Leaving a Legacy of Education

The Kutzner Family

The Kutzner Family

Greta Kutzner has a deep love for the Loma Linda University School of Medicine (LLUSM). This love stems from three generations of the Kutzner family having attended the School of Medicine and going on to distinguished careers in the medical field. Greta, the founder of a Vision 2020 School of Medicine scholarship, established the named scholarship of which she and her late husband, Waldemar “Wally” Kutzner, had dreamed.

Wally, a farm boy from Alberta, Canada, was the first of his family to attend LLUSM, followed by DeAnn, spouse of Wally and Greta’s son, Mickey Kutzner. DeAnn and Mickey’s daughter, Emily Kutzner, graduated at the top of the School of Medicine 2017 Class — and in the 99th percentile in the national medical licensing exam. She is currently in her second year of residency in orthopedic surgery and sports medicine, with the ultimate goal of specialization in hand surgery. Emily’s brother, Andrew, graduated a year later and is currently in his intern year of residency in orthopedic surgery and sports medicine at the same hospital in Grand Rapids, Michigan.

Wally’s career included many years as staff doctor at Southern Missionary College — now Southern Adventist University — in addition to his private practice. Greta managed a pharmacy in Collegedale, Tennessee. Wally and Greta’s children, Evonne Crook, Mickey Kutzner and Donnie Kutzner, share their parents’ passion for Adventist education. Their parents’ wish to give the gift of Adventist education through establishing a scholarship is one they hope to continue to uphold. Evonne is quick to recount her father’s gratitude for LLU and the dramatic difference the institution made in all of their lives.

“Wally and I always believed all students, Adventist and non-Adventist, could learn great lessons from the health message that Adventists believe,” Greta says. “No matter what someone believes, anyone can benefit from the idea of whole person care.”

The Kutzners are just one of many families with generations of family members being positively impacted by LLUH. They all express a desire to help give others the opportunity to attend Loma Linda University and make a difference in the world. The Kutzners represent the power of families who have been deeply rooted in the local or global community and their potential to leave a significant, named legacy.

If you would like to learn more about ways to provide lasting support to Loma Linda programs and students, please contact Todd Mekelburg at 909-558-4553 or legacy@llu.edu.

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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.

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