PHF Winter Giving Newsletter 112023 : simplebooklet.com

rounding with rickRick Scott, CFRE President, Presbyterian Healthcare FoundationPresbyterianHealthcare Foundation Board Memberwho’s on board“I felt very strongly that Presbyterian needed to build a hospital in Santa Fe. It was a huge accomplishment because it created a competitive healthcare environment our community sorely needed,” Johnsays. Since then, John has shifted from playing an advisory role to becoming a Presbyterian Healthcare Foundation board member, serving as treasurer for two years and sitting on both the governance committee and neuroscience task force. As chair-elect, he will take the reins as board chair in2026. A love of philanthropyA senior vice president with a major ﬁnancial ﬁrm, John has worked in ﬁnance his entire career, successfully blending his professional world with his love of philanthropy. He is a member of the New Mexico Arts Commission, one of 15 Commissioners appointed by the governor. John also serves on the Museum of New Mexico Foundation board, which fundraises for four state museums in Santa Fe and eight historic sites statewide. Much of John’s connection to the arts is through his partner, a well-known artist working in Santa Fe and Los Angeles. John has also served as vice president for Lambda Literary, which champions LGBTQ books and authors. “For me, philanthropy is everywhere and everything. I love it,” John says. John’s enthusiasm, energy, and knowledge of the Santa Fe community has been a tremendous beneﬁt to the Foundation. He has enjoyed the challenge of learning about the ﬁeld of medicine and healthcare, then sharing that knowledge with donors. “The most important thing for me is conveying to donors how hard the Foundation’s dollars work,” he says, citing Presbyterian’s Community Health program as an example. “Donations to a program like that have so much leverage in the community. Every dollar every individual donates truly hasimpact.” Gifts of Appreciated StockUsing appreciated stock as a charitable gift allows you to avoid capital gains tax and qualify for an income tax deduction based on today’s market when you itemize. Contact your brokerage ﬁrm, bank or investment advisor for the exact process required to make this donation. For transfer instructions, contact us at (505) 724-6580 or visit www.phs.org/giftplanning.Charitable Gift AnnuitiesCharitable gift annuities allow you to support PHF’s work while receiving ﬁxed payments for life. Depending on how you fund your gift, you may receive a variety of tax beneﬁts. The following assets may be used to fund a charitable gift annuity:• Cash• Appreciated securities• Closely held stock• Real estate• Tangible personal property• IRA assetsIf you are 70½ and older, you can make a one-time election of up to $50,000 to fund a gift annuity. While your gift does not qualify for an income tax deduction, it does escape income tax liability on the transfer and count toward all or part of your required minimum distributions. Donor-Advised Fund (DAF)A donor-advised fund (DAF) is like a charitable savings account that gives you the ﬂexibility to recommend how much and how often money is granted to PHF and other qualiﬁed charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts. Consider giving directly to PHF to avoid any fees from your DAF provider. Qualiﬁed Charitable Distributions(QCDs)A QCD is a direct transfer of funds from your IRA custodian, payable to a qualiﬁed charity. QCDs can be counted toward satisfying your required minimum distributions (RMDs) for the year, as long as certain rules are met. In addition to the beneﬁts of giving to charity, a QCD excludes the amount donated from taxable income, which is unlike regular withdrawals from an IRA. Keeping your taxable income lower may reduce the impact to certain tax credits and deductions, including Social Security andMedicare.Also, QCDs don’t require that you itemize, which, due to recent tax law changes, means you may decide to take advantage of the higher standard deduction, but still use a QCD for charitable giving.John Rochester is a tireless philanthropist.A New Mexico native and long-time resident of Santa Fe, his nonproﬁt work has ranged from arts to education to social services, both locally and nationally. In 2017, he became involved in healthcare as a member of Presbyterian’s Santa Fe advisory board, charged with exploring the possibility of building a hospital in Santa Fe. “John is very charitable. He has deep experience as a volunteer fundraiser and board member. I appreciate the perspective he brings to his work with us, as well as his ongoing efforts to connect us to people in hisnetwork.”– Rick Scott As he looks to the future and his role as board chair, John says, “The more we can do to attract qualiﬁed individuals to our state, the better. Supporting the growth of new programs in both Albuquerque and outlying markets will also beimportant.”Newly Named EmeritusMembersThank you and congratulations to our newly named emeritus board members for their years of service to the Foundation. To see our entire roster of emeritus members, please visit www.phs.org/foundation.Julia BowdichMichael FrecciaJim HaynesMargaret JorgensenShirley MorrisonFor more information about making a year-end gift, contact Ken Thompson, CFRE, at (505) 362-3310 or kthompson16@phs.org. Visit our gift planning web site, www.phs.org/giftplanning, for detailed information.The Impact of Year-End PhilanthropyEarlier this year, Presbyterian Healthcare Services (PHS) and UnityPoint Health announced the intent to create a new organization that would focus on strengthening local healthcare and building a sustainable path forward. After signiﬁcant consideration, the two organizations will no longer pursue this partnership. Presbyterian’s 115-year commitment to strengthening local healthcare remains unchanged with this news. Presbyterian is challenged by rising costs and declining reimbursement for the services we provide to our patients and members. We continue to explore new ways to address structural shifts in healthcare, so we can invest in our employees, and patient and member care. While this news has no effect on Presbyterian Healthcare Foundation’s mission to raise and steward funds necessary to improve the health and lives in PHS communities, it does elevate the need for philanthropy. Charitable contributions are important for our longstanding fundraising priorities, including nursing/clinical education and patient assistance, as well as new and emerging priorities, including Presbyterian Neuroscience, workforce development and Presbyterian CommunityHealth. We hope you’ll remember Presbyterian Healthcare Foundation in your year-end giving plans. You can give online 24/7 at www.phs.org/give. Thank you for your generosity and continued support.Presbyterian Healthcare Foundation is a 501(c)(3) nonproﬁt organization. When you give, 100% of your gi is directed toward improving the health and lives of New Mexicans. No portion of your gi supports fundraising or administrative expenses.Smart Ways to Make Year-End Gifts If you’re thinking about a year-end gift to Presbyterian Healthcare Foundation (PHF) and wondering how best to stretch your dollars, we encourage you to consider the following strategies.JohnROCHESTERROCHESTER2 Giving | Presbyterian Healthcare Foundation Winter 2023 3

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Some clinicians just have a magic touch, especially when it comes to caring for pediatric patients. When Maria Castillo’s two-year-old daughter Aspen spent a week in Presbyterian Hospital for early-stage asthma, she vehemently resisted the treatments she needed to get beer. Certiﬁed Pediatric Nurse (CPN) Megan Cave came to therescue.“Aspen screamed at everyone else, but when Megan came in, she just warmed to her, and laid there calmly receiving her treatment. Megan had some kind of gift I can’t describe,” Maria says. That gift helped Aspen get well enough to go home within a few days. To show her gratitude, Maria honored Megan with a Guardian Angel gift. “I hope my gift put a smile on Megan’s face to know that she did an amazing job caring for someone who is not her own child. It’s a beautiful thing to make someone’s day and know it goes to a goodcause.” Maria says her family was so impressed with the care they received that her husband Adam applied for a security job at Presbyterian Hospital, where he now works.Making ConnectionsMegan, who was born and raised in Albuquerque, has been a nurse for 16 years and takes great pride in being a CPN. She was ﬁrst drawn to pediatric nursing during her pediatric clinical rotation in nursing school. “I admired the nurses and their caring and tactful approach with the pediatric population,” Megan says. “I also loved bringing smiles to the faces of the pediatric patients and their families.” Megan’s favorite aspect of her work is the interactions and connections she makes with her patients and their families, knowing she made a difference and brought the patient one step closer to healing. giving in actionGuardian Angel Gift Honors Megan Cave, CPN“I approach my patients and families with care, support and attentiveness, and treat them as family. I love making a difference in someone’s day and seeing my actions affect others in such a meaningful way.”– Megan Cave, CPNThe Gift of a SMILEMaria Castillo with her husband, Adam, and their three children (from left to right): Oliver (1), Mateo (3) and Aspen (2).Make Someone’s DaySo many grateful patients want to say “thank you.” Guardian Angel gifts are a meaningful way to express gratitude for a Presbyterian physician, nurse or employee who provided exceptional care. Your gift can be directed to any care area or program of interest. We’ll present your honoree with a certiﬁcate and lapel pin. To learn more, call (505) 724-7003 or visit www.phs.org/guardianangel. “This is my ﬁrst Guardian Angel award and I couldn’t be more grateful andhonored.”– Megan Cave, CPNWinter 2023 54 Giving | Presbyterian Healthcare Foundation

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“You spend the ﬁrst part of life striving for success and the second half striving for signiﬁcance. The only way you make an impact is by giving back to the community. We know that Presbyterian will be here for the long haul, and we think it’s important to show our support in our own small way,” Kirby says.Most charitable gifts are rooted in strong ties to family, lived experiences or one’s life work. This is especially true for Kirby and Camille “Cam” Jefferson, whose recent gift to Presbyterian Healthcare Foundation (PHF) encompasses all three. The couple have designated PHF as the owner of a generous life insurance policy, half of which will be directed to the the families of chronically ill children, with the remainder designated for nursingeducation.Both Cam and Kirby are New Mexico natives and University of New Mexico alumni, where Cam earned her nursing degree and Kirby earned both his bachelor’s and Master of Business Administration. Cam, who worked as a neurology and ICU nurse, is one of several nurses in her family, including her mother, sister and daughter-in-law. “We’ve had a lot of experience watching what nurses go through,” Kirby says. “It’s such an unsung profession, which made us want to give back in a way that supports nursing education.” After graduating from business school, Kirby accepted a position with Intel, where he worked for the next 35 years, including eight years as general manager at the company’s production site in Dalian, China. During that time, Cam volunteered in an orphanage, where many of the children had special needs, ranging from birthmarks to cerebral palsy. The children were shunned by the Chinese community because they were considered ‘defective,” Cam explains. “It was really heart-wrenching.” During her visits back to the United States, Cam would gather supplies like baby items and walkers, then showing the orphanage nurses how the children could be taught new skills. She recalls that one of the little boys with cerebral palsy was eventually able to walk on hisown. “It was our joy to see these babies become healthy enough to be adopted by Chinese families and especially parents from the United States,” shesays.The Presbyterian ConnectionWhen Kirby retired from Intel in 2015, he joined the Presbyterian Healthcare Services (PHS) board of directors. He is a former board chair and currently serves as vice chair. Through his work on the PHS board, he became aware of the Foundation’s role within Presbyterian and the community at large. As he and Cam considered making a charitable gift, they learned about Stephanie Gehres, MD, who heads the Richard and Linda Barr Pediatric Care Clinic at Presbyterian Hospital and serves on the PHF board of directors.“We were so impressed with her commitment, her passion, her love for these children. The need for this type of care in New Mexico is so important,” Kirby says. The Jeffersons’ experience in China made ongoing support for the families of chronically ill children an easy decision. Their future gift will directly support needs such as transportation, lodging, durable medical equipment and basic living expenses. “We want to make sure their families can be there with them, which is so important to their healing,” Cam says. “It’s our privilege to be able to give back. We’ve been blessed and we want to play a role in helping others feel blessed, too.”Although the Jeffersons moved to Montana in 2021, their deep ties to New Mexico and Presbyterian are the genesis of their legacy gift.Jefferson Gift Supports Families of Chronically Ill Children and Nurse Educationplanned givingDEEPConnections“We just hope to touch one life at a time in a positiveway.” — Kirby Jeﬀerson6 Giving | Presbyterian Healthcare Foundation Winter 2023 7

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“I use the word ‘vocation’ instead of job because I believe that we enter the healthcare ﬁeld not because we are going to become rich or famous, but because we have been gifted and feel called into service,” she explains. Lisa fondly remembers the different ways Rust worked to make sure employees felt connected to one another in the workplace, including quarterly celebrations, special gatherings when new units opened, and her personal experiences serving on both the Exceptional Employee Experience Team and the Patient Satisfaction Team. She especially enjoyed teaching and mentoring spiritual care residents as part of the Clinical Pastoral Education (CPE)program. To ensure the spiritual and emotional support of staff at Rust well into the future, Lisa has designated a generous gift to Presbyterian Healthcare Foundation in her estate plan. The Eden Endowment Fund is designed to beneﬁt the spiritual well-being of Rust Medical Center team members. Research shows that when staff feels supported in their spiritual and emotional well-being, their ability to care for their patients improves. The purpose of the fund is to enhance staff members’ individual and team competencies and spiritual support skills, so they can help patients and families through the emotional and spiritual journey of healing and/or grieving. Lisa named the endowment after her maternal grandfather, Col. Fred Eden Nicholson, whose estate has made Lisa’s gift possible. “The work we do as chaplains often goes unrecognized. Chaplaincy is much more than praying. It’s about helping people ﬁnd their inner spiritual resources to meet their needs while they’re in the hospital. Chaplains are there to listen, to ease a patient’s anxiety and even to help them ﬁnd resources,” she says.Rust’s certiﬁed, full-time chaplains will coordinate with department managers to support the events, training or retreats funded by Lisa’s gift.leaving a legacy Easterling Gift Will Support Spiritual Well-beingBefore she retired in August, Rev. Lisa Easterling was one of just a few Presbyterian Rust Medical Center employees who still worked at the hospital since it opened 12 years ago. As one of the hospital’s chaplains during that time, she grew to appreciate how important it is for healthcare workers to ﬁnd meaning and purpose in theirvocation.Spirituality in theWORKPLACECalled to ServeAs a child growing up in Mississippi, Lisa and her family were very active in the Presbyterian church. She says she felt called to ministry as early as age six, when she and her childhood friend decided they would open a convent for Presbyterian nuns. The nuns would wear red habits and be married to Presbyterian men. As an adult, she spent 20 years in social work, often specializing in working with victims of sexual trauma and whose sexual trauma was tied to religion. Always active in her church, she eventually decided to go to seminary, then worked in parish ministry for 12 years before attending a CPE program that opened the door for her position as chaplain at Rust. “I believe the Spirit leads us to places where we are needed and where our needs can be met,” she says. “As I navigated cancer and a heart issue in 2019 and 2020, I was deeply touched by how many of the staff companioned me through their kind, encouraging words and loving gestures. We have a family atRust.”Lisa sits in the Healing Garden at Rust Medical Center, which provides employees and patients with a place to relax in the sun. The garden acknowledges a gift from Presbyterian Volunteer Services.“It’s nice to have had such a remarkable career in one place.” Winter 2023 98 Giving | Presbyterian Healthcare Foundation

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“I’m earning my advanced nursing degree while working at Presbyterian. The tuition reimbursement I receive to continue my education is so helpful. I couldn’t ask for a better job!”– Kyleen Thomas, LPN “Presbyterian’s nurse externship program has accelerated my career. Because of Presbyterian’s nurse externship, the transition to caring for my own patients will be faster and more seamless.”– Carlos Sanchez, Nurse Extern giving gallery giving galleryLaughter’s Final Curtain CallCelebrating OurDonorsThe grand ﬁnale of Prebyterian Healthcare Foundation’s Laughter is the Best Medicine event netted more than $450,000 to expand efforts to inspire more young people to pursue healthcare careers and enhance training programs for current employees in New Mexico. In addition to helping our workforce learn new skills and advance their careers, proceeds will also help equip the Healthcare Advanced Learning Lab (HALL), featuring state-of-the-art, high-ﬁdelity simulation technology, 3D printers, and augmented and virtual reality education. This year’s event featured a performance by comedian and magician Justin Willman, creative interactives, and circus performers, all of which delighted our guests.The annual Donor Appreciation Reception was a success despite the windy October weather. More than 400 Foundation guests gathered to enjoy the Albuquerque International Balloon Fiesta, great food, a drone show and ﬁreworks as they celebrated with friends andcolleagues.“Using clinical simulation to teach our team members is my passion. I’m excited about how educational technology leads to the most positive outcomes for patients.”– Lyz Hathhorn, MSN, RN, NPD-BC, Clinical Simulation Specialist III“As an educator, I’m proud to be training the next generation of clinicians and helping them thrive.”– Brian Nichols, RN, Clinical Educator, PICU, Presbyterian Hospital Thanks to funds raised at our ﬁnal Laughter is the Best Medicine event, employee beneﬁciaries are learning new skills and advancing their careers. Here’s what some of them have to say.Rachel Ortiz and Alicia RiveraHALL team beneﬁciaries (left to right) Keri Sickels, Lyz Hathhorn, Ivan Froneﬁeld, Jessie Black, Kimberly Carrillo. Not pictured, Zach FierroLinnie Bornhuetter and Jo BrowningSarah Larence, Amy Lermuseaux, Joseph Larence, and Mike AlbrechtJennifer Turrietta with Jessie GriegoErica Downing, Grantt Clemmer, Jason Dean, Gina Campbell, Dylann DooleyPresenting sponsors (left to right) Brooks St. John-Smith, Senior Vice President | Commercial Relationship Manager Healthcare, Higher Ed, Not for Proﬁt, Wells Fargo; PHS President Lauren Madigan; Cesar Martinez, Managing Director and Chairman of the Board, T-Systems North America; and PHF President Rick Scott10 Giving | Presbyterian Healthcare Foundation Winter 2023 11

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PHF Winter Giving Newsletter 112023

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