“Charlie and I love Bloomington Hospital,” Bloomington resident Susan Wier explained. “We know the importance of planning for the future for any organization. We want to be a part of helping keep Bloomington Hospital strong.”
Susan also noted that planned giving is important because so many people would like to give to charity yet need the assets they have in order to generate income during their retirement. “Leaving a bequest in a will allows people to be comfortable and still be charitable,” she said.
Susan and Charlie believe that the Foundation is vital to the long-term financial success of health care in our community. “Health care costs and equipment will continue to escalate and it’s vital that there be an independent organization that can help support the hospital,” she said. “The Foundation is the vehicle that allows people to give back in appreciation of what the hospital has provided to them, their family, and this community.”
Since their marriage (a second marriage for both), they have accumulated real estate together. Susan and Charlie decided to set up a trust to hold their real estate after their deaths. Their children will receive the income from the trust, and after their children’s deaths, the remainder of the trust will be distributed to charity. “That way we can provide for all our children throughout their lives and still be able to help our favorite charities,” she said.
“It’s easy to do planned giving, and it doesn’t take away from your lifestyle while you are alive,” Susan continued. “It sets a good example for your children and grandchildren that we all need to give back because we all have been so richly blessed.”
Susan once worked as an LPN at Bloomington Hospital. She is currently a Certified Financial Planner, a Chartered Financial Consultant and co-owns First American Trust and First American Advisory – financial services firms managing over $150,000,000 in assets and offer insurance, investment, pension, and mortgage products. Susan has served the hospital in many capacities, including serving as president of the Local Council of Women in 2008. Charlie is a retired Geologist. He retired from Indiana University as a Professor of Geology and Head of the Coal Section of the Geological Survey. He then worked for Amax International as an exploration Geologist and traveled the world, living for a time in Botswana, Africa. Charlie is a SHIIP volunteer in Community Health Education and is active in the American Legion.
Both Charlie and Susan enjoy traveling and gardening. They have five grown children and five grandchildren, three of whom are currently attending college.