Connecticut Children's is Very Special to Me...
As a first-time father, Randy Holmeen can appreciate the magnitude of having a freestanding, independent state-of-the-art children's hospital located in his hometown-one of only 49 in the United States.
"Connecticut Children's is very special to me because I live in this community and it's an amazing resource for children," said the West Hartford resident who, over the past decade, has helped the hospital raise hundreds of thousands of dollars to benefit pediatric care.
As a member of the Connecticut Children's Legacy Society, an organization whose members include the Medical Center in their estate plans, Holmeen is helping future generations of children as well.
"As a new father who may someday be a grandfather, I want to ensure that our children and our children's children have the best care possible," he said.
Giving back to the community
Holmeen, a financial advisor and vice president of Morgan Stanley Smith Barney, became acquainted with Connecticut Children's in 2001 when he was working for another firm. "We wanted to give back to the community," he explained, "and I took on the responsibility of running a golf tournament."
From 2001-2006, Holmeen served as director of the "UBS Golf for the Kids," raising between $50,000 and $100,000 for Connecticut Children's every year. In 2007, after joining Morgan Stanley, Holmeen put his volunteer experience into action as a committee member of Geno Auriemma's "Fore The Kids" Charity Golf Tournament. In June 2012, the 10th annual event generated more than $150,000 for the Division of Orthopaedics at Connecticut Children's.
"I'm in a business that is for-profit," Holmeen said. "We work hard to make sure our clients are happy. Because I live that each and every day, it's very rewarding to work on something that's not about profits and revenues. That's a big motivator for me," he said.
"I tell my clients on a regular basis that one of the most interesting things I've ever done in my life was a mini-internship at Connecticut Children's," Holmeen noted. During the internship, Holmeen spent the day shadowing physicians as they met with patients and performed life-saving surgeries. "Being a risk manager/wealth advisor can be stressful," he said, "but this really helped me put things into perspective. It was an incredible experience."
An amazing place
"Connecticut Children's is an amazing place," Holmeen said. "The décor, the culture, the people-they make it very comfortable for children. I've always been impressed by that and it keeps me motivated to help the hospital."
By including Connecticut Children's in one's estate plans, Legacy Society members can do even more. A variety of planned giving options allow Legacy Society members to support important endowment and capital projects as well as enable the Medical Center to develop new programs and services in children's healthcare for years to come.
"Now, as a father, it's even more important to me," he said.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.