Meet the Staff

Todd Mekelburg Todd Mekelburg
Ph. (909) 558-4553
Ronald Blaum Ronald Blaum
Planned Giving Officer
Ph. (909) 558-5378

Rebecca Valadez Rebecca Valadez
Development Associate
Ph. (909) 558-4553

The Office of Planned Giving works closely with our Development Officers to assist you in fulfilling your charitable goals.

john-nafie.jpg John Nafie
Director of Development
Ph. (909) 558-3216
joanna-deleon.jpg Joanna DeLeon
Children's Hospital Foundation
Ph. (909) 558-5366

Tiffanie Haynal Tiffanie Haynal
Development Officer
School of Allied Health Professions
Ph. (909) 558-3271
Matthew Miller Matthew Miller
Director of Development
Ph. (909) 558-3582

tim-sherwin.jpg Timothy J. (Tim) Sherwin, MS
Senior Development Officer
School of Dentistry
Ph. (909) 558-3859
Pauline Deeb Pauline Deeb
Patient Engagement
Ph. (909) 558-3554

Juliana Powell Juliana Powell
Development Officer
School of Dentistry
Ph. (909) 558-3056
tricia-murdoch.JPG Tricia Murdoch, MPH
Senior Development Officer
Ph. (909) 558-3742

Kristi Herrmann Kristi Herrmann
Development Officer
School of Medicine
Ph. (909) 558-3182
nikki-gaitan.jpg Nikki Gaitan
Senior Development Officer
School of Nursing,
East Campus, HSH
Ph. (909) 558-3153

Olukemi (Kemi) Adeoye Olukemi (Kemi) Adeoye
Sr. Development Officer
School of Public Health, School of Behavioral Health and Behavioral Medicine Center
Ph. (909) 558-3585
catherine-pepe.jpg Catherine Pepe
Senior Development Officer
Ph. (951) 295-4250

Olivia Seheult Olivia Seheult
Senior Development Officer
School of Religion
Earth & Biological Science
Ph. (909) 558-3152
Graham Allen Graham Allen
Development Officer
Annual Giving
Ph. (909) 558-5361

Kimberly M. LaBelle Kimberly M. LaBelle
Development Coordinator
School of Dentistry
Ph. (909) 558-4754
Jane Hoag Jane Hoag
Development Officer
Patient Engagement Services
Ph. (909) 558-3272



eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Loma Linda University Health 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

"I give to Loma Linda University Health, a nonprofit corporation currently located at (LegalAddress), or its successor thereto, ______________* [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 Loma Linda 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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 Loma Linda as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. 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 Loma Linda 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 Loma Linda where you agree to make a gift to Loma Linda 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.