2017 IMPACT REPORT
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Table of Contents Message from Foundations President . . . . . . . . . . . . . . . 1 Did You Know? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 The Power of Philanthropy . . . . . . . . . . . . . . . . . . . . . . 4 The Future of Health Care . . . . . . . . . . . . . . . . . . . . . . . 6 Year in Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 How We Give . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Donor Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Contact Us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
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MESSAGE FROM FOUNDATIONS PRESIDENT | 2017 Impact Report
A Tradition of Generosity…An Investment in the Future $52,618,248 I 139,295 gifts I 35,904 donors These numbers tell a powerful story of giving. Since 1984, when Lakeland Health Foundations were established, we have partnered with you in the work of improving and sustaining the health and wellness of those who live in southwest Michigan. That meaningful work remains at the heart of our mission, and this new publication honors our history while highlighting our current impact. We know we couldn’t make the impact we have without your donations. Each donation makes a 30-to-1 impact at Lakeland Health - that means to have the same benefit as $1 donated, Lakeland Health would have to produce $30 in normal operations, or $30 million for $1 million in philanthropic gifts. Multiplying a gift means more than multiplying a number. It means multiplying wellness, health opportunities, and treatment in our community. It means families facing decisions during end of life for a loved one have one less thing to worry about with the Merlin and Carolyn Hanson Hospice Center close to home. It means difficult transitions are softened by the welcoming and comfortable facilities at Pine Ridge. It means local high school students can continue their healthcare education through scholarships. As we look ahead, it will mean the new Pavilion at Lakeland Medical Center and the PARCOURSE upgrade at Watervliet will benefit our community. As we reflect on the past and anticipate what’s to come, we thank you for the tradition of generosity you have established with us and the investment you’ve made in the future. That tradition changes lives in the community now and for years to come. Brandi Smith-Gordon Lakeland Health VP of Philanthropy and President of Foundations
DID YOU KNOW? | 2017 Impact Report
Did You Know?
Since its inception in 1984, 35,904 donors have given more than $52,000,000 to Lakeland Health Foundations through 139,295 gifts.
2017 at a glance: 91,267 volunteer hours served 4,130 donors 1,065 volunteers systemwide
68 department grants 54 individual scholarships
Cancer Services provided: 292 patient transports 219 mammograms 24 post-surgical garments 20 patient medication regimens 9 lung cancer screenings
1 dental service needed prior to treatment
Emergency Department renovation and expansion at Lakeland Medical Center
Continuing Care Center renovation
Mercy Clinic renovation
91,267 volunteer hours served
Emergency Department renovation and expansion at Lakeland Hospital Niles
Marie Yeager Cancer Center
Frederick S. Upton Education Center
Center for Outpatient Services, St. Joseph
Emergency Department renovation and expansion at Lakeland Hospital Watervliet
The Merlin and Carolyn Hanson Hospice Center
Pine Ridge Nursing and Rehabilitation Center
Telehealth – 3 GlobalMed Clinical Access Stations
da Vinci® Xi™ Surgical System
Niles Trailhead Project
PARCOURSE, Lakeland Hospital Watervliet
Lakeland Medical Center Pavilion
THE FUTURE OF HEALTH CARE | 2017 Impact Report
The Power of Philanthropy
Total Dollars Raised in 2017 to Support Various Facilities and Programs:
Associate in Need
Lakeland Medical Center Pavilion
$59,715 Niles da VinciÂŽ Robotic Surgery
Marie Yeager Cancer Center
(Scholarships, Memorials, Grants, Grateful Patient, Tree of Life, Special Projects, etc.)
$102,749 Community Hospital Foundation
$497,774 Merlin and Carolyn Hanson Hospice Center
$504,047 Loryâ€™s Place
PARCOURSE The new PARCOURSE will feature two quarter-mile asphalt loops to accommodate individuals who may use wheelchairs, walkers, or other mobility aids. The PARCOURSE will include eight workout stations, each with professional grade exercise equipment of varying degrees of difficulty. PHase 1 is scheduled to open Summer of 2018. Help our community take the next step towards health and fitness by supporting the PARCOURSE at www.lakelandhealthfoundations.org
“Renovations to the PARCOURSE will only increase the function and value of an already important asset in our community. It’s a free exercise option for youth and is used in physical education classes at Watervliet Public Schools as an important part of our curriculum. The agility and strength exercises throughout the course are fun for kids and introduce them to a great healthy resource in their backyard.” – Kevin Schooley Watervliet Public Schools, Superintendent
To Red Arrow Highway
KEY Pavilion Exercise stations New asphalt loops Old course
THE FUTURE OF HEALTH CARE | 2017 Impact Report
A World-Class Facility
Fit for a 15 Top U.S. Health System Lakeland Health consistently ranks among the best in the nation for clinical quality. A larger sized health system does not necessarily result in better care. To stay on top, we are committed to invest in the best facilities, talented teams, and advanced services.
“Our hope is to positively transform the healthcare experience by offering the comforts of home, providing delightful customer service encounters, inspiring a sense of hope, and instilling confidence in quality of care. We will continue to deliver top decile quality while meeting the needs of our community, now, and for generations into the future.” – Loren B. Hamel, MD
President & CEO
The Lakeland Medical Center Pavilion is a mission-critical project that will focus on high-tech modernizations and exceptional patient experiences. The facility will help recruit next generation physicians and surgeons, keep patients close to home, and continue to save more lives.
To see a 3D animation or get the latest news, visit www.lakelandhealth.org/pavilion 6
Thanks to the collective generosity of Lakeland team members, individuals, and organizations throughout southwest Michigan, more than $5 million has been raised in support of the new Pavilion.
$1 million $500,000 $500,000 $500,000 $385,000 $375,000 $240,000
Merlin and Carolyn Hanson to fund the Hanson Heart Center
Hanson Family Foundation to fund the Hanson Heart Center Lakeland Health Auxiliary for a new dining area for patients, staff, and community members Lakeland Health Foundation, St. Joseph/Benton Harbor to fund construction of the street leading to the newly renovated Emergency Department Lakeland team members to fund a garden area for patients, staff, and community members AEP Foundation in support of second location for the Lakeland Center for Wound and Hyperbaric Medicine Frederick S. Upton Foundation in support of the Margaret B. Upton Auditorium
1st Source Bank for new meeting space within the Courtyard CafĂŠ
Emergency Physicians Medical Group (EPMG) for the new Emergency Department waiting room
Lynn and Mike Todman to fund a transformative art installation
Chemical Bank for a commissioned artwork installation in the front entrance Radiology Associates of Berrien County in support of the new imaging waiting room for patients
To support this project, visit www.lakelandhealthfoundations.org 7
YEAR IN REVIEW | 2017 Impact Report
Who we Serve From crisis relief to career development, Lakeland Health Foundations serve the community through the stewardship of various funds. Larger efforts include the Community Wellness Endowment, which supports local organizations providing community health and wellness services. Scholarships and grants are available through the Foundations to aid local individuals and associates studying health care. Within Lakeland Health, the Associate in Need Fund assists team members experiencing a financial emergency. Each of these funds fuels the mission of caring for friends and neighbors throughout southwest Michigan. Community Wellness Endowment The organizations seeking support must be in harmony with the mission and goals of Lakeland Health. Consideration will be given as one-year commitments, with the option to renew through reapplication. A committee of five Lakeland leaders provides oversight and reviews all applications. January • Center(ed) on Wellness – technical support, $20,000 • Greater Niles Economic Development Corporation – Niles City/Lakeland Health Campus Trailhead, $35,000 • LOGAN Community Resources, Inc. – new site and renovation for the LOGAN Autism Learning Center-SWMI, $10,000 • Niles-Buchanan YMCA – capital expansion, $25,000 May • Krasl Art Center – continuation and expansion of Art Angels program, $5,000 • Lakeshore Public Schools – start-up of a Certified Nursing Assistant (CNA) class, $15,000 • Southwestern Michigan College – strategic initiative to address healthcare shortage in rural counties, $50,000 September • Andrews University – support new Health & Wellness Center, $50,000 • Neighbor to Neighbor – expansion of family emergency services, $40,000 December • Fernwood Botanical Garden and Nature Preserve – walking and hiking trail improvement project, $25,000
Scholarships & Grants Since 1992, more than 1,000 team members have received scholarships totaling $1,690,510 from Lakeland Health Foundations. Local high school students and volunteers who have chosen health care as their area of study have also benefited from the funds. In 2017, 54 individuals received approximately $40,000 in scholarships and $86,000 through 68 department grants. Each scholarship enriches the lives of recipients and the community. This is especially true in the ever-changing healthcare field.
“Without this scholarship, I would have had a very difficult time completing school and furthering my career. I cannot thank Lakeland enough for this opportunity to continue my education. “My goal is to become a nursing educator, whether that may be teaching new nurses at the hospital or nursing students at a university. Not only has this scholarship greatly impacted me but I know it will help me impact others.” Anna Peden, Orthopedic and Neurology Nurse Lakeland Medical Center Associate in Need Fund The Associate in Need Fund benefits Lakeland team members experiencing a financial emergency such as overdue rent, car repair, or funeral expenses, through a one-time gift of up to $750. Lakeland team members can support the fund and join the 26ers Club by donating as little as $1 in each of 26 annual pay periods. The Lakeland Health Foundation, Benton Harbor/St. Joseph also provides a full match for all donations received, up to $5,000 annually. WHY I GIVE
“I give because I feel good knowing that Lakeland is prepared to help a team member with an immediate, unexpected, and urgent need, that this fund will have an immediate impact on a person and their family, and ultimately the team member’s coworkers, patients, and community. This is just one way we can ensure we are here for each other.”
Joshua Simons, Manager, Pathology Services, 26ers Club 9
HOW WE GIVE | 2017 Impact Report VOLUNTEERS and AUXILIARIES They come from all walks of life: retirees, college and high school students, couples, families, seniors, professionals, and homemakers. But one thing unites them: they are Lakeland volunteers who contribute thousands of hours every year. Each volunteer helps Lakeland Health deliver excellent health and healing services for our community through the following ways: • Caring Circle • Lakeland Health Auxiliary • Lakeland Hospital Watervliet Auxiliary • Lory’s Place Crew • Lory’s Place Peer Group Facilitators • Merlin and Carolyn Hanson Hospice Center In 2017, 1,065 volunteers generously provided 91,267 hours of service at many Lakeland locations for a monetary value of more than $2,000,000.
PLANNED GIVING The Lakeland Legacy Society honors a special group of donors who have remembered Lakeland Health through planned or deferred giving. Through the years, Lakeland Health has enjoyed a rewarding partnership with the people we serve. We cherish our loyal friends and greatly appreciate the generous gifts that support a tradition of excellence at Lakeland. Donations have helped our hospitals acquire the newest medical technologies, modernize our facilities, and implement innovative healthcare programs and services. In addition to helping secure healthcare excellence for the future, a carefully planned estate can offer significant tax advantages. Join the Lakeland Legacy Society by making provisions for Lakeland Health through your will, estate plan, or life income agreement.
“Most days I have at least one rewarding experience helping patients and their families find their way around.” Stew Finkler Center for Outpatient Services
For more information on gift planning and becoming a member of the Legacy Society, go to lakelandlegacy.org
Lakeland Health Foundations Highlights
$160,000 Taste Sensation Culinary Cook-Off raised $160,000 for Hanson Hospice Center Hope Grows raised $38,787 to support patients impacted by cancer
$100,000 Mission: Possible Gala raised $100,000 in support of the new Lakeland Medical Center Pavilion
$126,194 Run, Walk, and Rock participants raised $63,000 for Loryâ€™s Place grief support services
Next generation of health leaders receive $126,194 in scholarships and grants 11
EVENTS | 2017 Impact Report
EVENTS Lakeland Health and our affiliates have created several signature events that gather old and new friends to support projects, services, and programs. Table and event sponsorships are often available, and for most events, tickets are purchased in advance.
Annual Gala Each November, more than 300 guests enjoy themed decor, entertainment, and fine dining at our most eagerly anticipated event. “Mission: Possible” raised more than $100,000 to support the new Lakeland Medical Center Pavilion.
Gordon Knutson Memorial Golf Tournament Sponsored by the Community Hospital Foundation, this event supports projects and services at Lakeland Hospital Watervliet. Gordon Knutson was an enthusiastic supporter of the hospital and an avid golfer. Gordon was committed to making quality healthcare services available to the residents of Coloma, Hartford, and Watervliet. This event honors his dedication and continues his legacy. The tournament features 18 holes of golf, an awards luncheon, prizes, and plenty of fun! The tournament raised $26,946 for the PARCOURSE campaign.
Hope Grows The Hope Grows fundraising luncheon is cohosted by the Lakeland Health Foundations and the YMCA of Southwest Michigan. Proceeds from this event help patients in our community receive free cancer services at the Marie Yeager Cancer Center of Lakeland and cancer recovery support from the LIVESTRONG® program at the YMCA. This luncheon raised $38,787. 12
Lory’s Place Reflections Dinner and Auction Proceeds from this delightful annual event help to fund more than 50 peer support groups offered at more than 45 schools, additional groups for adults and children held at Lory’s Place, and community outreach—all provided at no charge. This event raised $146,000.
Run, Walk, and Rock for Lory’s Place Inspired by Dr. Lory Schults’ love of running, the chip-timed 5K run/walk course takes runners and walkers through the Edgewater neighborhood. Spectators can line the route or sit in a sponsored rocking chair near the start/finish. A children’s challenge provides friendly competition among area schools. The race raised $63,000.
Taste Sensation – A Culinary Event Great food, great friends, and a great way to support the Hanson Hospice Center: that’s “Taste Sensation – A Culinary Event.” Community leaders, some of your favorite chefs, and bold ingredients come together to benefit the HHC Benevolent Fund so that all who need care receive it regardless of ability to pay. The event raised $160,000. Embracing Hospice at Home Hospice at Home holds our annual Wine & Beer Tasting event each summer on the magnificent grounds of Dan and Mary Nulty’s home on the bluff of South Beach in South Haven. Through the generosity of many local wineries and breweries, fine wine and specialty beer tastings are available. Attendees enjoy heavy hors d’oeuvres, live music, a silent art auction, and raffle. The event raised $77,000. 13
CONTACT US | 2017 Lakeland Health Annual Report
Mike and Carol Birkholm Benton Harbor
Mike grew up in Fairplain and is a 1969 graduate of Benton Harbor High. After attending and graduating from University of Michigan in 1973, a business career took Mike and his wife Carol many places in the following years, including Ohio, Illinois, Tennessee, Arkansas, and Kentucky. However, they never lost touch with Mike’s hometown, and they retired here in 2017.
“We believe engaging the community is a personal endeavor” Returning to the area, Mike hoped to do something to contribute to making this community world class. Going back to the 1990s when his mother passed, Mike did not have a high opinion of the medical facilities. He investigated Lakeland more and was pleasantly surprised to see the outstanding progress that had been made. After speaking with Loren B. Hamel, MD, President & CEO, he knew he wanted to be a part of the team. Dr. Hamel invited him to interview for the Foundation Board and soon thereafter he joined.
Quiet Family Room in the Intensive Care Unit of the new Pavilion
When Mike committed to the Board, he and Carol chose to be full participants. Just warming a chair was not their goal. “We fully believe that engaging the community is a personal endeavor and are pleased to help however we can,” said Mike. That included opening their home to host a potential donor event. Mike and Carol also chose to make a multi-year commitment to the Lakeland expansion, which will provide additional space. They are thrilled to support the expansion and even chose a naming opportunity with their donation. Their names will be on the Quiet Family Room in the Intensive Care Unit. In a time of emotional stress, a family needs a place to collect their thoughts and be together, and it is Mike and Carol’s joy to help provide that. Mike and Carol have found Lakeland to have great spirit and camaraderie. Mike concluded, “Striving to be the best isn’t always easy, but we celebrate what has been accomplished and look forward to all that will be achieved.”
BOARD OF DIRECTORS | 2017 Impact Report
Foundations Board Members Lakeland Health Foundations are grateful for the leadership provided by our volunteer boards of directors. More than 75 dedicated men and women of the following boards have provided years of philanthropic support and are ambassadors on every level for the programs and services of Lakeland Health and our affiliates. Visit us online to view our 2018 Board of Directors.
Board of Directors Benton Harbor/St. Joseph Executive Committee Richard Dyer Chair Dana Wales Vice Chair Luke Brown Secretary/Treasurer Randy Bettich Past Chair Loren B. Hamel, MD Director Ex-Officio Daniel Hopp President Brandi Smith-Gordon
Board Members Mike Birkholm Sandi Bowman Richard Buckalew James Clever Wendy Edwards David Eifler Marc Florian Sandra Garland KC Gast Robert Gottlieb Brittany Grasley Carolyn Hanson Gyl Kasewurm Q. Shane Lies Kurt Marzke Barbara Meeks Randall Miller Anna Murphy Tim Passaro Don Radde Ebon Sanders Stephen Smith Carol Starks Dennis Szymanski, MD Kay Varga-Smith Marge Wiatrowski
Emeritus Members Jerry Alberts Ed Conrad Leo Soorus Stephen Upton Joseph Wasserman
Board of Directors Watervliet
Board of Directors Niles Executive Committee Mark Weber Chair Shane Shidler Vice Chair Jose Ontiveros Secretary/Treasurer Tom Grant Past Chair Loren B. Hamel, MD Director Ex-Officio Daniel Hopp President Brandi Smith-Gordon
Board Members Ishwara Bhat, MD John Colip Robin Curtis Beth Dodge Stefany Dreher Robert Feldman Lagena Frantz Jerry French Sandra Garland Rob Habicht Ted Halbritter, III Randy Hendrixson Debra Johnson Doug Law Michael Majerek Lorie Owen Judy Parker Paul Smith, Jr. Deb Touhey Judy Truesdell Nancy Tyler Tyanna Weller Emeritus Members Chickie Landgraf Joseph Wasserman
Executive Committee Karen McKay Chair Manfred Walgram Vice Chair David Scheuer Secretary/Treasurer Robert Becker Past Chair Ray Cruse Director Ex-Officio Daniel Hopp President Brandi Smith-Gordon Board Members Matthew Clay Katherine Curtis Loren B. Hamel, MD Tina Johnson Chana Kniebes Lisa Kuehnle Kylie Mellinger Karen Shymkus Norma Somers Heather West
CONTACT US | 2017 Impact Report
Foundations Staff Brandi Smith-Gordon President firstname.lastname@example.org (269) 927-5142
Dean Napp Development Officer, Southwestern Medical Clinic Foundation email@example.com (269) 927-5110
Jody Bender Development Officer, Caring Circle firstname.lastname@example.org (269) 927-5147
Jennifer Scaccia Financial Coordinator email@example.com (269) 927-5146
Susan Burkholz Executive Assistant firstname.lastname@example.org (269) 927-5143
Maggie Smith Development Officer email@example.com (269) 927-5145
Geoffrey Isaak Legacy Giving Director firstname.lastname@example.org (269) 927-5111
FOUNDATIONS Lakeland Health Foundation, Benton Harbor/ St. Joseph & Lakeland Health Foundation, Niles 1234 Napier Avenue St. Joseph, MI 49085 (269) 927-5143 www.lakelandhealthfoundations.org Mission: To improve the health-related quality of life in our community by providing and enhancing resources and support to Lakeland Health. Community Hospital Foundation, Watervliet 400 Medical Park Drive Watervliet, MI 49098 (269) 927-5143 www.lakelandhealthfoundations.org Mission: To improve the health-related quality of life in our community by providing and enhancing resources and support to Lakeland Hospital Watervliet.
CONTACT US | 2017 Impact Report
Contact Us Telephone (269) 927-5143 Fax (269) 927-5338 Website www.lakelandhealthfoundations.org Mailing Address 1234 Napier Avenue St. Joseph, MI 49085 Office Location 2550 Meadowbrook Road Benton Harbor, MI 49022
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