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 [email protected].
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
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THE COMPASS / BAYLOR SCOTT & WHITE FOUNDATION NEWS / SPRING 2019