2021 Endowment Prospectus - Children's Medical Center Foundation

Endowment Prospectus

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Since our beginnings as a baby camp for sick children on the lawn of Old Parkland, we have grown into the leading comprehensive pediatric health care system in North Texas with the support of generous donors who understood the importance of building a legacy.

In 1978, Children’s Health received its first endowment contribution of $100,000 through an estate gift. Following decades of similar generosity for permanent support, Children’s Health now manages and benefits from a collective donor-designated endowment pool with a fair market value of $178 million. Together, these endowments continue to sustain the organization’s future.

Endowed funds are among the most significant assets of Children’s Health. The stable income stream they provide offers security. They allow the health system to help more and more kids, even in uncertain times.

That’s never been more evident than now. In the wake of the tumult caused by a global pandemic, childhood illnesses and injuries didn’t stop—and neither did the care or research at Children’s Health.

Growth of these assets is important, too. We’re committed to maximizing the perpetual impact of your gifts through careful investment management. Our investment policies and strategies are designed to achieve benchmark returns as a prudent fiduciary.

Thank you for your support of Children’s Health. Your gifts unite you with previous like-minded generations and help our superheroes fly farther. Together, you assure the children of today and tomorrow that they will have the state-of-the-art facilities, health care and life-saving research they deserve.

Sincerely yours,

Brent E. Christopher President, Children’s Medical Center Foundation

e are immensely grateful for the generosity W of our contributors who have established endowed funds over the years. These gifts provide the flexibility to respond to today’s challenges and opportunities to create a solid foundation for our future. The benefit and impact of endowed funds cannot be overstated. They allow us to honor our mission to make life better for children, today, and for future generations.”

Christopher Durovich, President and CEO, Children’s Health 3

TABLE OF CONTENTS 5-6

Story: A Gift That Keeps on Giving

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Endowed Support in Action

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Endowment Summary

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Investment Summary

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New Endowments

14-16 Story: Plano Community Leaders Establish $1M Endowment 17 Meet Debra Brennan Tagg: 2021 Investment Committee Chair 19

2021 Investment Committee and Staff

Giving is very fulfilling and such an important part of life.

Children’s Health is at the top of our family’s list for charitable giving because kids deserve the best care so they will go on to have healthy, happy lives.”

Andrea, David, Hunter, Carson and Parker Hart, who established the Andrea and David A. Hart Endowment Fund to support Child Life

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A GIFT THAT KEEPS ON GIVING After a pediatric neurosurgeon saved their daughter’s life, John and Jennifer Eagle established an endowment through a gift of $1 million to Children’s Health.

Dr. Dale Swift , Eagle Family Master Clinician at Children’s Health

For more than two decades, John Eagle has held onto a doctor’s business card.

Now yellowed and frayed, the card goes with him everywhere—tucked in his wallet alongside folded receipts and credit cards.

He plans to keep it forever.

The weathered card is one of his most treasured items—a reminder of what is possible and the pediatric neurosurgeon who saved his daughter’s life.

“In the business world, I had people all the time tell me they couldn’t do things,” said John, President and CEO of John Eagle Dealerships, who over the years grew the family dealership business to include many franchises in various cities.

Born during an emergency c-section at 24 weeks old, they each weighed 1 pound and 5 ounces.

Because of complications with their premature births, Natalie only lived for about 36 hours, and Alexandra developed hydrocephalus—an abnormal build-up of fluid in the cavities deep within the brain. This fluid build-up puts pressure on the brain’s tissues, and too much pressure can cause brain damage and even death.

Alexandra needed a tube—also known as a shunt— inserted surgically to drain the excess fluid. But doctors at another hospital didn’t have the capability to perform the surgery.

And Alexandra was running out of time.

“ This card reminds me that nothing is impossible, and I don’t ever want to forget that.”

Because more than two decades earlier, Dale Swift, M.D., a Pediatric Neurosurgeon at Children’s Health, was his daughter’s last hope.

In January 1997, John and Jennifer Eagle welcomed twin girls, Alexandra and Natalie.

Alexandra Eagle, Age 5

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The Eagles were quickly introduced to Dr. Dale Swift, part of the Neurosurgical team at Children’s Health and Associate Professor at UT Southwestern Medical Center, who a few weeks earlier had welcomed a baby boy of his own.

“When you take care of kids, you also have to take care of families. It’s just as much about taking care of the parents as it is about taking care of the kids,” Dr. Swift said.

He told John and Jennifer that he had never inserted a shunt in a baby this small before, but he was confident that it was the best path—the only path—for their daughter.

But there were risks: Alexandra could develop an infection from the shunt, which could damage her brain. And the shunt could malfunction, and her hydrocephalus could return.

“For Alexandra to have any kind of life, we knew this is what we had to do,” John said. “And immediately after the surgery, she came off the ventilator, and that gave us a lot of hope.”

Soon after, Alexandra was gazing up at her parents with bright eyes. And she was gaining weight, too.

By the time the Eagles brought her home from the hospital, she weighed 3 pounds and 12 ounces.

A little butterball, they thought.

But as they headed home, they also were anxious.

They wondered how Alexandra’s condition and surgeries would impact her as she grew up.

“ I’ll never forget it,” Jennifer said.

“Dr. Swift sat down on the floor in front of us and said, ‘The brain is a beautiful thing. Just take her home and love her.’”

In Dr. Swift’s office at Children’s Health, a bulletin board nearby his desk is tacked with notes from families—hand-drawn cards from kids, holiday and New Year’s cards with smiling faces and graduation announcements of teenagers in caps and gowns.

He’s gotten to watch a lot of kids grow up, including Alexandra, who attended the same school as his children.

He watched her cross the finish line in track and crosscountry races, and he saw her walk across the stage at her high school graduation.

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Jennifer, Alexandra and John Eagle celebrate Alexandra’s graduation from TCU in 2020.

“I’m extraordinarily proud of her accomplishments,” Dr. Swift said. “And in the back of my mind, I’m always thinking that we’re very fortunate she did not have any more problems as a little baby.”

In 2020, Alexandra graduated from Texas Christian University with a degree in art history. Since then, she’s completed a master’s degree at the Sotheby’s Institute of Art in New York and is currently writing her thesis.

She continues to be monitored by Dr. Swift and even has his cell phone number to call if she notices any issues.

Grateful to Dr. Swift for saving their daughter’s life, the Eagles gave $1 million to Children’s Health to establish the Eagle Family Endowment Fund in honor of Dale Swift, M.D. Dr. Swift is the first to benefit from this generous gift as the holder of the Eagle Family Master Clinician in Pediatric Neurosurgery, which provides him annual funds to advance projects and research in pediatric neurosurgery.

“After Alexandra was born, it was a pretty dark picture, but Dr. Swift painted us a picture of hope,” John said.

“He really instilled in us complete confidence—not only in his abilities, but in what he was going to do. He changed our lives.”

Dr. Swift plans to use these funds to research and develop an alternative to current hydrocephalus treatment that wouldn’t involve a shunt, since a shunt is prone to failure and the current alternative treatment does not work in all cases.

“We wanted to give a gift that keeps on giving, and, hopefully, make a difference that can help other families,” Jennifer said.

ENDOWED SUPPORT IN ACTION

THE HEART CENTER The Heart Center at Children’s Health is a pioneer in cardiac care and innovation for thousands of children with congenital or acquired cardiac conditions.

2020 was a milestone year for the Heart Center, which performed its 300th heart transplant and 100th VAD (ventricular assist device) surgery, and it remains as the only pediatric VAD program in North Texas.

The Heart Center continues to be a leader in various specialty areas such as interventional MRI-guided catheterization procedures; MRI image processing including the use of utilization of 3D printing and computational modeling; and patient home monitoring programs like Safe at Home.

Philanthropy furthers our commitment to holistic care, including patient family support services, as well as our emphasis on innovative approaches as an academic medical center to research and develop new standards of care in pursuit of clinical excellence.

Endowment funds have supported the Heart Center in a myriad of ways, resulting in many accomplishments and enhancements in 2020 including: PATIENT CARE • 24 heart transplants •P erformed nearly 600 surgeries • Conducted more than 1,000 catheterization procedures • I ncreased patients served in the Fetal Heart program to more than 100 • I mplemented bedside virtual assessments •E xpanded services on the Dallas and Plano campuses •E xpanded neurodevelopment program to support and maximize development for young patients • Incorporated VitalSign6, a mental health screening tool to help providers screen for depression, anxiety and medication nonadherence

RECRUITING, TRAINING AND EDUCATION •S ix cardiology faculty members joined the team • Trained two fourth-year fellows in fetal heart • 100% of the heart transplant team earned their certified transplant coordinator certification • 19 inpatient cardiology resident nurses trained in peritoneal dialysis In 2020, we celebrated our 300th heart transplant with our patient Miles.

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Highlights and enhancements in 2020 for the care of children with cancer and blood disorders include:

THE PAULINE ALLEN GILL CENTER FOR CANCER AND BLOOD DISORDERS The Pauline Allen Gill Center for Cancer and Blood Disorders continues to be a leader in patient care, treatment, research and training in pediatric oncology and hematology, providing hope and healing to children and families from North Texas and beyond.

Over the last year, philanthropic resources through endowments supported clinical and research excellence in the Gill Center, along with incredible psychosocial support for our patients through child life, social work, spiritual care, language interpretation and more.

With more than 10 programs and 25 experts in cancer and blood disorder care, the Gill Center was again ranked among the nation’s best by U.S. News & World Report.

PATIENT CARE •8 65 new patients •N early 22,000 outpatient visits at Dallas and Plano •M ore than 1,000 telehealth visits •N early 850 pediatric cancer survivors received care in After Cancer Experience (ACE) Program •G roundwork for expansion of services on Plano campus to better serve children and families in northern communities

RESEARCH AND PROFESSIONAL DEVELOPMENT •2 00 active clinical research trials that helped improve the understanding, prevention, diagnosis, or treatment of childhood diseases •B ecame the second largest recruiting site in the world for CAR-T, a form of cell therapy that trains the immune system to recognize cancerous cells • I ncreased participation by Gill Center nurses in evidence-based practice and research studies, as well as industry and academic conferences

PATIENT FAMILY SUPPORT •S ix social workers and seven child life specialists dedicated solely to the Gill Center to help families • I mplemented new solutions, including increased technology-based offerings and virtual music therapy

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SOCIAL WORK As our patients and their families bravely confronted illness and injury, the Social Work team at Children’s Health helped them cope with the unique and difficult challenges they faced, while providing support through resources and care coordination, within the hospital and in the community.

Endowment funds supported an array of crucial social work offerings and services in 2020 that otherwise may not have been available to patients and families, including: • Approximately 70,000 patient encounters •A bout 4,400 inpatient consults with medical staff •A ssisted with behavioral health-related visits to our Emergency Rooms that saw a combined 3,700 such encounters

Last year challenged our Social Work staff to help families respond to new pressures and use innovative ways to ensure our patient families received the emotional support, crisis intervention, bereavement and grief counseling, education, and coping strategies they needed.

•D istributed more than $65,000 in Indigent Family Assistance Funds to help patient families access meals, medications and medical supplies, clothing, transportation and lodging

Not reimbursable by insurance, top-notch, around-theclock social work services—critical to the well-being, outlook, and outcomes of our patients and families— remained available with the help of philanthropic support.

•R ecruited and trained top talent, including 12 new clinical social workers, which helped expand our ability to better meet the growing needs of our patients and their families

•A ssisted 263 families facing hardships during the holiday season through Adopt-A-Family

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1%

9% 5% 3%

26%

2%

PERCENTAGE OF ENDOWED AMOUNT BY AREA OF SUPPORT 9%

2% 1%

4%

36%

9%

5%

27%

8%

PERCENTAGE OF ENDOWMENTS

BY AREA OF SUPPORT

ENDOWMENTS AT CHILDREN’S MEDICAL CENTER FOUNDATION More than 200 named endowments are managed by Children’s Medical Center Foundation.

A range of clinical, non-clinical, research, training, and community-facing areas benefit from these funds’ annual distributions, which help sustain important programs and spur new developments at Children’s Health. Examples include our neonatal intensive care unit, Children’s Medical Center Research Institute at UT Southwestern (CRI), inhospital school and library services, and nurse training and education.

Additionally, a large portion of our endowments do not have a specific designation but are instead unrestricted for the general charitable purposes of Children’s Health. These funds provide the greatest flexibility to invest in shortand long-term solutions and to explore new avenues of pediatric care. The incredible benefit of these more general resources were evident over this past year.

Our ability to make life better for children is furthered by these permanent funds that provide continual support while extending the legacies of the generous friends in partners who established these endowed funds or were honored by them.

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30%

8%

9% 5%

CHARITY CARE CLINICAL PROGRAMS CLINICAL RESEARCH COMMUNITY PROGRAMS CRI NAMED POSITIONS PATIENT/FAMILY SUPPORT PROFESSIONAL EDUCATION SCHOLARSHIPS/AWARDS UNRESTRICTED

1%

INVESTMENT SUMMARY Endowment Management Children’s Health’s philanthropic and reserve assets are stewarded by Children’s Medical Center Foundation, including approximately $178 million in donor-designated endowment funds as of December 31, 2020.

Assets are invested in a diversified portfolio which is constructed to maintain purchasing power net of spending in the long term, while supporting the organization’s near-term needs. Portfolio investments include global equities, fixed income, real assets, and diversifying strategies.

ONE YEAR

THREE YEARS

FIVE YEARS

TEN YEARS

Total Portfolio (Net of Fees) 11.4% 6.7% 8.0% 6.7% Policy Benchmark 11.7% 6.9% 8.0% 5.9%

ASSET ALLOCATION MIX OF INVESTMENT POLICY BENCHMARK, as of December 31, 2020

10% 14% 44%

32%

EQUITIES (PUBLIC AND PRIVATE) DIVERSIFYING STRATEGIES FIXED INCOME

ENDOWMENT DISTRIBUTION POLICY The current annual spending policy for endowments at Children’s Medical Center Foundation specifies a 5% distribution of a rolling 12-quarter average of the ending fair market values of the fund. Because the endowment-pool performance fluctuates from year to year, the use of a 12-quarter rolling average helps to stabilize the support these funds provide to programs. The 5% distribution rate is reviewed annually in order to protect the corpus of the endowments and to ensure the funds continue to provide sustainable, reliable support for the donors’ designated purposes.

Endowment distribution policies comply with the Texas Uniform Prudent Management of Institutional Funds Act, as amended.

Distributions from each endowed fund are made to corresponding restricted accounts that ensure distributions are used in alignment with each endowment’s intended purpose at Children’s Health.

REAL ASSETS

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NEW ENDOWMENTS

THE DR. MARTHA PACHECO AND RUTH ANNE HERRING FUND

for the Treatment and Research of Hodgkin’s Lymphoma: Gino and Catherine Sabatini Gino and Catherine Sabatini stared at the scan of their then 17-year-old son’s body that included a mass the size of a fist on top of his heart. Standing in the Emergency Room at Children’s Health, their minds began to race. “We saw this picture of our kid covered from his neck down with nodules of cancer,” Gino said. “We thought, ‘How can you have a picture like that and live?’” For about half-a-year, their son was cared for and treated by an army of team members in the Pauline Allen Gill Center for Cancer and Blood Disorders at Children’s Health.

Overwhelmed with gratitude to Children’s Health for saving their son’s life, Gino and Catherine knew they wanted to give back in some way to the care team that stood alongside them. Once, they offered to buy their son’s nurse practitioner, Ruth Anne Herring, dinner in the hospital cafeteria, but she turned it down, saying they didn’t need to pay for her meal. So, they started thinking bigger.

omeone saves your S child’s life—how do you even thank them?”

Catherine Sabatini

As a tribute to their son’s care team, the Sabatini family— joined by the W.P. Carey Foundation—surprised clinicians in 2020 during a Zoom call with the announcement of a $1 million donation to establish The Dr. Martha Pacheco and Ruth Anne Herring Fund for the Treatment and Research of Hodgkin’s Lymphoma. The endowment is named in honor of their son’s physician, Dr. Martha Pacheco, and Pediatric Nurse Practitioner Ruth Anne Herring. “Someone saves your child’s life—how do you even thank them?” Catherine said.

LARAN O’NEILL FUND

for Pediatric Mental Health: Laran O’Neill At home, she’s mommy. But at Children’s Health, Laran O’Neill, Chief Advancement Officer at Children’s Medical Center Foundation, is pushing the mission forward to make life better for children. Laran has a personal connection to the Children’s Health mission because it has helped some of those closest to her overcome illness, injury and a mental health crisis.

Mental health, in particular, is an important area of care for kids, and Laran knows this all too well. Several years ago, her daughter began dealing with her own mental health battle as the family was confronted with a series of events causing feelings of grief and loss, which led to her daughter’s daily struggle with anxiety. As a commitment to help address pediatric mental health challenges, as well as placing an emphasis on the importance of giving back with her children, Laran established, with an estate gift to Children’s, the Laran O’Neill Fund for Pediatric Mental Health. “I support pediatric mental health at Children’s, and have established this endowment, to make an impact on pediatric mental health long after I’m gone as I think it is the most important health challenge we must address now and well into the future,” Laran said. Through this endowment, funds will support the greatest needs and provide support for programs in pediatric mental health in perpetuity.

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PASTOR WILLIAM “BILL” THOMPSON LEGACY FUND: ERMA THOMPSON “Bill was a very caring person, and he had a great heart for people in need,” said Erma Thompson, while reminiscing about her late husband, Pastor William Thompson.

Brother Bill, as he was called, led Calvary Bible Church, an all-volunteer congregation of mostly homeless men and their families, until his passing in 2017. As Erma looked for ways to continue his commitment to giving back to others, she knew helping sick children was a top priority.

Moved by the mission of Children’s Health to help children suffering from serious illnesses, Erma and their daughter, Erika, established the Pastor William “Bill” Thompson Legacy Fund.

The funds distributed from this endowment support pediatric care for under or uninsured children. “Showing compassion for others is what my husband was all about,” Erma said.

“ Supporting the work done by Children’s Health is our way of following in his footsteps. He would be so pleased.”

CATHERINE AND ERIC SELES CHILD LIFE FUND: CATHERINE AND ERIC SELES Catherine Seles slid her arms through the blue smock, flipping her dark brown hair out from underneath. Almost a year had passed since the affable New Yorker with an infectious pep had last worn the volunteer uniform at Children’s Health—when in-person volunteering at the hospital paused because of COVID-19 safety precautions.

A volunteer for more than a decade, she missed it. When COVID-19 turned the world upside down, Catherine continued to support Children’s Health from afar, dropping off donations of toys and food. But her biggest contribution was choosing—alongside her husband, Eric— to leave 70% of their estate to Children’s Health as part of a generous planned gift. The gift is designed to create an endowment that will provide perpetual support to the Child Life department. As a volunteer, Catherine witnessed the power of Child Life team members working alongside medical staff to ensure positive hospital experiences. This fund will ensure children and families at Children’s Health will benefit from this program for years to come. .

“ I love Child Life,” Catherine said. They are a key role in the hospital because they make the time that kids are in the hospital more enjoyable.”

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PLANO COMMUNITY LEADERS COMMIT $1 MILLION BEQUEST IN THEIR WILLS to endow the Child Life department in their daughter’s honor

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Robbie, Lynore and Anthea Robinson

Anthea had thick blonde hair and bangs that skimmed above her eyebrows. She was outgoing and spoke her mind.

“What an honor to be a part of the Robinson family’s story. Though I never had the opportunity to meet them, I am forever grateful for the generous support they have extended to the community and specifically to Children’s Health,” Susan said.

She was her father’s daughter, friends said.

“Because of them, patients at Children’s Health will continue to receive much needed and deserved support from our child life specialists, child life assistants and music therapists.”

She also was the driving force behind her parents’ giving and involvement in the North Texas community, as they continued to support education, the arts and Children’s Health for decades after she passed away.

Susan Lakey, Director of Family Support Services at Children’s Health

Adopted as an infant by longtime Plano residents Robbie and Lynore Robinson, Anthea was 14 years old when she died in the late 1980s, after a two-year cancer battle.

Grateful for the critical care their daughter received at Children’s Health, Robbie and Lynore committed a $1 million bequest in their wills to endow the Child Life department—an essential offering in the hospital that receives no external support aside from philanthropy.

“For families who have spent time in the hospital, you appreciate services like Child Life that help normalize the experience for patients,” said Carol Schauer, retired Vice President of Development for Collin County at Children’s Medical Center Foundation and former relationship manager for the Robinsons.

“Robbie and Lynore understood the importance of Child Life to help families through difficulty and tragedy.”

The estate gift—which was pledged in the late 1990s and is now being realized after the passing of Lynore and Robbie, who died most recently in October 2020 —is an example of the couple’s trust in Children’s Health to honor the commitment made more than two decades ago.

As part of the agreement, Susan Lakey, Director of Family Support Services at Children’s Health, will hold the first endowed Child Life directorship— named the George “Robbie” and Lynore Robinson Family Director for Child Life.

What an honor to be a part of the Robinson family’s story. Though I never had the opportunity to meet them, I am forever grateful for the generous support they have extended to the community and specifically to Children’s Health.”

Susan Lakey, inaugural holder of the George “Robbie” and Lynore Robinson Family Director for Child Life at Children’s Health

Robbie and Lynore Robinson

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They always felt like it was important to do what they could do to help. Obviously, none of their children or grandchildren would be impacted by these gifts, but they knew it was what the community needed and what the future children of North Texas needed.”

Rebecca Caso, Chair of the Board of Directors of Children’s Medical Center Foundation

LEAVING A LEGACY For Robbie and Lynore, the Collin County community was their family.

Both only children, they dedicated their lives to serving others and establishing a legacy that would benefit future generations.

Children’s Health Plano Campus Opening, 2008

SUPPORTING CHILDREN’S HEALTH The couple, who met on a blind date in London, spent the first two decades of their marriage traveling the country during Robbie’s 20-year career with the U.S. Navy as a Civil Engineer Corps Officer.

They explored California, Hawaii and Washington, D.C., where Robbie worked in the White House as a White House Fellow. While in Washington, the couple also adopted Anthea.

When Robbie retired from the Navy, the family moved to Plano in the 1980s for Robbie to work for Ross Perot and Electronic Data Corporation.

In addition to endowing the Child Life department at Children’s Health, they are the namesakes of Plano ISD’s new fine arts center—named the Robbie and Lynore Fine Arts Center. There also is a scholarship at Trinity Christian Academy named in Anthea’s honor.

While there, he was charged with the development of what is now Legacy Business Park—the commercial development that includes and surrounds Children’s Medical Center Plano.

“One of the things that struck me over the years as I got to know Robbie and Lynore is how most of their giving and involvement in the community linked back to Anthea,” said Rebecca Caso, Chair of the Board of Directors of Children’s Medical Center Foundation and longtime friend of the Robinsons.

Robbie served on the steering committee that shaped the fundraising to build the Plano hospital, which opened more than 10 years ago. An amateur photographer, images from his and Lynore’s travel adventures—pictures of an Arabian Oryx in a dusty African desert and a leopard napping in a tree— decorate the hallways of the hospital.

“They always felt like it was important to do what they could do to help. Obviously, none of their children or grandchildren would be impacted by these gifts, but they knew it was what the community needed and what the future children of North Texas needed.”

“It was important to Robbie that the community supported that hospital, and he was always very proud of the Plano campus,” Rebecca said.

A broad shady oak tree on the hospital grounds— nicknamed the Story Tree because the outstretched limbs are where children a century earlier gathered for story time when the land was only farmland—is dedicated to Anthea.

“Robbie and Lynore believed strongly in the mission of Children’s Health and how important it was to the community,” Carol said.

“ They established an endowment because they understood that you need that support, not just today but for tomorrow because you never know what the future will bring.”

Lynore and Robbie Robinson

MEET DEBRA BRENNAN TAGG 2021 Investment Committee Chair

Like her mother, Debra Brennan Tagg loves to give on behalf of children. Initially a volunteer at Children’s Health in the early 2000s, Debra has since served on various Children’s Health boards and committees that have helped shape Children’s Health into the leading pediatric health system of North Texas.

A Certified Financial Planner and President of BFS Advisory Group, Debra currently serves as chair of the Children’s Health Investment Committee, where she provides guidance on investments to support the Children’s Health mission to make life better for children.

WHEN YOU WERE LOOKING TO GET INVOLVED IN AN ORGANIZATION, WHY DID YOU FIRST CHOOSE CHILDREN’S HEALTH TO VOLUNTEER? When I moved back to Dallas from Los Angeles in my 20s, I was looking for a place to volunteer. I have volunteered my entire life—it’s part of my DNA. My parents, Dave and Sandy Brennan, are longtime supporters of Children’s Health and donated to help build Children’s Medical Center Plano. When I heard Children’s Health needed volunteers to hold babies, I thought that sounded like the best volunteer job.

WHAT KEEPS YOU WANTING TO SUPPORT CHILDREN’S HEALTH THROUGH VOLUNTEERING AND NOW SERVING ON VARIOUS BOARDS? Now that I’m a parent, I better understand what parents go through if their child is at Children’s Health for a severe illness or trauma. The support that our amazing doctors and nurses give to those families takes an intense amount of energy and is really awe-inspiring.

I can’t work on the front lines with patients, but if I can be some help in the boardroom to make sure the hospital is running well so families can be cared for in a safe place, that is gratifying volunteer work.

WHAT IS SOMETHING YOU’RE PARTICULARLY PROUD OF FROM YOUR SERVICE ON THE INVESTMENT COMMITTEE? Within a few months of accepting the chair position for the Investment Committee, I was charged with helping hire a new Chief Investment Officer, which I had not anticipated. We launched a nationwide search and had an overwhelmingly positive response, with hundreds of people applying for the position. I knew this was a very meaningful decision we were making for Children’s Health, and the committee was extremely dedicated in finding the CIO that could lead us into the future. I’m very proud of our choice to have Ken Lee join as our CIO, and am excited about his leadership and what he will help us build at Children’s Health.

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Our support began after watching a few families, near and dear to us, face the challenge of caring for one terminally ill child and another trying to overcome rare cancer. When these families face these hardships, it is hard to find any normalcy in life for themselves, their ill child, or any siblings. We established our fund in hopes of easing some of the burdens during such a difficult time.”

Stacey Atherton, Vice President of J.L. Parker Plumbing Inc., on why they established the J.L. Parker Plumbing Endowment Fund

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2021 INVESTMENT COMMITTEE Chair: Debra Brennan Tagg President, Brennan Financial Services Advisory Group

Lee Hobson Managing Partner, Highside Capital Management

David Kelly Chairman and CEO, Croesus and Company

Tom Montgomery Managing Member, Montgomery Capital Advisers

Dotti Reeder Managing Director, Tolleson Wealth Management

Michael Silverman Co-President & Chief Investment Officer, CH Investment Partners

Mark Zacheis Wealth Management Executive, BBVA Compass

2021 INVESTMENT STAFF Ken Lee Chief Investment Officer

Ryan Quinn Investment Operations

Yangge Seaman Portfolio Manager

Kyle Stewart Portfolio Manager

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For questions regarding current endowments or interest in establishing a new endowment fund, please contact Nicola Lawrence, Director of Legacy and Gift Planning.

Nicola.Lawrence@childrens.com 214.456.8360 Children’s Medical Center Foundation 2777 N. Stemmons Fwy Ste. 1700 Dallas, TX 75207