Skip to Content

Marjorie Schoenhair: Helping Others-And Herself


Marjorie Schoenhair and Dr. Rebecca Reilly

Marjorie Schoenhair had no idea she would someday need the services of the Methodist Hospital program she chose to support.

Marjorie is a tiny woman with a core of steel and a heart of gold. Her beautiful complexion gives no hint of her age—90 years young! During this time, Marjorie has experienced many blessings, and she enjoys nothing more than sharing some of those blessings with others.

One of the ways Marjorie enjoys helping others is through Methodist Hospital Foundation. She learned about the Foundation from her late husband, Clarence, who was a longtime employee at Methodist Hospital in the Finance Department.

When her beloved Clarence passed, Marjorie continued their philanthropic support of Methodist Hospital's programs through the Foundation. After a visit in 1996 to the Methodist Hospital Geriatric Evaluation and Management (GEM) Clinic, Marjorie made a stock gift to help fund startup costs.

She explained her decision in a letter to the Foundation: "There are getting to be so many more elderly every year, and there are so many problems connected with aging. I think there is a great need for this type of a clinic." The GEM Clinic offers assistance to older adults and their families when quality of life has been affected by changing health conditions.

Late last year, Marjorie made another visit to the GEM Clinic—this time, as a patient rather than a donor. A stroke left Marjorie in need of their services so she could continue to make decisions about her health care. As she entered the Clinic, she felt great pride in knowing she helped establish these important services.

For Marjorie, experiencing the benefits of her generosity firsthand brought home the true meaning of "making a difference."

eBrochure Request Form

Please provide the following information to view the brochure.

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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.