks advisors and honors their stories at the February event hilanthropic investments in During this process, Jeff recognized Baylor Scott & White Health that not everyone had the means or help propel programs that give lived close enough to life-saving cancer more patients access to promising treatments. Grateful for his care, he began treatments, bring comfort where needed, looking for a way to give back and learned and save lives in our community. It’s why about plans to build a Hope Lodge in Dallas. BSW Dallas Foundation celebrates the American Cancer Society selected Baylor transformational gifts of charitable donors University Medical Center as the location and the professional advisors who help of Hope Lodge Dallas, which will offer free make this possible. accommodations for patients receiving Held in February at the office of Perkins + Will, the Philanthropic Leadership Awards Dinner honored the generosity Donors Carmen and Jeff York cancer care at any facility in the Metroplex Foundation. He explained how his team who live more than 40 miles away. of advisors collaborated in structuring “Jeff was clear that what had been and executing a complex gift of $4.7 of donors Carmen and Jeff York and their done for him at Baylor had changed financial advisors, Brian Cloud and Joe his life,” Brian said. “From a charitable Nolan (RGT Advisors); tax advisor, Kelly perspective, it was obvious to me what “It was a great team effort by and Gillette (Armanino, LLP); and legal advisor, his passion was as he sought to optimize between Val, Kelly, Cynthia, Brian and Val Cronin (Underwood Perkins). how he takes care of his family and me. It all came together smoothly.” Diagnosed with stage 4 cancer in million for Hope Lodge. “Everyone played a part,” said Joe. impacts the causes that are important to 2015, Jeff was given less than two years him. As a financial advisor, it is a joy and For more information about how to live, but was determined to beat the privilege to help steward people like Jeff.” we collaborate with advisors, odds. After researching his options, Jeff During the dinner, Jeff shared Hope Lodge or gift planning, contact came to BSWH for his care, where how Kelly Gillette introduced him to Cynthia Krause at 214.820.7928 or he was successfully treated. Cynthia Krause, a vice president at the Jeff was clear that what had been done for him at Baylor had changed his life. From a charitable perspective, it was obvious to me what his passion was… Everyone played a part. It was a great team effort by and between Val, Kelly, Cynthia, Brian and me. It all came together smoothly. We each knew our part, worked together and shared information, making it easy for Jeff while being sure we were on top of his needs. — Joe Nolan, RGT Advisors — Kelly Gillette, Armanino, LLP At the end of the day, it’s what’s best for the client, not the advisor. — Val Cronin, Underwood Perkins — Brian Cloud, RGT Advisors 3 THE COMPASS / BAYLOR SCOTT & WHITE FOUNDATION NEWS / SPRING 2019