By James Ponder


For Ron and Karen Hendricks, giving to proton research at Loma Linda University Health (LLUH) accomplishes several important objectives.

"Because we recognize that we are stewards, and not owners, of everything God has given us, we want to give back while we are alive as well as at our death," Ron explains. "My wife, Karen, and I have chosen to name LLUH as a partial beneficiary in our estate. We know someone invested in proton research so I could have treatment, and we want to help this research continue for the future use of others."

The couple journeyed more than 1,200 miles from their home in the far northwestern corner of Washington State to the James M. Slater, MD, Proton Treatment and Research Center in Loma Linda after Ron was diagnosed with prostate cancer. They weren't sure what to expect, but liked what they found once they arrived.

"Proton treatment for prostate cancer in the fall of 2011 changed my life," Ron observes. "I had never received such compassionate care."

Although Ron says he could list many people who contributed to his successful treatment at the Slater Center, the short list contains just three names.

"Our initial contact was Brooke Lawson, RN," he notes. "She really cared about me and drew me in. Brooke gave us the impression that Loma Linda really cares."

The next person he commends is J. Lynn Martell, MDiv, director of special services for the department of radiation medicine. "Lynn is amazing," Ron reports. "The way he facilitates the proton group makes everyone feel included."

Ron recommends the Brotherhood of the Balloon support group for current and former proton therapy patients and members of their families. He and Karen joined the Brotherhood during his treatment at the Slater Center and became members of the Proton Treatment Center Advisory Council in May of 2012. A year later, they were honored by acceptance into membership in the Heritage Society, a group of donors who have provided for the work of Loma Linda University Health through a planned gift of any size.

The third person on Ron's list is Robert J. Marckini, author of the best-selling book, You Can Beat Prostate Cancer And You Don't Need Surgery to Do It. "Bob's book gave indispensible instruction," he adds. "He is responsible for thousands of men coming to Loma Linda for life-saving treatment."

It might be a safe bet to say that Ron understands more about the value of planned giving than most of his colleagues in the Brotherhood of the Balloon-as director of gift planning at Trinity Western University, he coaches individuals and couples on ways to maximize the impact of their gifts on a daily basis. But he waxes almost poetic when describing the estate plan he and Karen set up.

"This is a gift that takes nothing away from current income," Ron reports. "We know that this gift will keep on giving for many years to impact so many lives."

For more information on planned giving options, please contact Todd Mekelburg or Todd Mekelburg in the Office of Planned Giving 909-558-4553.

eBrochure Request Form

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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.

Personal Estate Planning Kit Request Form

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