Foundations of Catholic Health 2014 Annual Report

To

Give is to Care.

2014 ANNUAL REPORT

Continuing & Home Care Foundation | Kenmore Mercy Foundation | Mercy Hospital Foundation | Sisters Hospital Foundation

How giving translates into caring The Foundations of Catholic Health are pleased to present our 2014 annual report, offering a look at the many ways our hospitals, health centers, and home and community based services have touched people’s lives during the past year.

The Foundations take pride in helping to further the Catholic Health mission to reveal the healing love of Jesus to those in need. Acting as faithful stewards of the generous gifts of our supporters, the Foundations help guide the funding of initiatives that make better healthcare possible for more people throughout Western New York.

2

CONTINUING & HOME CARE FOUNDATION 2014 Board of Directors

SISTERS HOSPITAL FOUNDATION 2014-2015 Board of Directors

William M. Collins, Travers Collins*

Guy Agostinelli, Esq., Zdarsky, Sawicki & Agostinelli

Vincent O. Hanley, Jaeckle Fleischmann & Mugel, LLP Wayne N. Keller, First Niagara Joyce Markiewicz, Home & Community Based Care Kathy M. Swenson, Executive Director KENMORE MERCY FOUNDATION 2014 Board of Trustees Anthony B. H. Habib* Thomas J. Brewer, D.O., M.S., The Buffalo Intensivist Group Peter Coleman, Green Buffalo Fuel, LLC Raymond P. Crane, CPA, CVA, Brock, Schechter & Polakoff, LLP Anthony D. Decillis Nancy R. Dobson, Uniland Development Company

Linda Panaro, Northwest Savings Bank*

Julie M. Bargnesi, Esq., Damon Morey LLP Peter U. Bergmann, FACHE, Sisters of Charity Hospital Elizabeth K. Buscaglia, Hodgson Russ, LLP Gregory Castiglia, M.D., Buffalo Neurosurgery Group Jack F. Coyne, MD, FAAP Rachel DeDomenico, Key Private Bank Nicolas J. Fabozzi, CPA, Tronconi Segarra & Associates LLP Dr. Joseph P. Falcone, Empire Orthopaedics, PLLC Karen Fenzl, First Niagara Risk Management Ann Galbraith, Community Volunteer Mary Ann Hoffert, The Marillac Guild Rose Hoffman, Community Volunteer

Dorothy Ferguson, Ferguson Family Foundation

Timothy W. Hoover, Phillips Lytle LLP

The diverse stories in this report are real-life examples of our healthcare ministry at work. A new ambulatory surgery unit brings care closer to the community.

A special fund helps improve the quality of life for elderly patients at home. Numerous capital investments are made possible to advance surgical services in state-of-the-art facilities. These are just a few examples of how your support makes a difference in the care for thousands of people in our community, particularly the poor and underserved.

Craig A. Harris, Canisius High School

Eric Koessler, Canisius High School

Mark Keller, Keller Technology Corporation

Andrea Lambert, Sisters of Charity Hospital

Giving to any of our Foundations -- Continuing & Home Care Foundation, Kenmore Mercy Foundation, Mercy Hospital Foundation and Sisters Hospital Foundation -- translates into caring. Please consider making a gift. You will see how it makes a difference, every day, right here in Western New York.

Jay Smith, Rural/Metro Medical Services

I would like to express my sincere thanks to everyone who helps the Foundations of Catholic Health in their important work – our Board Members, generous donors, volunteers, physicians, nurses and associates. We are grateful for the community’s support of the many aspects of exceptional healthcare ministry at Catholic Health.

Gigi Ford, HSBC Bank USA, N.A.*

Michael K. Landi, M.D., Invision Health James M. Millard, Kenmore Mercy Hospital Audrey Meyers, Citizens Bank, N.A. Mark Notarius, Premier Wine & Spirits Richard C. Penfold Joseph Picone, Bison Electrical Services Corp.

James Rykowski, Evans Bank Ralph J. Vanner, Sr., Vanner Insurance Agency** Shari McDonough, Executive Director MERCY HOSPITAL FOUNDATION 2014 Board of Directors Maureen K. Athoe, Moog, Inc.

Thomas Keenan, M&T Bank

David J. Martinke, D.O., Primary Care of WNY Patrick Mathews, WILLCARE Matthew D. McKenna, Prime Risk Partners Daniel P. Murray, Lawley David J. Murray, Esq., Phillips Lytle LLP Robert Powalski III, Alliance Advisory Group, Inc. Michael J. Pratt, Pratt Collard Advisory Partner LLC Michael Schmatz, Bank of America Merrill Lynch Jennifer Turesky Scott Wallace, Citizens Bank Anne E. Snyder, Executive Director SHARED DEVELOPMENT DEPARTMENT

Sharon Prise Azurin, Phillips Lytle LLP

David J. Kersten, Vice President of Development

Stephen W. Downing, MD, Mercy Hospital Cardiothoracic Surgical Associates

Therese Bianchi, Corporate & Foundation Relations Officer

Neil Farrell, Farrell Financial, LLC

Katharine D’Auria, Accountant

Daniel Joyce, Hodgson Russ, LLP

Deidre Dawkins, Database Analyst

Brian Lawson, Community Volunteer

Christina Lapsley, Special Events Coordinator

Sean Penner, Raptim Travel Group

Rachael Pollinger, Administrative Assistant

Patrick J. Sgroi, Sgroi Financial, LLC James Tilley, Community Volunteer Michael Albert, MD, Eastern Great Lakes Pathology President & CEO, Catholic Health

C.J. Urlaub, Mercy Hospital of Buffalo Kathy M. Swenson, Executive Director

* Chairman of the board of directors/trustees ** deceased 2014

Sisters Hospital Foundation

ADDED CONVENIENCE. Ambulatory surgery has transformed the way modern healthcare is delivered, making outpatient surgeries more convenient for the patient, while reducing hospital stays and costs.

The St. Joseph Campus of Sisters of Charity Hospital is building on that trend, having recently transformed over 10,000 square feet of space at the hospital into a state-of-the-art Ambulatory Surgery Unit (ASU).

Dedicated in June of 2014, the new unit offers patients the comfort and convenience of having surgeries and procedures performed in an outpatient setting. It replaces a free-standing Ambulatory Surgery Center in Williamsville, which the hospital had been leasing, with a modern, new unit within the hospital.

From placing the ASU in a convenient and central location to creating an even better patient experience, the benefits are far-reaching.

“Everything we have done in this renovation has centered on what is best for the patient,” says Martin Boryszak, Chief Operating Officer for Sisters Hospital. “From the latest technologies to private pre- and post-surgery rooms, the ASU was designed to enhance the patient experience.”

To read the full story, please visit our website: www.FoundationsofCatholicHealth.org

HANDLED WITH CARE Donor Spotlight: Maria Madden

It felt like the flu. Her young son, Tristan, was also sick.

“Probably just something he brought home from school,” thought Maria Madden, who lives in Buffalo’s Central Park neighborhood with her husband and son.

But Maria continued to feel worse and within a week she was rushed by ambulance from her home to Sisters Hospital. It was the beginning of a frightening journey that would go from a medically induced coma that lasted three weeks, to a recovery that even doctors described as miraculous.

“The doctors and nurses at Sisters not only saved my life, they saved my quality of life,” Maria says. “The care they provided, including the littlest things, allowed me to get better and return quicker to normal living.”

With the help of a matching grant from Tim’s employer, Maria and her husband Tim established a dedicated fund through the Sisters Hospital Foundation to help patients and their families, as well as the staff in the ICU. Established in the summer of 2014, the Maria Madden Fund supports the Sisters Hospital ICU and the care of patients with respiratory illnesses.

DONOR IMPACT | SISTERS HOSPITAL FOUNDATION CAPITAL IMPROVEMENTS • Labor and Delivery Expansion - Main Street Campus • Phase III Ambulatory Surgery Unit - St. Joseph Campus

• da Vinci® Single-Site® Surgery System • UpToDate® online software physician resource • Neonatal Intensive Care Unit (NICU) Incubator

• Relocation and remodeling - St. Vincent Health Center

• Telemetry monitoring equipment

EQUIPMENT

• Orthopaedic Hip Chairs on both campuses

• Brainlab Stereotactic Neuronavigation System • Jackson Spinal Surgery Table

• Patient Transfer Rollerboards on both campuses

PROGRAMS

• A dvanced Practice Neonatal Nurses Conference

• C lothing and Insulin for patients living in poverty

• C ardiometabolic Conference

• “ Cribs for Kids” program for families living in poverty • “ Footprints on the Heart” Bereavement Support Services • Special Birth Place Resources • “ White Wreath” Protocol Pilot Program

EDUCATION

• E nd of Life Nursing Education Consortium • E verything Cardiac • F undamentals of Critical Care Support • I nternational Bereavement Perinatal Conference • Professional Development Credentialing

• A CLS – Advanced Cardiac Life Support We are grateful for the generous support of

Isabelle Yeager Trust

3

Mercy Hospital Foundation

CENTER OF ATTENTION The Mercy Hospital of Buffalo Stroke Center is consistently rising to the challenge of providing cutting edge care and services for stroke patients and their families in our community. Now, thanks to help from the Mercy Hospital Foundation, the Center is taking care a step further with an enhancement project begun in 2014.

To help ensure that the hospital stays at the forefront of stroke care, Mercy Hospital Foundation helped raise nearly $300,000 in 2014 to enhance the nursing station and patient care areas in the Stroke Center. The project includes making more efficient use of space, improving the workflow for medical staff, expanding computer access, and creating an educational area for the patients and families. The project also includes aesthetic updates to patient rooms and hallways.

In 2013, Mercy Hospital was named a Comprehensive Stroke Center by the Joint Commission, the nation’s leading accrediting agency for hospitals and healthcare providers.

“We are very proud to meet those standards as a recognized, regional stroke center, with support from the Mercy Hospital Foundation to help ensure the continued growth of our program,” explains C.J. Urlaub, president and CEO of Mercy Hospital.

To read the full story, please visit our website: www.FoundationsofCatholicHealth.org

CORPORATE CHALLENGE

4

Donor Spotlight: Moog Space & Defense Group

The generous physicians at Mercy Hospital partner with Mercy Hospital Foundation leadership each year to raise money for needed resources at the hospital. In just two years, this annual effort has tripled the amount of money raised. In 2014, the campaign raised $110,780 from individual charitable gifts and donations.

In 2013, Moog, an international manufacturer of motion control products headquartered in Elma, NY, pledged $200,000 – $50,000 annually for four years – to encourage physician support for the annual campaign.

According to Maureen Athoe, vice president and general manager of the Moog Space & Defense Group, the company’s leadership recognizes the important role Mercy Hospital plays in the quality of life for Moog employees. The company pledge is a show of support and appreciation.

“We all have a part in making sure quality healthcare institutions such as Mercy Hospital are available, not just for Moog employees, but for everyone in the community,” Athoe says.

DONOR IMPACT | MERCY HOSPITAL FOUNDATION CAPITAL IMPROVEMENTS

• Votive Candle Stand – Spiritual Care

• Nursing Station & Patient Floor Enhancements – Stroke Center

• 2 Mercy Crosses – The Margaret L. Wendt Family Center – Spiritual Care

EQUIPMENT

• 5 Double Sleeper Sofas – Labor & Delivery

• Bioness Interactive Therapy Systems – Medical Rehab Unit • GE Panda iRes Warmer – NICU – Ronald McDonald House Charities • Multi-Headed Microscope Conference Room equipment – Pathology & Lab

• 28 Patient Room Flat Screen Televisions – Labor & Delivery • 1,000 Halo Infant Safe Sleep Sacks – Labor & Delivery

PROGRAMS • Critical Care Registered Nurse (CCRN) Certification Educational Initiative – Intensive Care Unit (ICU),

We are grateful for the generous support of

William G. McGowan Charitable Fund

Cardiac Care Unit (CCU), and Open Heat Unit (OHU) nurses • E mpowering Buffalo One Neighborhood at a Time – Mercy Comprehensive Care Center (MCCC), Brigid’s Closet, Mission on the Move, & Reach Out and Read • M idwifery Care for Underserved Women in WNY – Maternal Child

EDUCATION • A merican Association of Critical Care Nurses – Nursing Education & Patient Care Services

• Northeast Cerebrovascular Association (NECC) Conference – Stroke • OB Critical Care in Obstetrics Conference – Maternal Child

Kenmore Mercy Foundation

SURGICAL ADVANCEMENTS Kenmore Mercy Hospital has earned a reputation for excellence in many different surgical services, from joint replacement, orthopedics and spine surgery, to neurosurgery and gastrointestinal procedures.

Of course, it takes a lot to achieve and continually enhance the level of success Kenmore Mercy has attained as a leader in surgical services. The skill and expertise of the physicians, the commitment and dedication of nurses and staff, and a lot of capital investment, all contribute to that success.

Thanks to a strong working partnership between the Kenmore Mercy Hospital Foundation and the hospital itself, the challenge of keeping up with and investing in the latest medical technologies is a little less daunting. In 2014, the Foundation provided key financial support for surgery-related equipment and investments.

“The investments we have made set a strong foundation for the future of Kenmore Mercy Hospital,” says James Millard, president and CEO of the hospital. “In the same way, we are grateful to have a strong Foundation as our partner in progress moving forward.”

To read the full story, please visit our website: www.FoundationsofCatholicHealth.org

DOUBLING UP

organization that we are proud to give our continued support.”

Donor Spotlight: Anthony B. H. Habib

Anthony B. H. Habib is president of the Kenmore Mercy Foundation Board of Trustees and has been a member of the Board since 2002.

During that time, he and his family have also been among the hospital’s strongest financial supporters, donating year after year and helping to foster significant growth for the Foundation.

“Kenmore Mercy is near and dear to our family’s heart and we believe in the great work that the physicians, associates and administration are doing,” he says. “It is a wonderful

Habib points out the excellent rapport between the Foundation board and the Kenmore Mercy Hospital administration, and credits his fellow board members for the fundraising success. “We have a very active board with members who get involved and help us continue to move the needle in fundraising every year.”

“Kenmore Mercy is simply a great hospital,” Habib concludes. “While it has made many advances in technology and medical services, it still has the feel of a hometown hospital, caring for patients as if they were family.”

DONOR IMPACT | KENMORE MERCY FOUNDATION CAPITAL IMPROVEMENTS

EQUIPMENT

EDUCATION

• Orthopedic Surgery Retractors

• Orthopedic Recliners for 2 East and 2 South

• A cademy of Medical – Surgical Nurses Convention

• Recumbent Bike and Schwinn Air Bike for Athleticare

• N YSPANA District 14

• Neuro Surgery Retractors • Fracture Table for Orthopedic Procedures • Neuro Microscope • 7 New Surgical Lights in the OR • New Nurse Call System – 2 West, MRU and ICU • Sterile Processor

• Wheelchairs with cushions for MRU • Furniture for the Serenity Room • Computer, monitor and software for Surgery Waiting Room

• U pdating on various aspects of perioperative concerns • N YS Central Service Professionals Annual Conference

• C ritical Care Symposium • R apid Response to Clinical Crisis • S kin and Wound Management Course • A dvance Vestibular Course – University of Pittsburgh

• N AON’s 34th Annual Congress • N euro Symposium

We are grateful for the generous support of

Mark Keller and Keller Technologies Corporation

5

Continuing & Home Care Foundation

MAKING CONNECTIONS It may be a familiar old song. A favorite program from the days of black & white TV. Perhaps some beautiful nature photography.

Catholic Health’s Long-Term Care facilities strive to make residents feel as much at home as possible by keeping them connected with the things that have always brought enjoyment to their lives.

Now, with the help of the Continuing & Home Care Foundation, residents can connect with these things even more.

The Foundation provided over $32,000 in donated funds for the purchase of an innovative, web-based software program called Linked Senior Adaptive Technology. The technology utilizes tablets and kiosks that enable residents to engage in more meaningful activities for learning, socializing and entertaining.

“The Foundation is instrumental in helping us obtain the extra offerings that maximize the satisfaction of our residents,” says Joyce Markiewicz, president and CEO of Home & Community Based Care at Catholic Health. “Their work affords us the opportunity to make a difference in so many lives – it is so important.”

To read the full story, please visit our website: www.FoundationsofCatholicHealth.org

6

EXTRA EFFORTS

Donor Spotlight: Sister Connie McGregor & Rev. Jean O’Brien

Sister Connie travels across Erie and Niagara counties, visiting as many as five patients a day in their homes to offer encouragement, spiritual comfort and emotional support. It is on the frontlines of home care where Sister Connie sees the needs of patients from every walk of life, every religious denomination, and every level of care.

Catholic Health’s Home and Community Based Care patients receive exceptional care, including physical, occupational and speech therapies, to help them maintain their

independence at home following a hospital stay or medical issue.

“There are so many ways that Home and Community Based Care touches people’s lives, caring for them in mind, body and spirit,” she explains.

Reverend Jean O’Brien is also a board certified chaplain with Home and Community Based Care. She emphasizes the team effort that goes into providing the extras, from the support of the president and CEO, Joyce Markiewicz, to the clinicians and physical and occupational therapists who work with the patients.

DONOR IMPACT | CONTINUING & HOME CARE FOUNDATION EQUIPMENT • Linked Senior Adaptive Technology – Father Baker Manor, McAuley Residence, Our Lady of Victory Skilled Nursing Facility, St. Elizabeth Home, St. Francis, St. Vincent • PT/INR Blood Testing equipment – Father Baker Manor, McAuley Residence, Our Lady of Victory Skilled Nursing Facility, & St. Catherine Labouré

• Residence Patio & Garden items & Wheelchair – Father Baker Manor

• Spiritual Care Items – Father Baker Manor

PROGRAMS

EDUCATION

• Various patient items and needs – wheelchairs, bed assist rails, lifts, surgical supplies, baby care items – McAuley Seton Home Care Mission

• L ucia Dika Scholarship – St. Catherine Labouré

• Activities Department supplies & support – St. Francis Williamsville & St. Catherine Labouré

We are grateful for the generous support of

Tech Foundation

Your Generosity – Supporting Patient Care Our physicians, nurses and caregivers perform the extraordinary every day.

And The Foundations of Catholic Health are there to ensure that our team is able to provide quality care. What we are able to do together leads to so many positive, uplifting moments for our patients.

CONTRIBUTIONS 1 $3,147,397 S PECIAL E VE NTS (N E T ) $559,498 IN VESTME NTS (N E T ) $305,582 GIF T S HOPS (N E T ) $206,962

TOTAL

$4,219,439

2

1. “Contributions” include philanthropy revenue derived from Annual Giving, Major Giving, Planned Giving, and Corporate & Foundation Giving.

2. The total represents the combined philanthropy generated through the efforts of Continuing & Home Care Foundation, Kenmore Mercy Foundation, Mercy Hospital Foundation, Sisters Hospital Foundation, and Catholic Health System in 2014.

7

Catholic Health is a leader in health system reform, working toward the three-part aim of improving the experience of care, improving the health of the population, and reducing per capita costs of healthcare.

We are deeply grateful to The Margaret L. Wendt Foundation for its partnership and generous support of our new regional training center. This new facility provides a state-of-the-art Simulation Learning Lab with computerized simulator mannequins for the training of Catholic Health medical personnel and various community partners.

The hands-on simulation provides essential tools to help our associates and community partners improve their knowledge, skills and expertise to give them confidence on the job and to provide high quality patient care and safety.

We are grateful for the generous support of

The Margaret L. Wendt Foundation

To

Give is to Care.

WAYS TO GIVE...

TYPE AND FORM OF GIFT Outright Gift:

• Cash • Stocks/Securities • Real Estate • Insurance • Vehicle

Bequest:

• Cash • Real Estate • Personal Property • Percentage/Remainder of Estate after other obligations have been satisfied

Insurance Policies:

• Name Foundation as policy beneficiary • Transfer policy ownership to The Foundations of Catholic Health

Charitable Remainder Trusts: • Cash • Stocks/Securities • Real Estate

Charitable Lead Trusts: • Cash • Stocks/Securities • Real Estate

Retirement Plan/IRA:

• Name Foundation as beneficiary of death benefit

BENEFIT TO THE FOUNDATION

BENEFIT TO YOU

• Perpetual income • Interest income used by the Foundation to fund various health ministries

• Income tax deduction • No capital gains tax on appreciated gifts

• Bequest will be held in perpetuity and invested to fund needs as designated by donor

• Possible estate tax deduction • Opportunity to make a perpetual gift

• Foundation receives full face value of policy upon death of the donor, or may receive current surrender value prior to donor’s death

• Opportunity to make substantial future gift to a Foundation at current manageable costs • Income tax deduction for the value of the transferred policy • Premium payments may be deducted as gifts

• Foundation receives substantial future gift to support the projects named by the donor

• • • • •

• Income for duration of trust helps meet needs of Catholic Health ministries

• At end of trust period, principal returns to donor or heirs • Principal can pass to others with little or no shrinkage • Tax deduction

• Gift upon death of donor

• Opportunity to make a major gift • Estate and income tax savings

Variable or fixed income Option to defer income Income tax deduction Reduction of estate taxes No capital gains tax on appreciated gift (or deferral in some instances)

Some images provided by Tom Wolf Imaging Pictured on the cover is Occupational Therapist, Tracy Bentley-Root working in Catholic Health’s Partners in Rehab with a patient.

144 Genesee Street, 6th Floor | Buffalo, NY 14203 | 716.706.2046

FoundationsofCatholicHealth.org

Continuing & Home Care Foundation | Kenmore Mercy Foundation | Mercy Hospital Foundation | Sisters Hospital Foundation