GENEROSITYMATTERS

Are You a Member of the Oak Legacy Circle?Oakwood is a better place thanks to the generosity of

our donors. One of the most important ways donors can

support Oakwood is with a bequest, also known as a

legacy gift. These vital gifts help grow the Foundation

and impact the lives of Oakwood residents.

In 2020 we are asking you to consider joining our Oak

Legacy Circle by notifying us you have included the

Oakwood Foundation as a part of your estate plans.

Regardless of the size of your legacy gift, you’ll help

to ensure Oakwood remains a great place for older

adults to live and thrive well into the future.

As part of our focus on the Oak Legacy Circle in

2020, we asked a few of the people represented on

Oakwood Foundation donor walls as members of the

Oak Legacy Circle to share their Oakwood story and

why they made the choice to support the people of

Oakwood with a legacy gift. We’ll be offering you the

opportunity to meet these folks throughout the year…

just a few of the names and faces “behind the leaf.”

John and Jean Tews

We moved to Oakwood before we needed to leave

our house…a much better decision than waiting

Your Gifts at Work

WINTER 2020

Learn more about the Oakwood Foundation or make a gift online anytime – visit www.oakwoodvillage.net/support

CONTINUED ON PAGE 5

The green leaves on Oakwood’s donor recognition walls honor those who have named the Oakwood Foundation as a beneficiary in their estate plans. Residents John and Jean Tews are two of the people “behind the leaf ” on our walls.

OAKWOOD FOUNDATION, INC. | WINTER 2020

Your Gifts Make a Difference at Oakwood!Thank you for your support of the Oakwood Foundation. Your gifts improve the lives of our residents and

staff at Oakwood each and every day.

Thanks to your generous support, the Oakwood Board has approved grants of over $440,000 from the

Oakwood Mission Support Fund in 2020. The campus enhancements, program support, and investment in

employees you will make possible at Oakwood this year include:

Certified Nursing Assistant Training $125,000

University Woods Campus Recreational Center $100,000

Leadership Training and Career Growth Opportunities $78,600

Sharing Active, Independent Lives (SAIL) Funding $20,000

Catholic Charities Respite Care Team Ministry Funding $20,000

Oakwood Chamber Players 2020-2021 Season Funding $14,000

Staff Yoga Classes $12,500

In addition, your campus designated gifts are being put to use throughout Oakwood’s two campuses in

the areas you’ve asked the Foundation to support. Your support will allow for $94,812 of enhancements to the

Prairie Ridge campus in 2020, and $195,962 at University Woods. Among the projects and programs you’ve made

possible in 2020 are:

Prairie Ridge

Health and Wellness Equipment $31,722

Memory Care Courtyard Enhancements $25,000

Campus Memorial Garden $5,000

Music Therapy Equipment and Supplies $2,500

Chapel Devotional Materials $2,000

University Woods

Resurrection Chapel Refurbishment, Hearing Loop $75,000

New Resident Woodshop $15,000

Clinical Staff Education $14,462

“The Art of the Circus” Program $5,000

Oakwood Chamber Players “Power of Music” Series $3,000

These projects are in addition to the support you make possible to Oakwood through the Continuing Care

Endowment Fund and the Employee Appreciation Fund. Thank you for the impact you make at Oakwood!

YOUR LEGACY COMMITMENT = $1,000

In 2020, generous donors have agreed to give $1,000

to the Oakwood Foundation each time the Foundation

receives notice of a new legacy gift.

You may have named Oakwood in your will or estate

plans a long time ago, but never told the Foundation. If

so, notifying us of your plans will trigger a $1,000 gift.

If you are considering including the people of

Oakwood in your estate plans, please contact the

Foundation. Keith, Dave, and Heidi can discuss options

donors explore when making a legacy commitment.

The size of your planned gift does not matter.

The $1,000 donor match is being offered for a limited

time, and applies to the first 20 legacy commitments.

Please help us take advantage of this generous offer!

When University Woods Environmental Services

Coordinator Patty Cox received her employee

appreciation gift, she decided she wanted to give back

and have fun.

“On Saturdays, several residents join me on campus to

dance. We meet two times a month and dance to all

kinds of music. We laugh, have fun, and share stories.

The employee appreciation gift allowed me to bring a

special lunch for them. I love working at Oakwood. It’s

changed my life.”

Thanks to donors to the Employee Appreciation Fund for

their generous support of Oakwood employees!

“If I can change someone’s life with a smile, I’m happy…”

(608) 230-4285 • foundation@oakwoodvillage.net • www.oakwoodvillage.net/support

The Oak Tree Circle recognizes donors and Oakwood staff

making automatic monthly gifts, either via credit card, ACH, or

employee payroll deduction. At the end of 2016, 48 donors were

giving monthly. That number grew to 67 by the end of 2017, and

to 76 a year later. As 2020 begins, there are now 131 members of

the Oak Tree Circle!

Automatic monthly giving is convenient for donors and deeply

appreciated by Oakwood. If you want to join the Oak Tree

Circle, please contact the Foundation at 230-4285 or email

heidi.lauhon@oakwoodvillage.net

A Growing Oak Tree Circle!

Some of the over 40 Oak Tree Circle members

at Oakwood Village Prairie Ridge.

OAKWOOD FOUNDATION, INC. | WINTER 2020

The Oakwood Foundation would like to thank the following business partners who have made the choice to

support our organization. Their support demonstrates their commitment to serving Oakwood and allows the

Oakwood Foundation to enhance programs and services for our residents. If you know individuals associated

with these organizations, please thank them for choosing to support Oakwood as a 2020 Community Partner:

2020 Community Partners

GOLD PARTNER2020 Giving at the $10,000 Level

• JP Cullen

• Vogel Brothers Building Company

SILVER PARTNER 2020 Giving at the $5,000 Level

• EUA

COMMUNITY PARTNER 2020 Giving at the $1,500 Level

• Alliant Energy

• CliftonLarsonAllen, LLP

• Coyle Carpet One

• Cress Funeral and Cremation Service

• Cricket Design Works, Inc.

• CTW Abbey Carpet and Floor

• CUNA Mutual

• Econoprint

• Husch Blackwell

• Lockton

• Madison United Healthcare Linen, Inc.

• MG&E Foundation

• M3 Insurance

• Monona Plumbing and Fire Protection, Ltd.

• North American Mechanical, Inc.

• Oimen Electric, Inc.

• Quartz Health Solutions, Inc.

• Parasol Alliance

(608) 230-4285 • foundation@oakwoodvillage.net • www.oakwoodvillage.net/support

COVER STORY CONTINUED

until we had no choice. We like the availability of

continuing care and access to our nearby doctors. We

also preferred Oakwood to any of the other retirement

communities in Madison.

Oakwood has a great life enrichment program. Some

of our favorites are the numerous concerts, lectures by

residents and invited speakers, classic movies (as well

as some of the current hits), and the nature preserve.

Oakwood’s employees are calm, pleasant, and ready

to help. Any problems in our apartment are usually

attended to promptly. We appreciate having indoor

parking. One can almost ignore winter here.

We think it is important for Oakwood to be here for

those who need its services. We have a very small

family so we decided to use some of our assets to help

support Oakwood.

Mary Molstad

When Prairie Ridge

opened I knew some

people who were among

the first residents. They

seemed very happy here.

Eventually, I took a tour

and liked what I saw. I

was on the waiting list

for several years before

selling my house and

moving to Oakwood.

I enjoy visiting with residents who have interesting

stories. I am impressed by their array of experiences

and accomplishments.

I chose to support Oakwood because of the important things

it does, like caring for people who run out of money, and

because of the friendly, caring, and helpful staff.

In the future, baby boomers will be looking for places

to live. I feel Oakwood will use my estate gift wisely. If

you’re thinking about doing that too, I encourage you

to consider all the good things that Oakwood has to

offer, and how your dollars can do the most good.

To join Jean, John, and Mary in the Oak Legacy Circle,

please contact Dave Mossner at (608) 230-4441 or via

email at david.mossner@oakwoodvillage.net

You have several options in creating a legacy gift:

• Name the Oakwood Foundation in your last will and testament, trust document, or estate plan

• Name the Oakwood Foundation as a beneficiary of an Individual Retirement Account, life insurance policy, annuity, or other financial instrument

• Residents of Oakwood may designate a portion of their 90% entrance fee refund as a future gift

• Establish a Charitable Gift Annuity through the Oakwood Foundation. You receive a guaranteed lifetime income, while the remainder of your gift benefits Oakwood

When you include a charity in your estate plan,

it is important to use the correct legal name and

helpful to include the organization’s federal tax

identification number.

Oakwood Foundation, Inc.

Tax ID #: 39 – 1398037

Suggested language: I/we hereby give, devise, and

bequeath to the Oakwood Foundation Inc., a nonprofit,

non-stock Wisconsin corporation with its principal

offices in Madison, Wisconsin (specify certain amount

or percentage), of the rest, residue, and remainder of my

estate be used for the benefit of the Oakwood Foundation.

If you have questions or would like to learn

more about the Oak Legacy Circle, please contact

Dave Mossner at (608) 230-4441 or via email at

david.mossner@oakwoodvillage.net

What is a Legacy Gift?

OAKWOOD FOUNDATION, INC. | WINTER 2020

Oakwood Foundation, Inc., 6209 Mineral Point Road, Madison, WI 53705 (608) 230-4285 • foundation@oakwoodvillage.net • www.oakwoodvillage.net/support

OAK SOCIETYDonors qualify for the Oak Society with calendar year giving of $1,000. Thanks to the donors who reached that level the first time in 2019.

Anonymous (4)

Charles and Joanne Bunge

Robert and Shelby Christy

Linda Connolly

Diane Derouen and

Glenn Chambliss

Susan Dollard

Al and Ann Ellingboe

Donna B. Fox

Mark and Janice Franzen

Ted Goodfriend

Margaret and Paul Irwin

Tinker and Katie

Carol Ladwig

Nancy V. Lee

Kit-Yin Ling

Steve Stern and

Florencia Mallon

Libby Matkom

Christopher and Laura Miracle

Nancy Miracle

Robert and Jane Pricer

Carol and Don Reeder

Richard and Lois Rossmiller

Larry and Holly Schuetz

GOLDEN OAK SOCIETYThe Golden Oak Society recognizes donors with calendar year giving of $5,000 or more. Thanks to the donors who reached that level the first time in 2019.

Anonymous

David and Donna Ankley

Bob and Lucille Copas

Aubrey R. Fowler

Rev. Dr. Jack A. Geistlinger

Bev Harper

James Horsfall

Brian and Mary Kaye

Dale and Lila Ann Mathwich

Marie McCabe*

Kato Perlman

Lorayne M. Smythe

Jamie Steuer*

*In Memoriam

OAK TREE CIRCLEThe Oak Tree Circle consists of donors who give an automatic monthly gift via credit card, ACH or paycheck.

Anonymous (4)

Savanna Anderson

Jennifer Anderson

James Banks

Bryan Bee

Holly Benish

Karen Brennan

Daniel and Joyce Bromley

Dana Butts

Karla Cabral Arroyo

Crystal Collins

Tiffany Cross

Lapurisima Curry

John Flynn

Joan Gilbertson

Victoria Gouldthorp

Kathy Groth

Cindy Harris

Hazel Hiemstra

Martin Hoffman

Jessica Jakab-Mathys

The Kayser Family

Patty Keller

Tyler Koston

Amy Lanphear

Stan and Jan Lillich

Cara Manning

Marc Matney

Rachel Meudt

Kelly Jo Miller

Bobby Nakkula

Jacqueline Ness

Namgyal Ngodup

Bob and Mary Jane Nicholson

Brianna Otto

Diego Paulino

Jane Pazour

Mary Petersen

Janet Pfeifer

Renae Pingel

Robert and Jane Pricer

Sarah Raemisch

Rose Randall

Rebecca Rogers

Cara Rouse

Anthony Russo

Rev. C. Wayne Shannon

Helen Smith

Janet Steinhoff

Jordan Stromme

Peter Thurlow

Carol M. Uglow

Valerie Van Horn

Mel Wesley

Lauretta Wood

Peggy York

Lee and Stan York

LIFETIME GOLDEN OAK SOCIETY The Lifetime Golden Oak Society recognizes lifetime giving of $50,000 or more.

Anonymous

Dale and Lila Ann Mathwich

PRESIDENT’S CIRCLEThe President’s Circle recognizes lifetime giving of $100,000 or more.

Anonymous

OAK LEGACY CIRCLE Thank you to donors who named the Oakwood Foundation in their estate plan. The following donors told us during 2019 of their plan to include Oakwood in their estate.

Gary and Lynn Case

Barbara Gessner

Donald and Mary Harkness

Hazel Hiemstra

Mary Molstad

Carol M. Uglow

REALIZED ESTATE GIFTSOakwood honors the memory of friends whose legacy gifts were gratefully received in 2019.

Anonymous

Marcia E. Burmeister Estate

Lillian Geisler Estate

Janet L. Gustafson Estate

Patricia Kinsler Estate

Lyda Locke Estate

Irene M. Meyer Estate

James L. Reavy Estate

Marie D. Reinhardt Estate

Phyllis L. Reisdorf Estate

The Family of Janet Roberts

Pauline Sinkule Estate

Jean A. Taffs Estate

William J. Vitense Estate

WELCOME NEW 2019 DONOR SOCIETY MEMBERS!

Your gifts improve the lives of Oakwood residents. We thank the following individuals who joined an Oakwood Foundation donor society for the first time in 2019. A complete listing of Oakwood Foundation donors will run in the spring issue of the Oakwood Outlook.