Baptist Health Foundation Annual Report 2023

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THE POWER OF GENEROSITY

OCT 2022 SEPT 2023 ANNUAL REPORT

THE MISSION OF BAPTIST HEALTH FOUNDATION

is to inspire philanthropy and build extraordinary donor relationships in support of excellence, innovation, community wellness and global leadership in healthcare at Baptist Health, a not-for-profit organization supported by philanthropy and committed to our faith-based charitable mission of medical excellence.

2 Message from Leadership

3 Notable Gifts

4 Fundraising Overview

6 Impact by the Numbers

8 2023 Award Recipients

10 Annual Giving

12 Corporate Philanthropy Snapshot

14 A Celebration of Generosity

15 Bounce Back from CancerTM

16 Event Spotlight

18 Endowed Chair

20 Endowed Chair Installations

22 Baptist Health Academics

23 Biomedical Research Symposium 24 Planned Giving

Table of Contents
Donor
28 Donor Unveilings
Philanthropic Impact
Financials
Officers & Directors
Corporate Philanthropy Partners 11 34
26
Spotlight
30
42
43
44
15

Message from Leadership

With each passing year, witnessing The Power of Generosity becomes more and more rewarding. Through your support, we have achieved new heights of excellence and catapulted Baptist Health forward in ways that can and will impact healthcare in our community forever.

As we celebrate another remarkable year, raising $60.6 million for our hospitals and institutes, we also recognize the more than $23 million disbursed to support their needs and the needs of our community. From funding critical research to revolutionizing the patient experience and providing our clinicians with state-of-the-art equipment and more, philanthropy continues to help position Baptist Health as a leader in high-quality, warm and compassionate healthcare.

Your generosity helped create new opportunities and provide necessary support to the health system and our patients. In 2023, philanthropy helped make the first-ever Baptist Health Biomedical Research Symposium possible (pg. 23). We created the Gloria Vasta Lewis Memorial Legacy Challenge (pg. 24) to promote legacy giving for the future of Baptist Health and

witnessed how philanthropy impacts the continued growth of Baptist Health Academics (pg. 22).

We remained steadfast in our commitment to help care for our patients — body, mind and spirit — through fully funding the Arts in Medicine Program at Baptist Health Miami Cancer Institute (pg. 32). We continued to prioritize the safety of youth athletes in our community through the Baptist Health Orthopedic Institute’s Youth Athletic Outreach Program (pg. 37) and supported significant cancer, cardiovascular, orthopedic and neuroscience research efforts (pg. 30).

Philanthropy plays an impactful role in revolutionizing patient care, creating a global center for innovation, launching a new era in research and recruiting the best minds in medicine.

We are proud to celebrate the significant dollars raised in support of Baptist Health and honored to celebrate YOU. We hope you take immense pride in knowing that your generosity has made an impact at Baptist Health. We thank you for your partnership and commitment to our mission. Together, anything is possible.

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THANK YOU for believing in Baptist Health Foundation

We wish to express our tremendous gratitude to the donors who have provided a gift of $1 million or more this year in support of Baptist Health. Your philanthropic commitment has made a significant impact on the well-being of our patients, healthcare professionals and communities. We honor your vision for a stronger and healthier South Florida.

Anonymous (3 donors)

Drs. Joe & Sally Bauer

Cabrerizo Family Foundation, Inc.

Rita & Rick Case

Criticare Clinics

The Dunspaugh-Dalton Foundation, Inc.

Sherrill W. & Mary Ann Hudson

Eloise Kimmelman Foundation

Joshua & Sonya Lee

Gloria Vasta Lewis

Miccosukee Tribe of Indians of Florida

The José Milton Foundation

James & Joanne Mitchell

Mark & Silvia Rich

Jim Rifkin & Jane Packard

Buddy Wilton & Shay Doll

Donations made from October 1, 2022 through September 30, 2023 3

Supporting Quality Care

$60.6 MILLION raised through your generosity

$5 MILLION donated to establish new Endowed Chairs

$19 MILLION

RAISED IN SUPPORT OF DIRECT HOSPITAL NEEDS

More than $10.5 MILLION raised in support of research at Baptist Health

OVER $30 MILLION RAISED IN SUPPORT OF BAPTIST HEALTH INSTITUTES

BOUNCE BACK FROM CANCER™ RAISED MORE THAN $3.4 MILLION IN SUPPORT OF CANCER RESEARCH

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FUNDRAISING OVERVIEW

More than $585,000 raised for the Center of Excellence in Nursing

Over $560,000 raised in support of Continuing Medical Education

7,119 grateful patient gifts valued at $44.6 MILLION

This past year, we also surpassed $100 million in grateful patient gifts since the inception of the program in 2019.

248 new commitments from donors totaling over $36 MILLION

5,030 first-time donor gifts totaling more than $19.5 MILLION

28 planned giving and legacy gifts totaling more than $8.9 MILLION

271 gifts from Corporate Philanthropy Partners totaling more than $10.8 MILLION

BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 5

Your Contributions at Work

More than $23 MILLION disbursed

Supported more than 25 research associates and members of the research staff at Miami Cancer Institute and Miami Cardiac & Vascular Institute

More than 500 eICU interventions occurred because of philanthropic support to the eICU monitoring system at Mariners Hospital

More than 5,000 HALO® SleepSacks were provided for newborns at Baptist Hospital, Homestead Hospital and South Miami Hospital

South Miami Hospital’s Center for Women & Infant Oncology

Patient Care Navigator program impacted more than 450 patients through nearly 1,200 touchpoints

South Miami Hospital provided over 9,200 oz. in donor milk to NICU newborns

6 BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 Research & Innovation 45% Staffing & Quality Care 31% Medical Equipment & Supplies 9% Education & Training 7% Community Outreach 3% Construction & Renovation 3% Patient Experience 2%
♥ IMPACT BY THE NUMBERS

Supported more than 60 clinical trials and research projects across our Baptist Health institutes

Fully funded the Arts in Medicine Program at Miami Cancer Institute — providing over 46,000 patient encounters

Helped send 38 nurses at West Kendall Baptist Hospital to nursing conferences throughout the year

More than 4,600 student athletes received physical exams through the Baptist Health Orthopedic Institute Youth Athletic Outreach Program and more than 100 Miami-Dade County public school football games were covered by a physician to ensure the safety of student athletes

Launched Miami Neuroscience Institute’s Neuro Research Scholar Program — supporting 3 neuroscience scholars

More than 9,200 patients at Miami Cancer Institute received patient navigation services — equaling nearly 40,000 patient touchpoints

Thanks to support of the Child Development Center at South Miami Hospital, more than 500 infant clinic visits took place

Impacted the lives of more than

5,600 patients at the Homestead Community Health Center

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Congratulations to Our 2023 Award Recipients

In appreciation for the hard work demonstrated by our Foundation Board of Directors, the Foundation presents the Spark Award each year, which recognizes board members who have raised $250,000 or more. In 2023, we were honored to recognize:

Richard L. Barbara, Esq.

Michael B. Berman

Robert G. Berrin

Stephen A. Blumenthal

Joseph R. Buchanan, Esq.

George W. Foyo

Pedro J. Garcia

Jay A. Hershoff, Esq.

Michael M. McCarthy

Jane C. Packard

Jorge E. Perez, M.D.

Terry Perrin

Mark D. Rich

Rosario Rico-Toro

Betty Anne Schilling

Albert R. Taño, M.D.

Bill R. Tillett

Wilfredo Valle

John T. A. Vanderslice

William W. Wilson III

Vivian Williams

Buddy Wilton

Charles L. White III

Judith H. Zeder

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2023 AWARD RECIPIENTS

The Victor E. Clarke Award is presented to board members whose total direct donations to Baptist Health Foundation have exceeded $1 million. In 2023, we were honored to recognize:

Jane C. Packard

Rosario Rico-Toro

Mark D. Rich

The Physician Champion Pin is awarded to physicians who have collaborated with the Foundation in securing $1 million or higher in cumulative or single gifts. In 2023, we were honored to recognize:

Manmeet S. Ahluwalia, M.D.

Carmen L. de Lerma, M.D.

Matthew Hall, M.D.

Murugesan Manoharan, M.D.

Michael W. McDermott, M.D.

Elizabeth A. Ouellette, M.D.

Jorge E. Perez, M.D.

Ronald B. Tolchin, M.D.

John W. Uribe, M.D.

Jack A. Ziffer, Ph.D., M.D.

Michael J. Zinner, M.D.

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A Look Back at Top Initiatives

Together, we are Baptist Health: Employee Giving

n Generosity begins at home, and while the South Florida community is a generous source of annual contributions, we are also grateful to our own Baptist Health employees for their support.

n Employee giving efforts raised over $144,000 in 2023

n Employee participation increased by 92%

Honor Your Caregiver

n To celebrate Doctors Day and Nurses Week, a joint direct mail and digital campaign was launched to champion community support and encourage recipients to honor their caregivers.

n T he campaign allowed donors to thank their caregiver directly with handwritten notecards. Baptist Health Foundation then passed the notecards to the honored caregivers — offering a unique way to say thank you.

n More than $22,000 was raised by 324 unique donors — including community members, family, friends and neighbors — who were moved by the care they received at Baptist Health.

$Give Miami Day

n T he Miami Foundation’s Give Miami Day is an annual initiative to celebrate and increase generosity in Miami-Dade County through online giving.

n 90 unique donors raised over $133,000 in 24 hours for Baptist Health Foundation!

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ANNUAL GIVING

Celebrating National Grateful Patient Day

When Rosie Giacosa was diagnosed with cholangiocarcinoma, a rare and dangerous cancer of the bile ducts, she immediately set her sights on defeating the statistics. “I was focused on the future,” she said.

She credits Baptist Health Miami Cancer Institute and Baptist Hospital with saving her life and providing her and her family with truly exceptional care. “I’ve been to the best cancer organizations. None of them compared to Baptist Health. Everybody is always positive, kind, empathetic, invested. Every time I leave there, I just feel good.”

Thanks to Baptist Health Foundation donors who invest in advanced technology, groundbreaking research, innovative programs and staff well-being, patients like Rosie receive the compassionate care they need. “Donations are so important,” she says. “That’s where you get the funds to do all these extra things that really, ultimately, change lives.”

That’s the Baptist Health difference — you know people care.”
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ROSIE AND ART GIACOSA WITH CHILDREN DANIEL AND ANNA

Corporate Philanthropy Snapshot

TOP SUPPORTED AREAS BY CORPORATE PHILANTHROPY PARTNERS:

Baptist Health Outpatient Services

West Kendall Baptist Hospital Baptist Health

More than $10.8 million raised in corporate gifts

271 gifts made in 2023

143 active corporate partners

CCorporate Partners Donor Spotlight

riticare Clinics, Inc., is a cornerstone of Baptist Health and has served as a leading partner in our best-in-class patient offerings for the last 18 years. Led by Chief Executive Officer William Kranichfeld, M.D., Criticare is a longstanding partner of Baptist Health and made a $1 million donation supporting Baptist Health Outpatient Services in 2023.

Made in memory of Dr. Kranichfeld’s wife, Denise, a nurse who specialized in neurology and childhood nutrition, and her hard-fought battle with cancer, the gift will support the training and professional development opportunities for clinicians, technological advancements and expansion of comprehensive cancer care at Baptist Health’s Plantation Wellness and Medical Complex.

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CORPORATE PHILANTHROPY SNAPSHOT

Corporate Partners On and Off the Field, Court and Ice

Baptist Health is the official healthcare provider for most professional sports teams in South Florida, and physicians from Baptist Health Orthopedic Institute serve team physicians for the Miami HEAT, Miami Dolphins, Florida Panthers and Inter Miami CF.

These partnerships extend beyond providing outstanding medical care to

our professional sports teams and have grown into philanthropic partnerships that have brought waves of impact to Baptist Health. Combined, the teams have given close to $10 million in support to Baptist Health Miami Cancer Institute and Baptist Health Orthopedic Institute.

As their official healthcare provider, Baptist Health cares for their athletes every step of the way; and in turn, they have shown support for our organization and our mission — directly impacting patient care, cancer research and community outreach initiatives through their generosity.

We are grateful for the philanthropic partnerships built with the Miami HEAT, Miami Dolphins, Florida Panthers and Inter Miami CF and are inspired by their expression of gratitude through generosity.

Baptist Health is the lifeblood of the Miami HEAT. The passion, commitment and care Baptist Health shows our players, coaching staff and overall franchise is second to none. And, just as important, Baptist Health’s dedication to the health of our South Florida community is an inspiration to our organization. Our partnership in Bounce Back from CancerTM is among our most important annual initiatives.”

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A Celebration of Generosity

More than 400 guests attended Baptist Health Foundation’s Celebration of Generosity on May 16, 2023, at the Loews Coral Gables Hotel. The event honored major supporters and corporate philanthropy partners.

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A CELEBRATION OF GENEROSITY

Bounce Back from CancerTM , a partnership between Baptist Health Foundation and the Miami HEAT, united the South Florida community once more to dribble or walk on March 12, 2023, and raise funds benefiting research and clinical trials at Baptist Health Miami Cancer Institute. Last year, more than $3.4 million was raised in support of the Institute.

2023 also marked the fifth year of the grassroots, community-wide, family-friendly event, which has raised more than $6.5 million since 2018.

Bounce Back from CancerTM

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BOUNCE BACK FROM CANCER TM

A Celebration of Generosity BETHESDA HOSPITAL

Event Spotlight

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EVENT SPOTLIGHT
Bougie Ball MARINERS HOSPITAL

Denim & Diamonds

FISHERMEN’S COMMUNITY HOSPITAL

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Pink Pineapple Lunch MIAMI CANCER INSTITUTE

Passing the Torch

The Barry T. Katzen Medical Director Endowed Chair was created to provide comprehensive support to Baptist Health Miami Cardiac & Vascular Institute’s Medical Director to further the vision of offering high-quality service through multidisciplinary care and research.

Established in honor of Barry T. Katzen, M.D., founder of Miami Cardiac & Vascular Institute, the endowed chair represents a significant investment in enhancing patient care, innovation, research and education and has created a legacy that is both far-reaching and transformative.

In 2023, Tom C. Nguyen, M.D., was named Chief Medical Executive of the Institute — becoming the new Barry T. Katzen Medical Director Endowed Chair. Dr. Nguyen has the great honor of following Dr. Katzen’s legacy and continuing to shape the future of healthcare at the Institute through research and service.

“Dr. Katzen is a visionary physician who not only led Baptist Health Miami Cardiac & Vascular Institute for more than 35 years, but also helped develop technologies and treatments that have changed the course of cardiovascular medicine worldwide,” said Jack Ziffer, M.D., chief medical executive for Baptist Health. “We are extremely grateful to him for his leadership and dedication to Miami Cardiac & Vascular Institute and are pleased to have Dr. Nguyen carry this important work forward as the Barry T. Katzen Medical Director Endowed Chair.”

“Dr. Nguyen shares our vision of ensuring that Miami Cardiac & Vascular Institute is a world-class center and leader in multidisciplinary care and innovation,” said Barry T. Katzen, M.D. “I am proud to know that he will continue to build upon the great work of the Institute.”

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ENDOWED
CHAIR

Baptist Health Foundation is committed to honoring the tradition, importance and legacy of endowed chairs, as they play a pivotal role in elevating medical excellence in both the present and future.

As the torch passes from one luminary to another, we pay tribute to not one, but two great legacies — Dr. Katzen’s and the legacy that philanthropy provides in inspiring the next generation of healthcare professionals.

“I am privileged and humbled to join the excellent team at Baptist Health and Miami Cardiac & Vascular Institute. I strive every day to earn the privilege of practicing and leading medicine. My philosophy is treating patients like family and making sure they have the best care possible with the fastest recovery. I look forward to working with others to revolutionize healthcare in South Florida and beyond,” said Dr. Nguyen.

Dr. Nguyen shares our vision of ensuring that Miami Cardiac & Vascular Institute is a world-class center and leader in multidisciplinary care and innovation.”

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Steeped in Tradition:

In 2023, Baptist Health Foundation celebrated the installation of four endowed chairs whose expertise and vision will elevate medical excellence at Baptist Health and beyond.

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ENDOWED CHAIR INSTALLATIONS
Fernandez Family Foundation Endowed Chair in Cancer Research Manmeet Singh Ahluwalia, M.D., MBA, FASCO Irma Bass Endowed Chair in Stroke Neurology Felipe De Los Rios La Rosa, M.D.

Honoring the Brightest Minds in Healthcare

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Abbhi Family Endowed Chair in Urologic Oncology Murugesan Manoharan, M.D., FRACS Irma and Kalman Bass Endowed Chair in Clinical Neuroscience Michael W. McDermott, M.D., FAANS

Impacting Academics

Baptist Health Academics supports Baptist Health’s longstanding educational programs to attract, train and retain healthcare professionals who will serve our community in the future. Baptist Health Academics works closely with Baptist Health Foundation to inspire philanthropy in support of outstanding patient- and family-centered academic experiences, cutting-edge technology and collaborative workspaces for current and future healthcare professionals.

In 2023, the generosity of our donors offered valuable support to many Baptist Health Academics initiatives, such as the Baptist Health Allied Health Scholars Program and the Clinical Partner Training Program.

Through academic partnerships with institutions of higher learning, the Baptist

Health Scholars Program offers a work-integrated learning experience, preceptorship and clinical rotation sites for various student programs. Philanthropy provided funds in the form of scholarships for several Allied Health Scholars.

Donor support also impacted the Clinical Partner Training Program by aiding efforts to prepare participants for the Certified Nursing Assistant (CNA) exam. Those who complete the exam preparation program are well positioned to pass the Florida CNA exam and pursue a career as a Clinical Partner at Baptist Health.

Philanthropy reinforces Baptist Health’s commitment to provide high-quality educational and training opportunities that will ensure a healthy and vibrant future for our community.

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BAPTIST HEALTH ACADEMICS

Philanthropy Supports Launch of Biomedical Research Symposium

On May 12, 2023, Baptist Health held its inaugural Biomedical Research Symposium, which highlighted cutting-edge information on healthcare delivery, clinical practice, medical research, quality improvements and more.

The philanthropically supported Symposium brought together leading clinicians from our Baptist Health institutes and other healthcare providers to discuss and learn how to accelerate social networking to increase the speed of research and development at Baptist Health, recognize some of the newest therapies poised to impact the immediate future of patient care in our diverse communities and identify emerging technologies being developed to further advance the care of the cancer, cardiac, neurological and orthopedic patients in our community.

Among the many research projects discussed during the Symposium were four donorsupported clinical trials focusing on stem cell transplants and immunotherapies, progressive meningiomas, MR-guided radiotherapy for gastrointestinal cancers and head and neck radiation oncology.

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BIOMEDICAL RESEARCH SYMPOSIUM

Gloria Vasta Lewis Memorial Legacy Challenge Creates Present and Future Impact

With the goal of inspiring donors to make a planned gift, Baptist Health Foundation established the Gloria Vasta Lewis Memorial Legacy Challenge in 2023.

The Legacy Challenge uses matching dollars to move Baptist Health’s mission forward today, while securing future investments via estate gifts to support the organization’s future.

The Challenge was created in memory of Gloria Vasta Lewis, a longtime Baptist Health supporter and Living Legacy Society Member, whose generous estate gift provided up to $1 million in matching gifts. Ms. Lewis, who passed in January 2023 at age 92, made an impact on many of Baptist Health’s patients and caregivers throughout her lifetime, and her

kindness will be deeply missed. The matching gifts will leverage Ms. Lewis’s generosity and generate funding to ensure Baptist Health’s future, while supporting its current critical initiatives.

We are incredibly thankful for the support of the 15 individuals who joined the Legacy Challenge in 2023, helping raise more than $6.4 million in support of Baptist Health’s tomorrow. Legacy giving has been — and will continue to be — an important part of planning for the future of our organization.

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PLANNED GIVING

The Gloria Vasta Lewis Memorial Legacy Challenge is a great opportunity to challenge each and every one of us. With our planned gift, Shay and I have accepted the Challenge and we support Baptist Health’s mission to provide exceptional care to all the people in South Florida.”

BUDDY WILTON, FOUNDATION BOARD SECRETARY AND EXECUTIVE COMMITTEE MEMBER

“I’ve been involved in fundraising and have donated to a number of organizations, but I’ve never seen anything like the Legacy Challenge. The idea that my future gift will make an impact today was great motivation to accept the Challenge.”

HOWARD KANE, VOLUNTEER

“Participating in this Challenge was a ‘no-brainer’! We established a gift from our estate that may help save lives at the Cancer Institute someday, but with this Challenge we can make an immediate impact on cancer services at Baptist Health.”

ANONYMOUS

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Elevating Healthcare in Our Community

A Q&A WITH ANA VEIGAMILTON PRESIDENT, JOSÉ MILTON FOUNDATION

In 2023, the José Milton Foundation made a $3 million donation to Baptist Health Foundation to establish the first endowed chair at Baptist Health Orthopedic Institute. The endowment, which will be named the José Milton Foundation Endowed Chair in Orthopedics, will support the work of John William Uribe, M.D., chief medical executive and founder of Baptist Health Orthopedic Care.

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DONOR SPOTLIGHT
FROM LEFT: ALEX VILLOCH, ALEC MILTON, JESSICA YOUNIS MILTON, JOHN WILLIAM URIBE, M.D., ANA VEIGAMILTON, CECIL MILTON, ERIC MILTON, AND LOURDES BOUE

What are the José Milton Foundation’s vision and goals for your community philanthropy?

The vision of the José Milton Foundation is to elevate South Florida through investments in quality healthcare, education and research. Miami is home. It is arguably the most important city in the Americas. I am inspired by how far we have come as a richly diverse and energetic community — we are a model, a glimpse into the future. Having exceptional healthcare available and accessible in our community is vital for the well-being of our residents, the excellent quality of life we enjoy and the growth of our economy.

How did you become involved with Baptist Health Foundation?

When my husband Cecil sought out an expert in orthopedics, Dr. John Uribe and the Baptist Health Orthopedic Institute’s stellar reputation shined through. Recognizing the value of the Institute for our community and beyond, we funded its first endowed chair to support the work of Dr. Uribe.

In your opinion, what sets Baptist Health apart from other healthcare institutions?

South Florida boasts excellent healthcare delivered by expert medical professionals connected to renowned healthcare institutions. Baptist Health is among the healthcare leaders, especially with the landmark partnership with Florida International University’s Herbert Wertheim College of Medicine.

What kind of an impact do you believe the José Milton Foundation and other Baptist Health donors are making?

With philanthropic investment and support, research and patient care can only improve. Donors provide vital funds to support research and procure the newest technology to help patients regain health and thrive. I am confident that the José Milton Foundation Endowed Chair in Orthopedics will fund research to improve surgical outcomes, improve therapy protocols and educate us to take better care of our joints. My family believes in the power of Baptist Health!

It is truly an honor to accept this endowed chair. I thank the José Milton Foundation for their immense generosity in supporting the science of orthopedic medicine at Baptist Health.”
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Building a Foundation of Giving

28 BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 DONOR UNVEILINGS
DRS. JOE AND SALLY BAUER ONCOLOGY SERVICES ABBHI FAMILY LOBBY

2023 marked an exciting year for Baptist Health Foundation, recognizing the generosity of those whose belief in Baptist Health will carry us into the future.

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TRISH AND DAN BELL WELCOME CENTER MIRIAM SEYBERT IMAGING SERVICES

Your Generosity Revolutionizes Research & Innovation

Baptist Health Miami

Cardiac & Vascular Institute is dedicated to improving cardiovascular treatment through research and clinical trials. Having built a robust research program, the Institute focuses on studying next-generation technology and minimally invasive treatments that can improve outcomes and quality of life for patients. Philanthropy provided valuable support to many who focus on research efforts at the Institute in 2023. The research staff helped the Institute meet a high standard of quality, which translates to better outcomes and care for patients.

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PHILANTHROPIC IMPACT

Physicians at the Institute serve as principal investigators for numerous studies now in progress, regularly publishing and presenting their findings at medical conferences. One such study includes findings on the restoration of limb length in a total hip arthroplasty, commonly known as a total hip replacement. By utilizing philanthropy to support the research efforts of physicians through fellowships, the Institute can continue to cultivate qualified orthopedic physicians to enhance orthopedic care in our community and lead advancements in orthopedic research.

Using novel therapies, physicians at Baptist Health Miami Cancer Institute are conducting cutting-edge clinical research in the battle against cancer. Their hope is that today’s clinical trials will lead to breakthroughs in life-prolonging treatments and, ultimately, cures for some of the most complex and difficult-to-treat cancers. Philanthropy played an impactful role at Miami Cancer Institute in 2023, supporting 45 clinical trials. More than 100 new patients joined these clinical trials last year, benefiting from leading research studies made possible through donor support.

In 2023, philanthropy provided essential funding to activate a research study focusing on Alzheimer’s disease at Baptist Health Miami Neuroscience Institute. During the study, patients undergo Exablate Magnetic Resonance Guided Focused Ultrasound, a minimally invasive treatment that uses focused ultrasound waves to induce localized and temporary blood brainbarrier disruption in patients with probable Alzheimer’s disease.

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Your Generosity Transforms the Patient Experience

Fully funded by philanthropy, the Arts in Medicine Program at Baptist Health Miami Cancer Institute continues to impact patients in a meaningful way. Research has shown that bringing the arts into the healthcare setting not only promotes the well-being of cancer patients, but it can also affect their clinical outcomes. In 2023, the Arts in Medicine Program facilitated more than 46,000 patient touchpoints. Philanthropy continues to support the growth of the program and offer patients peace of mind during their treatment at Miami Cancer Institute.

32 BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 PHILANTHROPIC IMPACT

Asleep sack is a sleeveless, wearable blanket worn over pajamas or a bodysuit, providing parents with a safer and more effective way to swaddle their newborn. Baptist Health models safe infant sleep practices throughout our facilities and is an advocate for providing safe sleep education to the families it serves. Through the generosity of our donors, parents were educated on the importance of sleep safety and more than 5,000 HALO® SleepSacks were distributed in 2023 to babies born at Baptist Health Baptist Hospital, Baptist Health Homestead Hospital and Baptist Health South Miami Hospital.

Studies show that infants fed human milk have better outcomes and less risk of infection. At South Miami Hospital, philanthropy continues to support the Donor Breast Milk Program, which dispenses human milk to critically ill newborns. In 2023, South Miami Hospital provided more than 9,200 oz. in donor milk to babies in the neonatal intensive care unit (NICU), giving our tiniest patients access to lifesaving resources.

In 2023, philanthropic support enhanced services offered through Baptist Health Baptist Hospital’s Child Life Program, such as purchasing creative art supplies, a therapeutic sensory station and equipment to decrease the anxiety of pediatric patients.

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Your Generosity Facilitates Education & Training

34 BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 PHILANTHROPIC IMPACT

Funded by philanthropy, Baptist Health Miami Cardiac & Vascular Institute’s Jose “Pepe” Alvarez Jr., M.D., Memorial Lecture educates health professionals on topics pertaining to cardiovascular and endovascular health. In 2023, the Institute welcomed William A. Gray, M.D., from Main Line Health to discuss atherosclerotic carotid bifurcation disease. The lecture brought together 90 clinicians to learn how to assess risk factors and efficacy associated with treatment options.

Philanthropic support for Baptist Health’s Center for Excellence in Nursing goes a long way in providing educational opportunities for professional growth and development of our nursing staff. Through donor support, nurses from seven Baptist Health hospitals attended nursing conferences during 2023, helping them stay up to date on current evidence-based practices and the latest research.

In partnership with Baptist Health Foundation, Baptist Health Miami Neuroscience Institute launched the Neuroscience Research Scholars Program in 2023. Funded through philanthropic support, three research scholars participated in a 12-week program in which they engaged with physicians at Miami Neuroscience Institute to conduct clinical research. The scholars were matched with a research mentor within their area of interest and participated in existing research studies.

Baptist Health’s Bethesda College of Health Sciences

Program is committed to attracting, educating and retaining qualified and compassionate healthcare professionals. Bethesda Hospital is the primary clinical training site for the program and provides a variety of clinical hands-on learning opportunities for students. In 2023, philanthropy supported several scholarships that helped students enhance their medical knowledge and training.

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Your Generosity Enhances Community Outreach

Striving to promote healthy living in the Florida Keys, Baptist Health Mariners Hospital’s Wellness Center enhances the community’s quality of life through exercise, education and wellness. Open to all, the Center is home to exercise physiologists, exercise equipment, group classes and other benefits that support a healthy lifestyle. Philanthropically funded wellness scholarships made it possible for several local residents who were unable to afford a gym membership to join the Center in 2023, helping them improve and prevent health issues.

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PHILANTHROPIC IMPACT

Baptist Health Homestead Hospital has placed great importance on working with partners in the Homestead area. One such partner is the Homestead Community Health Center, which focuses on providing high-quality, accessible, cost-effective and patient-centered care to residents. In 2023, philanthropic dollars supporting community outreach efforts helped the Center assist more than 5,600 underserved patients by providing important medications and covering lab costs.

Funded through philanthropy, the Baptist Health Orthopedic Institute Youth Athletic Outreach Program represents Baptist Health’s commitment to ensure the safety of our community’s student athletes. In 2023, more than 100 MiamiDade County public school football games were covered by a Baptist Health physician or athletic trainer, and more than 4,600 student athletes received pre-participation physical exams through the program.

Swim safety is an important community outreach initiative for Baptist Health West Kendall Baptist Hospital. Swim lessons are one of the best ways to prevent child drowning, and, thanks to philanthropic support, the hospital is making an impactful difference in promoting swim safety. Philanthropy helped West Kendall Baptist Hospital provide 100 scholarships for swim lessons in 2023.

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Your Generosity Impacts Staffing & Quality Care

Baptist Health South Miami Hospital’s Center for Women & Infant Oncology Patient Care Navigator Program is integral to the health and well-being of our patients. Oncology nurse navigators assist with breast biopsy appointments, specialty referrals, scheduling outpatient diagnostic procedures and much more. Through the generosity of our donors, more than 450 patients were impacted through nearly 1,200 touchpoints.

38 BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023
PHILANTHROPIC IMPACT

Philanthropy provided important support to Level II and III neonatal intensive care unit (NICU) staff at Baptist Health Baptist Hospital in 2023. Level II NICUs care for moderately ill babies, while Level III NICUs provide subspecialty care for critically ill newborns, offering prompt access to a full range of pediatric medical services. The NICU staff at Baptist Hospital performs lifesaving work every day, and through donor support they were given the tools and resources needed to care for those who need it most.

The electronic intensive care unit (eICU) monitoring system at Baptist Health Mariners Hospital helps subsidize the operations of Baptist Health’s lifesaving LifeGuard system. The system enables critical care physicians and nurses located at our LifeGuard Clinical Operations Center in Miami to electronically monitor the medical condition of all ICU admissions. The eICU provides additional support and the best possible care for patients. In 2023, more than 500 interventions occurred because of philanthropic support to the eICU monitoring system at Mariners Hospital.

Baptist Health South Miami Hospital’s Child Development Center provides diagnostic and early intervention services to help children achieve their full capabilities in all areas of development. The Center evaluates infants and children for potential problems that might require medical treatment, therapy services or parent education. In 2023, philanthropy provided support to the Center’s social worker, physical therapist and occupational therapist at the infant clinic, supporting more than 500 infant clinic visits.

BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 39

Your Generosity Provides Essential Medical Equipment

40 BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 PHILANTHROPIC IMPACT

At Baptist Health West Kendall Baptist Hospital, The Healthy Hub offers free health screenings, health risk assessments, personalized patient education, referrals for follow-up primary care and information about free community resources for healthy living. In 2023, philanthropy helped purchase new technology to provide a faster and more accurate analysis of an individual’s body composition, in addition to materials needed for diabetes screenings.

Donor support helped purchase a state-of-the-art DEXA scanner at Baptist Health Doctors Hospital. The purpose of the DEXA scanner is to improve patient care by enhancing fracture risk assessments. A DEXA scan is a type of medical imaging test that uses low levels of X-rays to measure the density of bones. Medical experts consider DEXA scans to be the most useful test for helping to diagnose osteoporosis.

Philanthropic support created a unique opportunity for Bethesda Hospital to access important software that creates detailed, interactive 3D anatomic models based on standard CT scans and MRIs for surgical planning. The models created through the Ceevra software allow for the surgeon to expertly plan surgical procedures based on the patient’s unique anatomy. At Bethesda Hospital, Ceevra will be a helpful tool for physicians treating kidney masses and prostate cancer.

Philanthropy is providing clinicians at Baptist Health Baptist Hospital with vital tools needed to treat infants and children through age 5 who suffer from retinoblastomas. Retinoblastoma, a rare eye cancer that usually develops in early childhood, affects the retina, which is the specialized light-sensitive tissue at the back of the eye that detects light and color. Through the generosity of our donors, a new laser indirect ophthalmoscope was purchased to treat pediatric patients at Baptist Hospital.

BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 41

From Investment to Impact

Statement of activities for the fiscal year ending September 30, 2023

Gross

42 BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023
& SUPPORT
REVENUE
Funds Raised
$60,555,805
Raised
Present Value & Other Adjustments
Income
Total Revenue & Support . . . . $52,521,699
Program & Supporting Services Expenses . . $15,264,757 Total Program & Supporting Services as a Percent of Total Funds Raised . . 28 9% NET ASSETS n Without Donor Restrictions . . . . $54,697,214 n With Temporary Donor Restrictions . . . . $213,505,330 n With Permanent Donor Restrictions . . . . $40,764,817 TOTAL NET ASSETS AS OF SEPTEMBER 30, 2023 . . . . $308,967,361
. . . .
Net Funds
. . . . $52,468,113* *
Other
. . . . $53,586
EXPENSES Total
18% 69% 13% SYSTEM SUPPORT $23.1 MILLION FINANCIALS

2022 – 2023 Officers & Directors

LANI KAHN DRODY, Chair of the Board

MICHAEL L. KATZ, Vice Chairman

ROBERT G. BERRIN , Chairman Emeritus

ROBERT COWARD, Treasurer

BUDDY WILTON, Secretary

ALEX VILLOCH, CEO

DIRECTORS

Jorge A. Arguelles

Deborah Annex

Ernesto Aviñó

Steven I. Bandel

Richard L. Barbara, Esq.

Elizabeth Rae Baxter

Maria Beguiristain, Esq.

Michael B. Berman

Vanessa M. Bertran, Esq.

Mary Blum

Stephen A. Blumenthal

Charles Bowie

Steven J. Brodie

Joseph R. Buchanan, Esq.

Nina Perry Cahill

Guillermo Campos

Carolina Canida

Michael Peale Carrier

Dennis Carvajal

Lorena Heredia-Caseres

Bea Citron

Tobin Cobb

Linda M. Coggins

Shawn Crews

Steven M. Demar, CPA

Liana M. De Mena

Alan T. Dimond, Esq.

Caron Dockerty

Patrick M. Donovan

Dawn Edwards

Kim Elliott

Eduardo Eraña

Michael T. Fay

Armando Fernandez

Joseph A. Fernandez

George W. Foyo

Ricardo Garbati

Pedro J. Garcia

Aileen Garciga

Alex Gierbolini

Jose Antonio Gonzalez

L. Felice Gorordo

Kristina Rae GossmanDucanes

Todd Gurne

William H. Henneberry

Andy Hernandez

Mark A. Hernandez, M.D.

Jay A. Hershoff, Esq.

Donald W. Horton

Eion Hu

Mia Hu

Lourdes Jofré-Collett

Lane M. Jones

Rebecca Karsenti, M.D.

Alexandra Kelley

Erin D. Knight

Jason Koler

Rudy Kranys

Alex Krys

Vishnu Kurella

Susan Matson Lampen

Jon Landau

Pascal Liguori

Steven Litinsky, M.D.

Todd Litinsky

Gail Ranieri Long

Manuel E. Machado

Brian Magrane, M.D.

John Cyril Malloy III

George M. Marakas, Ph.D.

Michael M. McCarthy

Kevin M. McGovern

Jhonny A. Mercado

Juan Antonio Michelena

Camilo Miguel Jr.

Carly Miller

Mario J. Miranda

Brenda Maria Moreira

Kristen Munroe

Emina Cunmulaj Nazarian

George R. Neugent

Gil Neuman

Stormet C. Norem

Jane C. Packard

Guillermo Pascual

John Pasqual, DMD

Adriana Pereira-Reyes

Jorge E. Perez, M.D.

Sid Perkins

Terry Perrin

Lillian M. Peters, CFP, CDFA

Abby Denise Portuondo

Sharon Prolow

Lindsay Rabito-Leonard Mahendra Raolji

Evan T. Rees

David P. Reuter

Mark D. Rich

Rosario Rico-Toro

Carlos J. Rodriguez

Lindy Roth

Darren Salinger, M.D.

Joel H. Schenkman, M.D.

Betty Anne Schilling

Julia Shen

Paul Skoric

Neil R. Sosler

Patricia Stanley

Claudia M. Stober

Donald S. Swatik, Ph .D.

Rupa Tak

Albert R. Taño, M.D.

Jeffrey Taylor

Bill R. Tillett

Yolanda Valencia

Wilfredo Valle

John T. A. Vanderslice

John Vidalin

Audra Hill Wallace, CPA

J. Scott Weston

Joseph Weston

Charles L. White III

Vivian Williams

Aleta Williamson

Susan R. Williamson

William W. Wilson III

Barbara J. Wright

Boris Zedan

Judith H. Zeder

HONORARY DIRECTORS

Theodore Feldman, M.D.

Ghassan Haddad, M.D.

Yvonne Turner Johnson, M.D.

Barry T. Katzen, M.D.

Derek Papp, M.D.

EX-OFFICIO MEMBERS

Matthew Arsenault

Nancy Batista-Rodriguez

Lourdes Boue

Bo Boulenger

Bill M. Duquette

Bernie Fernandez, M.D.

Drew Grossman

Javier Hernandez-Lichtl

Christine Kotler

Nelson Lazo

Ana Lopez-Blazquez

Joe Natoli

Jared Smith

Kenneth Spell

Bill Ulbricht

Jack A. Ziffer, Ph.D., M.D.

Michael Zinner, M.D.

BAPTIST HEALTH FOUNDATION | FISCAL YEAR 2023 43
OFFICERS & DIRECTORS
Philanthropy
$100,000+
Corporate
Partners DIAMOND
CORPORATE PHILANTHROPY PARTNERS
TITANIUM
$50,000+
PLATINUM $30,000+ GOLD $25,000+ SILVER $15,000+
*As of 9/30/2023
BRONZE $10,000+

PHONE: 786-467-5400

EMAIL: GIVING@BAPTISTHEALTH.NET

WEBSITE: BAPTISTHEALTH.NET/GIVING FOLLOW US!

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