Caring for the Community
Bill and Jeanne Behlman made their initial estate plan several years ago. "But now, some things have changed and we wanted to do it differently," Jeanne said. They moved to a new parish, Bill joined the Mercy Health Foundation Board of Trustees in 2013 and he also recently retired. "Once I got on the board, I saw that the Foundation is filling a vital role. You can't budget for all the medical equipment that is needed. You find out what is going on in the hospital and you feel part of the hospital by helping to meet those needs," Bill said. He is particularly pleased that the Foundation was able to help purchase a TrueBeam Linear Accelerator and new CT simulator for the Michael D. Wachtel Cancer Center. "Those are major and knowing that Mercy has the best equipment in the world now is satisfying." Bill is a member of the Grants Committee and recently joined the Discover Mercy team to help introduce more community members to the good work being done at Mercy through hospital tours. "The year I've been on the Board I've learned so much about what's involved with health care. We know what we're doing and we're proud of it, but the community doesn't know."
Up until his retirement, Bill was president of Konrad-Behlman Funeral Homes. Jeanne was a bookkeeper for many years, but has now found her true passion in volunteering at the Oshkosh Area Humane Society and preparing cats for adoption. Both have a history of working with local community organizations and their church. The couple has no children and long ago decided to leave the majority of their estate to charity. It was just a matter of deciding how and to whom. To update their estate plan, they met with their attorney and with Lynn Kleman, the Foundation's Major and Planned Gifts Manager, to get the right wording to add Mercy Health Foundation as one of the beneficiaries in their will. Bill and Jeanne are also the newest members of the Foundation's Signature Society. "This is where we want some of our money to go," they said.