Foundation - Ohio Presbyterian Retirement Services

Stories from a historic year of donor support 

Fiscal Year 2007 Annual Report 

(July 1, 2006 – June 30, 2007) 

Energy+Enthusiasm=Excellence

Our mission is to support the older adult services 

of OPRS by nurturing a philanthropic environment 

that fosters generosity, volunteer involvement, 

donor relations and stewardship.

Energy+Enthusiasm 

Excellence 

Fiscal year 2007 was truly a year of “firsts” for the OPRS 

Foundation. Never before have we seen so much energy and 

enthusiasm from our friends like you. And never before have 

we achieved such excellence to benefit those we serve! 

The Mission, The Vision, The Promise Capital Campaign has 

generated tremendous momentum around the state. Although 

some local campaign efforts are well known while others are 

still in quiet phases, donor support and volunteer engagement 

everywhere are helping to propel us to new heights. 

The following are some of our performance “firsts” in fiscal 

year 2007: 

• $13.3 million in total giving 

• $61.5 million in total assets 

• $48.9 million in total endowment 

• 542 President’s Club members 

Our residents and clients have you to thank for these historic 

achievements, which are bringing enrichment to their lives 

today, and will for years to come. 

We’re proud to present our fiscal year 2007 Annual Report, 

which – for the first time – includes numerous stories about 

this historic level of donor support. In order to share these 

stories with you, we’ve moved the annual list of leadership 

donors to the 2007 OPRS Corporate Annual Report, to be 

published in November. 

Thanks to all for your energy and enthusiasm! 

Rev. Timothy F. Jones 

Chair 

OPRS Foundation Board 

Thomas G. Hofmann 

President 

OPRS Foundation 

Cheryl A. Boyer 

Vice Chair 

OPRS Foundation Board 

2007 Foundation Annual Report F 1

2 F 2007 Foundation Annual Report 

Chapel&WellnessCenter 

2 F 2007 Foundation Annual Report

Llanfair Estate Gifts 

Llanfair Retirement Community is in the early stages of a Capital Campaign 

to raise funds to build a chapel and wellness center on the Llanfair 

campus (renderings shown at left and below). Some naming gifts have been 

given already, including the naming of The Margaret Jean Wells Chapel, 

and The Marion and Thurza Brant Exercise Area/Studio. Coincidentally, 

during the progression of this campaign, several longtime residents and 

friends have made extraordinary gifts to Llanfair 

through their estates: Clara Curry, John Disser, 

Roland M. Hauck and his sister, Helen C. Hauck. 

These gifts – totaling $7.2 million – were designated 

to support ongoing operations, capital improvements 

and Life Care for our residents. Considering 

the size of these gifts and the needs of Llanfair, 

we recognized that there is a historic opportunity 

to bring these two components together to make 

significant advancements on campus. 

Llanfair leadership and OPRS leadership have 

worked together to develop the following plans to 

honor these generous donors: 

v A portion of the Clara Curry Estate will be used to fund the new 

Wellness Center for Llanfair. It will be named The Clara Curry 

Wellness Center to recognize her as the major contributor. 

The remainder of this estate will benefit Life Care. 


Total Giving Performance 

(000s omitted) 

$7,894 

$9,563 

$8,589 

$7,613 

$13,325 

OPRS Foundation Major Gift Trends 

President’s Club Deferred Gifts Wills (New) 

2003 2004 2005 2006 2007 

2003 2004 2005 2006 2007 

v To honor the John Disser Estate, an unrestricted gift, a component 

of the wellness center will be named for him. 

v The Roland M. and Helen C. Hauck Estates, which were actually 

committed many years ago, have come to Llanfair in the past few 

years. A portion of the Hauck estates has been used for Life Care, 

Llanfair capital improvement projects, to refurbish the Larchwood 

apartment building, and to purchase two 

adjacent properties. To recognize the Haucks, 

we will identify two areas (one of which will 

be located in the assisted living building) to be 

refurbished and named in their honor. 

Through these generous gifts, all four donors 

have earned membership in the Trustees’ 

Roundtable, a special honor that recognizes 

leadership in giving to OPRS. Their names will 

be added to the permanent plaques on display 

at the Llanfair campus and the OPRS corporate 

office, joining those whose gifts have also contributed to the well-being 

of Llanfair residents. 

Llanfair is truly blessed with this support from our friends from the past, 

and by the leadership and gifts given by current residents and friends. 

We are eager to bring these new plans to life! 

23 22 542 

Anonymous 36 Donor Helps Make Own Dream Come True 

23 

39 

409 

16 

471 

40 

37 

A Westminster-Thurber 

44 

Community resident who has had a vision for specific campus enhancements 

44 328 

for more than a decade is now helping to make his own dream come true. This generous individual has 

268 

anonymously given a leadership gift for the capital campaign at Westminster-Thurber, helping his vision 

come to fruition for the benefit of his current and future neighbors. 

335 408 471 509 614 

President’s Club = Total outright giving of $1,000 or more within a fiscal year. 

Deferred Gifts = Charitable gift annuities, charitable remainder trusts, etc. 


Dorothy Love Launches 

Spiritual Life Endowment 

Campaign 

In May 2007, Dorothy Love Retirement Community 

announced a $2 million campaign for Spiritual Life 

Endowment, with the goal to preserve and protect its 

Spiritual Life programming. 

The late Vera D. Ginn made the lead gift for this campaign. 

Resident Mac McCoy is also a leadership donor to this 

effort, and serves as the campaign’s chair. 

As a vibrant, growing community, opportunities to express 

faith are essential to fully realize our mission to enhance 

the physical, mental and spiritual well-being of our residents. 

A rich spiritual life can help provide older adults with a 

sense of peace, belonging and fulfillment. 

For residents who wish to continue their spiritual journeys, 

the supportive environment that exists at Dorothy Love 

provides them with the freedom to express their individual 

spiritual beliefs and grow in personal faith regardless of 

their religious affiliation. 

Endowment gifts are invested in perpetuity; gifts to this 

campaign will provide Spiritual Life programs at Dorothy 

Love with continuing income lasting for the life of the 

organization. 

SpiritualLife 

Looking for the donor list It is now located in the OPRS 

Corporate Annual Report, which will be published in November 

and mailed to all donors. You can request a copy of the OPRS 

Annual Report and other publications at www.oprs.org. 


Mount Pleasant Chapel: 

A Labor of Love 

Thanks to the enthusiasm of donors, volunteers and 

community leaders, the groundbreaking for the Chapel 

at Mount Pleasant – originally planned for the spring of 

2008 – has been moved up to fall of 2007! Donors have 

committed the $1.5 million goal for the project, and 

because of their generosity we can break ground on this 

much-anticipated project. 

Marian Snook, longtime resident, donor and leadership 

volunteer, was one of three Honorary Tri-Chairs for 

the campaign, along with Verla McClure and the late 

Rosemary Vordenberg. The most outspoken and motivated 

supporter of the chapel, Marian gave the naming gift for 

the chapel balcony, which will be named The Marian and 

Doris Snook Balcony, also paying tribute to her sister. 

While remaining humble and modest about her giving, 

Marian’s excitement and enthusiasm for the chapel was 

unparalleled. With the support of local clergy in the 

Monroe/Middletown area, the passion of campaign 

volunteer leadership and the dedication of residents, this 

important part of life at Mount Pleasant is taking shape. 

Marian passed away in June 2007, however, the many 

memorial gifts made in her name and designated in 

support of the chapel have ensured that Marian’s legacy 

continues, and her dream is realized for all of her neighbors 

at Mount Pleasant. 

Check it out! View the redesigned, updated and improved 

OPRS Foundation Web site at www.oprsfoundation.org. 

LaborofLove 


CompassionateGiving 


500 80000 

400 70000 

60000 

300 

200 50000 

40000 

30000 

0 20000 

Nell Rose Riel has made two generous gifts to the Breckenridge 10000Village 

Capital Campaign: One toward construction of the new assisted 0 living 

facilities (early rendering shown at left) and another toward renovations 

of the Fairmount Health Center, where she has lived for the past 

14 years. These gifts toward projects she may not see completed 

8000 

during her lifetime embody the tradition of compassionate giving 

7000 

for which OPRS donors are known. 

6000 

The proposed assisted living building is an $8 million initiative 5000that will 

create a new “face” of the community. Nell Rose’s campaign 4000 gift will help 

provide those who need extra help, with living quarters that 3000 maintain 

their sense of privacy and independence. 

2000 

Nell Rose’s generosity will also help make the Fairmount Health 1000Center 

a more accessible and beautiful place to live. Planned improvements 

0 

include accessibility and window renovation, two new outdoor decks 

off the lobby, upgrades to the elevator system, enhanced programming 

and the conversion of semi-private rooms to fully private rooms. 

Donor Invests in 100 the Future of Breckenridge 

Nell Rose’s campaign gifts earn her membership in the Trustees’ 

Roundtable, which recognizes cumulative irrevocable contributions of 

$100,000 or more. 


Investment Portfolio 

Performance 

Year Performance Investment 

2004 7.5% $38,116,893 

2005 7.6% $41,119,737 

2006 8.94% $44,287,278 



$7,894 

$9,563 

$8,589 


Total Assets (000s omitted) 

$7,613 

23 

44 

268 

335 

2003 2004 2005 2006 2007 2003 

$42,488 

$47,833 

$50,087 

$52,712 

$61,552 

2003 2004 2005 2006 2007 

President’s 

Deferred Gif 

Wills = New 

OPRS Fo 

Gifts 

7,586 

FY20 

Breckenridge Village “Swimming” in Generosity 

A proposed wellness center at Breckenridge Village has received much attention from donors who see its 

value. Tinkham Veale and the Veale Foundation have pledged the naming gift for The Veale Wellness 

Center. Breckenridge resident Jeanne M. Patterson has contributed the naming gift for the wellness center lap 

and therapy pool area (early rendering shown at right), to be named for her late husband, James G. Patterson. 

The proposed 14,000-square-foot Wellness Center will also include fitness rooms, a walking track, 

exercise equipment, a game area and a café. Jeanne understands all too well the need for such a facility 

on campus – she is an avid swimmer who currently must travel to an off-campus aquatic center, and she 

is eager to see the construction of an easily accessible pool that will benefit all Breckenridge residents. 

These gifts make Tinkham and Jeanne permanent members of the Trustees’ Roundtable. 


Swan Creek Resident 

Establishes Legacy of Caring 

Waneta Jackson, with typical modesty and grace, became 

one of Swan Creek Retirement Village’s most generous 

donors even after her death. During their lifetimes, she and 

her husband John understood the importance of giving 

to support future needs and included Swan Creek in their 

charitable plans, most notably by establishing a named 

endowment for Life Care at Swan Creek. 

Waneta continued their charitable spirit with a campaign 

pledge from her estate, designated for the construction 

of a new chapel – part of Swan Creek’s current capital 

campaign initiative. A member of the Trustees’ Roundtable, 

Named Endowment Circle and Living Legacy Society, 

Waneta’s quiet generosity and concern for her fellow 

residents is a model for others to follow; we are grateful 

for her support. 

CharitablePlanning 

Lake Vista Donors Share Vision 

Since 1922, OPRS has touched the lives of its residents and 

clients by treating them as individuals – and with deep 

respect. As a result, one common theme has emerged: the 

generous gifts of residents, their families and other friends. 

Many donors in the 21st century are carrying on a tradition 

of giving started by family members generations ago. 

Now, residents Glen and Betty Sanzenbacher are helping to 

begin a tradition of philanthropy at Lake Vista of Cortland, 

one of OPRS’ newest communities. The Sanzenbachers 

have established a charitable gift annuity that will benefit 

capital improvement programs at Lake Vista. Through this 

deferred gift – which provides them with lifetime payments 

– their generosity will help ensure that Lake Vista remains 

a beautiful, active and comfortable community for many 

years to come. 


Cape May Promotes 

Culture of Giving 

Cape May Retirement Village has received a generous 

deferred gift that will help strengthen its culture of giving. 

A deferred gift refers to a will commitment, an estate note, 

or a life income agreement such as a charitable gift annuity 

or a charitable remainder trust. 

Lynn and Irene Rainsberger have established a charitable 

gift annuity in support of capital improvements at 

Cape May, the couple’s home since 2005. Like all of our 

communities, Cape May has replacement, repair and 

beautification needs that often fall 

outside of the available budget. Gifts to 

capital improvements help provide the 

“extras” that enhance our communities, 

making them more comfortable, more 

efficient, and more attractive for the 

people who live and work there. 

Because of their generosity, the 

Rainsbergers qualify for membership 

in the OPRS Living Legacy Society. 

Future Support for 


# of Gifts Total Value 

Wills 258 $3,184,400 

Annuities 443 $10,462,364 

Trusts 19 $7,325,832 

Pooled Income 4 $87,292 

Insurance 5 $37,000 

Estate Note 18 $3,259,120 

Lead Trust 2 ------------- 

Total 749 $24,356,008 

$13,325 

OPRS Foundation Major Gift Trends 


23 

44 

268 

36 

44 

328 

23 

39 

409 

16 

22 

471 

40 

37 

542 

335 408 471 509 614 

2007 2003 2004 2005 2006 2007 



Wills = Newly established will commitments. 

LeavingLegacies 


EndowmentGiving 


Westminster-Thurber Resident Brings Caring to Life 

Velma Everhart, longtime Westminster-Thurber resident and committed 

philanthropist, has become the newest member of the OPRS Named 

Endowment Circle, which recognizes leadership in endowment giving. 

Because endowment gifts are invested in perpetuity, they function as a 

permanent asset in support of the donor’s selected purpose. Velma’s 

endowment gift expresses her respect and affection for her fellow 

residents, by offering them financial support during challenging times. 

The Velma Everhart Endowment supports the Life Care Commitment at 

Westminster-Thurber Community, a program that provides assistance 

to residents who are unable to pay for their care. As long as personal 

resources are not impaired or misused, the Life Care Commitment helps 

assure that residents will not have to leave the campus they call home, 

continuing to receive the same high quality of health care and other 

services, regardless of financial status. 

Pledged & Other Annuities Invested Market Gain 


$48,891 

Endowment Total 


$39,890 $41,564 $42,706 

$35,733 


Endowment Totals (000s omitted) 

Invested Annuity Pledged and Other 

$7,595 $7,775 

$10,128 

$5,662 $5,796 

$6,300 

2003 2004 2005 2006 2007 

$1,904 

$3,132 

$9 $28 $228 $339 

Cape May 

The Vineyard 

on Catabwa Lake Vista 

General 

Fund 

$444 

Senior 

Independence 

Westminster- 

Thurber Swan Creek 

Dorothy 

Love Park Vista 

Rockynol 

Llanfair 

Mount 

Pleasant 

Breckenridge 

Village 


“Cultivating” Philanthropy 

The philanthropic environment at Rockynol Retirement 

Community continues to blossom! Rockynol is committed 

to cultivating natural beauty on its campus through 

landscaping and garden projects, as reflected by the 

recent dedication of the Robert O. and Annamae Orr 

Family Foundation Courtyard at the Ledges Health Care 

Center. The community’s culture of giving has recently 

been enhanced by its partnership with Our Lady of the 

Elms, a Catholic school and convent located right next door 

to the Rockynol campus in Akron. An unattractive and 

unwelcoming metal fence once separated the two parcels 

of land – but with the help of many generous donors, this 

fence was removed and a charming flagstone path was 

laid to connect the two entities. Donors, Rockynol and the 

school are also working together to create green spaces 

along its border that are both distinct and united – a 

unique beautification project that benefits both communities. 

One such garden is shown at left. Others include the Jean 

Thomas Lambert Foundation Garden and the Helen and 

Harold Bollinger Gardens. 

CapitalImprovement 

Park Vista Residents Are Moving 

Up in the World 

Park Vista Retirement Community has received a generous 

Capital Campaign pledge from the John D. Finnegan 

Foundation for the purchase and installation of a much 

needed elevator. This new elevator, to be placed in an 

existing shaft, will provide residents of the Anne Kilcawley 

Christman Health Care Center with easy access to the 

therapy area on the lower level. It will also provide access 

to the proposed pool and aquatic therapy area, part of Park 

Vista’s Capital Campaign initiative. This wonderful gift is 

an example of how donors continue to touch lives every day 

in practical ways. 


Dorothy Love Breaks 

Ground for New Suites 

Thanks to generous donor support, another innovative 

living option will soon be available at Dorothy Love Retirement 

Community. Residents, staff and community leaders gathered 

on July 31st to break ground on The Suites at Dorothy Love. 

The 2,112 sq. ft. addition to the health care center will offer 

two two-room suites. Each suite will contain a resident bedroom, 

complete with bathroom and living area, as well as a 

kitchenette. Resident families will be able to stay in the suite, 

offering care and support to their loved ones. The suite 

design includes an outdoor deck area onto which the 

resident’s bed can be easily moved, providing access to fresh 

air and views of the pond. The suites are made possible by 

capital campaign donations, specifically the generosity 

of Robert and Thelma Sargeant, primary donors for the 

project and honored guests at the groundbreaking event. 

The Sargeants are pictured at right with Ann Roller, 

Dorothy Love Executive Director. 

Vineyard Residents “Pay It Forward” 

Through Gift 

In January 2006, Vineyard resident Paul Kirby spent more 

than three months in a local nursing home recovering from 

a health crisis. It was a challenging time for Jeanne, his wife 

of 64 years. Vineyard neighbors, staff, friends and family 

pitched in to help out in many ways, preparing meals and 

providing Jeanne with transportation as needed. To show 

appreciation for this outpouring of kindness and support, 

the Kirbys donated the remainder of the funding needed to 

have four doors in the Community Center fitted with automatic 

openers. Automatic door openers will allow residents 

easier access to many of the Community Center’s amenities 

and activities. This generous gift will help the entire 

Vineyard family and everyone who visits the community. 

DonorSupport 


PhilanthropicLeadership 


15000 

12000 

9000 

Saying 6000 Goodbye to Three Campaign Leaders 

3000 

The OPRS Foundation has recently lost three Honorary Campaign during his decades of involvement, making him the most generous donor 

Chairs: John F. Schoedinger 0 (pictured at left), Marian Snook (pictured in the community’s history. 

on 800 far left) and Rosemary Vordenberg all passed away in fiscal year 2007, 

Beginning in 2004, Marian Snook OPRS and Foundation Rosemary Vordenberg Major Gift Trends served, 

leaving 700 behind an inspiring legacy of philanthropic leadership. 


along with Verla McClure, as Honorary Tri-Chairs of the Mount Pleasant 

Capital Campaign. Both Marian and Rosemary had a long history 

40 

John F. Schoedinger, retired fourth generation president of Schoedinger 


600 


$13,325 

16 

37 

Funeral Services, passed away on June 23rd at age 93. During the last of living, giving and volunteering at Mount Pleasant. Marian was from 

500 80000 


23 22 542 

30 years of his life, John dedicated a large part of his time to OPRS, Lebanon, Ohio, where she worked as a vice president 36 and 39 trust 471 officer at 

accepting 400 70000 

$9,563 

various board and committee posts not only for Westminster- a local bank for many years; Rosemary was former vice president of an 

$8,589 

23 44 409 

Thurber, but 

60000 

$7,894 

also for OPRS and the OPRS Foundation. For the past two advertising $7,613 

300 

agency in Cincinnati. Both 44 women 328unassumingly made gifts 

years, John served 50000 as Honorary Co-Chair of the Capital Campaign at over the years in support of Mount Pleasant—as 268 a result, they each gained 

200 

Westminster-Thurber, 40000 lending his name and expertise to the largest and membership into the Trustees’ Roundtable, Named Endowment Circle, 

most 100 ambitious 30000 fundraising initiative at the campus to date. John donated Living Legacy Society and President’s Club. 

335 408 471 509 614 

over 0$1 million 20000 to the needs of those served by Westminster-Thurber 

2003 2004 We 2005 are blessed 2006 to have 2007had the friendship 2003 of 2004 John, Marian 2005 and 2006 Rosemary. 2007 

10000 

They will be profoundly missed by all who knew them. 

0 

Announcing 8000 $50 Million Statewide Goal 


Total Assets (000s omitted) 

$61,552 

7000 

It’s history in the making! The enthusiastic response from donors across the state has 

$50,087 

prompted $52,712 the OPRS 

6000 

$47,833 

Foundation to announce a statewide goal of $50 million for The Mission, $42,488 The Vision, The Promise Capital 

5000 

Campaign. To date, $46 million has been committed to this campaign, the largest in OPRS history. 

4000 

This campaign will change the face of many OPRS communities, through new construction, renovations and 

3000 

services. These projects will not only provide innovative buildings and programs for those we currently serve, 

but will also prepare 

2000 

the communities for the next generation of residents. 

1000 

The campaign has already changed the face of the typical OPRS donor. New donors have come forward to 

0 

support our efforts, and longtime friends have stepped up their level of giving. Statewide Honorary Co-Chairs 

Judy McCormick and Sue Mooney agree that donor engagement and 

2003 

momentum 

2004 

are 

2005 

higher than 

2006 

ever. 

2007 



Wills = Newly established will commitments. 

OPRS Foundation Total Number of Gifts & Donors 

Gifts 

7,586 

Donors 

3,064 

7,201 

2,916 

7,731 

FY2005 

FY2006 

FY2007 

The new front entryway at Dorothy Love Retirement Community, the first campaign project to break ground, 

was completed over a year ago. Several other campaign projects are scheduled to break ground this fiscal year: a new cultural center at Breckenridge Village; 

a new chapel and wellness center at Llanfair Retirement Community; and a new chapel for Mount Pleasant Retirement Village. 

The campaign officially ends June 30, 2008. With continued support, these projects and others will become realities. 

3,241 


New Hospice Program 

Receives Certification 

and Funding 

Senior Independence of Central Ohio received a $35,000 

grant from the Harry C. Moores Foundation to provide 

community education on our newly established hospice 

program. Senior Independence Hospice is an end-of-life 

program that focuses on caring rather than curing. The 

hospice team works with the patient and family members 

to ensure that the final moments of life are comfortable 

and meaningful. 

The generous grant from the Moores Foundation is being 

used for community outreach and education, referral 

and communications training, and an End-of-Life Nursing 

Education Curriculum (ELNEC) offered to local faith 

community nurses (also known as parish nurses). 

HospiceSupport 

In fiscal year 2007, donors gave over $723,000 to support 

the various services and initiatives of Senior Independence 

throughout Ohio. 


Senior Independence 

Telehealth Kickoff 

In the fall of 2006, Senior Independence in the Mahoning 

Valley Region formally introduced telehealth, an interactive 

health care technology, to the Youngstown community at a 

kickoff event held at the Mahoning County Senior Center. 

To initiate this program, $56,000 in funding was received 

from the Youngstown Foundation, SBC (now AT&T) Excelerator, 

the Community Foundation of the Mahoning Valley 

and the Walter E. and Caroline H. Watson Foundation. 

Senator George Voinovich (shown at right) was impressed 

by the new system during a visit to the Senior Center. Video 

telehealth complements traditional in-home health care 

visits by allowing nurses to observe and communicate with 

clients in real time with a specialized computer system. 

Non-video telehealth allows seniors in relatively good health 

to participate in routine monitoring in a preventive capacity. 

Senior Independence in the Mahoning Valley Region 

joins several other telehealth programs across the state 

that owe their success to generous funding by individuals, 

corporations and foundations. 

Senior Independence is the home and community based 

services division of Ohio Presbyterian Retirement Services, 

the largest and most experienced not-for-profit provider of 

continuing care retirement communities and services in Ohio. 

ProgramSupport 


2007KeyAccomplishments 

Historic Financial Performance 

The OPRS Foundation reached its highest 

performance levels in its history, including: 

v $13.3 million in total giving 

v $61.5 million in total assets 

v $48.9 million in total endowment 

v 542 President’s Club members 

Capital Campaign 

v The Mission, The Vision, The Promise 

Capital Campaign total surpassed $46 million 

toward its statewide goal of $50 million. 

v Two new projects were launched, including 

a Spiritual Life Endowment initiative at 

Dorothy Love, and a Chapel Concourse at 

Rockynol. 

Board & Volunteer Leadership 

v The establishment of a PR/Media Council was 

approved, which will begin meeting in fiscal 

year 2008. This council will guide statewide 

public relations and media efforts for OPRS, 

OPRS Foundation and Senior Independence. 

v Church Relations hosted two Spiritual Life 

Gatherings at Breckenridge and Dorothy 

Love. Current and prospective Spiritual Life 

Committee members from each campus attended 

these events to learn from each other 

and enjoy fellowship. A worship service and a 

blessing of the hands finished each event on a 

joyful note. 

18 F 2007 Foundation Annual Report 

v Collaborative Philanthropy Committee 

Workshops were held in two regional 

locations. 

New Initiatives 

v New Web sites were launched for OPRS 

(www.oprs.org) and the OPRS Foundation 

(www.oprsfoundation.org). Both sites convey 

the warmth as well as the vitality of our 

people and our organization. 

v John F. Schoedinger, one of our most generous 

friends, was recognized with the Outstanding 

Philanthropist Award from the Association 

of Fundraising Professionals, Central Ohio 

Chapter. Nominated by the OPRS Foundation, 

John was honored with a reception attended 

by his family and friends at Westminster- 

Thurber Community prior to the ceremony in 

November, 2006. 

v The Horizon Level was added to the donor 

recognition program, recognizing external 

trusts whose gifts have reached $1 million. A 

reception was held at Park Vista to honor the 

Arnold D. and Helen R. Stambaugh Charitable 

Foundation as our first Horizon Level donor. 

v A Statewide Case Task Force was convened 

to evaluate the potential of attracting donors 

based on our statewide impact, rather than 

local connections. 

Leadership 

Volunteers 

The OPRS Foundation 

is blessed to have the 

partnership of so many 

concerned local citizens 

on its volunteer board, 

councils and committees. 

Several executives, 

business owners and 

other community leaders 

give of their time to 

support the OPRS 

Foundation and its 

efforts to strengthen 

service to older adults.

Board of Directors 

Front Row: Richard Mack, Rev. Timothy F. Jones – Chair, 

Cheryl A. Boyer – Vice Chair, Donald E. Hoffman. 

Middle Row: James P. Bruner, Louise Pence, Cornelia L. Brand, 

Richard S. Reesey, Maria Quinn, James H. Sisek, Nancy Peterson, 

David J. Kaasa – OPRS President/CEO. 

Back Row: Jean Evans, Stephen B. Croake, Benjamin F. Marsh, 

William Dennler, C. Eugene Stalnaker, William R. Gillam. 

Councils&Committees 

Statewide Councils 

Campus Fundraising 

Council 

Louise Pence, Chair 

Carol Bennett 

John Blazek 

Lois Brock 

Lola Bruner 

Marcia Cahall 

Bill Cameron 

Pat Dineen 

Jim Eddy 

Leonard Elliott 

Elizabeth Ann Evans 

Eleanor Hawn 

Ray Hughes 

John Jeter 

Ruthanna Jeter 

Carla Kachmar 

Susan Kindig 

Thelma Lindner 

Bill Sala 

* Denotes deceased 

Hugo Schumacher 

Marianne Schumacher 


Fundraising Council 

Jean Evans, Chair 

Tony Burns 

Pat Cash 

Nancy Nocks 

Roger Shumaker 

Deanna Skees 

Church Relations 

Council 

Nancy Peterson, Chair 

Rev. Ronald W. Botts 

Rev. Dr. Marie T. Cross 

Rev. Dr. Bryan R. Eyman 

Rev. Ann R. Palmerton 

Rev. Beverly Schmidt 

Philanthropy 

Committees 

Breckenridge 

Douglas Arthur, Chair 

Mitchell Babcock 

John Blazek 

Anne Clapp 

William Douglas 

Leonard Elliott 

Kay Ingersoll 

Bud Ketchum 

Karen Manning 

John Murray 

Cynthia Oviatt 

Jeanne Patterson 

Ken Rittenhouse 

Pauline Rittenhouse 

Cape May 

Elizabeth Ann Evans, 

Chair 

Jim Graham 

Jo Miller 

Grace Nichols 

Walter Nichols* 

Bill Peelle 

Thelma Settlemyre 

Kent Vandervort 

Anita Wantz 

Sandy Wiget 

Dorothy Love 

Tom Watkins, Chair 

Karl Bemus 

Carol Bennett 

Stan Evans 

Mary Beth Monnier 

Tom Powers 

Barbara Werth 

Llanfair 

James Eddy, Chair 

Diane Brasie 

Marcia Cahall 

Mary Ann Jacobs 

Thelma Lindner 

Margaret Mailly 

Francis Stanton 

Marcella Trice 

Mount Pleasant 

Ray Hughes, Chair 

Lola Bruner, Vice Chair 

Nancy Karchner 

Harriet Palmer 

Hugo Schumacher 

Marianne Schumacher 

Barbara Torstveit 

Jean Van Scoyoc 

Park Vista 

David Konik, Chair 

Karen Abrams 

Charlotte Gelhaar 

Jaye Harris (emeritus) 

Eleanor Hawn 

Jane Haynam (emeritus) 

Thomas Kepler 

Sallie McKelvey 

Amy Mirkin 

C. Reid Schmutz 

Abby Sweeney 

John Zador 

Rockynol 

David Woodburn, Chair 

Lois Brock 

Elizabeth Fesler 

Isabel Hershberger 

Carla Kachmar 

Ann Shean 

Michelle Tognetti 

Steven Wise 

Swan Creek 

Bill Cameron, Chair 

Bill Sala, Vice Chair 

Sandy Adam 

Marge Bristow 

Donna Conner 

Ted Jenkins, ex officio 

Severn Joyce 

Elizabeth Meloy 

Phyllis Provenzano 

Jeanne Reed, ex officio 

Alan Robertson 

Laurie Watson 

Dorothy Wolf 

Westminster-Thurber 

Pat Dineen, Chair 

Alice Brooks 

Ken Brooks 

Tom Gorman 

Frank Ingwersen 

Susan Kindig 

Louise Pence 

Mary Jean Swenson 

Art Williams 

Max Williams 


DonorsProvide 

QualityofLife 


WeBelieve... 

• Fostering relationships with our donors and 

prospects is key to our success. 

• Gifts create an enhanced quality of life for all those 

we serve. 

• In practicing the highest ethical standards of fund 

development and fiscal stewardship. 

• Volunteers should be involved and play a major role 

in fund development. 

• In the continuing education of volunteers and staff 

to improve the overall Foundation program. 

• The Foundation has the obligation to review all gifts to 

ensure that they are in the best interests of the donor, 

the local retirement community, Senior Independence 

and the Foundation. 

• In donors’ rights to designate gifts and we are 

committed to carrying out their intent. 

• In raising funds in a cost effective manner and in 

presenting clear and timely financial information. 

• The assets of the Foundation must be managed to earn 

competitive returns and safeguard the funds for the 

long term.

Thomas G. Hofmann 

President 


Foundation Officers 

Sandra M. Simpson 

Vice President 

Public Relations/Communications 

Sue W. Welty 

Vice President 

Gift Planning 

Corporate Office 

1001 Kingsmill Pkwy. 

Columbus, OH 43229 

614 888-7800 • 800 686-7800 

www.oprsfoundation.org 

Centerville Office 

Serving Cape May, 

Dorothy Love, Llanfair, 

Mount Pleasant, 

Westminster-Thurber and 


1075 Centerville Station Rd. 

Centerville, OH 45459 

937 436-0188 • 800 352-3017 

Maumee Office 

Serving Swan Creek, 

The Vineyard on Catawba 

and Senior Independence 

1446 South Reynolds Rd. 

Suite 301 

Maumee, OH 43537 

419 868-4840 • 800 826-9655 

Stow Office 

Serving Breckenridge, 

Lake Vista, Park Vista, Rockynol 

and Senior Independence 

4502 Darrow Rd. 

Stow, OH 44224 

330 688-0344 • 800 362-3187 

Susan L. Ball 

Associate Vice President 

Gift & Data Management 

Melissa A. Dardinger 


Communications 

Elizabeth P. Kochheiser 


Senior Independence Fundraising 

Anne P. Johnson 


Administration & Church Relations

Foundation - Ohio Presbyterian Retirement Services

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