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David (Dave) Davis: Methodist's Sweet Spot for "Snickers Dave"

David Davis

Dave Davis was inspired to include Methodist Hospital Foundation in his estate plan while undergoing treatment for leukemia.

"The Snickers Man" or "Snickers Dave" — that's how a lot of people remember Dave Davis.

"He always had a bag full of Snickers and insisted anyone who came through his door take one," says Sarah Retana, RN, a nurse in Methodist Hospital's oncology unit.

Good humored and quick to make friends, Dave's affinity for handing out candy offers just one glimpse into his giving nature. His posthumous gift to Methodist Hospital Foundation offers another.

"Virtually 100 percent of the time, when someone goes through a life-changing medical event, and if they are charitable, they reassess what their charitable arrangements are going to be," says Rich Bertino, Dave's longtime financial advisor, health care power of attorney and friend.

"Throughout the years, Dave became a very close member of the family," Rich says.

Dave, 70, died in July 2017 after a six-month battle with leukemia. The care he received at Methodist on the 6th floor-south left an indelible impression.

"My wife put it best to him," Rich recalls. "She said, 'Dave, looking at this right now, who are the people or the organizations who have made a difference in your life, whether that has been over the last four years or the last six months? That's what you really need to consider. He said, 'You're exactly right. I'd like to do something for Methodist Hospital Foundation.'"

As a thank you to his dedicated care team—specifically the nurses and certified nursing assistants (CNAs) on 6South—Dave chose to include Methodist Hospital Foundation in his estate planning.

"The nurses and CNAs on 6South are professional. They care; they know what they're doing and nothing fazes them," Rich says.

Nurse Sarah says, "Because of the population we serve, we have so many patients that we grow very close to during their cancer journey. Dave was definitely one of those patients. He was such a genuine and caring person."

She continues, "Even through his own struggles and battles, he always wanted to know about you and wanted to make sure that you always took a Snickers on your way out the door."

As for his candy preference? An interesting fact about "Snickers Dave": "He told us that Snickers were actually not his favorite candy," Sarah says. "That gave us all a good laugh!"

To learn how you can support Methodist Hospital Foundation's future through a gift in your estate, like "Snickers Dave" did, contact Elizabeth Borisow at (402) 354-4825 or foundation@nmhs.org.

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A charitable bequest is one or two sentences in your will or living trust that leave to Methodist Hospital Foundation 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 Methodist Hospital Foundation, a nonprofit corporation currently located at 8401 West Dodge Road, Suite 225, Omaha, NE 68114-3447 , 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 Methodist Hospital Foundation 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 Methodist Hospital Foundation 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 Methodist Hospital Foundation 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 Methodist Hospital Foundation where you agree to make a gift to Methodist Hospital Foundation 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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