Objective:

The creation of The Helen Moss Breast Cancer Research Foundation Professorship in Integrative Oncology will establish Case Western Reserve University’s School of Medicine and its affiliated hospitals as national leaders in teaching, research, and patient care in the field of integrative oncology.

A professorship is a permanent fund whose income supports the salary, education and research activities of the incumbent in perpetuity.  The Helen Moss Breast Cancer Research Foundation Professorship will permit the university to recruit a distinguished physician/scholar to develop and lead a forward-reaching program that will educate future leaders in the field, direct and conduct research in integrative oncology, and develop/direct a seamless, collaborative program composed of physicians, nurses, social workers and others in the healthcare professions to promote prolonged life and the highest quality and most humane care of oncology patients of all kinds, including children, adults and the elderly, as well as their families.

To create an endowed Professorship at the Case Western Reserve University School of Medicine requires a minimum of $1.5 million.  At the time the entire amount is formally pledged/committed and one half of that amount ($750,000) is received by the university, the university’s Board of Trustees may formally establish the professorship and appoint an incumbent. An endowed professorship is a permanent fund, whose income supports the salary and education and research activities of the incumbent. Once established by the Board of Trustees, the university must follow the guidelines/purpose outlined in the resolution.

Gift Table to achieve $1.5 million:

No. of Gifts Needed  Gift Range      Total

1   $750,000    $750,000

1   $250,000     $250,000

2   $100,000     $200,000

4     $50,000     $200,000

10     $10,000     $100,000

$1,500,000

Gifts may be made in a number of ways:

• 1. Outright through cash and securities, as well as other property.
  2. Multi-year commitments:  may be fulfilled over as many as 5 years
  3. Planned/Deferred Gifts:  Gifts which may provide income to the donor or spouse/family member over a specified term of years or for life.
  4. Estate Gifts/Will Commitment

NOTE:  IRA Rollover gifts up to $100,000 can still be given until the end of 2009.

Outline for professorship

Major points

October 29, 2009

The Helen Moss Breast Cancer Research Foundation

Professorship in Integrative Oncology

At

Case Western Reserve University

School of Medicine

1. Purpose of Endowed Professorship:
   1. Brings distinction and recognition to an institution because only individuals of the highest caliber in their field are appointed to endowed, named professorships
   2. Endowed professorships are coveted by those appointed to them, because they carry such great distinction and provide important funding to move their programs forward
   3. Endowed professorships provide significant financial resources to allow an institution to recruit and retain “stars” in their field:  individuals who have a track record of excellence and achievement

2. The Helen Moss Breast Cancer Research Foundation Professorship will permit the University/School of Medicine to
   1. create a highly effective and much needed professorship modeled after the Rockefeller Professorship at Sloan-Kettering
   2. attract top individuals in the field of integrative oncology now and in perpetuity
   3. allow the university and its affiliated hospitals to become national and international leaders in the field of integrative oncology in its focus on prolonging and enhancing the quality of the patients’ lives through
      1. Education
      2. Research
      3. Patient care
   4. Will provide the opportunity bring together in one coordinated and collaborative program physicians, scholars, nurses, social worker and others

3. The CWRU School of Medicine
   1. Has 80 endowed professorships
   2. Ten (10) professorships are in oncology* (listed below, Helen, for your information)
   3. Appointments are made for 5 year terms and renewable based upon continuing high level of performance

4. Cost to endow a professorship:
   1. Minimun of $1.5 million in confirmed commitments
   2. $750,000 must be received/in hand to bring the resolution to establish the professorship before the university’s Board of Trustees.
      1. Once approved, recruitment may begin
   3. Remaining $750K may be fulfilled with
      1. Outright gifts/multi-year pledges (up to 5 years)
      2. Estate gifts (trusts, will commitments)

Important:  This will be the first endowed professorship in Integrative Oncology at this university and will bring great attention to the university and affiliated hospitals as a leader in this most urgently needed and rapidly developing field.

5. Refer to Handout for further details

List of endowed professorships in oncology:

• • 1. Dale H. Cowan, M.D. – Ruth Goodman Blum Professor in Cancer Research (Michael Weiss)
    2. Charles S. Britton II Professor of Hematology and Oncology (Clark Distelhorst)
    3. The Isador Jacob Goodman – Ruth Goodman Blum Professor of Cancer Research (Yu-Chung Yang)
    4. Dr. Donald and Ruth Weber Goodman Professorship in Innovative Cancer Therapeutics
    5. Robert W. Kellermeyer, M.D. Professorship in Oncology
    6. The Gertrude Donnelly Hess, M.D. Professorship in Oncology Research
    7. Asa and Patricia Shiverick – Jane B. Shiverick (Tripp) Professorship in Hematological Oncology
    8. The Dr. Sanford Markowitz – Frances Wragg Ingalls Professorship in Cancer Genetics
    9. Vincent K. Smith Chair in Radiation Oncology
    10. The James T. Pardee – Carl A. Gerstacker Assistant Professor of Cancer Research

Dean of Case Western Reserve University Medical School, Dr. Pamela Bowes Davis