2014 Annual Report - Dakota Medical Foundation

Transcription

D
F
D A K O TA M E D I C A L
F O U N D AT I O N
Leading health improvement.
Building nonprofit success.
Investing in breakthrough
innovation.
2014 O P E R A T I O N S O V E R V I E W
DAKOTA MEDICAL FOUNDATION
T A B L E O F CONTENTS
3
Our Vision
4
Letter from Leadership
6
CassClayAlive! Initiative
8
Spotlight: Healthy Cuisine for Kids
9
Spotlight: Teddy Bear House Childcare
10
Lend A Hand
12
Impact Institute
14
Spotlight: Kent Bruun Fundraising Success
16
Giving Hearts Day
18
Spotlight: Haley’s Hope
20
Breakthrough Idea Challenge
22
Spotlight: Sinner Bresnahan Healthy Kids Initiative
24
Endowment Funds
25
Healthy Steps Initiative
26
Prescription Assistance Program
26
7 Mindsets Initiative
27
2014 Grants
28
Charitable Fund Grants
29
Achievement/Incentive Grants
29
Member and Employee Match Grants
30
Charitable Fund Gifts
31
Member/Employee Matching Gifts
32
Lifetime Giving Society
32
Star Awards
33
Our Staff and Board
34
Annual Financial and Investment Report
35
In Memory of Jim Holdman
Our vision
A region of the healthiest people leading vibrantly healthy
lives and able to access exceptional healthcare
Dakota Medical Foundation leads changes
in schools, childcares and in the community
to create environments where healthy eating
and physical activity are easy – shaping
healthier habits and reversing the epidemic
of childhood obesity. We’re preventing
chronic diseases so this and future
generations may lead longer, healthier lives.
Our Impact Institute teaches and
coaches nonprofits to be exceptional
fundraisers. With adequate resources,
great nonprofits are creating tremendous
quality of life for people in our region.
They’re tackling hunger, operating hospitals,
delivering dental care, keeping our elderly
in their homes, expanding opportunities
for the physically challenged, addressing
homelessness, preventing suicide – solving
many issues faced in our communities.
We serve, support and partner with
more than 400 nonprofit organizations
in almost 50 communities in North Dakota
and western Minnesota.
Since 1996, DMF has invested more
than $78 million to operate initiatives and
expand donor and charity impact. Our
additional focus is funding investments in
breakthrough ideas that change the status
quo to vastly improve health and health
care. This operations overview reveals how
we’re strengthening capacity and impacting
our region.
Innovation is key to our
modern foundation strategies
Organizations that are constantly innovating make it exciting to go to work in the morning because impact is
seen, felt and witnessed each day.
We remember a pivotal moment in 2004 when we met a particular visionary named Jim Holdman. He came
and appealed to us to join in spreading the message of abundance among nonprofits. We live at a time
unparalleled in human existence, Jim told us, because of wealth amassed by today’s older adults. To discover the
numbers, we commissioned the U.S. and North Dakota wealth transfer studies by experts at the Boston College
Center on Wealth and Philanthropy.
The study revealed that from 2007 to 2061, an estimated 93.6 million American estates worth $59 trillion
will be divided among heirs, charities, estate taxes and estate closing costs. Heirs will receive $36 trillion.
Federal estate taxes will claim $5.6 trillion. The sum directed toward charity is estimated at $6.3 trillion.
In North Dakota, the wealth transfer to charities during that time will be $95 billion.
LETTER FROM LEADERSHIP
Together with Jim, we saw a future
where nonprofits could flourish. We
shared a belief in abundance versus
scarcity thinking. With fundraising skills
and effort, we surmised, they could keep
this wealth working locally to produce
exceptional quality of life for people in
our region – preventing a wealth exodus
to federal estate taxes.
Jim felt there were broken concepts
that plagued nonprofit thinking. He saw
charities crippled by dependency upon
grant funding and, for the most part,
using fundraising methods unworkable
for the size and type of nonprofits in our
region. Jim’s ideas and skills shaped over
a lifetime in fundraising would form the
basis of this training, which we piloted in
2005. It was a courageous idea to help
DMF, the Holdmans built a framework
for activities once lacking structure.
They built a calendar, specific methods
and useful prototypes to follow. The
result is 5,000-plus people from North
Dakota and Minnesota nonprofits trained
and organizations vastly better off because
of the Institute.
shift nonprofits of our area toward
sustainability.
The groundbreaking Impact Institute,
founded by DMF and the Alex Stern
Family Foundation, teaches a fundraising
model that Jim and son, Scott Holdman,
created.
Charities learn “how to fish” rather
than subsisting on foundation funding
that “feeds them for a day.” Together with
More funds mean more good: hospitals
– many rural – are thriving, shelters have
life-changing programs, pantries swell
with food, kids have great after-school
opportunities, and more. Impact Institute
is achieving its vision.
Sadly, we lost Jim suddenly in April
2014. Scott forged ahead and presented
the framework he and Jim developed to
nearly 300 nonprofit leaders in an
A culture has been changed. Charities
are becoming adept at telling their motivating mission stories. They’re thanking
and closely engaging donors like never
before. Local people are choosing and
supporting local charities, fulfilled
to give generously to causes they
passionately believe in. Development
officers are making order out of chaos.
intense Impact Institute tour of the region
in latter 2014.
The traction of Impact Institute, and
other innovations like DMF Giving Hearts
Day, inspire us to stay entrepreneurial
and try new things to continually build
capacity. We have just experienced
our first full year offering our unique
conference and meeting center, a free
resource used already by 115 nonprofits
in the region. This gift to the nonprofit
community is a practical way to help
nonprofits gain traction.
Our capacity-building philosophy has
guided us in recent years to rethink our
grant program as the Breakthrough Idea
Challenge, shared in this report, to focus
investments in nonprofit innovations for
health. We’re open to new ideas and
ready to change the status quo. Innovation
is the best formula to ready for the future
for every organization, and most certainly
for ours.
Pat Traynor
President
Dr. Richard Vetter
Board Chair
Winning the war on childhood obesity
Creating the healthiest place
in America to raise kids
Experts agree that being healthy and fit
in adulthood is largely determined by the
communities we live in as children. When
people don’t have or can’t make healthy
choices, health and quality of life are both
worsened. With one third of school-aged
children overweight or obese, it’s clearly
time for change.
CassClayAlive! is a ground force to
improve healthy environments, particularly
for children. This means retooling the
settings where we live, learn, work, play
and pray.
CassClayAlive! leads actions to
increase physical activity and access
to healthy foods. This has been a major
Dakota Medical Foundation initiative for
six years. We are uniquely positioned
as a large, stable health foundation to
collaboratively steer change, see that new
interventions are added each year, and
then stay the course in order for changes
to endure.
We’ve been rigorously testing and
applying solutions. Here, CassClayAlive!
Director Rory Beil, reflects on the problem
and some of the solutions.
What’s behind the prevalence
of childhood obesity?
Willpower hasn’t changed. Our world
has. Food and beverages are everywhere.
They are engineered to taste tantalizing,
yet most of what’s in easy reach is sadly
low in real nutritional value. Our lives are
much more sedentary. Overweight and
obesity are natural consequences of the
environments we’ve created or allowed.
Environments are the culprit, not
individuals. This isn’t a case of people with
weak willpower.
We are the first generation living in
environments warped in ways never before
seen in history.
How do you make a difference?
We’re working to create cultures of
health in some very formative environments: child cares, schools, worksites,
places of worship and so on. We are
training teachers and playground staffs
to get kids in their classrooms and childcares moving, playing outdoors and
eating nutritious foods. We’re providing
CASSCLAYALIVE!
nutrition consultation through quarterly
school food service meetings in order to
help schools in their quest to cook healthy
meals. We host an annual school wellness
summit that grows every year, last year
supplying 110 committed educators with
cutting-edge science and practical ideas for
improving schools.
Our well-attended open streets events,
StreetsAlive!, plant the idea that pedestrian
and bike commuting are normal and
exhilarating. About 13,000 attended
StreetsAlive! in 2014. With smart planning,
our cities can encourage healthier lifestyles
and we participate in those conversations.
We’re working on all fronts to create
small wins that add up. They may not
appear to align in neat, linear fashion
and look like stepping stones to a
predetermined goal, yet our cumulative
“wins” are doing just that.
The good news is we are winning! The
percentage of children at an unhealthy
weight has stopped increasing at former
rates and lowered among some age
sections in recent years. We are ecstatic
with this change.
Talk about a new win in 2014?
In 2014, we rallied a new group for
moms and others who influence snack
settings to champion healthier food options
at concessions and kid gatherings.
Kids get about 500 calories a day from
snacks. The big problem is what they’re
snacking on. According to research at
the University of North Carolina Chapel
Hill, most snacks take the form of chips,
cookies, crackers, and processed foods
made with white flour, salt, sugar, and
artificial flavors and colors.
We convene our “Snacktivists” regularly
and teach about healthy choices, ways of
storing and serving fruits, vegetables and
whole grains – that sort of thing.
There may always be pizza and candy
at post-prom parties, but we see a new
generation of teens who are polishing off
fruit and yogurt parfait bars and leaving
bagged chips behind. Honestly, kids crave
healthy options and we need to recognize
this acceptance and break out of the sugar
and salt rut.
We make Snacktivist meetings
informative, and attendees realize their
extraordinary power as a ‘voice of reason.’
We’ve used videoconferencing in order
to be joined by Sally Kuzemchak, a
nutritionist, mom, cookbook author
and the national defacto Snacktivist
thought leader.
How about a “win” in the area of
physical activity?
Our partners at North Dakota State
University and Concordia College are
in their third year of coaching school
employees to get classrooms and playgrounds to be active environments.
Methods are typically presented through
day-long off-site training events for faculty
and administration. If good physical health
isn’t reason alone, there is indisputable
evidence that ‘getting moving’ contributes
vitally to brain activity, learning and
academic success.
In 2014 alone, SchoolsAlive! has
trained its three courses – Active Classroom, Active Recess, Active Before/After
School – for nearly 1,400 people and
have now reached almost every school
in Fargo-Moorhead. Organizations serving
children before and after school are
included in this number.
After teaching these get-moving
options for the school day, college physical
education students are paired with schools
and go out to help implement changes.
The partnership with Dr. Kristen Hetland
at Concordia and Dr. Jenny Linker at
NDSU has been pivotal in advancing our
goals of regular physical activity for kids.
It’s changing lives and quality of learning.
We do this together with passionate
teachers and schools, putting the supports
for a culture of wellness in place for our
youngest generation.
What about child cares?
Our steering committee has had some
real epiphanies in recent years around ‘the
earlier, the better.’
In 2014, we worked with TNT Kid’s
Fitness organization to create videos for
childcares to show easy physical activities
to weave into the day. Their mobile
movement lab that Dakota Medical
Foundation funded as a “Breakthrough
Idea” goes onsite to lead kids in organized
activity, at the same time teaching providers
this structured role.
We also joined in creating the class
now required for childcare licensing
in Fargo, and this helpful guidance has
been welcomed by childcare providers.
There were 49 providers trained,
impacting approximately 4,500 kids
in 2014.
A mobile play truck, also funded with
a DMF Breakthrough Idea investment, hit
the streets in 2014. Our partner, Boys &
Girls Club of the Red River Valley, takes
recreation activities directly to youth in
their neighborhoods, particularly where
incomes are low and getting to summer
activities is challenging. High-activity
games taken to neighborhoods help create
social circles that regularly play outdoors.
Final thoughts?
Nearly every adult in our community
plays a role in shaping environments.
We help kids grow, teach them, mold
their being and intellectual development.
Children are entirely dependent upon
the choices we put in their reach. A
healthy choice should always be in
easy reach.
Our major win is
that 2- to 5-year olds
are already at the
2020 goal set for
CassClayAlive!
A wholesome cooking revolution
Healthy Cuisine for Kids culinary school changes
school and childcare food environments
Area school and child care cooks learned
how to prepare and serve high quality
foods that taste good and look good to
children through a culinary school that
CassClayAlive! hosted at Dakota Medical
Foundation in 2014.
Twenty cooks from area schools and
childcares honed their culinary skills and
prepared USDA- and kid-tested recipes
through hands-on learning in the Essentia
Health Teaching Kitchen at DMF.
This national-caliber instruction was
led by a professional chef seasoned in
training career cooks in schools, military
and restaurant settings. Dishes were filled
with vegetables, fruits, whole grains, and
high quality proteins – while cutting fat,
sodium and sugar. Cooks gained culinary
skills, flavor enhancement techniques
and garnishes that create eye-appeal for
kids. Attendees then went back to their
respective sites and trained colleagues on
these skills and recipes.
What difference is it making?
Fargo Public Schools was the largest
district represented and, among other
impressive changes, now serves:
• Homemade soup with new recipes low
in sodium replacing purchased readymade soups
• Fresh-made Ranch and French
dressing for all students K-12
• Healthy black bean salsa and
hummus, both made from scratch
and served at all school salad bars
This feedback came from Deb
Habedank, director of NDSU Center for
Child Development: “The recipes that
were shared and taste-tested at class were
added to our lunch menu. The NDSU
Center for Child Development cook is
now more aware of portion control for
health and little waste. Loved the class!
Thank you for the opportunity to attend!”
CASSCLAYALIVE! SPOTLIGHT
ChildcareAlive!
25 childcare programs participated
in 2014, reaching 477 children
After the program, they reported:
• 95.7% got in 1-2 hours of physical
activity daily
Tasty, high nutrient foods and energetic play
Teddy Bear House gets healthy
with ChildcareAlive!
“The things you can do with yogurt!”
exclaims Darcy Barry.
Dixie cups of yogurt with fresh
raspberries and a dusting of crunchy
cereal: simple, healthy treats have never
tasted so good.
Palates are changing for the healthier,
one child at a time, at the cozy Teddy
Bear House child care. Barry learned
new ideas, better choices and how to
serve healthy foods from dietician Krystle
McNeal of ChildcareAlive!.
Feeding 10 or 12 children at mealtime used to mean canned, warmed or
packaged foods.
No more.
“It was just easier that way, but now
I find it just as easy starting lunch 10 or
15 minutes earlier and making it fresh,”
says the provider of home child care
for 23 years. “The kids love it. I want to
teach them to eat healthy. I’ve made a lot
of changes and feel good about what I’m
doing. I’ll never go back!”
Barry is feeling better all the way
around, herself dropping 20 pounds in
six months by following McNeal’s helpful
eating guidance, consuming less junk
and more nutritionally-sound choices.
“It’s unbelievable how much better I feel.”
Now it’s fresh, it’s fruits, it’s veggies
and all in the right portions. Oatmeal,
whole wheat tacos, unsweetened
applesauce, sliced peppers, raisins, salads,
green beans, tomatoes and water rather
than juice.
• 69.6% cut TV time completely
for those under age 2 and to
<30 minutes/week for other kids
• 91.3% offered fruit and vegetables
at every meal
Through ChildcareAlive!, Barry and
the children at the Teddy Bear House
also learned the great health benefits of
physical activity, and enjoy going outside
often to make sure they stay as active as
possible. When weather doesn’t allow
outdoor activity, there is music and play
instead of television.
“I’ve kept all of the flyers and use
them all the time with parents. It’s good
information.
“Kids are going home and talking
about what they ate and liked, and
parents are really pleased at how excited
their kids are about foods they ate at day
care. It’s an awesome program.”
“Witnessing my friend
suffering with his illness and
seeing the work you do with
Lend A Hand has changed
my life. Thank you for all you
do. Thank you for making
me a better person!”
10
LEND A HAND
Preventing financial catastrophe, ensuring treatment for seriously ill
Full circle: lives changed for those
who receive and those who give
Some might call it balancing out the
universe. The growing number and
passion of fundraisers for the Lend A Hand
program are testament to belief in its
mission: helping those facing devastating
illness avoid financial distress – even
bankruptcy – at the same time they battle
for their health.
Thanks to generous program supporters,
thousands of people organizing medical
benefits have been guided in successfully
staging more than 300 fundraisers for area
families since 2008.
In all, more than $8 million has been
given by attendees at community dinners,
silent auctions, golf tournaments and
other unique events. Dakota Medical
Foundation match funding of $1.4 million
since 2008 is included in this figure.
DMF underwrites all administrative
costs for Lend A Hand so that every
donation to the program reaches a family
in need. Support comes from individuals,
business sponsors and unique ‘giving
forward’ groups like Team Chip, once
directly served by Lend A Hand.
“Expressions of love and caring
through benefits are often overwhelming
for the person at the focus of the
fundraising. Hope is restored. Strength
is renewed. The feelings that come from
hundreds of people outpouring their
kindness are never forgotten,” says Lend A
Hand Program Director Jeana Peinovich,
who typically attends each benefit – 53 of
them in 2014.
Team Chip first came together in 2011 to
organize a benefit for friend Chip Johnson,
fighting colon cancer. Peinovich provided
them the helpful Lend A Hand toolkit with
planning worksheets and practical tips,
event posters and news coverage, a site for
online giving and heaps of encouragement.
The event was jam packed and a success
by every measure, easily qualifying for the
full $5,000 DMF match.
“We appreciated so much what had
been done for us. It was huge, and it was
a great comfort to know that, at least
financially, we had one less thing to worry
about,” says Mary Johnson.
Inspired by community support and
now closely bonded, the spirited Team
Chip has given back every year since by
honoring Chip through a bowling event
that supports Lend A Hand. Again, Sunset
Lanes was packed and $11,000 was
raised in 2014. The third annual event is
February 14, 2015.
Many others throughout our region
choose Lend A Hand as the beneficiary of
their independent fundraising events and
promotions: from marathon runners to
restaurants and banks.
“If you are wondering what to do in
this community, pay attention to what’s
going on around you. Go to a benefit,
get involved. Until this happened to Chip
and Mary, it didn’t affect me, so I didn’t
see it and didn’t care,” says Terry Schmidt
of Team Chip. “Now it’s like everything
matters. It has changed my life.”
Lend A Hand has been supported with
contributions of $5,000 or greater by
these generous businesses: Eyecare
Associates, Catalyst Medical Center,
Bell State Bank, Gate City Bank,
Smashburger and West Acres. Giving
forward groups include Team Chip
and the Fargo South High School hockey
team which raises funds through an
annual Stick It to Cancer hockey event,
first organized to benefit cancer survivor
Janell Meier. Alex Stern Family Foundation
and Cullen Children’s Foundation are also
key sponsors. Dr. E.P and Lucy Wenz
became program sponsors at the time
Dr. Wenz returned to the DMF
50th Anniversary celebration in 2013
as the single living founder of Dakota
Medical Foundation.
Team Chip
Every gift counts from marathon runners,
individuals, businesses, schools and
community organizations who make the
unique resources of Lend A Hand available
to families in Cass and Clay Counties.
11
12
IMPACT INSTITUTE
Teaching charities how to fish
We help nonprofit organizations
become exceptional fundraisers
No money, no mission. Without the
ability to raise funds for their important
causes, organizations will continually
struggle to gain traction.
Our Impact Institute teaches and
coaches fundraising skills to nonprofits.
These organizations are today raising
millions more each year through what
they’ve learned at Impact Institute. With
adequate resources, effective nonprofits
are vastly expanding their impact. They’re
tackling hunger, operating hospitals,
delivering dental care, keeping our elderly
in their homes, expanding opportunities
for the physically challenged, addressing
homelessness, preventing suicide,
expressing humanity through the arts –
solving many issues faced in our
communities.
In 2014, Impact Institute trained
281 people from charities in western
Minnesota and across North Dakota in
a proven-effective fundraising system.
We also provide Institute alumni oneon-one consultation to answer their
fundraising challenges and grow their
skills in raising donor support.
A few years after the Institute launched
in 2005, Dakota Medical Foundation began
Giving Hearts Day. This 24-hour online
fundraising event has become a pivotal
exercise in use of the Institute’s fundraising
framework. DMF, Impact Foundation and
Alex Stern Family Foundation today host
this event for almost 300 nonprofits and
charitable causes.
We teach charities how to build
relationships with people and
families because 72 percent of charity
contributions in America are from
individuals. Another 8 percent of giving
is by bequests – again individuals
who’ve chosen to give through their wills
at the time of death. This vast sum given
by people greatly outstrips donations by
other sources.
Tapping the power of individual donors
has created tremendous public good, and
rewarded people of our region with an
active, fulfilling role in improving health
and quality of life.
2013 Contribution Sources in U.S.
$335.17 billion
All figures rounded.
SOURCE: Giving USA Foundation | GIVING USA 2014
Raising Strong Nonprofit Results
Giving Hearts Day results by 34 organizations consistently
participating in the one-day online fundraising event 2009-2014.
These organizations apply Institute concepts for year-round
fundraising success.
$2,329,399
$1,945,951
$1,276,158
$840,394
2009
$942,201
2010
$1,047,721
2011
2012
2013
2014
Giving Hearts Day
* This is a subset of Giving Hearts Day participants, and not inclusive of all participants.
13
Helping express life stories through giving
Gift leads foundation director
to Impact Institute and passion
for donor-centered fundraising
14
One gift – a $3,000 check – sent Kent
Bruun on a journey that forever changed
his career in fundraising.
The foundation director at the hospital
in Crookston asked the benefactor, “Is
there an area of emphasis that you’d like
to impact with your gift? He said ‘Yes.
Women’s health.’ I was shocked. I was
dumbfounded. It didn’t fit at all what I had
in my mind to come from this farmer with
such a stoical nature.”
It was an eye-opener for Bruun, a
former businessman who converted in the
middle of his life to hospital fundraising.
Lesson number one: all gifts are deeply
personal. They help people come to grips
with crushing tragedy or heartache, or other
times express intense gratitude and joy.
IMPACT INSTITUTE SPOTLIGHT
Turns out that both the donor’s wife
and daughter had experienced health
challenges. Faced with the donor’s request,
Bruun researched what would have the
most impact for women patients at
RiverView Hospital. A radiologist suggested
equipment for nonsurgical breast biopsies.
The cost? An estimated $135,000.
It was vastly more than the $3,000
in hand, so Bruun became determined
to explore the grant opportunities from
Dakota Medical Foundation and made a
90-minute drive to visit DMF President
Pat Traynor in March 2006. He arrived at
the DMF doorstep at a pivotal time. Under
Traynor, DMF was shifting its emphasis
to a new leverage strategy. Those seeking
grants were asked to consider completing
a new 6-week training program, meeting
once a week, to bring nonprofits to longterm sustainability through fundraising.
Bruun became one of the earliest
students at Impact Institute, learning
Jim Holdman’s ideas, experience and
storytelling from a life on the road as a
fundraising consultant. “As I got back here,
and started doing things that were taught,
the dots began to connect.”
Jim Holdman’s mantra was: small gifts
are based upon an organization’s need to
have, large gifts are based on a donor’s
need to give.
It couldn’t have rung more true. “It
mirrored the culture that I had in my retail
business,” says Bruun, a former menswear
store owner. “My focus was always on
fulfilling the needs of the customer and
not on selling. The teaching of Jim and
Scott Holdman matched what I trusted and
believed in.”
He shed thinking about fundraising
events and intermittent major capital
campaigns as bread and butter, and shifted
to mastery of one question: ‘how can I
fulfill you and your wishes?’
“I will always remember the morning
after a tragic accident, the husband and
children coming to my office to share their
wish to set up a fund to give back to our
cardiac rehab. The anonymous donor that
was motivated after we ‘gave him his life
back.’ A dear friend for whom we extended
life 30-plus years following a heart attack
when he was a younger man,” says
Bruun. For each of these people, their gifts
represented fulfillment, gratitude, closure.
Today, Impact Institute fundraising
system is offered almost entirely in a
one-day training, and participants are
encouraged to repeat their attendance
annually. “I haven’t found a hole in it yet.
I’ve attended training 10 times and haven’t
had a single ‘yeah, but that doesn’t work
in Crookston’ moment. It’s all based on
respect. It’s all focused on the donor.”
Impact Institute teaches how to attract a
community of believers, cultivate donors
who give on an ongoing basis and how to
raise major gifts.
DMF and the Holdmans helped Bruun
set up a “Friends for Life” sustained giving
program, a step that helped increase donor
support eightfold during his tenure. Bruun
also piloted an innovative program that
brought an expert in IRS law and charitable
options to help families establish estate
plans. Funded by a DMF grant, this was
someone who gave assistance with no
vested interest in selling investment products
or even asking for a dime for the hospital.
“When people have conversations with
advisors, they feel urgency due to billable
hours, sometimes feeling the need to have
decisions made ahead of time. Yet people
need direction – guided discussion around
assets, values and loved ones that must
precede the plan,” said Bruun. The planning
process netted millions for local charities
in future bequests, including a significant
amount committed to the hospital.
RiverView Hospital was one of 38
pioneers in the first Giving Hearts Day,
raising over $17,000 in pilot year 2008.
The hospital raised a staggering $84,085 in
2014. A total of $422,000 has been raised
through the online fundraising event in the
past seven years.
“It demonstrates the power of the small
donor. You don’t have to be wealthy to give.
A lot of small gifts, $7 and $10 and the
like, make a big difference,” says Bruun.
He always comes back to the Institute
lessons in face-to-face meetings as
the greatest value of the Holdman’s
methodology. He is ever at the front lines:
listening, providing good information
to donors, advocating on their behalf,
shepherding their values into gifts of
meaning, reporting back on the meaningful
ways their generosity was put to work.
A tour of the hospital brings forth
stories behind every donation, gifts
for sophisticated heart monitoring, to
specialized beds for newborns, to rehab
equipment, even artwork on the walls. All
tributes to lives saved, lives lost.
“None of these gifts would happen
without the caregivers. Gifts begin with the
staff, the surgeon, the person standing at
the bedside. The lives we touch are friends,
neighbors and loved ones. I don’t know
how you could not feel blessed being a
part of this caring culture of helping one
another.”
15
Inspiring donors. Expanding charity impact.
Giving Hearts Day exceeds
$5 million, expands to new cities
This 24-hour online event has dramatically
increased fundraising success by charities
of North Dakota and western Minnesota.
The seventh annual Giving Hearts Day,
held on February 13, 2014, again shattered
the previous year’s donation total by
49 percent.
Giving Hearts Day was started in 2008
by Dakota Medical Foundation and
Impact Foundation as the region’s first
one-day virtual fundraising event with
donations made at impactgiveback.org.
The foundations, together with Alex Stern
Family Foundation, host the event for those
nonprofits participating in Impact Institute
training and coaching for year-round
fundraising success. These organizations
also take part in a Giving Hearts Day gear-
16
up intensive training to prepare for this
campaign.
On Giving Hearts Day, a chorus of
voices, joined with DMF and Impact
marketing, creates a flood of compassion,
awareness and donations.
Donors can easily give on Giving
Hearts Day with just a few minutes of time
without regard to the weather or need
to attend an event. The 24-hour window
creates urgency that spurs people to
action.
Typically, a third of any given
organization’s Giving Hearts Day
contributions come from new donors.
Nonprofits give resounding feedback that
the day is one of their most important new
donor acquisition strategies.
On February 13, 2014, gifts totaling
$5.7 million in 24,407 individual
donations for 235 charities were
received in online donations,
match funds and incentive awards.
Since its start, over $15 million has been
raised through Giving Hearts days.
Above: Nukhet Hendricks of Homeward
Animal Shelter, along with cat Cecil,
is interviewed for the early news on
Giving Hearts Day 2014.
GIVING HEARTS DAY
Giving Hearts Day
Health Program Support
DMF match and incentive grants to the listed charities amounted to $381,183
for 79 charities in 2014. This does not represent dollars raised online.
Altru Family YMCA
Grand Forks, ND
Altru Health Foundation
Grand Forks, ND
American Cancer Society
Fargo, ND (incentive award)
American Diabetes Assn.
American Heart Assn.
Jamestown, ND
American Red Cross
Fargo, ND
Anne Carlsen Center
Jamestown, ND
Bethany Homes, Inc.
Fargo, ND
Birthright of
Fargo-Moorhead, Inc.
Moorhead, MN (incentive award)
Cultural Diversity
Resources
Dakota Boys & Girls Ranch
Fargo, ND
Dorothy Day House
of Hospitality
Moorhead, MN
Emergency Food Pantry
Fargo, ND
Essentia Health-Fosston
Fosston, MN
Essentia Health
Regional Foundation
Fargo, ND
Essentia Health
St. Mary’s Foundation
Detroit Lakes, MN
Family HealthCare
Fargo, ND
Catholic Charities
North Dakota
Fargo, ND
Fargo-Moorhead Coalition
for Homeless Persons
Fargo, ND (incentive grant)
CCRI, Inc.
Moorhead, MN
First Care Health Center
Park River, ND
CHARISM
Fargo, ND
FirstLink
Fargo, ND
Churches United for
the Homeless
Moorhead, MN
FirstChoice Clinic
Fargo, ND
Community of Care
Arthur, ND
Community Violence
Intervention Center
Grand Forks, ND
(incentive award)
Fraser, Ltd.
Fargo, ND
Freedom Resource Center
Fargo, ND
Grand Forks Senior Center
Grand Forks, ND (incentive award)
Cooperstown Medical
Center Foundation
Cooperstown, ND
Handi-Wheels
Transportation
Fargo, ND
Cullen Children’s
Foundation
West Fargo, ND
Great Plains Food Bank
Fargo, ND
$15.7 MILLION RAISED
Partners/Sponsors $236,000
Donor Charity Matches $2.2 million
DMF Matches/Awards $2.2 million
Checks $5,000 & Greater $1.5 million
Online Donations $9.5 million
Haley’s Hope, Inc.
West Fargo, ND
HEART
Enderlin, ND
HERO
Fargo, ND
HOPE, Inc.
Moorhead, MN
Jail Chaplains Association
Jamestown Regional
Medical Center Foundation
(nursing education)
Jamestown, ND
John Paul II Catholic
Schools Network
(school nurse program)
Fargo, ND
Lake Region Community
College Foundation
(nursing education)
Devils Lake, ND
Lakeland Hospice
Foundation
Fergus Falls, MN
Lakes Crisis &
Resource Center
Detroit Lakes, MN
Legacy Children’s
Foundation
Lost and Found Ministry
Riding on Angels’ Wings
Felton, MN
Lutheran Social Services
of North Dakota
Fargo, ND
RiverView Health
Foundation
Crookston, MN
Mayville State
University Foundation
(nursing education)
Mayville, ND
Ronald McDonald
House Charities
Fargo, ND
ND Autism Center, Inc.
West Fargo, ND
ND Caring Foundation, Inc.
Fargo, ND
ND Center for Nursing
Fargo, ND
ND Elks Association
(Camp Grassick)
Jamestown, ND
ND State College of
Science Foundation
(nursing education)
Wahpeton, ND
Saint Gianna’s
Maternity Home
Minto, ND
Sanford Health
Foundation Hillsboro
Hillsboro, ND
Scottish Rite
Language Center
Fargo, ND
Service Dogs for America
Jud, ND (incentive award)
Special Olympics
North Dakota
Grand Forks, ND
Nelson County Health
System Foundation
McVille, ND
St. Gerard’s
Community of Care
Hankinson, ND
New Life Center
Fargo, ND
St. Paul’s Catholic
Newman Center
Northland Christian
Counseling Center
Grand Forks, ND
Northlands
Rescue Mission
Oak Grove Lutheran School
(school nurse/wellness)
Fargo, ND
Park Christian School
Prairie Harvest Mental
Health Foundation
Grand Forks, ND
Stephanie Goetz
Mental Wellness Initiative
Fargo, ND
Sunshine Memorial
Foundation
Grand Forks, ND
Third Street Clinic
Grand Forks, ND
TNT Kid’s Fitness &
Gymnastics Academy
Fargo, ND
Up With Downs
Fargo, ND
Prairie Learning Center
Foundation
Raleigh, ND
Valley Christian
Counseling Center
Rape and Abuse
Crisis Center
Fargo, ND
The Village Family Service
Center (Nokomis Child
Care Centers)
Fargo, ND
Red River Children’s
Advocacy Center
Fargo, ND
Red River Valley
Dental Access Project
Moorhead, MN
YMCA of Cass and
Clay Counties
Fargo, ND
YWCA Cass Clay
Fargo, ND
17
Profile of a charity changed by Giving Hearts Day
Local nonprofit Haley’s Hope unlocks
reading for children with dyslexia
Dyslexia. It sounds scary, like some exotic
disease with grim consequences.
But the real scary part of dyslexia,
according to Kari Bucholz, is that it’s so
common (affecting 20 percent of U.S.
children and adults) and, despite being
subject to more scientific research than
any other learning disability, is still largely
misunderstood.
Stop anyone on the street, and odds
are they’ll say dyslexia causes kids to read
letters backwards or makes them slow
18
learners. False. In reality, dyslexia is a
mixed blessing, an odd mixture of deficits
and gifts.
Apparently, dyslexia needs a PR agent
and advocate.
That’s where Kari comes in. She’s the
founder and director of Haley’s Hope, a
West Fargo-based nonprofit that provides
consultations, screenings, tutoring and
assistive technology for dyslexic children
and adults. Her organization also works
with schools and teachers to improve
classroom accommodations, and promotes
public education about the disorder.
In 2014, Haley’s Hope raised an
astounding $64,491 during Dakota
Medical Foundation’s Giving Hearts
Day. This included a $4,000 match from
the Foundation. It was the 16th highest
fundraiser of 235 participants. Impressive
for a small newcomer organization. “We
have to thank the people at DMF who
motivated us with their positive attitude
and enthusiasm to help us succeed,” Kari
GIVING HEARTS DAY SPOTLIGHT
said. “We didn’t know anything about
nonprofits at the time. But they continually
boosted our spirits, literally infecting us with
optimism when we joined Giving Hearts
Day two years ago.”
An interior designer for 25 years, Kari
agonized to understand why her son
Haley was struggling so much in school,
both academically and emotionally. She
consulted teachers and doctors, hired
private tutors, ordered neuropsychiatric,
hearing and vision tests. Nothing helped.
Haley wrestled with words, letters,
numbers and the alphabet. He was
hopeless at spelling, couldn’t tie his shoes
and didn’t know left from right, all classic
signs of dyslexia. “Yet he was a very
intelligent young boy,” Kari said.
No matter how hard he tried, Haley felt
like a left foot in a right shoe. And it began
harming his attitude and health.
Research suggests that the majority of
dyslexics are underachievers, Kari said,
typically bright kids frustrated and defeated
by the disorder. And there’s no worse place
to fail so publicly than in a classroom.
Eventually Kari was referred to a
pediatrician who thought Haley might be
dyslexic.
“He then showed me what Haley
sees when he looks at letters and words
(symbols and squiggles). I wept in his
office.” That’s when she learned about the
Orton-Gillingham teaching method, a
multisensory and science-based approach
developed in the 1930s to break words
down into visual, auditory and tactical
levels. That led her to Learn to Learn in
St. Paul, which applied the Barton Reading
and Spelling System in one-on-one
tutoring.
Haley was diagnosed as profoundly
dyslexic. Determined to help her son, Kari
drove to St. Paul weekends for six months
for Haley’s tutoring, then attended school
in California to herself become a certified
tutor in the Orton-Gillingham method.
What started in a makeshift office
across from her interior design firm is now
17 tutors headquartered in six tutoring
rooms plus locations in Fargo, Moorhead
and several area schools. More than 4,200
tutoring sessions are offered by Haley’s
Hope annually and 150 children were
helped in 2014.
Despite the difficulties of adapting
to traditional teaching, dyslexia is often
linked with extraordinary abilities in
innovative thinking and out-of-thebox problem solving. Dyslexics see the
world more three-dimensionally, and
lean toward creative areas and roles that
require mechanical, people and intuitive
skills. They seem to see the big picture
more clearly. One study showed that
35 percent of CEOs are dyslexic.
Early intervention is important, Kari
said, but it’s never too late. “Virtually
all dyslexics can become proficient
readers, spellers and writers with the
proper tutoring. Dyslexia doesn’t go
away, it adjusts.”
Haley, now 14, is in eighth grade,
earning As and Bs with a great attitude
about school. He’s also become an
advocate for dyslexia education.
“Dyslexia takes patience and
understanding, and a lot of work breaking
down language processes. It’s never easy,
but it’s worth the effort. Now I’ve got my
little boy back and I want to help others
overcome the struggles we’ve had.”
Kari Bucholz founded Haley’s Hope six years
ago after agonizing to understand why her
son Haley was struggling so much in school,
both academically and emotionally.
Haley’s Hope began operating under our partner Impact Foundation’s 501(c)3 status in
2010. Impact managed donations, tax and legal responsibilities so Kari could focus on
serving kids and adults with dyslexia. Eventually, Haley’s Hope “graduated” from this
incubator and today operates as a separate nonprofit organization.
19
Acting as a catalyst with risk capital for bold concepts
DMF invests in breakthrough he
Nine organizations received $455,000 in investments for innovative ideas through
Dakota Medical Foundation’s Breakthrough Idea Challenge in 2014. The goal of
the challenge is to inspire ambitious, entrepreneurial strategies to tackle problems
in entirely new ways.
Key areas the program seeks to impact are:
• Ways to transform schools, childcares and kid-friendly places to support
physical activity and healthy foods and beverages
•
Bold ideas to improve results among nonprofits of the region
•
New ideas to attract and retain talented, well-trained health professionals,
particularly for rural areas
Awarded programs address diverse issues from childhood obesity to combating elder abuse
and more. Over 70 inquiries and ideas were vetted to arrive at the selected projects.
20
BREAKTHROUGH IDEA CHALLENGE
expanded skill and knowledge base allows
for broader expertise in pre-hospital,
in-hospital and transfer of critical patients
to major health centers. It will also alleviate
career mobility issues in the state, where
severe shortages of paramedics and
nurses are prevalent. Ninety-two percent
of the state’s 53 counties face health
professional shortages.
$62,400 to create an Elder Abuse
Prevention Center to prevent,
combat and investigate abuse, neglect
and exploitation of elders and vulnerable
adults in Cass and Clay counties. This
center will expand know-how and forge
a network of legal, medical and social
service professionals who investigate
and intervene in these cases so they can
advance solutions and justice for victims.
A large task force has met since July 2013
to discuss issues around these complex
cases, expected to rise in number with the
growing elder population.
ealth ideas
$49,000 to Lutheran Social
Services of Minnesota to improve
support to those caring for elderly people
in remote and isolated rural areas.
Affordable notebook computers will
link caregivers to counseling, coaching,
chronic disease management tools and
additional proven resources so they can
excel at keeping quality of life and lowcost care for elderly living at home.
$50,000 to Great Rides Fargo
to support an automated bike rental
system to promote healthy commuting.
One hundred bikes will be rented through
10 stations for leisure, work and attending
school. Bike share programs promote
healthy lifestyles and are common in
America’s fittest cities.
$50,600 to Concordia College
to continue pioneering work to establish
wide-reaching methods in schools and
youth clubs to get kids physically active
in order to prevent childhood obesity. This
program was first funded in 2013 and has
revolutionized recess and transformed
many area classrooms for better health
and academic performance, while also
greatly diminishing behavioral issues.
$36,000 to TNT Kid’s Fitness
for its mobile lab that visits area
childcares to provide structured physical
activity for kids, at the same time teaching
childcare providers the importance of
movement and ways to accomplish at
least 60 minutes each day. This is the
second year this pilot program has been
funded.
$50,000 to YMCA of Cass Clay
for 7 Mindsets events and programs that
deliver unique positive-thinking frames
that steer youth toward healthy lives of
meaningful purpose. This initiative was
first funded in 2013 and among its major
milestones were workshops for more than
100 West Fargo and Shanley teachers on
how to instill the mindsets through their
daily work with students. Ultimate Life
Summits have led 150 youth to learn the
mindsets and develop a life plan.
$50,000 for Boys & Girls Club
of the Red River Valley for taking
recreation activities directly to youth
in their neighborhoods, particularly
where incomes are low and access
to after-school or summer activities is
challenging. A cargo van takes highactivity games to neighborhoods on a
regular schedule to create social circles
that regularly play outdoors.
$32,000 to Essentia Health
to establish a database to connect nursing
students with opportunities for hands-on
clinical experiences at hospitals, clinics
and other health settings. Currently,
nursing programs and clinical sites
use independent systems, creating
inefficiencies in matching students with
clinical requests and threatening the future
workforce supply.
A DMF review committee of physicians, nurses and community
$75,000 to Lake Region State
College to create a curriculum for
paramedics to earn their North Dakota
registered nursing associate degree. The
leaders evaluated these ambitious ideas.
“Breaking through the status quo and testing new ideas is tremendously important
to create the healthiest place in America to live. The Idea Challenge is creating a
contagion of curious and courageous thinking,” said DMF President Pat Traynor.
21
ADVISORY COMMITTEE
(L to R)
Shelly Sinner
Tom Bresnahan
Jess Toop
Bernie Sinner (back row)
Scott Sinner
Erin Prochnow
Todd Sinner
22
A story that starts as a series of raging
toothaches for an underprivileged
teenage boy unfolds months later into an
unexpected chat with a local farmer that
left them both misty-eyed.
The two weren’t supposed to meet.
At least not in Casselton, N.D., where,
like in most rural communities, charity
and hardship prefer anonymity.
Call it an accident, or maybe
serendipity.
For Tom Bresnahan, the farmer who
chairs the local Sinner Bresnahan Healthy
Kids Initiative, the exchange was a lasting
reminder of how rewarding it can be to
help others. For the boy, a high school
junior who had never been to a dentist, it
was an opportunity to express his thanks
all accounting and recordkeeping, also
negating the need for a complex IRS
tax return because the charity initiative
operates under DMF rather than becoming
a stand-alone nonprofit.
In its brief four-year history, the initiative
has contributed more than $60,000 to the
health needs of Casselton area children—
from filling backpacks with healthy snacks
and foods for 26 kids through the last
school year to paying for prescriptions
or chemical dependency treatment, to
providing a bed to a child who didn’t have
one, including his first pillow ever.
“What convinced us to partner with
DMF is the benefit of matching funds,”
Bresnahan said. “A $100 gift to us on
Giving Hearts Day can quickly turn into
includes high-tech processing plants in
Casselton and in Bloomer, Wis., with
annual output of 2.5 million bushels.
“Our great-grandfathers settled this land
more than a century ago and our parents
partnered together in 1952. They gave a lot
back to this community and we, now in
our fifth generation, want to continue that
tradition.”
One hundred percent of their employees give to the Sinner Bresnahan Fund.
The initiative chose children’s health as
its focus after DMF President Pat Traynor
suggested they survey the family for
ideas, Bresnahan said, “But we took
it a step further and polled more than
60 relatives, company employees and
community leaders.”
Sinner Bresnahan Healthy Kids Initiative
Caring for Casselton children in need
through DMF charitable giving fund
for the extensive dental care that literally
changed his life.
“I can’t remember why I went to the
school that day, but while I was there I
stopped in the nurse’s office just to see
how things were going,” Bresnahan said.
“The boy was in the office, and the nurse
introduced us. We started talking and then
both of us began choking up a bit. A few
tears flowed. It was quite a moment.”
The Sinner Bresnahan Healthy Kids
Initiative Fund is a charitable giving fund
established at Dakota Medical Foundation
to focus on childhood health issues. DMF
manages such health-related giving funds,
whether started by individuals or groups.
It means that the Sinner and Bresnahan
families, and the Casselton community,
can focus on helping people rather than
burdensome paperwork. DMF provides
$400, or $500 to $2,000, because not
only does DMF match that gift, but our
company does too, and usually we find
another benefactor or two to match it
again. It’s like a gift that keeps on giving.
And DMF handles all the administration,
so every penny goes to the cause.”
The initiative’s goal is to raise at least
$15,000 a year through Giving Hearts Day,
and they’ve bested that mark four years
running. In 2014, $16,528 was raised.
Bresnahan is one of seven family
partners who manage Sinner Bros. &
Bresnahan, a large-scale agribusiness
that raises, processes and supplies nongenetically modified and organic crops
worldwide. It’s headquartered in Casselton
(pop. 2,329), 20 miles west of Fargo, where
the company manages 4,500 acres and
feeds 4,000 cattle annually. The enterprise
Poverty in a small town is often more
reclusive. Finding children in need, or
families willing to accept help, can be
a challenge. Central Cass school district
covers over 400 square miles and enrolls
nearly 875 students. “So we rely mostly on
the eyes and ears of teachers, along with
pastors and other local contacts who see
the kids every day,” Bresnahan said.
Besides Giving Hearts Day, the
Casselton initiative also raises money
through a community feed sponsored
by Petro Serve, and from the profits on
the crops they grow on 12 acres of land
donated by Ottertail Power and Martin’s
Lutheran Church.
It may take a village to raise a child,
but sometimes it takes a conscientious
business to raise the ante.
23
Endowment fund builds for
family legacy giving
The ACE Fund established by Mark and
Mary Johnson was one of the first endowment funds established at Dakota Medical
Foundation, created in 2008. Gifts have
been made to the fund by the Johnsons
and many other donors, allowing it to
gradually mount to a significant sum
above $100,000 today.
The principal of an endowment fund
is invested and never tapped. Only the
earnings are spent. Even with relatively
small gifts trickling in, and patience,
endowments grow and create earnings
to give to charity. (The other option is a
‘spend down’ fund that is unrestricted in
the amount that can be donated from the
fund annually.)
The ACE Fund was inspired after the
Johnsons lost an infant child and later
witnessed health and abuse issues at the
time another child was hospitalized.
The Johnsons plan to grow the
ACE Fund and use it for bonding and
expressing shared family values around
causes helping kids. Current ACE Fund
donations to the backpack program help
end hunger among children by discreetly
placing food for weekends into backpacks
of needy children each Friday during the
school year in Cass and Clay counties.
Says Mark, “Endowments are more
relevant today than ever. People don’t like
taxes, but they do like causes. Endowment
giving lets them take control of the money
they give and have a say in its use rather
than leaving it to the federal government
to decide.”
Over $1.6 million in endowment funds are
managed by DMF for investment by families
or organizations for health improvement in
the region.
24
Healthy Steps
Initiative
Children’s Mental
Health Initiative
Connects uninsured North Dakota children to one of three
free or reduced-cost assistance programs: Medicaid,
Healthy Steps and Caring for Children
Provides social-emotional screening, early intervention
and prevention services for children age 6-60 months
in Cass and Clay Counties, as well as community
education, resources and consultation regarding
children’s mental health and behavioral issues
Studies show that uninsured children are more likely to have
unmet medical needs such as untreated asthma, diabetes or
obesity. There are an estimated 13,000 North Dakota children
enrolled in all three insurance programs.
The initiative is funded by a $650,000 two-year grant
(2013-2015) from the North Dakota Department of Human
Services and $40,000 from Dakota Medical Foundation. Efforts
include statewide outreach as well as targeted outreach for
6,000 children enrolled at 26 tribal schools.
In 2014, North Dakota statewide outreach was expanded to
include new parent education via hospital and clinic staff and
faith community outreach with parish nurses and clergy. Major
focus areas continue to include statewide and tribal schools,
targeted media campaigns and community outreach events.
For optimal development, children need strong mental health
as much as they need strong physical health. Concerns about
the mental health of young children arise with challenges
around separation anxiety, bedtime behavior, agression,
tantrums, mood and emotion, or other areas. Mental health
is closely linked to the relationships between child and
caregivers.
Since 2009, 7,500 children have been screened, with
800 referred to the Children’s Consultation Network for
services. Of those referred, nearly half received consultation
services. More than 1,000 child care providers have been
trained and 1,900 community members participated in
education/training events. 25
Prescription
Assistance Program
7 Mindsets
Initiative
Helps area people with low incomes secure free and
low-cost medicine from pharmaceutical companies.
The 7 Mindsets are a set of attitudes for people to
frame their experiences and dreams, providing a
proactive approach to leading an enriched life. Nearly 40,000 applications for medications have been
processed with assistance from the Prescription Assistance
Program, resulting in $27.8 million of prescription drugs
for 7,030 individuals since 2003.
In 2014, this program served 231 patients and processed
1,232 applications in order to access $1.1 million in
medications to improve health and manage medical
conditions that may otherwise go untreated.
Since 2003, Dakota Medical Foundation has provided
nearly $1.2 million in support of this initiative.
26
Based on the book 7 Mindsets to Live Your Ultimate Life,
the initiative is led by our partner the YMCA of Cass and
Clay Counties and taught to thousands of individuals at area
schools, youth organizations and businesses.
Everything Is Possible, Live to Give, 100% Accountable
and Attitude of Gratitude mindsets help teens and adults
adopt positive mindsets that impact their health by improving
mental health, decreasing high-risk behaviors and promoting
healthy behaviors.
A June 2014 Ultimate Life Summit retreat held at Y-Camp
Cormorant immersed 70 middle and high-school students in
the Mindsets. Scott Shickler and local 7 Mindsets champions
led participants through a life plan to consider their future,
maximize potential and positively impact their community.
Additional events throughout the year further engaged youth
and educated the community. 2014 Grants Improving health and access to healthcare, with a special emphasis on children.
Alexa’s Hope
West Fargo, ND $250 Program
support
Davies High School
Fargo, ND $500 Junior Diabetes
Research Foundation project
Jail Chaplains Association
Fargo,ND $3,000 Cognitive Skill
Training for Professionals
American Heart Association
Jamestown, ND $250 Program
support
Domestic Violence
Crisis Center
Minot, ND $1,000 Partnership
meeting drawing
ND Safety Council
Bismarck, ND $250 Program
support; $1,000 Health conference
sponsor
Lakes Area Young Life
Detroit Lakes, MN $400
Fundraising event sponsor; $500
Kiddie Run sponsor
The Salvation Army
Fargo, ND $500 Match for Realtor
Bell Ringing; $500 Homeless Health
Services
ND Teen Challenge
Mandan, ND $250 Program
support
Epilepsy Foundation
of Minnesota
Edina, MN $500 Stroll for
Epilepsy sponsor in Fargo
Lakes Crisis &
Resource Center
Detroit Lakes, MN $1,500 Abused
children services
Sanford Health
Foundation North
Fargo, ND $2,000 SchoolsAlive!
Energize Family Fitness events
Essentia Health
Regional Foundation
Fargo, ND $2,250 Program support
LifeSource
St. Paul, MN $100 Fundraising
event sponsor
Family HealthCare
Fargo, ND $1,000 Program support;
$7,500 Operations
Lost and Found Ministry
Moorhead, MN $250 Addiction
counseling
Family Voices of
North Dakota
Edgeley, ND $1,000 Fundraising
event sponsor
of North Dakota
Fargo, ND $250 Great Plains Food
Bank
Fargo Cass Public Health
Fargo, ND $3,000 Nurse-Family
Partnership; $24,000 Wellness
Policy program
Make-A-Wish
Fargo, ND $500 Match for Fargo
Youth Commission fundraiser;
$5,000 Operations
Fargo Marathon
Fargo, ND $5,000 Charity Team
Program
March of Dimes –
ND Chapter
Fargo, ND $250 Fundraising event
sponsor
American Red Cross
Fargo, ND $250 Program support
The Arts Partnership
Fargo, ND $250 Wellness event
sponsor
Bluestem Center
for the Arts
Moorhead, MN $500 Totally
Trollwood program sponsor
Boy Scouts of America
Fargo, ND $500 Healthy
luncheon sponsor
Boys and Girls Club of the
Red River Valley
Fargo, ND $250 Program support;
$12,581 Mobile Activity Lab
Bras and Bros on Broadway
Fargo, ND $5,000 Match support
for fundraising event
Cass County Social Services
Fargo, ND $1,000 Contract client
services from Somali Community
Development of ND
Catholic Charities
North Dakota
Fargo, $250 Program support
CHARISM
Fargo $1,500 Program support
Child Care Aware of
North Dakota
Fargo, ND $33,000
ChildCareAware! Initiative
Churches United for
the Homeless
Moorhead, MN $500 Program
support; $1,000 Event sponsor;
$3,200 Fundraising event sponsor
Concordia College
Moorhead, MN $500 Suicide
prevention program
Cooperstown Medical
Center Foundation
Cooperstown, ND $250
Fundraising event sponsor
Crohn’s and Colitis
Foundation of America
Roseville, MN $500 Education in
Fargo
Cullen Children’s Foundation
West Fargo, ND $10,000 Cully’s
Kids fundraising event
Cystic Fibrosis Association
support
Dakota Boys Ranch
Fargo, ND $250 Program support;
$1,000 Fundraising
event sponsor
Fargo-Moorhead Area
Foundation
Fargo, ND $5,000 Workforce
development study
FirstChoice Clinic
Fargo, ND $1,250 Fundraising
event sponsor
FirstLink
Fargo, ND $100 Event support;
$1,000 Fundraising event support;
$5,000 Licenses for three electronic
products; $15,000 Volunteer
Training Initiative
First Lutheran Church
Fargo, ND $1,000 Homeless and
Hungry Program
Fargo, ND $500 Event sponsor
Mental Health America
of North Dakota
Bismarck, ND $5,000 Behavior
Health Visioning
Minnesota Organization on
Fetal Alcohol Syndrome
St. Paul, MN $2,000 Prenatal
Alcohol Exposure conference in
Fargo
National Multiple
Sclerosis Society Upper Midwest Chapter
Fargo, ND $750 Fundraising
event sponsor
ND Academy of Family
Physicians Foundation
$3,000 Physician support
Haley’s Hope
West Fargo, ND $500 Program
support
ND Association of
Fundraising Professionals
Fargo, ND $5,000 Conference
sponsor
HEART
Enderlin, ND $250 Program
support; $250 Fundraising event
sponsor
ND Caring Foundation
Fargo, ND $10,000 North Dakota
Worksite Wellness Initiative
Heartview Foundation
Bismarck, ND $262,500 Heartview
Cando, ND Residential Treatment
Facility Purchase
HERO
Fargo, ND $10,000 Match for
HERO Mobile Fundraising
Impact Foundation
Fargo, ND $2,500 Fill the Dome;
$75,000 Wealth Transfer Initiative;
$100,000 Capacity Building
Initiative; $150,000 GiveBack
Initiative
ND Center for Nursing
ND Coalition for Homeless
People, Inc.
Bismarck, ND $500 Statewide
conference sponsor; $1,000 Gears
for Change sponsor
ND Elks Association
Jamestown, ND $250 Camp
Grassick
ND Family Alliance
ND Women’s Network
support
NDANO
Bismarck, ND $500 Nonprofit
Leadership Conference, Fargo
NDSU
Fargo, ND $250 Nursing
scholarships; $1,297 Support
for Pharmacists Association;
$5,000 Training Program for
Nursing/Dietetic Students; $5,000
Gerontology nursing training;
$5,000 Bison Service Challenge
NDSU Development
Foundation
event sponsor
NDSU Research &
Technology Park
Fargo, ND $500 Innovation event
sponsor
New Life Center
Fargo, ND $2,000 Disease
prevention; $4,000 Program support
Northlands Rescue Mission
Grand Forks, ND $600 Fundraising
event sponsor
Pray for Gray
Fargo, ND $500 Fundraising
event sponsor
Reach Partners
Fargo, ND $5,000 Women’s
Health Conference, Fargo
Rebuilding Together
Advocacy Center
sponsor; $1,750 Services for child
victims of abuse
Red River Valley
Moorhead, MN $1,500 Program
support for dental clinic
The Red River Valley
Veterans Concert Band, Inc.
Fargo, ND $1,000 Veterans Hospital
Concert sponsor
SENDCAA
Fargo, ND $50,000 Children’s
Mental Health Initiative – Year 7
Service Dogs of America
Jud, ND $500 Program support
South Central
Adult Services
Fargo, ND $75,000 Fargo and
Valley City Prescription Assistance
Programs
St. Gerard’s
Community of Care
Hankinson, ND $750 Program
support; $2,500 Fundraising
materials
Stephanie Goetz Mental
Wellness Initiative
Fargo, ND $1,000 Program support
Gymnastics Academy
Fargo, ND $3,000 Program support;
$5,500 Mobile Movement Lab
Videos
UND
Grand Forks, ND $1,785 Training for
ND Critical Access Hospitals
Valley Senior Services
Fargo, ND $1,000 Conference
sponsor
The Village Family
Service Center
sponsor
Youthworks
sponsor
YMCA of Cass and
Clay Counties
Fargo, ND $1,500 Nurtured Heart
training for YMCA childcare staff
and parents; $5,000 Partner of
Youth Annual Scholarship
Campaign match
YWCA Cass Clay
Fargo, ND $1,500 Shelter
operations; $5,000 Support for
summer PaY intern; $10,000
Women of the Year fundraising
event match
Ronald McDonald
House Charities of the
Red River Valley
event sponsor; $250 Program
support
ND Roughrider Health
Promotion Association
Casselton, ND $1,000 Health
Promotion Conference for School
Personnel
27
2014 Charitable Fund Grants
Donors may establish funds for charitable giving at DMF and recommend grants to qualified health-related
charitable organizations, making their gifts the voice and visible stamp of their legacy. The Foundation provides
matches and oversees administration of these funds, allowing donors to focus on developing strategies to improve
lives and achieve the greatest impact. At this time, the Foundation does not charge to administer these funds.
American Cancer Society–
Rural Cass County
Casselton, ND
$500
Casselton Community Medical
Foundation Fund
American Red Cross
Fargo, ND
$1,000 Operations – M. Donald
Larsen Family Fund
$3,000 Madison Neighborhood Fire
Prevention Project – Dr. Kevin and
Jean Melicher Family Fund
Cass County Rural
Community Emergency
Food Pantry
Fargo, ND
Larsen Family Fund
Central Cass School District
Casselton, ND
$2,500 Health-related support for
children – Casselton Community
Medical Foundation Fund
children – Sinner Bresnahan Healthy
Kids Initiative Fund
CHARISM
Fargo, ND
$1,200 Operations – Goldmark
Charitable Fund
Churches United for
the Homeless
Moorhead, MN
$1,000 Operations – Dr. Walter and
Renee Johnson Family Fund
Charitable Fund
$3,000 Operations – E & S
Charitable Fund
Community of Care
Arthur, ND
Larsen Family Fund
$2,000 Assist with health/medical
concerns – Casselton Community
Concordia College
Moorhead, MN
$1,500 Student scholarship in a
health-related field – Dr. Kevin and
Jean Melicher Family Fund
$6,000 Nursing Scholarships – M.
Donald Larsen Family Fund
West Fargo, ND
Charitable Fund
$12,500 Support for Cullen
Children’s Room at Sanford Hospital
– Goldmark Charitable Fund
Dorothy Day House
of Hospitality
Moorhead, MN
Charitable Fund
Fargo, ND
Charitable Fund
28
Essentia Health
Regional Foundation
Fargo, ND
Charitable Fund
Great Rides Fargo
Fargo, ND
$5,000 Bike share project –
Dr. Susan Mathison and
Steven D. Johnson Family Fund
Essentia Health
Detroit Lakes, MN
$1,000 Create comfort kits for
families of acutely ill newborns
– Benton’s Hope Fund
$1,050 iPads for NICU at Essentia
Health, Detroit Lakes and Fargo
– Benton’s Hope Fund
$1,500 First aid supplies for youth
sports in the areas served by Essentia
Health, Detroit Lakes – Benton’s
Hope Fund
HeartSprings
Fargo, ND
$2,000 For Parkinson’s Symposium
– Marvin D. Bossart Foundation for
Parkinson’s Support Fund
$2,190 For Parkinson’s scholarship
program – Marvin D. Bossart
Foundation for Parkinson’s
Support Fund
Family HealthCare
Fargo, ND
$3,000 Operations – Dr. Lance and
Ruth Bergstrom Family Fund
Fargo Moorhead Ballet
Fargo, ND
$1,500 For Positive Motion
programming for health and fitness
to 3,000 students in the F-M area
– Michael and Charleen Solberg
Family Fund
Fargo Moorhead Coalition
for Homeless Persons
Fargo, ND
Charitable Fund
First Lutheran Church
Hunter, ND
FirstChoice Clinic
Fargo, ND
$1,000 Operations – 3 Boys Fund
Charitable Fund
Charitable Fund
F-M Breast Friends
Breckenridge, MN
$2,625 Breast cancer conference
– Bras/Bros on Broadway Fund
Grand Forks Family
Residency
Grand Forks, ND
$9,500 Support for Mission
Physician Summer Camp – Mission
Physician Fund
Grand Forks Parks and
Recreation Foundation
Grand Forks, ND
$8,000 Support for Choice Health
and Fitness – Robert and JoAnn
Vollrath Family Charitable Fund
$8,000 Support for ICON Sports
Center – Jayant and Rohinee Damle
Family Charitable Fund
Center – Mark E. and Trish Paulson
Center – Kevin and Courtney
Ritterman Family Charitable Fund
HERO
Fargo, ND
$3,000 Van for medical supply
donations – Dr. Lance and Ruth
Bergstrom Family Fund
HOPE, Inc.
Moorhead, MN
Larsen Family Fund
Impact Foundation
Fargo, ND
$3,300 Sponsor Impact and DMF
staff to pilot banquet training – God’s
Work Endowment Fund
$10,000 Impact Institute – Jon and
Lori Wanzek Family Fund
John Paul II Catholic
Schools Network
Fargo, ND
$5,000 AED and physical exercise
equipment in Trinity High School,
West Fargo – Dr. David and Janice
Glatt Family Fund
of Minnesota
Moorhead, MN
$5,000 Caregiver Support and
Respite Program – Marvin D. Bossart
Support Fund
of North Dakota
Fargo, ND
$1,000 Great Plains Food Bank
Operations – M. Donald Larsen
Family Fund
$1,000 Great Plains Food Bank Back
Pack Program – M. Donald Larsen
Family Fund
$2,000 Operations – Doug and Sally
Larsen Family Fund
$6,000 Luther Hall Operations – M.
Donald Larsen Family Fund
Make-A-Wish
Fargo, ND
Larsen Family Fund
Martin’s Lutheran Church
Casselton, ND
children – Casselton Community
Hazen, ND
$3,100 Support for first year medical
students – ND Academy of Family
Physicians Foundation Endowment
Fund
ND Community Action
Partnership
Fargo, ND
$159,000 Provide cancer patients
in ND with gas cards for medical
appointments – Bras/Bros on
Broadway Fund
NDSU Development
Foundation
Fargo, ND
$1,000 Support to foster better
education – Drs. Hope Yongsmith
and Christian Albano Family Fund
$3,000 Student scholarships in a
health-related field – Dr. Kevin
and Jean Melicher Family Fund
$1,500 Scholarship for a student
studying abroad in a health-related
field – Dr. Kevin and Jean Melicher
Family Fund
New Life Center
Fargo, ND
Charitable Fund
Grand Forks, ND
Charitable Fund
Oak Grove Lutheran School
Fargo, ND
$15,000 School Wellness/Nursing
– Dr. Lance and Ruth Bergstrom
Family Fund
Rape and Abuse
Crisis Center
Fargo, ND
$1,500 Operations – Rust Sales
Charitable Endowment Fund
Red River Valley
Moorhead, MN
$10,000 Dental care for uninsured/
underinsured – Swanson Health
Products Healthy Communities Fund
$10,000 Dental care for uninsured/
underinsured – Doug Anderson
Family Fund
Ronald McDonald
Red River Valley
Fargo, ND
$1,000 Support for annual
fundraising event – Drs. Hope
Yongsmith and Christian Albano
Family Fund
Saint Gianna’s
Maternity Home
Minto, ND
$3,000 Operations – Dr. Walter
and Renee Johnson Family Fund
Charitable Fund
Salvation Army
Fargo, ND
Larsen Family Fund
SENDCCA
Fargo, ND
$6,120 Support for coordination of
services for families and children in
Region V – Joining Hands for Kids
(Region V CSCC) Fund
St. Gerard’s
Community of Care
Hankinson, ND
Charitable Fund
St. Joseph’s Catholic School
Moorhead, MN
$2,500 Student wellness – 3 Boys
Fund
St. Leo’s Catholic School
Casselton, ND
Gymnastics Academy
Fargo, ND
$750 Support for annual fundraising
event – Rick and Tracy Berg
Family Fund
$2,000 Operations – Dr. Susan
Mathison and Steven D. Johnson
Family Fund
The Village Family
Service Center
Fargo, ND
$2,000 Nokomis Child Care Centers
operations– Doug and Sally Larsen
Family Fund
Walberg Township
Park Board
Wheatland, ND
YWCA Cass Clay
Fargo, ND
Charitable Fund
2014 Achievement / Incentive Grants
Achievement and incentive grants challenge nonprofits to rise to new levels of fundraising success by providing
them with incentives to implement the practices taught by the Impact Institute.
Anne Carlsen Center
Jamestown, ND
$3,750 Achievement Award
CCRI, Inc.
Moorhead, MN
Recognition
Churches United for
the Homeless
Moorhead, MN
Recognition
Community of Care
Arthur, ND
Recognition
Essentia Health
Regional Foundation
Fargo, ND
$92,703 Foundation Fund
Development
Family HealthCare
Fargo, ND
$31,500 Opening New Doors
Capital Campaign
Park River, ND
FirstLink
Fargo, ND
Recognition
Fargo, ND
Great Plains Food Bank
Fargo, ND
Recognition
HEART
Enderlin, ND
Recognition
HERO
Fargo, ND
Recognition
Lakeland Hospice
Foundation
Fergus Falls, MN
North Dakota
Elks Association
(Camp Grassick)
Jamestown, ND
Grand Forks, ND
Rape and Abuse
Crisis Center
Fargo, ND
St. Gerard’s
Community of Care
Hankinson, ND
Advocacy Center
Fargo, ND
Gymnastics Academy
Fargo, ND
Recognition
RiverView Health
Foundation
Crookston, MN
Recognition
Ronald McDonald
Red River Valley
Fargo, ND
Recognition
YMCA of Cass and
Clay Counties
Fargo, ND
Recognition
YWCA Cass Clay
Fargo, ND
Recognition
2014 DMF Member and Employee Match Grants
The DMF Board of Directors established the Employee/Member Match program to provide additional support for health-related programs
employees and members passionately believe in. All funds awarded become grants that the Foundation actively manages to ensure the dollars
invested are having their desired impact. Employees and members do not accept solicitations for grants.
Alexa’s Hope
West Fargo, ND $1,200 (3 grants)
Fargo, ND $250
American Heart
Association
Jamestown, ND $250
American Red Cross
Fargo, ND $250
Anne Carlsen Center
Jamestown, ND $1,000 (2 grants)
Rick and Tracy Berg
Family Fund
Fargo, ND $16,000 (2 grants)
Dr. Lance and Ruth
Fargo, ND $1,000
Marvin D. Bossart
Support Fund
Fargo, ND $500
Katherine Kilbourne
Burgum Family Fund
Fargo, ND $8,000
Catholic Charities
North Dakota
CHARISM
Churches United for
the Homeless
Community of Care
Endowment Fund
Arthur, ND $500
Haugen-Thorne Family
Endowed Fund
Fargo, ND $7,500
Cullen Children’s
Foundation
HERO
Dorothy Day House
of Hospitality
Moorhead, MN $4,000
E & S Charitable Fund
Fargo, ND $2,000
Dr. Walter and Renee
Johnson Family Fund
Fargo, ND $2,000
Kid’s Health Fund
Fargo, ND $8,000
Lakes Crisis &
Resource Center
Essentia Health
Regional Foundation
M. Donald Larsen
Family Fund
Fargo, ND $7,000
Essentia Health
Lend A Hand Initiative Fund
Family HealthCare
FirstChoice Clinic
FirstLink
Fargo, ND $200
Haley’s Hope
Phil and Dianna Hansen
Family Fund
Detroit Lakes, MN $16,000 (2
grants)
Mission Physician Fund
Grand Forks, ND $1,000
Dr. Kevin and Jean
Melicher Family Fund
MSUM Alumni Foundation
Nursing Scholarships
Moorhead, MN $1,250 (2 grants)
Dr. Fadel and Heidi
Nammour Family Fund
Endowment Fund
Hazen, ND $250
ND Autism Center, Inc.
Fargo, ND $4,000
ND Caring Foundation
Fargo, ND $450
ND Elks Association
(Camp Grassick)
Jamestown, ND $500
NDSU Nursing Scholarships
Nelson County
Health System
McVille, ND $500
New Life Center
Fargo, ND $1,000
Foundation
Raleigh, ND $500
PULSE Outreach
Fargo, ND $500
Rape and Abuse
Crisis Center
Fargo, ND $750 (2 grants)
Advocacy Center
Saint Gianna’s
Maternity Home
Minto, ND $8,200 (2 grants)
The Salvation Army
St. Gerard’s
Community of Care
Hankinson, ND $500
St. Joseph’s Area Health
Services Foundation
Park Rapids, MN $1,000
Gymnastics Academy
Mack V. Traynor, MD
Family Endowment Fund
UND Nursing Scholarships
Grand Forks, ND $2,000 (3 grants)
Drs. Hope Yongsmith
and Christian Albano
Family Fund
Fargo, ND $500
YWCA Cass Clay
Red River Valley
Ronald McDonald
Red River Valley
Fargo, ND $250
29
Charitable Fund Gifts
We host charitable funds at Dakota Medical Foundation so that donors can enjoy the tremendous rewards of focused giving, while
DMF manages donations to qualified charitable organizations, tax and legal responsibilities, and other oversight. A charitable fund
can be established with a tax-deductible, irrevocable contribution of $20,000 or more. At this time, the Foundation does not charge
expenses to administer these funds other than the direct costs of external investment management services. We recognize and
appreciate the generosity of all donors who give to charitable funds, and due to space constraints, list below those who gave $250
or greater in fiscal year 2014.
Benton’s Hope Fund
Sean and Amy Degerstrom
Bras/Bros on Broadway
Anonymous
Tamera Bachmeier
The Barry Foundation
Bell State Bank & Trust
Mary Alice and Ron Bergan
Kevin Biffert
Bobcat Company
Michael Bouton
Robert and Vicky Brunsvold
Nancy Callender
CB & Sons Electric, Inc.
Comfort King
Mitchell Crider
Dawson Insurance
Marc Decelle dba How Fargo
of You
Nicholas and Emily Denny
Mark Doyle
Eide Bailly LLP
Sarah Elliott
Jan Feder
David and Cheryl Flick
Granite City Food & Brewery Ltd.
Tracy Green
Brian Hayer
William and Gwen Hejl
Heidi Heitkamp
Kayla Houchin
Darren Huber
JT’s Bar & Lounge
Eric Jungels
Dr. Emmet and Diane Kenney
Keith and Erin Kreps
D. and J. Krings
William Lempe
Lexli MD Inc
Tom and Chris McDougall
Mary McIntyre
Sue McPherson
Joyce Madche
Mike Mechtenberg Inc. dba
G & R Controls
MFOPRE LLP
J. Miller
Miracle on 25th St.
Kevin and Rebecca Mitchell
MOJR LLP
MVM Contracting Inc.
Matt Myrvolod
Jade Nielsen
Alison Ottesen
Linda and Larry Ottesen
Merry Ottesen
Pam Paseka
Patricia Patron
Kimberly Peterson
RD Offutt Company
RDO Equipment Co
Mark and Katharine Radermacher
Brett Reierson
Nicholas Richardson
Melissa Rogne
Sanford Medical Center Fargo
Sky Digital Advertising, LLC
Lesley Solne
Scott and Jonda Stofferahn
Karen Stoker
Stone Ride Builders, Inc.
Stop-N-Go Stores
Chad and Shelby Terstriep
Jen Thompson
T.I.G.F.D.
TrueNorth Steel
Wells Fargo Bank, N.A.
30
Cass Clay Healthy People
Fund
Kilbourne Group LLC
Novo Nordisk
Walmart
Casselton Community
Center
Charitable Champions Fund
Tim Pederson
Christine Butler Mullen
Fund for Children
Linda Butler
Michael Mullen
William Schmidt
Lori Walker
Community of Care
Endowment Fund
Dawn and Joel Moore
Dr. David Rostad
Sindy and Brad Keller
Kenneth Lammers
Jan Meidinger
Lori Michels
Microsoft Matching Gifts Program
M.I.G. Holdings, Inc.
Mom’s Kitchen, Inc.
Austin and Laura Morris
Brad Nordstrom
Richard Nymark
Christi and Gregory Orson
Brad and Carol Schlossman
Jane and Randy Skalsky
Jon and Barb Swegarden
Team Chip
J. Patrick and Jamie Traynor
Valley Wine Society
Dr. E.P. and Lucy Wenz
Paul and Susan Willard
Troy and Mary Wolf
Jayant and Rohinee Damle
Greater Grand Forks Youth Football
Assn.
Rick and Tracy Berg
Family Fund
Rick Berg
Dr. Tracy Martin
Katherine Kilbourne Burgum
Heartland Trust Company
Lisa Monson
Rob and Leanne Jordahl
Richard Jordahl
Kevin and Courtney
Ritterman Family Charitable
Fund
Grand Forks Youth Hockey
Greater Grand Forks Youth
Football Assn.
Jay Panzer
Robert and JoAnn Vollrath
Doug and Sally Larsen
Family Fund
M. Donald Larsen Family
Fund
M. Donald Larsen
Doug Anderson Family Fund
Douglas Anderson
DMF Building Endowment
Fund
Dr. Richard and Sharmae Vetter
Doug Burgum Family Fund
Doug Burgum
Tim Pederson
DMF Jim Holdman Impact
Institute Fund
Bruce Gjovig
Linda Holdman
David Hubble
Earl and Diamond Murphy
Carmen Perez
Dr. David and Janice Glatt
Family Fund
Karen Robinson
DMF Lend A Hand Initiative
Fund
Alex Stern Family Foundation
American Crystal Sugar Company
Anonymous
Kevin Bartram
Bell State Bank & Trust (on behalf
of employees Durinda DeTar,
Brian Haugen, Adame Kolle,
Jan Meidinger, Kathy Rheault)
Dr. Barbara Brookshire
Catalyst Medical Center
Roger Christianson
Chuck it Dodge Ball Tournament
City of Fargo
CNH America LLC
Combined Federal Campaign of
the Red River Valley #0672
Dakota Supply Group
Rick and Sandra Duval
Jay and Kim Eisenbeis
Eyecare Associates, P.C.
Fargo Marathon, Inc.
Fargo-Moorhead USBC Bowling
Mark Fillbrandt
FM Builders Exchange
Kate Freimanis
G & T Plumbing & Heating, Inc.
Gate City Bank
Dr. Joel and Debra Haugen
Dale and Becky Hebert
John and Margaret Horne
Peter Hovey
Dr. Godella and Stanley Iverson
Dr. Fadel and Heidi
Nammour Family Fund
Dr. Fadel and Heidi Nammour
Dr. Kevin and Jean Melicher
Dr. Lance and Ruth
Dr. Lance and Ruth Bergstrom
Erik and Beth Johnson
Dr. Susan M. Mathison and
Steven D. Johnson Family
Fund
Catalyst Medical Center and
Clinical Spa
Johnson Family Fund
Dr. Walter and Renee Johnson
Dr. Thomas and Mary Kay Kempf
God’s Work Endowment
Fund
George and Pauline Economon
Goldmark Charitable Fund
Kenneth and LuAnn Regan
Endowed Fund
Impact Institute
Program Fund
Kent Blickensderfer
Kid’s Health Fund
Terry Cullen
Mack V. Traynor, MD Family
Endowment Fund
Dan Carey
George E. Haggart Foundation Inc.
Chris and Nan Kennelly
Dr. Margaret and Todd Mickelson
Mark E. and Trish Paulson
Grand Forks Youth Hockey
Jay Panzer
Marvin D. Bossart
Foundation for
Parkinson’s Support
Dave and Bette Bossart
Joseph Bottrell
Dr. Bruce and Sharon Domm
Dr. Greg and Cheryl Glasner
Richard and Lynn Hentges
Thomas Herzog
Dr. Warren and Maureen Hintz
Michelle Holmes
Morris and Elizabeth Hund
Rodney and Diane Jordahl
Mark and Marge Mathison
Tim Pederson
Rick Voight Memorial Fund
Esther Vollbrecht
Thomas Wold
Michael and Charleen
Solberg Family Fund
Michael and Charleen Solberg
Dr. Greg Greek
Dr. William Mann
Dr. Heidi Philpot
Pam Solseng Ovarian
Cancer Endowment Fund
Brent Solseng
Jana Stenson
Family Fund
Central Dakota FFA Alumni
Association
National Association of Insurance
and Financial Advisors of F-M
Robert M. Arusell and
Janelle C. Sanda Charitable
Fund
Drs. Robert Arusell and Janelle
Sanda
Ronald McDonald House
Charities of the Red River
Valley Endowment Fund
Steve and Barb Backer
Fargo Parts & Equipment, Inc.
Todd and Darcy Fuchs
William O’Keefe
Patricia Schlotfeldt
Nick Wimer
Sinner Bresnahan Healthy
Anonymous
Chad Bresnahan
Ellery and Jeanne Bresnahan
David and Kim Giermann
Petro Serve USA
Robert and Anne Pyle
S and S Commodities Co.
Sinner Bros. & Bresnahan
Stacey Tronson
Jonathan and Amy Jo Warrey
St. Gerard’s Community of
Care Endowment Fund
Donna Buckingham
Sisters of St. Francis of the
Immaculate Heart of Mary
St. Gerard’s Community of Care
Swanson Health Products
Healthy Community Fund
TNT Kid’s Fitness
Endowment Fund
Don and Kathy Dabbert
Nancy Kelly
Whitney Endowment Fund
Mark and Pam Bourdon
Dakotas United Methodist
Foundation, Inc. – Gordon
Endowment
Member / Employee Matching Gifts
DMF members and employees may contribute to DMF and recommend that their gift, plus a DMF match up to
$4,000 annually, be granted to up to two approved charities with health-related missions, nonprofit organizations
with health programs, charitable giving funds or DMF initiatives.
Alexa’s Hope
Ann and Marty Malmberg
Nola and Shawn McNeally
Dr. Hope Yongsmith
Joan Schultz
American Heart Association
Dr. Gustav and Mary Staahl
American Red Cross
Dr. Gustav and Mary Staahl
Anne Carlsen Center
Dr. Dale Ernster
Eric Monson
Caring for Children Program
Peter and Katherine Haug
Dr. Thomas and Betty Mausbach
Catholic Charities of ND
John Deutsch
Joan Schultz
CHARISM
Larry and Julie Leitner
Terry and Mary Beth Stroh
Churches United for the
Homeless
Dr. Roland and Carolyn Barden
Lauris Molberg and Jane Grove
Michael and Joanne Warner
Community of Care
Endowment Fund
Dr. David Rostad
Cullen Children’s
Foundation
Dale Lian
Nola and Shawn McNeally
James Wieland
DMF General Health Fund
Douglas and Kristi Vang
DMF Lend A Hand Initiative
Jay and Kim Eisenbeis
Ann and Marty Malmberg
Jane and Randy Skalsky
Brian Haugen
Family Fund
Timothy Flakoll
Patrick and Kim Gores
Dr. Clayton Jensen
Dr. Melissa McCulley
Nancy Slotten
Essentia Health Regional
Foundation
Mark and Mary Andrews
Robert and Georgia Bakkum
Dr. William and Jane Bond
Dr. Michael and Eleanor Briggs
Dr. John and Ginny Hicks
Paul and Connie Horn
Kristine and Brian Olson
Dr. James and Sally Wagner
Family HealthCare
Dr. Daniel and Maryanne Hunt
Dr. Patricia and Steve Laqua
Judith Lee
Mark and Bonita Leier
FirstChoice Clinic
John Deutsch
Dr. John and Christal Hutchison
Drs. Therese and Steve Johnson
Dr. Thomas and Betty Mausbach
Dr. Thomas and Melissa Mohs
M. Donald Larsen
Family Fund
M. Donald Larsen
Family Fund
St. Gerard’s
Community of Care
Dr. Duane and Kim Strand
Mack V. Traynor MD Family
Endowment Fund
Dan Carey
Chris and Nan Kennelly
Foundation Funding Our
Future Campaign
Dr. Mark Jensen
St. Mary’s Regional Health
Center
Curt and Trish Noyes
Marvin D. Bossart
Foundation for
Parkinson’s Support
Rape and Abuse
Crisis Center
Darin and Katrina Turman Lang
Rob and Karla Lyngstad
Minnesota State University
Moorhead
Dr. Roland and Carolyn Barden
Debra and Earl Magnuson
Advocacy Center
Dr. David and Linda Clutter
Kathryn Helgaas
Judith Lee
Clifton Skjonsby
Dr. William Mann
Dr. Fadel and Heidi
Nammour Family Fund
FirstLink
Clifton Skjonsby
ND Elks – Camp Grassick
Kathryn Helgaas
FM Dorothy Day House
of Hospitality
Dr. Patricia and Steve Laqua
Nelson County
Health System
Dr. Jackson and Bonnie Lind
Haley’s Hope
Michael and Peggy Bullinger
New Life Center
M. Donald Larsen
Endowment Fund
HERO
Dr. Dale Ernster
Seth and Heather Novak
Dr. Christopher and Mie Pierce
North Dakota Autism
Center
Michael and Peggy Bullinger
North Dakota
State University
Timothy Flakoll
Dr. Donald and Jane Matthees
St. Joseph’s Area Health
Services Foundation
Dr. Larry and Mary Leadbetter
The Salvation Army
Roger and Nancy Gress
Erv and Linda Inniger
Dr. Jackson and Bonnie Lind
John and Liz Lyngstad
Dr. James and Sally Wagner
Michael and JoAnn Warner
Rick and Tracy Berg
Family Fund
Rick Berg and Dr. Tracy Martin
TNT Kid’s Fitness
Drs. Steve and Therese Johnson
Peter Stenehjem
Dr. Todd DeBates
Charities of the Red River
Valley
Darin and Katrina Turman Lang
University of North Dakota
Dr. Larry and Mary Leadbetter
Dr. Stacey and Jennifer Smith
Red River Valley Dental
Access Project
Douglas Anderson
Dr. William and Jane Bond
Patrick and Kim Gores
Peter and Katherine Haug
Dr. John and Ginny Hicks
Dr. Brent and Maureen Holman
Dr. Daniel and Maryanne Hunt
Dr. David Rostad
Drs. Hope Yongsmith
and Christian Albano
Family Fund
Christian Albano, PhD
YWCA Cass-Clay
Rob and Karla Lyngstad
Kim Meyer
Dr. Lori Scheel
Nancy Slotten
Amanda and John Thomas
Kid’s Health Fund
Terry Cullen
Lakes Crisis and
Resource Center
Dr. Clayton Jensen
Dr. Lance and Ruth
Johnson Family Fund
31
Lifetime Giving Society April 1, 1999 through September 30, 2014
Dakota Medical Foundation honors supporters for their cumulative generosity with membership in the Foundation’s
Lifetime Giving Societies. We recognize and express our deepest gratitude to all the Lifetime Giving members and
thank you for investing in DMF’s mission of improving health and quality of life in the region.
Champions
$1,000,000+
Region V Children’s Services
Coordinating Committee
The Bush Foundation
U.S. Dept. of Health and
Human Services
Visionary
$500,000 - $999,999
The Robert Wood Johnson
Foundation
Innovators
$250,000 – $499,999
Alex Stern Family Foundation
City of Northwood
Gate City Bank
Terry Cullen
United Way of Cass-Clay, Inc.
Benefactors
$100,000 – $249,999
Drs. Robert Arusell and
Janelle Sanda
Bell State Bank & Trust
Katherine Kilbourne Burgum Trust
George and Pauline Economon
Don Goering
Goldmark
Noridian Mutual Insurance
Company
Noridian Mutual Insurance
Company – Employee
Contributions
Region VI Children’s Services
Coordinating Committee
Charities
SEI Investments
Sisters of St. Francis of the
Immaculate Heart of Mary
Jon and Lori Wanzek – Wanzek
Family Foundation
Founders
$10,000 - $99,999
Drs. Hope Yongsmith and
Christian Albano
Anne Carlsen Center
Douglas Anderson
Thomas Anderson
Julie and Mike* Barner
Rick Berg and Dr. Tracy Martin
BNC National Bank
Board of Education of the City
of Fargo
Border States Electric Supply
Elaine Boucher
BPO Elks No. 995
Judge Paul and Mrs. Dorothy
Brown
Kevin and Kari Bucholz
Norene* and Art* Bunker
Doug Burgum
Matt and JoAnn Butler
Cargill Financial Service Center
Al and Sharon Carlson
Center
Catalyst Medical Center and
Clinical Spa
Linda and J. Michael* Collins
Matthew and Bridget Cullen
Don and Kathy Dabbert
Dakota Specialty Milling
Dr. Jayant and Rohinee Damle
Dan’s SuperMarket
Sean and Amy Degerstrom
Ishmael Diede
Eide Bailly LLP
Sheldon Ellig*
Essentia Health
Eyecare Associates, P.C.
Fargo-Moorhead Area Foundation
Fargo Marathon, Inc.
Fargo Scheels All Sports
Farmers Union Insurance
First Community Credit Union
First Lutheran Church of Fargo
First United Bank
Dr. John Fishpaw
Florentina Herding Estate
Forum Communications
Company
Todd and Darcy Fuchs
Gladys Krinke Estate
Grouser Products
Dr. Brent and Maureen Holman
Paul and Connie Horn
Larry and Kathy Houser
Hugo’s
Jamestown Elkettes
William and Marjorie Jensen
Craig Johnson
Mark and Mary Johnson
Kenneth and Maxine Johnston
Richard Jordahl
Dr. Michael and Sarah Keim
Nancy Kelly
Dr. Emmet and Diane Kenney
Harlan A. Klefstad
Kimberly Krohn
M. Donald Larsen
Van and Diane Larson
Larry and Julie Leitner
Dale Lian
Dr. Susan Mathison and
Steven Johnson
Dr. William Mann
Dr. Donald and Jane Matthees
Dr. James and Margo McCulley
McDonald’s Red River Valley
Coop.
Dr. Margaret and Todd Mickelson
Microsoft Matching Gifts Program
Dawn and Joel Moore
National Children’s Alliance
ND Association of Telephone
Cooperatives
ND Department of Human
Services
Robert Nelson
Dr. Stephen and Jane Nelson
Dr. Alonna Norberg
Dr. Jon Norberg
North Dakota Academy of Family
Physicians
North Dakota Academy of Family
North Dakota Veterans Medical
Education Foundation
Mary Odegaard
Old Lutheran, Inc.
Otter Tail Power Company
Gary and Lyla Paulson
Mark and Trish Paulson
Pepsi Americas, Inc.
Peterson Mechanical, Inc.
Dorothy Prafcke
Prairie St. John’s
Kenneth and LuAnn Regan
Beatrice Ricke
Kevin and Courtney Ritterman
Helen Rogers
Rust Sales, Inc.
Dr. Casey and Beverly Ryan
Sinner Bros. & Bresnahan
Michael and Charleen Solberg
Souris Valley United Way
South Central Adult Services
St. Gerard’s Community of Care
St. Joseph’s Community
Health Foundation
State Farm Mutual Automobile
Insurance Company
Team Chip
The Junior League of FargoMoorhead, Inc.
The Sheltering Arms Foundation
The Tom and Frances Leach
Foundation, Inc.
Stacey Tronson
Turtle River Lions Club
Michael and Kimberly Vannett
Sr. Donna Welder
Wells Capital Management
West Acres Development, LLP
James Wieland
Nick Wimer
*Denotes donor is deceased
Star Awards give special recognition to health heroes
Dakota Medical Foundation’s Star Award honors people and organizations who give exemplary leadership to create widespread health
improvement or build extraordinary nonprofit organization results. The awards are presented each year at the DMF annual meeting.
2014
Tom Smith, Great Northern Bicycle
Jill Christopher, Ronald McDonald
House Charities
Dr. Kevin Melicher, Eyecare Associates 2013
Pete Seljevold, North Dakota
Worksite Wellness
John Staley, Grand Forks Park District
Louise Dardis, West Fargo Public Schools
Tabatha Joyce, Westside Elementary
Beth Slette, West Fargo Public Schools
Jenny Linker, PhD, NDSU
Kristen Hetland, PhD, Concordia College
Kim Pladson, TNT Kid’s Fitness
2012
Tracy Ekeren, HEART
Paul Finstad, YMCA of Cass and
Clay Counties
Sonya Fischer, Child Care Resource
and Referral
Cheryl Harlow and Northern Plains
Rail Services
Linda Lembke, Child Care Resource
and Referral
Brent Holman, DDS
32
2011
2009
2010
2008
Kent Bruun, RiverView Health Foundation
Dr. Rick Buresh, Fargo Public Schools
Wanda Cary, Mission Physician
Heidi Collison, Mission Physician
Debra Laber, Fargo Public Schools
William Mann, MD, Mission Physician
Lois Mauch, Fargo Public Schools
Anna Frissell and the Board of Directors
of Red River Children’s Advocacy Center
American Red Cross
Joan Enderle, Go Red North Dakota
The Salvation Army
Timothy Mahoney, MD
Holly Scott, Fargo Cass Public Health
David Clutter, MD
Shawna Croaker
FirstLink
Linda Getz-Kleiman, MD
Innovis Health Pediatrics Team
Nita Sherwin
Lisa Faul, Caring for Children Program
Kathy Hogan, Cass County
Social Services
Dan Mimnaugh, ND Elks Camp Grassick
Patricia Patron, Family HealthCare Center
Mark Grothe
Gilbert Schumacher
Jon Wanzek, Wanzek Construction
Mary Ann Delisle, Model School Nurse
HOPE, Inc.
Nancy Leith, Model School Nurse
Carly Nelson, Angels of Courage
Red River Valley Dental Access Program
Mary Beth Traynor, Model School Nurse
2007
Vicky Forster, Lidgerwood
Ambulance Service
HERO
ND Department of Human Services,
Healthy Steps
Tri-College University, Nursing
Rebecca Bakke
Jim Brosseau, MD
Senator Tom Fischer
Senator Judy Lee
Rep. Clara Sue Price
2006
Becker County Human Services
FirstChoice Clinic
Red River Children’s Advocacy Center
2005
Prescription Assistance Program
RiverView Diabetes Center
Valley Community Health Centers
Chief Chris Magness
Officer Sherry Nelson
Justin Schaub
Holly Scott
Our Staff
J. Patrick Traynor, JD
President
Rory Beil
CassClayAlive! Initiative Director
Executive
Richard Vetter, MD
Sindy Keller
Chris Kennelly, JD
David Clutter, MD
Susan Mathison, MD
Mike Warner
Curt Noyes
Fadel Nammour, MD
Bev Gravdahl
Healthy Steps Outreach
Alyssa Gullekson Lana Foss
Michelle Hogan
Sandy Knudson
CassClayAlive! Program
Administration Specialist
Accounting Manager
Accountant
Coordinator
Jeana Peinovich Lend A Hand Director Tami Rust
Mike Schumacher
Strategic Communications Chief Financial Officer
Director
Foundation
Committees
Sara Stolt
Giving Hearts Day
Manager
Kim Palm
Event Center Coordinator/
Web Specialist
Deb Watne
Grants and Innovation
Director
Our Board
Robert Bakkum
David Clutter, MD
Joel Haugen, MD
Sindy Keller Chris Kennelly, JD
Larry Leitner
Susan Mathison, MD
Fadel Nammour, MD
Curt Noyes Seth Novak
Jane Skalsky, RN
Jerry Skjonsby
Nancy Slotten
Amanda Thomas
J. Patrick Traynor, JD
President
Richard Vetter, MD
Chair
Michael Warner
Hope Yongsmith, MD
Governance
Chris Kennelly, JD
Fadel Nammour, MD
Jerry Skjonsby
Kim Meyer
Richard Vetter, MD
Larry Leitner
Seth Novak
Hope Yongsmith, MD
David Akkerman, MD
Finance/Investment
Curt Noyes
Mike Warner
Jerry Skjonsby
Jay Eisenbeis
Sindy Keller
Robert Bakkum
Kevin Melicher, OD
Richard Vetter, MD
Strategic Platforms
Susan Mathison, MD
David Clutter, MD
Amanda Thomas
Nancy Slotten
Joel Haugen, MD
Ann Malmberg
Eric Monson
Richard Vetter, MD
Chris Kennelly, JD
Jane Skalsky, RN
Mike Warner
Bruce Domm, MD
Donald Matthees, MD
33
Annual financial
and investment report
As of and for the years ended September 30, 2014, and 2013
The market value of the Foundation’s portfolio of cash and investments at September 30, 2014, was $95,143,476
which was an increase of $1,814,529 from the September 30, 2013, market value of $93,328,947. The net change
includes the effect of expenditures for grants, initiatives and operating expenses totaling $5,830,520. The Foundation’s
composite return for the year ended September 30, 2014, was a positive 8.1% compared with the prior year’s
positive return of 8.5%.
FINANCIAL FACTS
(per FY 2014 audit)
FY 2014
FY 2013
ASSETS
Cash and Investments
Return on Investments
Receivables and other assets
Property and equipment, net
Total Assets
$95,143,476
8.1%
499,834
5,063,821
$100,707,131
$93,328,947
8.5%
401,837
5,294,080
$99,024,864
$593,549
3,351,987
93,786,779
2,974,816
$739,056
3,831,998
92,512,906
1,940,904
$100,707,131
$99,024,864
$7,104,393
$7,457,410
4,999,664
663,932
166,924
$1,273,873
4,020,038
482,648
176,649
$2,778,075
LIABILITIES AND NET ASSETS
Payables and accrued expenses
Long-term debt, including current maturities
Unrestricted net assets
Restricted net assets
Total Liabilities and Net Assets
CHANGES IN UNRESTRICTED NET ASSETS
Revenues, gains, and other support
Functional expenses
Program costs
General and administrative
Fundraising
Increase in Unrestricted Net Assets
34
Visionary for nonprofits of the region
IN MEMORY OF
Jim
Holdman
Through his kind mentoring and wisdom,
Jim grew the confidence and capabilities
of every development professional ever
honored to know him. His 40-year
consulting career was distinguished by
long, lasting partnerships with clients
across the nation, built while guiding
development strategies to fund hospitals
and medical research, expand universities,
shelter the homeless, elevate the arts,
strengthen communities and more. Tens of
millions for this work was raised with Jim’s
teaching and guidance.
Over his lifetime, Jim had a seat at
the table on boards of many charitable
organizations and community projects,
especially in Grand Forks and Minot, N.D.,
where he was also a city councilman.
These experiences imparted firsthand
knowledge of the practicality of various
fundraising approaches and ideas. The
son of an evangelist preacher, Jim had an
innate understanding of people and could
sense subtle community differences. He
found ways for visionaries to navigate
resistance and get past fears of risk and
change.
Together with his son, Scott, he
developed content and led fundraising
training and coaching for Dakota
Medical Foundation and the Impact
Institute. Jim would also individually
shepherd many nonprofits to greater
success with Giving Hearts Day. Through
monthly one-on-one meetings, he
coached organizations, among other
topics, in practical development office
management, in the art of “the ask”
and how to increase donor fulfillment.
Colorful at storytelling himself, Jim
inspired organizations to surmount the
first fundraising challenge by telling the
story of their organization and need for
support in a clear and powerful case
statement.
Jim championed a new mindset of
abundance, rather than scarcity-thinking,
among North Dakota and western
Minnesota nonprofits. It was based upon
his close partnership with thought leaders
on the topic of intergenerational wealth
transfer in America. He guided Dakota
Medical Foundation into a partnership
with Boston College to, in 2007 and
2011, produce a national and state
wealth transfer study full of insights,
widely-cited statistics and trend data to
help shape and shift thinking.
We were deeply saddened to lose
Jim in 2014. Scott will continue his
legacy working with the Impact Institute
to teach and perpetuate the fundraising
system that has already helped 400 plus
organizations. We are grateful to have
been blessed by his friendship, drive and
pioneering thinking.
“Jim left a legacy by helping people
embrace an anything is possible belief.
His inspiration and proven system for
fundraising will have vast and far-reaching
impact,” says Pat Traynor, DMF president.
35
D
F
D A K O TA M E D I C A L
F O U N D AT I O N
Our purpose: Dakota Medical Foundation is dedicated
to measurably improving health and access to healthcare
services, with a special emphasis on children.
4141 28th Avenue South
Fargo, ND 58104
701.271.0263
dakmed.org
36
Our vision: a region of the healthiest people leading vibrantly
healthy lives and able to access exceptional healthcare.
This is a combined report of Dakota Medical Foundation and Dakota Medical Charities.
Dakota Medical Charities exists to support the mission of Dakota Medical Foundation.

2014 Annual Report - Dakota Medical Foundation

Transcription

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