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It Doesn't Take Much to Make a Difference

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Jo first encountered Pathways when her husband of 20 years, Henry, fell ill in 1995. At the time their sons were 14 and 18. "Henry was admitted to hospice right away," Jo remembers, "and the staff helped not just Henry but our whole family. I was very impressed by the staff and knew immediately that I wanted to be a hospice volunteer."

Volunteering was not new to Jo. As a flight attendant for TWA in the late 1960's, she moved to San Francisco. "Very soon after the move, I began going to a nursing home to play the piano. Soon a friend who played the violin joined me. I've always had an interest in the elderly." In mid-1996, Jo completed the Pathways volunteer training and began to visit patients.

Over the years, Jo has made an indelible mark on Pathways, visiting patients, helping out in the office, and even playing the piano and singing at remembrance events for family members. Her work with patients and families anchors her volunteering. "People are so interesting. Everyone has a story. Everyone is worthy. As volunteers we can listen to the stories that the families have heard a thousand times. Telling the stories gives meaning to their lives."

"I always tell new volunteers that it doesn't take much to make a difference. People are so vulnerable at this time in their lives, and just by listening we can help." She finds that families often feel comfortable talking to volunteers about things they may not tell the nurse or social worker.

If it feels right, Jo uses music in her work with patients, playing the piano and singing. "I sing hymns a lot because people remember them, even people with Alzheimers. Once I was at a patient's home and he was dressing. I saw a piano in the living room and there was sheet music for folk songs on the stand. I began to play. Moments later, I heard a beautiful voice, deep and resonant, begin to sing. For the next half hour, the patient sang these folk songs as I accompanied him." When he died three days later, his wife asked Jo to play the piano at their home after the memorial service. Now many years later, Jo and his wife still keep in touch.

Hospice volunteering is special work. "It's so uplifting to know you can do something to help. With so little, you can do so much." But balance is also important for Jo - balance of the mental, spiritual, physical, and social. "I take care of myself and sleep well. I know that after an intense time with a family I will have the time to rest. I really appreciate that Pathways puts no pressure on me. There are times when I have to pull back and I'm never made to feel as though I should do more. And somehow when I have a patient who needs more time, miraculously I have more time."

Although Jo worked until her husband's illness, she quit work after his death. "I wanted to be home with my sons." Her sons now grown, Jo leads an active life singing in two choirs, playing tennis, hiking, gardening, traveling, and enjoying time with her family. In addition to maintaining a balanced life, Jo believes that 'All you need is enough.' I don't need an excess of material possessions. I've been very lucky in my life. By making adjustments, I have been able to manage and do the things that are important to me."

When Jo made her estate plans, she wanted to include Pathways. "It's been very meaningful for me to be involved with Pathways. I give my heart to Pathways and I want people to know we exist. It's important to me to make sure that Pathways is able to continue into the future beyond my life." By including Pathways in her will, Jo is ensuring that Pathways will continue to make a difference in the lives of families for years to come.

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A charitable bequest is one or two sentences in your will or living trust that leave to Pathways Home Health and Hospice 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 Pathways Home Health and Hospice, a nonprofit corporation currently located at 585 North Mary Avenue, Sunnyvale, CA 94085, 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 Pathways 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 Pathways 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 Pathways 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 Pathways where you agree to make a gift to Pathways 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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