Several years ago, the community opened Summer House, a memory care neighborhood serving residents with Alzheimer’s and other dementias, and began offering Truly Yours, a program that brings personal assisted living services directly to residents in their homes at Vista. The community also recently enhanced resident amenities, including a new resident lounge, refurbished and expanded dining room and an outdoor patio.

In 2022, the Foundation partnered with Vista to pilot video touch-screens that tell resident and community stories, provide information about the campus, and showcase the community’s compassion through charitable gifts to the Foundation.

Vista del Monte residents have a zest for life that matches the vitality of the entire Santa Barbara area. Some residents explore their creative sides, in groups like the Vista Voices Choral Group and the Vista del Monte Players theatre company. Others stretch their minds with lifelong learning classes taught by outside experts as well as by residents.

Vista del Monte has always been a generous community. Through gifts from residents, the community has been able to make numerous enhancements to its campus, including the opening of Summer House. Joanne Freeman, the chair of the VDM Philanthropy Committee, made a gift through her Donor Advised Fund (DAF) to support that project, and also regularly donates to the Employee Scholarship Fund. “When I was a child, my family had a practice of giving back to others,” Joanne said. “I’ve kept this practice throughout my adult life and love giving to programs that serve people in my local community.”

Joanne’s friend and neighbor Jeanne Giacobine chairs the Scholarship Committee, a role she took on because “it’s a cause that means a lot to me.” But Jeanne’s charitable giving did not stop there. She has also donated to the Foundation’s Resident Assistance Fund for her community, to assist those neighbors who, by no fault of their own, have outlived their resources. “I look at residents who have been here for a long time and think how scary it must be if they ran out of money,” Jeanne said. “The Foundation elevates Front Porch and this community from just being a business to something bigger and greater. I’m happy to be part of that greater good.”

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ignificant gift in his will to support Ruth’s Table, leaving a legacy to creative aging.

Charles “Chuck” Raymond’s passions in life included design, architecture and an extensive network of close friends. Mr. Raymond graduated on full scholarship with honors from the University of Michigan, School of Architecture. He established a well-respected architectural firm, Raymond Designs of Atlanta, Georgia, concentrating for 30 years on commercial airport retail.

Long-time friend Jerry Brown, Covia Senior Director of Affordable Communities, recalls meeting Chuck through a mutual friend who was on his staff as an interior designer. “Chuck was like Cary Grant,” Jerry recalls. “He was debonair, intelligent, and loved the arts, fashion and design.”

Chuck also loved to travel, visiting museums and enjoying the cuisine and culture from London to Paris, Barcelona, Malta, Australia, New Zealand, and Buenos Aires. Jerry remembers the New Year’s Eve dinner and fireworks he shared with Chuck in 2005 at Jules Verne atop the Eiffel Towers. “We also shared family Thanksgiving dinner in 2009 at Windows of the Worlds atop New York’s World Trade Center,” Jerry recalls.

Chuck retired to Palm Springs in 2017 and, through his friendship with Jerry, discovered the range of programs supporting creative expression at Ruth’s Table at Bethany Center. Chuck was an avid art collector with special interest in Salvador Dali and Andy Warhol. At Ruth’s Table, he purchased two pieces from the gallery showing of artist Jennifer Ewing’s “Spirit Boats,” meant to symbolize passage and metaphysically hold a person as they journey.

Ruth’s Table Director Jessica McCracken remembers fondly that Chuck participated in the Ruth’s Table community production of its 50th Anniversary artwork “Crochet Jam” by artist Ramekon Artwisters. The piece hangs in the lobby of Bethany Center.  “Through it we’ll always have a little bit of Chuck’s spirit with us,” she said.

Jerry noted that Chuck will be remembered by residents, participants, staff, and board members for his love of the arts, fashion, puns, cuisine and world travel that he connected with the diverse seniors of Bethany Center and Ruth’s Table.

Chuck’s estate gift to the Bethany Center Foundation will help support programs at Ruth’s Table that bring people together in creative expression, inspiring Bethany Center residents in creativity and wellness exercise to stimulate the brain, the body and the spirit.

If you have included Covia Foundation or the Bethany Center Foundation in your will or estate plan, please let us know so that we can say thank you. For information on how to include a program or community you care about in your will or estate plan, please contact Covia Foundation Executive Director Katharine Miller at 925.956.7414 or kmiller@covia.org. We’d love to help you make a difference, supporting something you care about.

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While the primary motivation for most charitable gifts is a desire to make a difference, not simply tax breaks, good financial planning leaves more for charitable gifts. Donors are paying attention to the impact of the new tax law – and making plans to maximize the difference their gifts can make.  The Covia Foundation offered several workshops this year on maximizing your charitable contribution and offers the following strategies you can use for your own planning purposes.

The new tax law that went into effect for 2018 nearly doubles the standard deduction to $12,000 for individuals and $24,000 for married couples filing jointly. That means fewer Americans will itemize deductions on their tax returns – including charitable gifts.

Using tax-smart giving strategies can allow some donors to give more and enable others to grow their initial contributions tax-free until funds are disbursed to designated organizations:

APPRECIATED STOCK:

One strategy is to donate appreciated assets such as stocks or real estate directly to a charity. Donors receive the fair-market value of the asset at the time of the gift as a charitable deduction – without incurring the capital gains tax they would face if selling an appreciated asset outright. The charity then liquidates the asset and puts the funds to work to make a difference.

IRA CHARITABLE ROLLOVER:

Taxpayers over the age of 70 ½ can plan a Qualified Charitable Distribution from their Individual Retirement Accounts (IRA). Diverting some or all of the required minimum distribution from an IRA can provide financial benefits. While the distribution doesn’t count as a charitable deduction, it also doesn’t add to the donor’s adjusted gross income – which can reduce income taxes (and possibly Medicare premiums). Up to $100,000 annually may be requested as a Qualified Charitable Distribution.

DONOR ADVISED FUNDS:

Donors can make several years’ worth of charitable gifts in cash or appreciated assets to a donor-advised fund. This strategy can provide an immediate tax deduction on the amount contributed and allows the donor to direct gifts from the fund each year to the charities he or she supports.

Charities are able to continue their work in good part because of the support of people who care about making a difference. Planning ahead gives you the opportunity to make an even bigger impact with your charitable dollars. Generosity combined with knowledge can make all the difference in the world.

If you would like to attend a future charitable giving forum, please contact Michelle Haines, Covia Foundation Development Associate, at mhaines@covia.org. And to join our effort to provide life-changing support for seniors, please visit our secure online donation page.

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