C L E V E L A N D C L I N I C > C A T A L Y S T—

Volume 2 Issue 1

A healthy lifestyle and smartpreventive care keep this philanthropic onion farmer out in the fields.

C ATA LYST P R O F I L EChar les Hanl ine

4p a g e

p h i l a n t h r o p y d r i v i n g g r o w t h

I N S I DE

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Krause-Lieberman Chair First for Laparoscopic Surgery

meet the s taf f Claire M. Young, R.N., M.B.A.

Real Estate Gifts Offer FinancialAdvantages

Hirsch Cancer Research EndowmentHonors a Generous Life

Leaders Recognized at Partners in Philanthropy

catalys t prof i le An Onion a Day

MBNA Gives $18 Million atDedication

Q+ACleveland Clinic Lerner College of Medicine of Case WesternReserve University

Fund Fosters Bone MarrowTransplant Success

Thankful Patients Offer EnduringGratitude: The Ebisches

photo c l ipsMaking Connections :: Art on Loan

news br ie f sHeart Center Ranked #1 ::Clinic’s Largest NIH Grant :: Quality Web Site Launches

partners in growthMcLoraines’s $5 Million EstateGift to Cancer Program :: Stem Cell Center Formed :: South African Couple MakesMajor Pledge

Her backyard camp had

everything from organized

games to homemade sand-

wiches. Debra Ann was so

fond of children that the

selfless teen used the

money she earned in those summers to buy gifts for

her little campers.

Today Mr. November, an insurance salesman, and

his wife, Iris, honor Debra Ann’s life by supporting

various children’s causes in the Cleveland commu-

nity. Their latest philanthropic endeavor constitutes

a $1 million pledge toward future expansion of the

Cleveland Clinic Center for Autism at The Cleveland

Clinic Children’s Hospital for Rehabilitation. The

expansion will allow the center to help more children

with autism and consolidate autism services into one

area of the hospital. Mrs. November, a retired librari-

an whom Mr. November affectionately refers to as his

“bookie,” is pleased to help increase the resources

available to a leading autism research program.

In addition to ongoing research, the Center for

Autism offers a year-round school, including an

early childhood program. A nearly 1:1 teacher-to-

�million-dollar tribute

t o d a u g h t e r ’ s l ov e o f c h i l d r e n

ne of mort november’s favorite memories of his daughter,debra ann, recalls a young teenager running a makeshiftsummer camp for neighborhood children.

student ratio helps children who have trouble inter-

acting with the world around them. The Center for

Autism also trains education and medical profes-

sionals and offers community outreach services.

The Novembers, Beachwood, Ohio, residents, have

funded building expansion at the Cuyahoga Valley

National Park and at an East Cleveland library. And,

each year, they send two Cleveland elementary

school classes that demonstrate academic excel-

lence and outstanding community service on an

overnight field trip to the Great Lakes Science

Center or the Cuyahoga Valley Environmental

Education Center.

“I’m doing what I feel Debra Ann would have done

if she’d lived,” Mr. November says. The Novembers

are funding the Center for Autism project with an

IRA, a giving vehicle typically reserved for bequest

gifts. These PYRAMID Legacy Society members

wanted to put their savings to work now and see

in their lifetimes, a building named for Debra Ann

with autistic children busy learning inside.

To learn more about supporting the Center for Autism, please call Tracy Ketchem, 216/721-7019.

C L E V E L A N D C L I N I C > C A T A L Y S T— p h i l a n t h r o p y d r i v i n g g r o w t h

Newly appointed Chief

Nursing Officer Claire

M. Young, R.N., M.B.A.,

previously served as direc-

tor of the Clinic’s Office

of Quality Management,

managing all accreditation

activities for the hospital

and the Cleveland Clinic

Health System. She joined the Clinic in 1995.

Ms. Young has worked as an exercise physi-

ologist, a staff nurse in the Cardiothoracic

Intensive Care Unit and an administrator in

Preventive Cardiology and Cardiac Rehabil-

itation. She earned her bachelor’s, nursing

and master’s degrees at Texas A&M University,

Houston Baptist University and Lake Erie

College, respectively.

Claire M. Young, R.N, M.B.A.

{ c o n t i n u e d o n p a g e 7 }

2

The Cleveland Clinic’s renowned Digestive Disease Center will host what is believed to be the

first chair in laparoscopic colorectal surgery in the United States and second in the world,

thanks to the philanthropic support of Alan M. and Karen L. Krause.

The couple’s $1.5 million commitment to fund the Krause-Lieberman Chair in Laparoscopic

Surgery in the Department of Colorectal Surgery will support research, database development

and recruitment of research fellows in laparoscopic surgery, says Victor Fazio, M.D., chairman,

Colorectal Surgery.

The chair will rotate every five years to springboard the work of many up-and-coming doctors.

This is the first rotating chair at the Clinic. The inaugural chair holder, Anthony J. Senagore,

M.D., Colorectal Surgery, plans to investigate the physiological differences between laparoscop-

ic and open surgery; research new surgical instrumentation, including robotics; and analyze the

cost-effectiveness of laparoscopic surgery, quantifying advantages such as faster recovery time.

“In general, all clinical research is more difficult to fund than basic research. In particular, cost-

effectiveness study is difficult to fund and depends almost exclusively on philanthropy. Without

this support, we would have had to slow the pace of research,” says Dr. Senagore.

The chair is dedicated in memory of Mr. and Mrs. Krause’s parents, Pearl and Henry H. Krause and

Mildred and Philip Lieberman, and Mrs. Krause’s brother, Dr. Kenneth I. Lieberman.

“It’s a feeling of sentimentality that their names will live on after their children pass away,” says

Mrs. Krause.

In addition to creating a lasting tribute, the Krauses met their goal of supporting the Colorectal

Surgery Department. Following surgery performed by Dr. Fazio, Mrs. Krause quickly returned to a

normal, active life. She is pleased to help improve other patients’ experiences, especially given

that her father passed away from colon cancer at a time when surgery was not as advanced. Mr.

and Mrs. Krause also contribute to this cause by serving on the Cleveland Clinic Digestive Disease

Center National Leadership Board.

KRAUSE-LIEBERMAN CHAIRFirst for Laparoscopic Colorectal Surgery

Anthony J. Senagore, M.D., holds the Krause-Lieberman Chair in Laparoscopic Surgery in the Department of Colorectal Surgery.

m e e t t h e s t a f f

Your property may be one of your greatest

assets, and incorporating its worth in your

charitable giving strategy can benefit you and

your favorite organization.

There are three main ways to take advantage

of the value of your private real estate for

charitable purposes – each offers distinct

benefits. First, if you no longer require use of

the real estate, you may donate it outright to

a not-for-profit organization for the maximum

tax advantages, including complete avoid-

ance of capital-gains tax.

real estate giftsoffer financial advantages

H I R S C H C A NC E R R E S E A R C H E N D OW M E NT H O NO R S

3

“If the research saves or prolongs one person’s

life, to use my father’s words, and gives them

quality extended life, his legacy of caring will

live on,” says Carl Hirsch. A plaque recogniz-

ing the family’s philanthropic contribution

was placed in the lab of Ram Ganapathi,

Ph.D., at the Cleveland Clinic Taussig Cancer

Center. The Hirsch family intends this gift to

be the foundation for further support of can-

cer research, to pinpoint early warning signs

and ultimately find a cure. They encourage

others to join this cause.

Mr. Hirsch was founder of Hirsch Electric Co.,

an electrical contracting firm in Cleveland and

Akron. In addition to his children, he is sur-

vived by Birdie Hirsch, his wife of 59 years.

a generous life

You could always count on William B. Hirsch

to lend a hand, spare a few dollars or solve a

problem. Now, thanks to his children’s col-

laboration with the Cleveland Clinic

Taussig Cancer Center, Mr. Hirsch’s com-

passionate, generous nature will live on.

His three surviving children – Ronald

Hirsch, Carl Hirsch and Gayle Simon –

presented an initial gift of more than

$100,000 to establish the William B.

Hirsch Cancer Research Endowment Fund.

The endowment will support cutting-edge

cancer research and innovations at The

Cleveland Clinic in memory of their father,

a Beachwood, Ohio resident and former

Cleveland Clinic Health System patient.

Pictured (left to right): Ram Ganapathi, Ph.D.,

Michael Simon, Gayle Simon, Carl Hirsch, Birdie Hirsch,

Ronald Hirsch, Pat Hirsch and Ronald Bukowski, M.D.

Dr. Loop also presented the Al and Norma Lerner Humanitarian Award

to Delos M. Cosgrove, M.D., chairman, Thoracic and Cardiovascular

Surgery. This is the highest physician honor at the Clinic, recognizing

those who personify the Clinic mission and utmost values of the med-

ical profession.

“Dr. Cosgrove has provided a striking example of leadership. He and

his department are the envy of the profession,” Dr. Loop said.

Special guest Mark Shapiro, Cleveland Indians executive vice presi-

dent and general manager, spoke on the Indians’ development as a

team and the importance of character and commitment on and off the

field, including prioritized support of not-for-profit organizations such

as the Clinic.

the annual Partners in Philanthropy dinner, recognizing special friends

and supporters of The Cleveland Clinic, was held on October 1 at

Executive Caterers at Landerhaven. In front of about 600 attendees,

Albert E. Maroone, chairman of the Cleveland Clinic Florida Leadership

Board, and Samuel H. Miller, Clinic trustee and Executive Committee

member, were both named Distinguished Fellows, the highest honor

granted to individuals who have offered extraordinary contributions of

service and support to the Clinic.

Bernardo Fernandez, M.D., chairman, Division of Medicine, Cleveland

Clinic Florida, commended Mr. Maroone’s offerings of friendship,

time and effort. He said, "Al’s success is matched only by his gen-

erosity and humility."

When presenting to Mr. Miller, Floyd D. Loop, M.D., Cleveland Clinic

chairman and CEO, said, "If you look at the luminaries in this communi-

ty, no one has given more in time and effort than Sam Miller. He is truly

a friend of the downtrodden." Mr. Miller then announced a $1 million

commitment to the Cleveland Clinic Heart Center and a pledge of

$100,000 a year toward the Maria and Sam Miller Professional

Excellence Awards, presented annually to Clinic employees demon-

strating exemplary service.

�partners in philanthropy��

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leaders recognized at

Pictured (left to right): Delos M. Cosgrove, M.D., Samuel H. Miller and Michael Maroone (accepting the Distinguished Fellow award on his father Albert’s behalf).

Thankful for care received at The Cleveland Clinic, onion farmer Charles Hanline has designated TheCleveland Clinic as recipient of an estate gift.

C L E V E L A N D C L I N I C > C A T A L Y S T— p h i l a n t h r o p y d r i v i n g g r o w t h

—A N O N I O N A DAY

A healthy lifestyle and smart preventive care keep thisphilanthropic onion farmer out in the fields.

harles Hanline gladly proclaims the health

benefits of onions. Granted, as owner of the

largest onion farm in Ohio, he has an interest

in promoting the value of the pungent bulb.

But the fit, active 85-year-old also stands as

a personal testament to eating nutritious

foods, including plenty of onions, exercising

and sticking to a preventive check-up schedule

with The Cleveland Clinic.

Whether reeling in monster swordfish or snap-

ping pictures on safari, Mr. Hanline enjoys his

good health to the fullest by entertaining an

adventurous streak. However, he typically gets

his exercise walking with his dog Lucky, and

sometimes with several energetic grandchil-

dren. Anything but retired, Mr. Hanline recent-

ly toured onion farms in South America to

study advanced organic farming methods.

Mr. Hanline’s ongoing pursuit of excellence

extends not only to his business, but also to

managing his personal health. Though The

Cleveland Clinic is a two-hour drive from his

farm in Plymouth, Ohio, Mr. Hanline heads

there at least twice a year because he knows

that’s where he’ll find the best care and

expertise. He has been coming to the Clinic

for more than 50 years, ever since his

Plymouth doctor referred him for chest pain

as a result of lifting heavy bags of fertilizer

on the farm. His hometown doctor suspected

heart trouble, but Clinic physicians diagnosed

bruised cartilage.

“If I hadn’t gone to The Cleveland Clinic, my

local doctor would have had me on heart

medication unnecessarily for the rest of my

life,” says Mr. Hanline. This was a wake-up

call for Mr. Hanline, who has visited the Clinic

for regular physicals ever since. During these

check-ups, doctors have diagnosed early-stage

melanomas, potential prostate problems and

the need for a pacemaker.

Mr. Hanline is thankful for the care he receives

at the Clinic and the lifestyle his good health

allows. And, regarding more urgent situations,

“The fact that you can have a complete record

is a benefit when something happens,” he says.

When Mr. Hanline became disoriented after hit-

ting his head, for instance, Clinic doctors had

instant access to his full medical history.

He has expressed his gratitude for decades of

quality care by planning a six-figure estate

commitment to the Clinic’s area of greatest

need. He also participates in the Clinic’s

PYRAMID Legacy Society events.

Mr. Hanline has other Cleveland connections,

as well. The son of a telegraph operator, Mr.

Hanline actually began his career as a civil

engineer for Standard Oil Co. in Cleveland.

But Plymouth-based onion farmer John

Stambaugh soon recruited the young Mr.

Hanline to engineer a solution to his drainage

problems. Mr. Hanline’s system improvements

reclaimed drainage on 900 acres and marked

the beginning of a successful partnership.

When he passed away, Mr. Stambaugh left Mr.

Hanline shares upgrading him to majority

owner of the onion farm. He later became the

sole owner.

While Mr. Hanline focuses on raising onions

and potatoes, his children operate a success-

ful produce re-packaging and regional distri-

bution operation from the 900-acre farm,

serving outlets such as Wal-Mart Stores, Inc.

and Wendy’s Old Fashioned Hamburgers.

The Hanline family’s secrets to success are

integrity and persistence, traits handed down

by Mr. Hanline and his late wife, Alice. These

characteristics have served Mr. Hanline well

as a father, a farmer and when he was an air-

man during WWII. His plane was shot down

over Germany during the war. After parachut-

ing from 20,000 feet, legs peppered with

shrapnel, he was held prisoner for ten

months. But, Mr. Hanline persevered and went

on to raise a family and become one of Ohio’s

most fruitful farmers.

P R O F I L E

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5

ERIC TOPOL, M.D., CHIEF ACADEMIC OFFICER AND PROVOST, CLEVELAND CLINIC LERNER COLLEGE

OF MEDICINE OF CASE WESTERN RESERVE UNIVERSITY, COMMENTS ON GOALS AND PRIORITIES

FOR THE NEW MEDICAL COLLEGE PARTNERSHIP.

Q What is the mission of the Cleveland Clinic Lerner College of Medicine of Case Western Reserve University?

A Less than three percent of doctors in this country are actively doing research, which is the wholefuture of medical care. The new Cleveland Clinic Lerner College of Medicine is dedicated to repopulatingthe physician-researcher pool. This is the only medical college in the United States that is 100 percentdedicated to turning out physician-investigators. As such, the number one entry criteria is a curiosity and a passion to go beyond patient care and do the work that will greatly impact disease prevention and promote good health. The first class of students will start in July 2004. We hope that through theinnovative five-year curriculum they will gain all the tools, experience and mentoring needed to be greatphysician-researchers in the years ahead.

Q How will the partnership with Case Western Reserve University function?

A The Cleveland Clinic’s college program is an integral part of the Case Western Reserve UniversityMedical School, and the degree is awarded through the university. Students will receive all training on The Cleveland Clinic campus, but will collaborate with Case Western Reserve faculty members inresearch. It’s a true collaborative effort and ideal experience. Case Western Reserve is an outstandinguniversity that just happens to be two blocks away. Amazingly, we have never worked together in a significant way, so mutually forming the Cleveland Clinic Lerner College of Medicine is a tremendous and exciting accomplishment.

Q What do you see as the most important philanthropic opportunities?

A While each class will be small, we believe these students are going to lead American medicine in the years ahead. We want students to stay focused on the mission rather than worrying about debt, so we set up an endowment to offset the economic burden. I feel that we need further support in thisarea. Also, it would be great to purchase equipment for a clinical skills center for simulating medical procedures, such as a colonoscopy, using a computer rather than a patient. There are also many programs, such as genetics, that we want to fortify. We’d love to have endowed faculty chairs and funds to recruit new faculty mentors in areas such as cancer, neurology and heart disease.

mbna gives$18 millionat Dedication

Scholarship Support Needed

Scholarships ease the enormous burden of medical school tuition, liberating students to pursue careers as physician-researchers. The Office of Developmenthas introduced a scholarship fund program for friends interested in supporting students entering the newmedical college. Fully or partially endowed funds, as well as three-to-five-year term scholarship funds, may be named for an individual, family orgroup. To learn more about sponsoring an endowed or limited-term scholarship,please contact Nancy Nickles, Office ofDevelopment, 216/444-1246.

organizations are united and will ensure bet-

terment of health care and education for so

many,” Mr. Lerner’s wife Norma said.

Ribbon cutting for the MBNA Conference

Center was performed by Mrs. Lerner, who was

introduced at the event as the newest Clinic

trustee; John Cochran, CEO of MBNA America

Bank; Charlie Cawley, recently retired CEO of

MBNA Corporation; Lance Weaver, chairman of

the MBNA Foundation; A. Malachi Mixon, III,

chairman of the Clinic Board of Trustees; and

Dr. Loop. Special guest Hugh Sidey, contribut-

ing editor with TIME magazine, spoke to a

packed amphitheater regarding his forty plus

years of covering the U.S. presidency.

MBNA and Clinic leaders cut the ribbon, officially dedicat-ing the MBNA Conference Center at the InterContinentalHotel. The conference facility offers 35,000 square feet ofmeeting space and a 500-seat amphitheater with high-endmedia capabilities, such as an audience response keypad atevery seat and four projection screens.

he state-of-the art MBNA Conference Center

at the InterContinental Hotel was dedicated

on September 17 in memory of Al Lerner, who

was CEO and chairman of MBNA Corporation

and president of The Cleveland Clinic.

At the dedication event, Floyd D. Loop, M.D.,

CEO, announced an $18 million multi-year

agreement from the MBNA Foundation. Dr.

Loop described the donation as “one of the

most important gifts in the history of The

Cleveland Clinic.” The funding will support the

Cleveland Clinic Lerner College of Medicine of

Case Western Reserve University by providing

resources for scholarships, curriculum devel-

opment and faculty and student recruitment.

“This is particularly important to me because

of Al’s love for MBNA and The Cleveland Clinic.

I know he would be so proud that these two

T H E E B I S C H E S

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C L E V E L A N D C L I N I C > C A T A L Y S T— p h i l a n t h r o p y d r i v i n g g r o w t h

hen Joyce Ebisch of Erie, Pa., was diagnosedwith severe rheumatoid arthritis at the age of32, a specialist in Buffalo, N.Y., told her that she’dbe in a wheelchair within a year. Three monthslater, she had lost the ability to operate a pair ofscissors and could barely rise out of bed on herown. Yet, over 30 years and 23 surgeries later,she still walks with the help of crutches.

Shortly after her diagnosis, Mrs. Ebisch’sBuffalo rheumatologist referred her to a col-league, Arthur L. Scherbel, M.D., then head ofthe Department of Rheumatic Disease at TheCleveland Clinic. Dr. Scherbel and the Clinicoffered life-enhancing expertise.

While her arthritis has forced many sacrifices,from teaching first grade to driving a car, Mrs.Ebisch is thankful for the things she can do,such as lovingly stroking her cats, Snuggy andFrannie. She feels immense gratitude to TheCleveland Clinic, where she turned for helpsoon after her diagnosis. That is why she andher husband, Robert, have supported the Clinicwith regular gifts over the last decade.

“I have had such good luck and good care atThe Cleveland Clinic. It is one of our charitiesthat we give to automatically,” says Mrs. Ebisch.

At the Clinic, she was among the first arthritispatients anywhere treated with methotrexate,a cancer treatment that in a milder form worksfor rheumatoid arthritis. More recently, shebegan taking a new TNF-alpha blocker drugand since has required only one joint opera-tion. Before this treatment, she underwentsurgical procedures at least once a year.

Mr. Ebisch, who suffers from bladder tumors,also has benefited from the Clinic’s positionon the forefront of innovative treatments,undergoing incision-free tumor removal.

“There aren’t too many places offering thekind of specialty expertise and compassionatenursing care that we’ve found at TheCleveland Clinic,” says Mr. Ebisch. For thisreason, the couple has offered the Clinic theirenduring support.

When it comes to Brian Bolwell, M.D.,

Hematology and Medical Oncology, and

his work, Jean Benson, of Naples, Fla.,

says with gratitude, “I have a kind spot

in my heart.” As thanks for the success-

ful, compassionate treatment that he

offered her, Mrs. Benson now supports

Dr. Bolwell’s clinical research efforts.

Dr. Bolwell, in turn, is grateful for the opportunity that Mrs. Benson

provides to pursue his chosen area of investigation, bone marrow trans-

plantation. Most research in this area focuses solely on physical treat-

ment, but Dr. Bolwell, who serves as program director of the Bone

Marrow Transplant (BMT) Team, broadens the scope to include the

effects of psychological and social circumstances on transplant success.

Funding for this type of research is difficult to secure, and support from

Mrs. Benson, who recently made a six-figure gift to launch the Mrs.

Keith S. Benson Initiative Fund in BMT, is critical to Dr. Bolwell’s abil-

ity to pursue his goals.

“With her admirable leadership and support, Jean Benson is helping us

try to make bone marrow transplant as humane as possible in addition

to extending our clinical research efforts,” says Dr. Bolwell. As the

Benson Initiative Fund grows, it will help Dr. Bolwell meet program

goals such as further investigating psychosocial effects on outcomes

and enhancing the compassionate treatment and comforting support

given to patients and their families.

Mrs. Benson and her late husband, Keith, have generously supported

many Clinic programs over the years. During their earlier days in

Cleveland, Mr. Benson was a leader in Cleveland’s iron ore and coal

management business. Aside from raising a family, which has grown to

include six grandchildren and 10 great-grandchildren, Mrs. Benson has

long volunteered her time to many charities in Cleveland and Naples.

successFund Fosters Bone Marrow Transplant

Benson’s gift in gratitude helps physician-researcher meet his goals

�

Jean Benson

Thankful Patients Offer Enduring

Loyal supporters Joyce and Robert Ebisch bothbenefit from cutting-edge patient treatment atthe Clinic.

Gratitude

7

P H O T O C L I P S—

Art on Loan MBNA Corporation loaned The ClevelandClinic highlights from its Wyeth art collection for display in the InterContinental Hotel last July throughSeptember. This collection brings together the workof three generations of America’s Wyeth family,Newell Convers Wyeth (1882 -1945), his son AndrewWyeth (b. 1917) and grandson James Browning Wyeth(b. 1946). MBNA’s complete art collection includesthe work of many highly regarded artists, with anoverall emphasis on living artists and contemporaryAmerican realism.

Making Connections Losing a loved one is difficult. To help family members cope, the Harry R. HorvitzCenter for Palliative Medicine and Hospice of TheCleveland Clinic sponsored the first annual CampConnect last May. At the one-day event, held at CedarHills Camp and Conference Center in Painesville, Ohio,children such as Carly Wachtel (left) and LindseyWachtel (right) and their families explored their griefover the death of a loved one in a safe, supportiveatmosphere. Camp attendance was free of charge,thanks to private donations made in memory ofJerome B. Burkons, founding chairman of the PalliativeMedicine Board of Advisors. The next Camp Connectwill include an overnight stay, May 21 to 22, 2004.

N E W S B R I E F S—

H E A R T C E N T E R R A N K E D # 1

For the 9th year in a row,

U.S.News & World Report says

the nation’s busiest heart cen-

ter is also the nation’s best.

The Cleveland Clinic Heart

Center tops the magazine’s

2003 list of best heart and

heart surgery hospitals.

For the first time ever, The

Cleveland Clinic also is recognized for excel-

lence in all 17 medical specialties ranked by the

magazine. Of these rankings, nine specialty care

areas at the Clinic are listed in the top 10.

C L I N I C ’ S L A R G E S T N I H G R A N T

The National Institutes of Health has awarded The

Cleveland Clinic a $17 million grant to establish a

general clinical research center. The five-year,

renewable grant is the largest NIH award ever

received by the Clinic. The Cleveland Clinic

General Clinical Research Center will expand the

Clinic's patient research capabilities significantly,

providing centralized support for clinical and trans-

lational research and expanding clinical research

training and career development programs.

Q U A L I T Y W E B S I T E L A U N C H E S

The Cleveland Clinic now offers detailed guides

on the Internet to help consumers make informed

decisions about treatment options. The site pro-

vides information on the criteria most often used

to measure quality in health care. The site pro-

vides data on how the Clinic compares to other

health centers, patient satisfaction data and qual-

ity measures for numerous and specific diseases

and conditions. These guides are available on the

Internet at www.clevelandclinic.org/quality.

Second, real estate gifts can alternately pro-

vide you with life-long income. Here’s how this

works: You donate real estate to a charitable

organization and create a charitable trust or

gift annuity. The beneficiary (you or someone

you choose) receives payments now, and the

charity receives the principal in the future. In

addition to life-long income, you also receive

an immediate income-tax deduction, estate-

tax savings and avoidance of capital-gains tax.

Finally, many people do not realize that you

may live in your home for the remainder of

your life but transfer title to a not-for-profit

organization, such as The Cleveland Clinic,

for immediate income-tax savings. Called a

retained life estate gift, this well-kept secret

enables you to make a gift to a charity now

without any disruption in your lifestyle.

*

“My clients have found that making gifts of

real estate to fund a charitable trust or gift

annuity provides a greater source of income

than traditional investments,” comments

Bradley Schlang, certified financial planner

with Eton Financial Services. “Such gifts

increase diversification and liquidity while

supporting the clients’ charitable goals. These

vehicles benefit the charity and help transfer

more wealth to heirs.” Mr. Schlang is currently

working with Nelson J. Wittenmyer, director of

Gift Planning at the Clinic, to facilitate a

client’s real estate gift.

For more information on gifts of real estate,please contact the Office of Development at216/444-1245.

{ c o n t i n u e d f r o m p a g e 2 }

P A R T N E R S I N G R O W T H—

The Cleveland Clinic Taussig Cancer Center’s Scott Hamilton CARES Initiative, the

Cancer Alliance for Research, Education and Survivorship at the Clinic, has received

a $5 million estate gift from the late Helen McLoraine. Her gift will help extend

patient education and outreach efforts that empower and inspire cancer patients

and their loved ones by providing the best information available to help them

through their illness. Mrs. McLoraine supported Scott Hamilton, a 1984 Olympic

champion, from the early days of his skating career through his battle with tes-

ticular cancer and founding of the Scott Hamilton CARES Initiative at the Clinic.

McLoraine’s $5 Million Estate Gift to Cancer Program

C L E V E L A N D C L I N I C > C A T A L Y S T—

managing edi tor: Elizabeth Lear

photography: Cleveland Clinic Photographers

Cleveland Clinic Catalyst is published three times a year by the Office of Development for friends and supporters of The Cleveland Clinic.

The Cleveland Clinic, founded in 1921, integrates clinical and hospital care with research and education in a private, not-for-profitgroup practice. The Clinic depends on the generosity of individuals, families, corporations and foundations to ensure its continuedexcellence in patient care, medical research and education.

The Cleveland Clinic realizes that individuals would like to learn more about its particular programs, services or developments. At thesame time we fully respect the privacy of our patients. If you do not wish to receive any materials containing this information, pleasewrite to us at the Office of Development/UA20, The Cleveland Clinic, 9500 Euclid Avenue, Cleveland OH 44195.

Office of Development/UA20 9500 Euclid Avenue, Cleveland, OH 44195

Volume 2 Issue 1

Copyright 2004 The Cleveland Clinic

THE CLEVELAND CLINICFOUNDATION

—

cal l us at 216/444-1245, or v i s i t our Web s i te at www.clevelandclinic.org

South African Couple Makes Major Pledge

Ohio Governor Bob Taft (right) presented state funding totaling $19.4 million for the Center

for Stem Cell and Regenerative Medicine to Paul DiCorleto (right center), Ph.D., chairman of

the Cleveland Clinic Lerner Research Institute, Stan Gerson (left center), M.D., director of the

Center for Stem Cell and Regenerative Medicine and chief of the Division of Hematology

Oncology at University Hospitals of Cleveland, and Gil Van Bokkelen (left), Ph.D., chairman,

president and CEO, Athersys Inc. The new Center for Stem Cell and Regenerative Medicine, a

consortium comprised of Case Western Reserve University, The Cleveland Clinic, University

Hospitals of Cleveland, Athersys and other partners, will work to develop and commercialize

new stem cell technologies to treat a broad range of diseases. Governor Taft returned to the

Clinic campus for the groundbreaking ceremony for the new Cleveland Clinic Genetic and Stem

Cell Research Center on Oct. 31. At least two of the six-story building’s floors will house the

Center for Stem Cell Biology and Regenerative Medicine at the Clinic.

Eric Samson, who heads up Macsteel Group, an international steel distribution service head-

quartered in Johannesburg, South Africa, traveled across the globe for the Cleveland Clinic

Heart Center’s renowned care when he needed a heart bypass. Mr. Samson and his wife, Sheila,

recently pledged a large, multi-million dollar gift to the Heart Center, in honor of his surgeon,

Delos Cosgrove, M.D., chairman, Thoracic and Cardiovascular Surgery. The Samsons now come

to the Clinic for major medical procedures, but also drop in for regular check-ups during busi-

ness travels. Mr. Samson also serves on the International Heart Center Leadership Commission.

The Macsteel Group, one of the largest private companies in South Africa, moves about 20 mil-

lion tons of steel and iron ore in a year and oversees more than 100 international locations.

Stem Cell Center Formed

WINTER 2004