2017 HeartGift Foundation Annual Report

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FUTURE HEARTGIFT FOUNDATION 2017Â ANNUAL REPORT

A MESSAGE FROM LEADERSHIP Dear Friends, This report marks another great year for HeartGift. We welcomed new staff, board members, host families, volunteers and children to our mission. Additionally, we solidified plans that will help guide us into the future.

We have also been very busy building partnerships that will have a lasting and positive impact for our organization. An example being, the foundations and hospitals that continue to support our work. We are grateful to all of our partners, volunteers and mission advocates Christy Casey-Moore

– their passion strengthens our evolution.

Chief Executive Officer I invite you to this in-depth look at HeartGift. Our goal is to share our story and offer you the opportunity to review our financial data and metrics. We believe our story demonstrates the need to address the disparity of care in developing nations. It is also a story of kindness by so many and how the acceptance of diversity and inclusion can change a life.

We continue to be amazed by the genuine outpouring and focus from our dedicated advocate, each of you help drive the success of our organization.

As co-founders, much of our work over the last seventeen years has been focused on ensuring we are steadfast and enthusiastic in finding more opportunities and acceptance of change that will allow us to continue our mission impact for the future.

In 2017, our mission expansion program became a priority to expand our services not only here, in the United States, but abroad as well. We accomplished this goal by supporting our first medical mission trip to Bolivia. During this trip we were able to travel to the home country of 21 children who were in desperate need of life-saving heart surgery.

Dr. John "Chip" Oswalt Co-Founder & Board Chair

Additionally, we have focused time on the governance and board sustainability that allows our growth.

Looking forward, we plan to support Bolivia’s medical mission trip again, as well as look to new opportunities, while continuing to focus on the growth of our existing chapter structure in our five chapter areas; Austin, Dallas, Houston, Louisiana and San Antonio.

We hope our story inspires you to be a part of a mission driven organization that changes the lives of young children and those around them.

With the ongoing support of our donors, partners, Board and volunteers, HeartGift is ready Ray Wilkerson

for the challenges and achievements ahead. Our success is the community’s success.

Co-Founder & Vice Chair

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MISSION STATEMENT HeartGift provides life saving congenital heart defect surgery to children from around the world where specialized medical treatment is either scarce or nonexistent.

"I give, so children from

FOUNDATION BOARD OF DIRECTORS John "Chip" Oswalt, M.D., Co-Founder and Chair

Tim LaFrey

Ray Wilkerson, Co-Founder and Vice Chair

Jan Larsen

Stan Huckaby, Treasurer

David Mebane

Karen Wright, M.D., Secretary

Frost Murphy Peter Pincoffs

Maryann Bell

Reese Ryan

Tim Brierty

John Schweitzer

Colleen Campbell

Dean Wilkerson

Sharon Dobbs

Richard Woehl

Stephen Garrison

Jeff Woodham Claire Koch

CHIEF EXECUTIVE OFFICER

all over the world have the chance to grow up healthy and just be kids again."

-Bret Sanders Houston Board Member

Christy Casey-Moore

FOUNDATION STAFF Jori Sitz

Director of Development and Communications

Marie Gehrlein

Accounting and Operations Manager

Monica Mott

Marketing and Development Manager

Sonya Keeling

National Patient Coordinator

HOSPITAL PARTNERS

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WHY I GIVE "Both my family and I believe we are called to serve HeartGift children as a host family, philanthropists and a member of the board. We do it, I do it, because of the smiles and love we have been blessed to receive by knowing these children."

-Tim Brierty and Family San Antonio Board Chair

"HeartGift is the only place I know where a business guy like me can go and be a part of saving someone's life.

I'm not a policeman, I'm not a firefighter, I'm not a doctor, I'm not a nurse, I don't have a job where I get to help save lives every day. Here at HeartGift I get to be a hero too."

-Frost Murphy Houston Board Member

"I’m involved because HeartGift has provided life saving surgeries to children from outside the U.S. in need by an outstanding group of health care professionals and hospitals within our network, and the dedicated effort of the founders, Dr. John “Chip” Oswalt and Ray Wilkerson, and the many others over the years to make this program a great success."

-Peter Pincoffs Foundation Board Member

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MEET YUJIA Born in China, Yujia was abandoned on the streets as a baby shortly after birth. She was found by a couple who took her in and cared for her. She was born with a cleft palate that was fixed at 5 months old. During that time, it was discovered she had a congenital heart defect. After visiting several hospitals it was determined the procedure was both too risky and too costly for the farming family who took her in.

HeartGift accepted Yujia’s case and brought her to Austin. In April 2017, she received her life-saving heart surgery. She has since returned home to China where she continues to thrive with her family.

MEET LAUDNER Born in Nicaragua, Laudner was 14 years old when introduced to HeartGift, making him one of the oldest patients served. Diagnosed with Tetralogy of Fallot, his mother would take him by bus 24 hours away from their home every six months seeking help. Every visit, local physicians would tell her there was nothing they could do at that time.

When Laudner arrived in New Orleans in March of 2017, he was "blue" in color due to low oxygen, but fortunately, doctors were able to successfully repair his heart defect. After a few short weeks with his host family he was able to return home healthy. Prior to surgery, Laudner's older brother would carry him on his back to soccer games where he could only watch the other boys. Today, he can join them playing the game he loves!

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HEARTGIFT By the Numbers

$1,586,161 TOTAL DONATED Up

841 TOTAL DONORS 1,232 INDIVIDUAL GIFTS For every $1 donated to mission, patients received $12 worth of medical care.

Audited Financials

Expenses

,

GENERAL

Revenues Contributions

$1,281,717

In-Kind

$100,124

Grants

$201,000

Investment Income

$3,320

12%

12% GENERAL

FUNDRAISING 19%

Expenses

19% FUNDRAISING

Mission

$1,087,521

General

$195,501

Fundraising

$295,613

Total

$1,578,635

Total

$1,586,161

69% MISSION MISSION 69%

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Community Impact Boards

78

over

80

Members

10

Meeting +

Hours

Board Sub-Committees

Medical Staff

10+

over

80

50+

Cardiologists

Medical Professionals

Nurses

6 Dentists

5

9

Surgeons

Pediatricians

Children

37

Saved in 2017

376

From

34

Total Children Saved

Countries

45% Increase in children served since 2007

Chapters Austin

5

Houston

San Antonio

Chapters VOLUNTEERS

Dallas

&

Louisiana

37 Host Families

FRIENDS

248

TOTAL VOLUNTEERS

19,332 TOTAL HOURS

Our volunteers are the heart and soul of the foundation. Without the dedication of all of our volunteers, host families, surgeons, nurses, dentists and many more, HeartGift would not be able to save as many children.

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HOW IT WORKS RESOURCES The unique HeartGift model assembles donated funds, donated medical services and volunteer support into concrete life-saving gifts for children.

HeartGift pays a negotiated fee to offset costs of a surgery. Doctors donate their services, and volunteers from the community host the child and a caregiver during his or her stay.

2017 Medical In-Kind Amount paid to hospitals:

$617,020 Value of medical services received:

STEP FIVE

$7,404,245

The child goes home happy and healthy!

STEP FOUR The child undergoes life-saving heart surgery with a world renowned medical team.

STEP THREE The host family provides a warm loving home to the child and their caregiver as well as assisting them to the doctor appointments preparing for surgery.

STEP TWO The child is flown to the United States from their native country with a caregiver to stay with a host family.

STEP ONE After very careful consideration, a child is selected from our medical committee.

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CHAPTER STAFF “HeartGift’s mission not only transforms the life of a child, it transforms the life of a parent and their family.”

Sonya Keeling, National Patient Coordinator

"Helping people has always been a rewarding experience for me. However, with HeartGift, being able to see the hope in a parents eyes when they arrive and the gratitude they share after giving their child the opportunity to live a full and healthy life, is unlike any other I have experienced."

Jason Derscheid, San Antonio Executive Director

“Working for HeartGift Louisiana is not only a job...it is ministry for me. Giving of yourself to those who are ill and have many needs makes you see how precious life truly is. HeartGift children and families are awesome people!”

Diane Hargrove-Roberson, Louisiana Patient Coordinator

"It is a joy to facilitate the HeartGift journey for families from around the world. Each parent and caregiver I meet not only teaches me about other places and people, but also touches my heart with their personal story. A parents’ love for their child is universal."

Rachael Wright, Houston Executive Director

"Our kids arrive very sick and leave healthy a few short weeks later. It really is that simple."

Stephanie Berault, Louisiana Executive Director

"With each surgery, we are reminded that HeartGift is filling a concrete, and unmet need around the world. We are also impacting our communities in the most positive way through our amazing host families, medical partners, and volunteers."

Annie Casteel, Austin Executive Director 9 2017 Annual Report • HeartGift Foundation

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BOLIVIA MEDICAL MISSION TRIP In 2017, HeartGift helped fund a medical mission trip to Bolivia. Dr. Breinholt, a pediatric cardiologist and Dr. Douglas, a pediatric surgeon from our partner hospital, Children's Memorial Hermann, led a team of doctors, nurses and staff members on the trip. Although Hurricane Harvey made landfall in Texas the day the team had planned to leave for Bolivia, it didn't stop them. With airports and transportation shut down, and a small delay, the team embarked on quite the journey. Nonetheless, the team persevered and completed a successful mission by saving the lives of 21 children in a 10-day period. Efforts like this prove our strategy to expand the mission impact.

“Involving HeartGift in the trip to Bolivia has provided the support and organization to stabilize an effort that was often difficult to sustain from year to year. The feedback has been instrumental in helping map out future improvements and sustainability for this medical mission. Twenty one children now have a brighter future and we couldn’t have done it without HeartGift.”

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-Dr. John P. Breinholt III

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2017 ACHIEVEMENTS BECAUSE OF YOU...

We completed our first medical mission trip to Bolivia saving 21 children.

We served 37 children domestically in 2017 and over 350 children total to date.

We received our first ever grant from Ethicon-Johnson & Johnson.

Added 7 new board members and 24 new host families. members and 24 new host families.

LOOKING FORWARD In August 2018, HeartGift will complete its second medical mission trip. Surgeons will travel to Bolivia to perform over 20 lifesaving surgeries.

By October 2018, HeartGift will reach its 400th child served.

Louisiana will double their impact by adding 6 additional surgeries bringing them to a total of 12 surgeries per year.

The Austin Chapter will host a new fundraising event called "Brew for the Heart" that takes place in the fall.

And much more... Stay tuned!

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Save the Date 2019 Gala: April 11, 2019 10

THE HEARTGIFT FOUNDATION 7951 SHOAL CREEK BLVD., STE. 275 AUSTIN, TX 78757