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The worthiest of causes Finding hope Narrowing of the hourglassprovided by Digital Conservancy U, Fairview kick off Stem cell therapy curbs Journey strengthens cancer children’s health campaign fatal skin disease survivor’s resolve

PAGE 3 PAGE 5 PAGE 6 Gift planning news and tips, PAGE 7

A publication for supporters of health-related research and education at the University of Minnesota

Fall 2010

A better future in sight for kids

Minnesota Lions make a $3 million pledge to help prevent blindness in infants and children

Six-year-old Kira Rogers doesn’t know much about the Minnesota Lions, but the Lions’ 50-year partnership with the University was intended to help children r te ch a

W just like her. A month after Kira was born, her mother, Michele, noticed n o : Jas o

t something wrong with Kira’s right eye. “Her of treatment and surgeries to remove the

Pho eyelid looked red. The next day it looked tumor, improve the appearance of her eyelid, Six-year-old Kira Rogers, with her parents, Michele and puffier. Each day it looked a little puffier,” and preserve her sight. Mike, received sight-preserving medical treatment at she says. Fortunately, the surgeries were successful. the University of Minnesota. Kira’s doctor soon referred the family Now the spunky 6-year-old loves going to to the University of Minnesota. Michele and kindergarten — and giving hugs. Her eye is her husband, Mike, took Kira from their home vastly improved, and her prognosis is excellent. in Sauk Rapids, Minnesota, to meet with “I didn’t think it would end like this,” University ophthalmologist Gail Summers, says Mike Rogers, happily. “I felt like these “When Lions see that M.D., and later to see pediatric oncologist doctors could move mountains for us.” something needs to get Marie Steiner, M.D. An MRI confirmed that Kira had a hemangioma — a fast-growing The Lions’ legacy done, they are right up noncancerous tumor. Success stories like Kira’s have been the there volunteering and The tumor’s location in Kira’s eye had impetus behind the Minnesota Lions’ longtime support of the Medical School’s doing it before others serious medical implications. Michele and Mike Rogers learned that as Kira grew older, Department of Ophthalmology. even know about it.” the tumor would affect her sight, put pressure In July the Minnesota Lions donated $1 million toward a new $3 million pledge – Jay Krachmer, M.D. on her eye, and affect her visual development in that eye. With the help of University doc- to establish the Minnesota Lions Fund to tors, they held Kira’s hand through six years continued on back page

Nonprofit Org. U.S. Postage McNamara Alumni Center PAID University of Minnesota , MN 200 Oak Street SE, Suite 300 Permit No. 155 Minneapolis, MN 55455-2030 Building medical student success Boulger spirit inspires Duluth scholarships

James Boulger, Ph.D., professor of behavioral sciences and director of alumni Have you noticed that relations at the University of Minnesota Medical School, Duluth Campus, is thoughtfully engaged, curi- ous people tend to ask why? widely known for his commitment to medical students. But this year, the At the Minnesota Medical Foundation, we think that’s a great question — one that offers Boulger name became truly synonymous with boosting student success. us tremendous opportunities to showcase the

Last November, Medical School, Duluth leis breadth of groundbreaking research, innova- Campus alumni Randall Card, M.D., Kristi Sch an tion, and exploration under way across the D :

Elliott, M.D., and Michael Heck, M.D., o t

University of Minnesota. ho decided to honor the longtime professor, p In fact, we quickly adopted the University’s adviser, and advocate. With help from the new “Because” initiative designed to answer Minnesota Medical Foundation (MMF), they the question, “Why is the University of asked their Duluth classmates to help build Minnesota driven to discover?” a major scholarship in Boulger’s honor. As you’ll find in this issue of Giving In his letter to classmates, Card wrote: Matters, the answers help us tell hopeful, “If your experience was like mine, you’ll inspiring stories. Why is our faculty driven agree that Jim believed that everyone attend- to discover? ing the UMD School of Medicine was special. Because 6-year-old Kira Rogers could In that spirit, I am encouraging everyone who start kindergarten with her vision intact, attended the Duluth school to contribute to this scholarship.” thanks to world-class medical treatment at The Boulger family: Jim Jr., seated, with his brother, Peter, By December, a committed group of the University of Minnesota. and parents, Dee and Jim Sr. alumni, community leaders, and faculty Because, following a successful pancreas had contributed more than $28,000 to help transplant, Joanie Videen is able to sleep establish the James Boulger Endowed Schol- soundly for the first time in years, no longer arship. Pledges and gifts to the fund are now Boulger Junior and Stephanie K. Carlson worried about the potentially fatal complica- up to $160,000 and growing. Scholarship, she says, is a way to help tions of diabetes. “I am honored to be remembered in this students and thank those, like Jim Jr., who Because the University’s pioneering stem way by former students who are now friends have inspired her. cell research offers children with a lethal skin and colleagues,” says Boulger. “Scholarships A nother good turn disease known as EB their only chance to lead are so critical if we are to continue to accept But there’s more to the story. Last February, normal, healthy lives. those students most likely to fulfill the school’s at an MMF event in Rochester, Carlson was Of course, the stories on these pages mission to the citizens of Minnesota — and invited to speak about her motivation for particularly those who are underserved in rural answer another important question, too: creating the scholarship. James Sr., his areas and in Native American communities.” “Why does giving matter?” That’s easy: wife, Dee, and James Jr. also attended and Because the Minnesota Lions have sup- A family affair made a surprise announcement: They were ported the Department of Ophthalmology for Meanwhile, Medical School, Duluth alumna pledging $25,000 to begin the scholarship 50 years to help children just like Kira Rogers. Stephanie K. Carlson, M.D., Class of ’94, immediately. Because philanthropy has allowed was devising her own plan to honor the Carlson was thrilled. Just one month later, our diabetes researchers to close in on a Boulger name. In September 2009 the she matched the family’s pledge, adding widely available cure for type 1 diabetes. Mayo Clinic diagnostic and interventional another $25,000 to the current scholarship — Because private gifts launched the novel radiologist pledged $50,000 in her estate for a total of $50,000 in active pledges and stem cell research that offers hope to kids plan to establish a scholarship recognizing another $50,000 in the estate gift. “Support from generous folks like with EB. Boulger’s son, James Jr. Stephanie Carlson makes it possible for our I hope you are inspired by the questions A self-described sports enthusiast, students to attain their dreams of helping the and answers found at the intersection of phi- Carlson met Jim Jr. when they both worked underserved,” says James Boulger Sr. “None lanthropy and medicine — because with your in UMD’s sports information office. Jim Jr. of us succeeds on our own.” support, discoveries unfold, breakthroughs shares her enthusiasm for sports even though a form of Duchenne muscular dystrophy (MD) –Mi chelle Juntunen happen, and lives are forever changed. prevents him from participating himself. To learn more or to support Medical School, Duluth Campus Becky Malkerson Nonetheless, Jim Jr., now 43, has never scholarships, please contact Michelle Juntunen at 218-726- P resident and CEO let MD get in his way, says Carlson. “He was 6876 or [email protected]. Minnesota Medical Foundation always positive and courageous.” The James

2 givingmatters Fall 2010 illette W ady ady r s: o t ho

A reason to celebrate p B University, Fairview embark on $175 million campaign for children’s health

The University of Minnesota and Fairview Health Services have launched a $175 million campaign to support pediatric research, education, and care at the new home for University of Minnesota Amplatz Children’s Hospital.

The campaign, led by the Minnesota efficiency of pediatric care while capitalizing Medical Foundation, already has raised on the cross-specialty, multidisciplinary $84 million — nearly half of its goal. relationships for which the University has More than 400 people — including kids, become known. Campaign kickoff participants folded paper cranes and parents, hospital staff, and community The 227,000-square-foot facility will decorated greeting cards to give to patients at University of volunteers — celebrated the public launch feature 96 acute-care hospital beds, state- Minnesota Amplatz Children’s Hospital. of the children’s health campaign on of-the-art medical/surgical units, a pediatric September 25 with a family-friendly event. intensive care unit, and a dedicated pediatric Children and adults alike decorated their emergency room, in addition to transplant own versions of the new hospital’s colorful services units and Minnesota’s only pediatric exterior and made special cards and origami dialysis unit. Construction, which began in paper cranes for ill children in the hospital. 2008, will be completed by March. Event attendees also had a chance to conduct Leaders plan to celebrate the culmination their own science experiments, learn about of the children’s health campaign by 2015. what it’s like to be a medical student, and “Minnesotans understand the unique participate in heart-healthy Wii Fit activities. role that an academic children’s hospital has University of Minnesota Amplatz Children’s for our state and our kids and will support Hospital is Minnesota’s first and only academic this campaign,” says Rich Ostlund, who pediatric hospital engaged in basic science, chairs the University of Minnesota Amplatz translational research, and leading-edge Children’s Hospital Philanthropic Board. patient care. “Donors understand that kids don’t stop Its new location on the University’s getting sick even in tough economic times.” Riverside campus will bring together children’s Learn more about how you can support the campaign and and mothers’ services, which are currently Cameron Cassidy colored a picture of the new view photos from the kickoff event at www.uofmhope.org. children’s hospital. divided by the Mississippi River. The new configuration is designed to enhance

T:7” S:6.375” Check out our new ads

University of Minnesota Amplatz Children’s Hospital’s new advertising campaign debuted this fall throughout the Twin Cities. The ads, designed in conjunction with a University-wide initiative, feature “Because” statements, which are meant to answer the question, “Why are we driven to discover?” View the full S:4.125” T:4.75” Amplatz Children’s Hospital’s ad campaign at uofmchildrenshospital.org.

cures and care can live under the same roof.

At University of Minnesota Amplatz Children’s Hospital, the search for cures is endless. Every day, we’re conducting groundbreaking research for children who need it most. However common or complex the illness, our caring staff can do the amazing for your child. Learn more at uofmchildrenshospital.org.

3 Peace of mind — priceless A grateful patient and her husband support the U’s cure-focused diabetes research

Friends are surprised when Joanie Videen, 54, says it is sleep, not food, that has put her over the moon about her pancreas transplant in July. “It’s the best gift I’ve ever had,” she says. “I can sleep all night.”

While Videen has dealt with diabetes In fact, Joanie Videen Joanie Videen, with her husband, Brad, dealt with type 1 diabetes for nearly 20 for nearly 20 years, for the past decade she has firsthand experience. In years before receiving life-changing islet and pancreas transplants at the University. experienced hypoglycemia unawareness, 2005, she participated in a meaning she had none of the warning symp- University of Minnesota toms that help diabetics recognize when human-to-human islet transplantation clinical transplants. And they foresee a day when their blood glucose level falls too low. trial conducted by the Schulze Diabetes stem cells taken from a patient’s own skin Because the consequences can be Institute. The transplant resulted in 15 insulin- may become the “ultimate cure,” relieving deadly, this special education teacher slept free months for Videen, but eventually, people of the daily burdens of diabetes. only three hours at a time before waking to symptoms returned, and she had a pancreas In the meantime, Joanie is enjoying her an alarm to check her glucose levels. transplant at the University last summer. new sense of freedom. “There’s so much Since 2004, Videen and her husband, “The University offered me the best care mental energy devoted to dealing with dia- Brad, a University of Minnesota–trained during the islet transplant and again during betes,” she says. “All that is totally gone, orthodontist, have made 11 separate dona- the pancreas transplant,” she says. and there’s such a feeling of relief and relax- tions to support diabetes research through Each year, the Videens carefully determine ation. I’ve got my independence back.” the Minnesota Medical Foundation. how much money they are able to donate to –Ka rin Miller “There isn’t a higher-quality medical diabetes research. Joanie notes that while the facility anywhere,” says Joanie Videen, also tough economy has affected them, “we feel To support University of Minnesota research leading to a cure for type 1 diabetes, please visit www.mmf.umn.edu/ a U of M alum. “Nothing is comparable to fortunate that we are still able to contribute.” diabetes or contact Jean Gorell at 612-625-0497 or j.gorell@ what we have at the University.” They hope their contributions will help mmf.umn.edu. lead to a cure, possibly through islet cell

Clini cal trial reveals promise of islet transplants

Islet transplantation has remained advances in antirejection drugs have experimental since the 1970s, but recent significantly improved patient outcomes. clinical trial outcomes at the University Previously, about 10 percent of trans- of Minnesota Schulze Diabetes Institute plant recipients achieved insulin indepen- (SDI) are revealing the procedure’s dence post-transplant, she explains. promise as a standard therapy, and Today, the figure is nearly 90 percent. even a cure, for type 1 diabetes. “More than 50 percent [of patients] have In 2008, SDI was selected as one of maintained insulin independence at their three principal sites to test human islet five-year follow-ups,” Bellin says. transplants to treat type 1 diabetes in The University also has had good Phase III clinical trials — the final round results with single-donor islet transplants. of study before the U.S. Food and Drug “Since 2000, about 50 percent of our Administration determines whether the insulin-independent patients have procedure can be used as a standard needed only one donor transplant, Islet cells: This year two University islet cell transplant therapy for diabetes. including several patients who are now recipients celebrate 10 years of insulin independence. Melena Bellin, M.D., a University 8 to 10 years out from their transplant and pediatric endocrinology fellow and physi- insulin independent,” Bellin says. “This is cian involved in the clinical trials, says one way the U of M stands out from other new protocols using islets from two to centers doing islet transplants.” four donors per transplant patient and

4 givingmatters Fall 2010 Finding hope Jensen ily Em s: o U researchers’ stem cell break- t ho p through treatment for a fatal skin disease began with philanthropy

F or the first time ever, physician-scientists at the University of Minnesota have demon- strated that a lethal skin disease can be successfully treated with stem cell therapy. Medical School researchers John E. Wagner, M.D., and Jakub Tolar, M.D., Ph.D. — in collaboration with researchers in Oregon, the United Kingdom, and Japan — used stem cells from bone marrow to repair the skin of patients with a fatal skin disease called recessive dystrophic epidermolysis bullosa (RDEB). It’s the first time researchers have shown that bone marrow–derived stem cells can repair the skin and upper gastro- University researcher Jakub Tolar, M.D., Ph.D., with Keric Boyd, who underwent an experimental bone marrow intestinal tract and alter the natural course transplant to treat his EB. Now Keric can ride his bike — something he was never allowed to do before. of the disease. Until now, bone marrow has only been used to replace diseased or damaged marrow. difference, and that we were going to fix it or “I miss my best friend,” she says of Jake, “To understand this achievement, you make it better or at least go down swinging.” “but I wasn’t afraid, because one way or the have to understand how horrible this disease The encounter launched Wagner’s work other I knew what the outcome was going to actually is,” says Wagner. “From the moment on the disease. The Liao family raised enough be if we didn’t give him a chance.” of birth, these children develop blisters from money for his team to start a laboratory study And that’s precisely what motivates the slightest trauma, which eventually scar. with mouse models of RDEB. In 2007 the team both Wagner and Tolar to keep improving They live lives of chronic pain, preventing found that a rare subpopulation of marrow the therapy. any chance for a normal life.” stem cells could repair the mice’s skin. “My hope is to do something that might That was reality for the Liao family of With additional philanthropic support, change the natural history of this disease New Jersey. Wagner and Tolar launched a clinical trial and enhance the quality of life of these kids,” Theresa Liao tracked down Wagner at to find out if the therapy also could work Wagner says. a medical conference in New York in 2004, in humans. –o Nic le Endres literally thrust her then-2-year-old son, Jacob, Since that study began at the University at him, and begged him to save her child. in 2007, 10 children with the most aggressive To support this research, contact Elizabeth Patty at 612-625-6136 or [email protected]. It was a promise Theresa had made to her forms of EB have received transplants at son at birth. University of Minnesota Amplatz Children’s “I used to hold him in my arms and cry,” Hospital. Although all of those children have she says. “I told him I was going to make a responded to the therapy, the magnitude of Git f s in action each response has varied. “While the treatment This groundbreaking EB research offers a chance for a better happened in large part because of life, it comes with significant philanthropy. Gifts from the Liao risk,” Tolar says. “Two children family, the Sarah Rose Mooreland EB have died from complications Fund, and the Children’s Cancer related to the treatment, so Research Fund — as well as grants refinements are needed.” from the National Institutes of Health; Jake Liao was one of the the Ministry of Health, Labor, and two children who didn’t make Welfare of Japan and the Ministry of it. His younger brother, Nate, Education, Culture, Sports, Science, who also was born with EB, and Technology of Japan; and the however, has improved signifi- University’s Academic Health cantly since his transplant. Center — have funded this work.

Research by Jakub Tolar, M.D., Ph.D., and John Wagner, M.D., moved For Theresa Liao, the quickly from mouse studies to showing success in patients. success is bittersweet.

5 Speaking of healing Cancer survivor Ruth Bachman raises money by inspiring others

Ruth Bachman had never been afraid of public speaking. In her roles as educator, travel guide, and volunteer coordinator, she’d spoken to dozens of groups and organizations. But her speech before a University of Minnesota audience in 2004 differed from any she’d given in the past. This time, she was telling her personal story — about how she lost her left hand and how the experi- ence changed her. That story began a year and a half earlier, when Bachman noticed a soft, painless lump on her left wrist. After an MRI revealed a six-inch mass hand to forearm, Bachman’s doctor referred her to Denis Clohisy, M.D., a professor of orthopaedic surgery at the University of Minnesota and Masonic Cancer Center researcher. He performed a biopsy and diagnosed an aggressive soft tissue sarcoma, an uncommon cancer that affects Ruth Bachman, who publicly shares her personal story of triumph over cancer, donates her speaking fees to the connective and supportive tissues. Masonic Cancer Center, University of Minnesota and to the Center for Spirituality and Healing. Because of the risk that the cancer would spread rapidly to the rest of her body, Clohisy recommended treatment that included chemotherapy and then amputation of her “I silenced a roomful of estate lawyers, S peaking for a purpose hand and part of her forearm. As a lefty, which I’m told is quite rare,” Bachman Bachman has brought her inspirational Bachman couldn’t imagine how she would recalls. She knew she was onto something. talks to a variety of business, community, cook, write, do yoga, and accomplish the She’d begun to view her cancer as the and religious organizations. In a lightbulb innumerable other tasks of everyday life. “narrow spot in an hourglass.” Like the sand moment last year, she decided to donate her Still, faced with a drastic alternative — at the bottom, she had emerged from the speaking fees to the Masonic Cancer Center death — she had the surgery, in June 2003. experience the same person, differently and the Center for Spirituality and Healing. Within a year, she was cooking, writing, arranged. She used the metaphor to refine Her goal for the “Hourglass Fund” is to raise practicing yoga, and doing strength training her speaking themes: confronting fear, being $1 million for collaborative research on using a prosthetic device of her own design. transformed by the narrow spots, relying integrative cancer care. on faith and a sense of humor. “My goal in telling my story is to encour- The narrow spot in the hourglass Practices such as yoga and meditation age and inspire others to live life — every Bachman felt grateful to be alive and thank- helped her move through the fears and day — experiencing all of life’s moments as ful for the care she received from Clohisy. uncertainty of cancer. During her cancer they contribute to the authenticity we all long “I always felt like I was his only patient,” treatment, she’d attended a workshop for,” Bachman writes in her blog. “Life is full she says. “I never felt rushed. He answered on mindfulness-based stress reduction at of issues and challenges not of our choosing. every question. the University’s Center for What we do get to choose is our attitude and “After receiving remark- Spirituality and Healing. how we respond to those moments. That is able, skillful, compassionate Bachman believes both where bravery shines.” complementary and tradi- care, I went to Denis and – Lee Engfer said, ‘What can I do to help tional approaches have a the Masonic Cancer Center?’” place in cancer treatment. To learn more or to give to the Hourglass Fund at the He invited her to join “I would not have been Minnesota Medical Foundation, contact Kathy Beenen at 612-625-6495 or [email protected] or visit a person who would not the center’s Community www.ruthbachman.com. Advisory Board and put have chemotherapy or surgery her well-honed speaking for cancer,” she says. “But I skills to use. One of her first know that what I had in place audiences was a group of in terms of mind-body-spirit estate lawyers. awareness made a significant difference in my surviving and thriving.”

6 givingmatters Fall 2010 Information for supporters of medical research, education, and care at the University of Minnesota

A passion for their profession Couple’s planned gift benefits pediatrics, neurosurgery

Over 48 years of marriage, Drs. Betty Oseid Orleans, where he conducted research to and Michael E. Carey have shared a stimulat- improve treatment for nonlethal brain wounds. ing and fulfilling life — one that’s included In 2006, after the hospitals in New three children and six grandchildren, two Orleans were devastated by Hurricane wartime deployments, leading-edge research, Katrina, he retired from LSU to become chief and Medals of Valor for each of them. of neurosurgery at the VA New York Harbor The University of Minnesota brought Healthcare System in Manhattan. He stepped the Careys (Betty uses Oseid professionally) down in September to write a book on the together. And by giving back, the couple has history of wartime surgery. helped to ensure a healthier future for others. Following his return from Vietnam, Mike had joined the Army Reserves as a colonel Beginning their careers at the U and served as a neurosurgeon in several Betty and Michael met in 1960, when both Army hospitals, including one in Saudi were starting their residency training at the Arabia during Operation Desert Storm. University. Bemidji native Betty Oseid had In 2008 he was sent to Ramadi, Iraq. just graduated from the Medical School and Over the years, Betty worked at various Medical School alumni Drs. Michael Carey and Betty Oseid was a first-year pediatrics resident. medical positions, serving on the University support University research in pediatrics and neurosurgery “It was an exciting time to be in medi- of Connecticut pediatrics department staff through both current use and estate gifts. cine, an era of great advances,” she says, and in public health clinics in El Paso, Texas, citing the development of polio vaccines, and New Orleans, where she joined LSU’s promising new leukemia treatments, and pediatrics department. The couple’s “The medical field is vast and fast- surgical repair of congenital heart defects. children — Tom, Elizabeth, and Sarah — moving. It’s important that researchers can Mike Carey, fresh out of Cornell Universi- kept her busy as well. use money the way they feel is best,” says ty’s Medical College, was in Minnesota to Meanwhile, Betty’s support proved Mike, discussing their support. begin his surgical internship and residency invaluable when radical animal-rights activists “Being able to find answers to medical before tackling five more years of training in targeted Mike’s brain trauma research. For questions is valuable,” adds Betty, pointing the University’s Department of Neurosurgery. standing firm, even in the face of death threats, to University legends Robert Good, M.D., Their grueling schedules actually brought Mike and Betty each received a Medal of Ph.D., and C. Walton Lillehei, M.D., Ph.D., them together. “We were often both on call,” Valor from the American Medical Association. as stellar researchers. “Everyone benefited Betty explains, “so we’d get together for a from their inventiveness. It’s so important to soft drink and talk.” Giving back to support research help, to provide the wherewithal to address F or decades, the Careys have supported the questions.” Military service sparks brain the University’s work in pediatrics and –Karin Miller trauma research neurosurgery through the Minnesota Medical T wo years after they met, the Careys married, Foundation (MMF). In 2000, for example, Learn more by contacting the Minnesota Medical Foundation Office of Gift Planning at 612-625-1440, started a family and, following Mike’s training, they made a major pledge to help establish 800-922-1663, or [email protected]. Or visit moved to Hartford, Connecticut, for private the Shelley N. and Jolene J. Chou Chair www.mmf.umn.edu/giftplanning. practice. A year later, Mike was called to in Neurosurgery. serve as chief of an Army neurosurgical As part of their retirement planning, the “K team” in Vietnam. couple also created three deferred payment Mike returned in 1969 and soon joined charitable gift annuities that will benefit the the neurosurgery department at Louisiana Departments of Pediatrics and Neurosurgery; State University Medical School in New in the meantime, MMF will make regular pay- ments to the Careys during their lifetimes.

7 Leaving a legacy that matters Enndowi g Your Annual Gift

Your annual gifts to the Minnesota Medical Foundation (MMF) make a real The chart below shows the approximate size difference for children and adults suffering from diabetes, cancer, heart disease, of the bequest required to endow your current and other devastating illnesses. annual contribution.* You can continue to provide ongoing support after your lifetime as well by Current gift Endowment required remembering the foundation in your estate plan — for example, by including a bequest in your will or living trust or by naming the foundation as a beneficiary $500 $10,526 of a retirement plan or life insurance policy. The funds generated each year by $1,000 $21,053 your endowed gift will continue to advance world-class medical research, $2,500 $52,632 education, and care at the University of Minnesota. With a bequest to MMF, a named endowment may be established to support $5,000 $105,263 scholarships, research, or a department or program. $10,000 $210,526 For sample bequest language or to speak to a development officer at the Minnesota Medical Foundation, contact the Office of Gift Planning at 612-625-1440 * Calculations assume an annual payout of 4.75 percent, or 800-922-1663 or visit www.mmf.umn.edu/giftplanning. based upon the current investment. an v lli

Su No time like the present awn awn Sh :

o H ere’s why you should review your estate plan before year’s end t ho p

Anticipated estate tax legislation, the Personal situations economic downturn, and any changes in Y ou may need to revise your will or living your personal situation make late 2010 a trust for a variety of personal reasons, includ- crucial time to review, and possibly revise, ing marriage, divorce, death of a spouse, your will and other estate plans. Here are birth of a child or grandchild, acquisition of some factors that may affect your plans: new assets by gift or inheritance, distribution or sale of assets mentioned in your will, Death and taxes death of a beneficiary named in your will, W ill your estate have to pay taxes upon your changes in your beneficiaries’ needs, inability death? The federal estate tax has been of an executor or trustee to serve, relocation repealed — for 2010 only — but is scheduled to a different state, or purchase or sale to return in 2011 with an exemption of only of real estate. The Minnesota Medical Foundation’s gift planning team $1 million, unless Congress revises the law. (back row from left): Holly McDonough Gulden, Stephanie Watch for news of estate tax legislation in Oskie, Kelly Crow, and Jay Kautt. Front row from left: Jeanne Charitable goals Bischoff and Roxana Hedberg Congress and ask your advisers to review If you do make changes to your estate plan, your plans to ensure that they are up to date the Minnesota Medical Foundation encour- and in line with any congressional changes. ages you to consider adding or augmenting charitable bequests to the organizations The economy that have been important in your life. Shrinking real estate and portfolio values may have shortchanged some of your benefi- Our gift planning officers would be happy to ciaries. Rather than distribute specific work with you and your attorney to create a assets, such as an IRA to one child and a legacy gift that will improve the quality of life life insurance policy to another, consider for generations to come. For more information, an estate plan that leaves heirs a fraction contact the Minnesota Medical Foundation’s or percentage of all of your assets, so all Office of Gift Planning at 612-625-1440, beneficiaries will be equally affected by the 800-922-1663, or [email protected]. ups and downs of real estate, collectibles, and the stock market.

visit: www.mmf.umn.edu/giftplanning

8 givingmatters Fall 2010 getinvolved Calendar of evenTs Winter – Spring 2011

January

27 Thursday Visit www.diamond 6–7 Friday and Saturday a live auction, and dancing. Diamond Awards awardsmn.com and WineFest No. 16 – A Toast Since its inception, WineFest T arget Field, Minneapolis contact Valerie Brod at to Children’s Health has raised more than 612-624-4444 or $8.5 million for children’s Celebrate the Minnesota The Depot, Minneapolis [email protected] health research, education, Twins’ inaugural season at Enjoy two evenings of won- and care at the University Target Field for the sixth Become a fan on Facebook derful food and wine, while of Minnesota. annual Diamond Awards. and follow us on Twitter. benefiting University of Min- Event highlights include a nesota Amplatz Children’s Visit www.thewinefest. televised awards ceremony May Hospital. The festivities org, or contact Ashley featuring an exciting lineup begin Friday with the Grand Lawson at 612-624-8474 or of current Twins players and 6 Friday 10 a.m. Tasting, which features sig- [email protected] legends. Proceeds support Medical School nature menu selections from Become a fan on Facebook the University of Minnesota’s Commencement top Twin Cities restaurants and follow us on Twitter. innovative research and Northrop Memorial and more than 400 wines patient care in ataxia, Auditorium* for sampling. Continue your 16 Monday 5 p.m. University of Minnesota muscular dystrophy, multiple experience Saturday with School of Public Health sclerosis, Parkinson’s Contact Linda Reilly the Fine Wine Dinner, which Commencement disease, and ALS (Lou begins with a champagne at 612-624-9608 or Northrop Memorial Gehrig’s disease). reception and silent auction. [email protected] Auditorium* Dinner features a multicourse University of Minnesota gourmet menu with premier * Watch for updates; spring commencements may Contact Nichole Axtman wine pairings from interna- be moved to Mariucci Arena. at 612-626-9303 or Tuscan Vineyard, by Rochester, Minnesota, artist HeeJune tional honorary winemasters, [email protected] Shin, is the signature artwork for WineFest No. 16.

go to: www.mmf.umn.edu F or event descriptions, updates, links, and contact information.

New name for Medical Biosciences Building honors longtime U supporters

In recognition of a lifetime of support, the talents to the advancement of University of Minnesota in June named the higher education, particularly newest building in its Biomedical Discovery in the health sciences. District the Winston and Maxine Wallin “Their commitment to Medical Biosciences Building. higher education and medical The growing district is a biomedical sci- research is unrivaled,” says ences research park located on the University’s University President Robert East Bank campus near TCF Bank Stadium. Bruininks, Ph.D. “The Winston In addition to their generous financial and Maxine Wallin Medical support, the Wallins — both University Biosciences Building aptly alumni — have contributed their time and honors their longtime commit- ment to and support of the University of Minnesota.” Win Wallin, a Minnesota Medical Foundation trustee,

led the capital campaign in Maxine and Winston Wallin the early 1990s that raised $30 million to construct the Masonic Cancer Research Building. Addition- the Bob Allison Ataxia Research Center and ally, he and Maxine have established the the N. Bud Grossman Center for Memory Winston R. and Maxine H. Wallin Land-Grant Research and Care.

L ocated in the University’s Biomedical Discovery District, Chair in Cancer Prevention and Genetics and When complete, the multiphase Biomedi- the new Winston and Maxine Wallin Medical Biosciences were major contributors to the John H. Kersey cal Discovery District project will provide more Building houses state-of-the-art neuroscience labs. Chair in Cancer Research. than 700,000 square feet of space (larger The Winston and Maxine Wallin Medical than 12 football fields) for 1,000 investigators Biosciences Building houses investigators and personnel to collaborate on research visit: www.mmf.umn.edu/giftplanning working in several areas of neurosciences leading to lifesaving discoveries. research, including those involved with

9 A special thanks

W e’d like to extend an extra thank-you to the following individuals and Robert C. Johnson, M.D., Sausalito, California, pledged a future estate gift in support of the organizations that have made commitments totaling $100,000 or more to University of Minnesota’s health-related work. the University’s health-related work between May 1 and October 15, 2010. Robert W. Johnson, Mendota Heights, Minnesota, established a trust to support The Fred C. and Katherine B. Andersen Fairview Health Services, Minneapolis, gave Dr. Kathryn Dusenbery’s work in therapeutic Foundation, Bayport, Minnesota, gave more than $1 million to the Medical School. radiology and cancer research at the Masonic $1 million in support of cardiovascular Cancer Center, University of Minnesota. Fred R. and C. Marie Friswold, Edina, research, education, and care. Minnesota, committed a generous future Arnold S. Leonard, M.D., Ph.D., Golden The Children’s Cancer Research Fund, estate gift to the Michelle Marie Friswold Valley, Minnesota, directed $100,000 Minneapolis, gave more than $1.9 million to Endowment Fund. This fund honors their from the Arnold S. Leonard Cancer Research the University’s childhood cancer program. daughter and supports innovative research Fund to support research in adult and in the Department of Pediatrics. pediatric cancer. The Cook Group Incorporated, Bloomington, Indiana, contributed $310,000 to fellowships Marlene J. Grassl, Minneapolis, committed Nancy E. and John E. Lindahl, Wayzata, aimed at improving vascular and gastrointes- a future estate gift in support of pediatric Minnesota, pledged $200,000 to sponsor tinal health. cardiac research. an Adopt A Room at the new University of Minnesota Amplatz Children’s Hospital. Thomas H. Curran, Lakeville, Minnesota, Gerald W. Ireland, M.D., Lakewood, Colorado, pledged $100,000 in memory of his wife to the committed a future estate gift in support Dr. Norman D. and Elizabeth E. Macken- Kathleen M. Curran Leukemia Research Fund. of the Dr. Gerald and Constance Ireland Olson, Palo Alto, California, committed a Endowed Professorship in Urologic Surgery, future estate gift to support scholarships Rudolf Dankwort, Phoenix, Arizona, Dr. Gerald and Constance Ireland Diabetes for medical students. pledged a future estate gift in support of Research Fund, and Dr. Gerald and Constance unrestricted diabetes research and the Margaret Harvey Schering Trust for Cancer Ireland Urologic Resident’s Fund. Jeffrey Dobbs–David E. R. Sutherland, M.D., Research, Edina, Minnesota, pledged Ph.D., Diabetes Research Chair at the $500,000 to support the cancer genetics Schulze Diabetes Institute. research of David Largaespada, Ph.D.

Because your gift will make more possible...

Today And tomorrow The annual gift you make today will help support current A bequest to the Minnesota Medical Foundation in your will medical school students through scholarships, research grants, or living trust is a simple way to make a future gift that will and mentoring opportunities at the University of Minnesota. improve the health of the next generation.

To learn more or to make an annual gift, To learn more or to make a planned gift, visit www.mmf.umn.edu/give or call 612-626-5720. visit www.mmf.umn.edu/giftplanning or call 800-922-1663.

10 givingmatters Fall 2010 P residents Club Welcome, new members!

Medtronic, Inc., Minneapolis, gave nearly Because of their generous support, the following donors became members, or rose to a $300,000 to help advance heart and lung higher giving society, of the University of Minnesota Presidents Club between May 1 and research and the work of the Center for October 15, 2010. Their gifts have been designated (all or in part) to the Medical School, Research in Education and Simulation School of Public Health, Masonic Cancer Center, or other areas served by the Minnesota Technologies at the Medical School. Medical Foundation.

Mercy Health System, Janesville, Wisconsin, gave $250,000 to establish the Mercy Health Regents Society Carly May Foundation System/Javon R. Bea Fund. ($250,000 to $1 million) Mark C. Danielson and Dr. Theresa M. Smith Andrew David Sit Foundation Timothy and Jane Hanson The Minnesota Lions pledged $3 million Biogen Idec Foundation HLB Tautges Redpath, Ltd. International Copper Association, Ltd. to establish the Minnesota Lions Fund to Glenda K. Taylor Huston and Richard V. Huston, D.V.M. Minnesota Medical Association Foundation Dr. Michael G., ’93, and Donna M. Neste Prevent Blindness in Infants and Children National Sports Center Foundation Pennsylvania Cystic Fibrosis, Inc. and gave an additional $128,000 in support Drs. Gerard Noteboom and + Elizabeth M. Haaland, ’60 RespirTech of ophthalmology research. The Scott Richards North Star Charitable Foundation Mary K. and Gary H. Stern, Ph.D. Thomas M. Wendel and Deborah D. Butterfield Stormont-Vail, Inc. The Minnesota Medical Association Founda- + D r. Sherman O. and + Ruth H. Strand Trustees Society tion, Minneapolis, pledged $120,000 in Ronald L. and Martha W. Swain ($100,000 to $250,000) support of the Minnesota Medical Association Heritage Society EB Medical Research Foundation (Future Gifts) Foundation Scholarship. Greg Marzolf Jr. Foundation Jean M. and + Harold I. Grossman Rudolf and + Kathryn M. Dankwort Bernard D. Paul, San Diego, California, Audrey and + Harry H. Kirby Dr. Virgil and Judy Erickson committed a future estate gift to support Drs. Cornelius H. Lam and Robin K. Solomon Fred R. and C. Marie Friswold the Bernard and Cheryl Paul Fund for Breast Harold V. Pedersen Dr. Roger B., ’56, and + Shirley A. Hallgren Glenda K. Taylor Huston and Richard V. Huston, D.V.M. Cancer Research. + A lice I. Weidenfeller Dr. Gerald W., ’53, and + Constance P. Ireland Chancellors Society Audrey and + Harry H. Kirby Pediatric Home Service, Roseville, Minnesota, ($25,000 to $100,000) Dr. Norman D., ‘65, and Elizabeth Macken-Olson pledged $200,000 to sponsor an Adopt A Christine M. Anderson Robert J. and Sharon L. Moeller Room at the new University of Minnesota Joseph Anthony and Megan Mourning Dr. Judith A. and Edward A. Schuck Amplatz Children’s Hospital. Biosphere Medical, Inc. Charles S. and Carrie M. Semrow California Institute of Contemporary Arts Drs. Helen H. and + Yang Wang Dr. Rene W. and Barbara A. Pelletier, Judy M. and Edward L. Cannon Osceola, Wisconsin, committed a future Dr. Stephanie K. Carlson, ’94 + Deceased estate gift in support of the Dr. Rene W. and Barbara Pelletier Scholarship and the Department of Ophthalmology.

The estate of Hedwige V. Rosen, Atlanta, Georgia, gave $695,666 to the Medical Ronald L. and Martha W. Swain, Excelsior, Thomas M. Wendel and Deborah D. Butter- School to fund the purchase of books and Minnesota, committed a future estate gift field, St. Louis, Missouri, gave $100,000 other learning materials for students with in support of the Adult Cystic Fibrosis (CF) to the Auto Islet Transplant Program at the limited financial means. Program Research and Education Fund. Schulze Diabetes Institute.

Carlos H. Schenck, M.D., Minneapolis, 3M Company, St. Paul, Minnesota, made The estate of Muriel Whiteside, Duluth, pledged $100,000 to support the Linda gifts totaling $136,000 to the Ken Wallace/ Minnesota, gave $122,163 to the Medical Shriro Schenck, M.D., Women Medical 3M Toxicology Research Fund at the Medical School, Duluth Campus. Students Endowed Scholarship. School, Duluth Campus and the Alexander The estate of Lillian S. Wong, San Francisco, and Tim Church Research Support Funds at The Scott Richards North Star Charitable California, gave $640,000 to the Lillian S. the School of Public Health. Foundation, Minneapolis, pledged $250,000 Wong, M.D., Endowed Scholarship for to establish the Scott Richards North Star Alz- Helen H. Wang, M.D., Minneapolis, commit- Asian Women. heimer’s Disease Prevention Research Fund. ted a future estate gift in support of the

Dr. Yang Wang Memorial Fund. The fund, Ronald D. and Teresa F. Sit, Golden Valley, which honors her late husband, supports Minnesota, pledged $200,000 to sponsor cardiovascular research and education. an Adopt A Room at University of Minnesota Amplatz Children’s Hospital and gave The Wasie Foundation, Wayzata, Minnesota, an additional $9,000 in support of gave $125,000 to the Pediatric Rheumatology WineFest No. 15. Fellowship.

11 BETTER FUTURE continued from front page r

Prevent Blindness in Infants and Children te ch a

at the University. The money will advance W n research, education, and care in the Depart- o

T he Minnesota Medical Foundation is a nonprofit orga- : Jas o nization that raises funds for health-related research, ment of Ophthalmology to help children t ho p education, and care at the University of Minnesota. like Kira. Schools we support Department head Jay Krachmer, M.D., Medical School School of Public Health says the Lions’ recent pledge will have a

AFFIA LI TE Organizations tremendous impact. “Because of this fund, Bob Allison Ataxia Research Center babies will not go blind due to retinopathy International Hearing Foundation of prematurity, congenital cataracts, congeni- S TAFF LEADERSHIP Becky Malkerson tal glaucoma, and other sight-threatening President and CEO conditions,” he says. Successful eye surgery has helped Kira Rogers get off Cindy J. Kaiser to a good start in kindergarten. Chief Financial Officer and The pledge represents a milestone in the Vice President, Operations Lions’ dedication to the University’s work in P atricia K. Porter ff Vi ce President, Development blindness prevention and marks the 50-year ho S arah E. Youngerman partnership of the Minnesota Lions, Minne- el

Vi ce President, marketing umm R

and communications sota Lions Eye Bank, and the Department m i T : o

2010–11 Board of Trustees of Ophthalmology. t ho T homas G. Olson Chair The Minnesota Lions Eye Bank provides p E lizabeth Hawn, J.D. Vice Chair S usan B. Plimpton Secretary donor eye tissue for transplantation, research, E ric J. Neetenbeek, J.D. Treasurer and teaching and promotes donation through Honorable Clyde E. Allen Jr.* education. It has helped restore sight to more Mark R. Allison* Jim Anderson than 23,000 people. DeWalt H. (Pete) Ankeny Jr. Over the years, the Minnesota Lions have Patti Andreini Arnold Robert H. Bruininks, Ph.D.* launched and sustained several other impor- David Cannom, M.D. tant initiatives with the University, including Minnesota Lions and University representatives celebrated Richard A. Carlson, M.D. Thomas J. Cartier establishing the Lions Children’s Eye Clinic, their 50-year partnership and the Lions’ $3 million pledge Frank B. Cerra, M.D.* the William H. Knobloch Retina Chair, and with a tour of TCF Stadium and a reception at . Gary L. Davis, Ph.D.* the Lions Macular Degeneration Center. They From left, Jay Krachmer, M.D., head of the Department of Wendy W. Dayton Ophthalmology; Patty Porter, Minnesota Medical Timothy J. Ebner, M.D., Ph.D.* also helped build the Lions Research Building Foundation VP of development; Lion Lynn Farley; and Mark Eustis at the University and have garnered community John R. Finnegan Jr., Ph.D.* Richard Reger, Minnesota Lions Eye Bank, Inc., board chair. Barbara L. Forster support for correcting vision problems and Judy Gaviser contributed countless hours of volunteer time. Stanley M. Goldberg, M.D. Peter M. Grant II About 22,000 Lions are working on ser- That legacy has allowed vision experts Beverly N. Grossman vice-focused projects throughout Minnesota. at the University to do more for families Susan Gunderson John O. Hallberg “Each Lions Club has its own unique way of like Kira’s, who say they are grateful that Sidney Kaplan, J.D. raising funds,” says Richard Reger, Minnesota they had access to University doctors’ skill Richard E. Kuntz, M.D. John Lindahl Eye Bank, Inc., board chair. “Some have and expertise. Wesley J. Miller, M.D.* pancake feeds and fishing tournaments, but “They’ve all been compassionate and Phillip W. Ordway Richard Ostlund*, J.D. the dedication and commitment is always aggressive — exhausting every possibility,” Mark S. Paller, M.D., M.S.* there to reach out to the less fortunate.” says Michele. “At the U, they’re finding new Treva Paparella* Krachmer concurs: “When Lions see that Cal Simmons solutions and looking for the best treatments James P. Stephenson, J.D. something needs to get done, they are right for the next Kira.” Mary K Stern, CFA up there volunteering and doing it before Martin J. Stillman, M.D., J.D.* –Rb o yn White Roby Thompson Jr., M.D. others even know about it,” he says. “Over Selwyn M. Vickers, M.D. these 50 years, they have said, ‘How can we To learn more about how you or your organization can Winston R. Wallin help?’ That’s the relationship we have with support research in the University’s Department of Kevin Warren, J.D. Ophthalmology, contact Chuck Semrow at 612-624-6313 Brian Wenger, J.D. the Minnesota Lions.” or [email protected]. Dodd Wilson, M.D. Charles F. Wiser Jr.

*Ex officio members

For More information Minnesota Medical Foundation McNamara Alumni Center 200 Oak Street SE, Suite 300 Minneapolis, MN 55455–2030 612-625-1440 800-922-1663 mmf @ mmf.umn.edu givingmatters Fall 2010 www.give.umn.edu Published twice a year by the Reader comments and suggestions © 2010 Minnesota Medical Foundation. The University of Minnesota is an equal Minnesota Medical Foundation are welcome. Please send to: All rights reserved. opportunity educator and employer. Meredith McNab Giving Matters editor Minnesota Medical Foundation N icole Endres 200 Oak Street SE, Suite 300 Ass ociate Editor Minneapolis, MN 55455–2030 W oychick Design Or contact the editor directly Design and Production at 612-625-0657 or S exton Printing [email protected] p rinting and distributioN