HOSPICE GIVING FOUNDATION ANNUAL REPORT 2020

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HOSPICE GIVING FOUNDATION ANNUAL REPORT 2020 MESSAGE FROM THE BOARD CHAIR AND PRESIDENT/CEO Patience, proactive, partnerships. These words provide a glimpse into Hospice Giving Foundation in 2020. It was the year we discovered the power of resilience and timely responses to human needs, the impact of honoring differences, and found inspiration in partnerships steeped in support and compassion. Together with our community, we stayed true to our commitment to caring, giving, together. Proactive response to COVID-19 included Emergency Grant Funding to support people with increasingly dire needs and serious illness. Resolved to bring our community comprehensive information and assistance, we shifted in-person workshops to virtual and expanded online resources, in both English and Spanish. Partnerships grew as we hosted professional collaboratives such as Juntos con Esperanza (Latino Outreach), the Monterey County Palliative Care Collaborative, and a weekly ‘Support and Information Sharing’ with local skilled nursing facilities. Facing death like we could have never expected, last year tested everyone’s hope. We found hope working as a community and practicing the art of patience. Despite the tragedies, losses, and grief, we saw hope blossom when needs were heard, and thoughtfulness and compassion led the way. Since March of 2020, we granted $148,092 in emergency funding, which, when combined with our annual grant funding, totals $747,265 invested in end-of-life care and services. All this happens because of your generosity and your dedication. You make this work possible for our community, and we thank you. Sarah Hills, Board Chair & Siobhan Greene, President/CEO Sarah Hills, Board Chair Wayne Chapman, Vice-Chair David Glickman, Treasurer Kim DiBenedetto, Secretary Bill Tebbe, Past Chair Charles D. Winston, Officer-at-Large Mary Kay Acquazzino James Booth Rory Coetzee Barbara Collins Heather K. Downs Jean Duff, Board Emeritus Wendy Franscioni Malcolm Jack Jeff Jones James Kendall John Lewis Joe Martello 20192020 BOARD OF DIRECTORS 20202021 BOARD OF DIRECTORS For names and bios: hospicegiving.org/about

Transcript of HOSPICE GIVING FOUNDATION ANNUAL REPORT 2020

Page 1: HOSPICE GIVING FOUNDATION ANNUAL REPORT 2020

HOSPICE GIVING FOUNDATION

ANNUAL REPORT 2020

MESSAGE FROM THE BOARD CHAIR AND PRESIDENT/CEOPatience, proactive, partnerships. These words provide a glimpse into Hospice Giving Foundation in 2020. It was the year we discovered the power of resilience and timely responses to human needs, the impact of honoring differences, and found inspiration in partnerships steeped in support and compassion. Together with our community, we stayed true to our commitment to caring, giving, together.

Proactive response to COVID-19 included Emergency Grant Funding to support people with increasingly dire needs and serious illness. Resolved to bring our community comprehensive information and assistance, we shifted in-person workshops to virtual and expanded online resources, in both English and Spanish. Partnerships grew as we hosted professional collaboratives such as Juntos con Esperanza (Latino Outreach), the Monterey County Palliative Care Collaborative, and a weekly ‘Support and Information Sharing’ with local skilled nursing facilities.

Facing death like we could have never expected, last year tested everyone’s hope. We found hope working as a community and practicing the art of patience. Despite the tragedies, losses, and grief, we saw hope blossom when needs were heard, and thoughtfulness and compassion led the way.

Since March of 2020, we granted $148,092 in emergency funding, which, when combined with our annual grant funding, totals $747,265 invested in end-of-life care and services.

All this happens because of your generosity and your dedication. You make this work possible for our community, and we thank you.

Sarah Hills, Board Chair & Siobhan Greene, President/CEO

Sarah Hills, Board Chair Wayne Chapman, Vice-ChairDavid Glickman, Treasurer Kim DiBenedetto, SecretaryBill Tebbe, Past Chair Charles D. Winston, Officer-at-Large

Mary Kay AcquazzinoJames BoothRory Coetzee Barbara CollinsHeather K. DownsJean Duff, Board EmeritusWendy FranscioniMalcolm JackJeff JonesJames KendallJohn LewisJoe Martello

2019–2020 BOARD OF DIRECTORS

2020–2021 BOARD OF DIRECTORS For names and bios: hospicegiving.org/about

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FINANCIALSHospice Giving Foundation Financial Report Fiscal Year Ended June 30, 2020

Restricted and Unrestricted Gifts:

Individual/Corporate Donations and Pledges $236,721

Special Event Gross Income $306,326

Bequests

Other Income

$182,604

$41,370

Net assets released from restrictions $503,841

Total Operating Support and Revenue $1,270,862

Operating Expenses:

Grants Expense $12,311

Community Education and Outreach $134,671

General and Administrative $447,419

Bequest Management $8,142

Fund Development $363,744

Community Engagement $64,280

Total Operating Expenses $1,030,567

Undesignated, Unrestricted Funds $738,042

Fund for Direct End-of-Life Care and Services(Board Designated Fund)

$20,045,579

Donor Restricted Endowment (varied purposes) $3,589,536

Temporarily Restricted Net Assets $2,575,342

Total Net Assets

Total Liabilities and Net Assets

$26,948,499

$27,022,231

Net Assets as of June 30, 2020

WESTLAND-HERMANN LEGACY SOCIETYThe Westland-Hermann Legacy Society honors those individuals who have chosen to provide support by naming Hospice Giving Foundation in their estate plans. Members of the Society have committed to creating a lasting impact through bequests and life income gifts. The Society is named in honor of Helen Westland and Sarah T. Hermann, two dedicated women whose leadership and extraordinary generosity helped make the work of HG Foundation possible.

Mary Kay AcquazzinoAnonymousWilliam L. BallounJames N. BennettJoan BernardinJames A. BoothKaren & Bert BoothroydSherry & Gary BrientMaureen CowieSharon M. DamonJeanne DeVaughnHallie & William Bradford DowHeather K. DownsJean M. DuffAnn Ecklund DusenburyShary Farr & The Honorable Sam FarrJohn W. FrederiksenJulie Capili & David GlickmanSiobhan M. Greene & Joseph Greene, MDEsther N. HaskinsDavid HawleyBarbara & William HylandRoberta L. LeggEleanor M. LeheneyMerrill LeslieJohn LewisJean LovellVicki & John MacDonaldSusan MushkinDee & Spencer W. Myers, Jr, MDBetty N. PembertonSuzanne Seay

Sandra & Russell SeegerRobert M. SeidelJean R. SeputSoroken Family TrustRichard A. StewartJoyce & Richard ThauWanda & Harold WakeBarbara & James WoodNancy G. WrightSuzanne ZellnerMadelon Zimner

In grateful memory: friends whose bequests have been realized

Beverley A. AmbortBethany A. BeckmanNancy P. Benham Leon Bernstein Barbara Bloom Verle Bogue Donald J. Brancheau Elma BrownRobert W. Campbell Julia Christensen Madeleine A. Dowdakin Mary Louise DyerRichard C. EarlAbbie T. EldredgeIrma ErikssonMary Elizabeth EschNorma EsselstynJulia M. Frederick

Monica M. Freeder Hildegard GrillFred M. Guild, Jr Lulu M. & James W. Hochberger Peter T. Hoss Mary T. & Ward D. Ingrim Emilie T. Koontz Erling Lagerholm Carol A. Leino Willis Ludemann Gwendolyn R. MayAudrey & Michael McCarthyAndrew McConnell Elizabeth G. Nelson Bruna OdellaBarbara R. OsorioAlan G. Pedersen Karen Y. Redding Lillian RubensAlice Teresa Bracken Schruben Panice Schruben Laurel D. Schumann Annamarie SheinMargaret Shipley Albert G. Simpson, Jr Eva L. Sorey Francine & Donald Stauffer Evelyn & Vincent Torras James R. Valentine, PhD Julia Viarengo Betty Haywood WattSidney Lloyd Williams

Financial report is prepared in compliance with Generally Accepted Accounting Principles, including for 2019-20, the new requirement to present operational costs as ‘Functional Expenses’. Therefore, categories differ from prior years’ reports. For questions, please contact Siobhan M. Greene, President/CEO at 831.333.9023. The complete audited Financial Statement and IRS Form 990 are available on our website: hospicegiving.org/about.

$20,045,579

$3,589,536

$2,575,342

$738,042

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Undesignated, Unrestricted Funds $738,042

Fund for Direct End-of-Life Care and Services(Board Designated Fund)

$20,045,579

FINDING HOPE + SUPPORTING NEEDS

LAUNCHING In mid-January 2020 HG Foundation launched HOPEGives, a movement to help change attitudes about death and promote understanding and acceptance. The day-long event held at Hidden Valley Music Seminars featured resource and conversation tables, an earth-altar workshop with Day Schildkret, and a reception with guest Congressman Jimmy Panetta. Please join HOPEGives and become an agent of change, champion of excellence, and advocate for planning and preparation. LEARN MORE: hospicegiving.org/hopegives

JOINING WITH OUR COMMUNITY TO MEET THE NEEDS, BE PREPARED, AND SUPPORT ONE ANOTHER

2020 grants supported a broad scope of end-of-life services for both adults and children facing serious illness. In addition, emergency grants helped local organizations provide practical and emotional support to families facing serious illness and end of life, compounded by the complexities of the pandemic. Funding was used for personal protective equipment, food, rent, transportation, and communication tools, as well as for grief and spiritual care, respite care, and support for burial costs.

INTENTIONALLY INVESTING

IN 2020: $739,173

Supporting care for end of life or serious illness; responding

to urgent calls for COVID related funding

REFINING RESOURCES Expanded online

resources tools and videos, fully translated into Spanish,

resulting in hundreds of additional downloads

every month

EMPOWERING EDUCATION

With over 70 interactive workshops, offered a 54% increase in programs

about planning, understanding medical decisions, grief

support, and the impact of COVID

EMBRACING EQUITY

Strengthened capacity to better serve, provide resources,

and connect with Spanish speaking community

members with our new Program Specialist

CREATING CONNECTIONS Convening professional teams to address system

needs, provide guidance, and share critical

information

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HOSPICE GIVING FOUNDATION

$10,000 +Chevron CorporationEstate of Julia ChristensenBarbara & Joe CollinsCommunity Foundation for

Monterey CountyEstate of Elmo Victor Costello

& Dorothea Frances CostelloHeather K. DownsJean M. DuffEstate of Conway & Norma EsselstynJulie Capili & David GlickmanSiobhan M. Greene

& Joseph Greene, MDHarden FoundationSarah Hills & Phil DeCoccoJanine & Joe MartelloDale MeyerMonterey Peninsula FoundationValentia PiccininiSusan Prest & Allen SherwoodRita & Luis Echenique

Charitable Foundation Estate of Alice Teresa

Bracken SchrubenPeg & Charles D. Winston

$5,000 - $9,999Bank of America

Charitable FoundationBarnet Segal Charitable TrustDobbins Family FoundationFidelity Charitable Gift FundKyoko Ikemoto & Malcolm F. JackBarbara L. KohnCynthia & Forrest MillerMontage HealthThomas P. Nunes Sr.RBC Wealth ManagementRuth Ann RosenbergThe Schwab Fund for

Charitable GivingToshia & Clark StruveJoanne Taylor

$2,500 - $4,999Carol Bell & H. Glenn Bell, Jr, MDThe Benevity Community

Impact FundEstate of Nancy P. BenhamPatricia & Mark BoitanoEstate of Robert W. CampbellRotary Club of Carmel-by-the-SeaNoelle & Rory CoetzeeKim & Jeff DiBenedettoNancy & William DoolittleEdwin E. & Ruby C. Morgan FoundationGoldman Sachs Philanthropy FundMyra & Drew GoodmanTracy & Jeff JonesNikki & James KendallLaurel & James KrzeminskiLewis BuildersNanci L. MarkeyVicki & William MitchellMorgan Stanley Gift FundNell Newman FoundationJoanne NissenThe Norton FoundationEstate of Alan & Jean PedersenSue A. PiusWilliam N. RenoIngeborg & Robert RiddleVicki & Gordon RosenbergThe RiverStyx FoundationDavid StockerAnnette & Bill TebbeUnion Bank FoundationBeth & Scott von Fischer

$1,000 - $2,499Lorie & Gary AltAnonymousGeoff & Rebecca Arnold Mary Kay AcquazzinoSuzanne & Geoffrey AshtonShelagh & Marc BasemanAdrienne & Neil BassettiKatherine E. BealloMargaret & Barney BelleciStefanie Brand-Sirota & Rob SirotaMary BristowDianne & Bart BrunoRose & Sal CalaAllison K. CamposNancy & Michael CanningCentral Coast Visiting Nurse

Association & HospiceBarbara & Don ChapinWayne ChapmanJohn CopeJoan & William DoreyCharles DownerEagan Family FoundationRia Eagan, DCEmerald PackagingTheodore David Englehorn, MDChristine FactorMaria FetherstonhaughTerry Huggins & Steve FilsonCarol Marie FosterDenise & Ramsin GanjiThomas Hall, Jr.Donna & Jack Hardy Malgorzata & John Hausdorff, MDPatricia HeessSusan & Bruce HermanJoan & Gene HillLisa & Tom HoivikSusanne Holm & Gordon L. Holm, DDSKathy & Danny HuffGail Hurvitz & Jerry NewtonEstate of Ward D. & Mary T. IngramCarolyn Keeley & Patrick Keeley, DMDLeroy KeelyMarsha & Brian KellyJoyanne & Aram KinosianDebbie & Timothy KopackPeter LampmanEllen & Albert LatourJean LovellShelly & Dan LynchLesley Miller Manke

& Christopher Manke, DDSSheila & Joseph MarkRuth McClendonJoan & Peter McKeeNicki & Mick McMahanKathy & Steve McNicholsPinney Allen & Charles C. Miller, IIIPerry MillerCarleton & Lawrence MowellRussell PlanitzerMary Ann & Richard A. Pirotte, MDTami & James RobertsDiane & Joe RossiKyle & Michael RuggieriClaudia & William SaundersEileen & Steven SchlossKaren & Pete ScudderMar & Robert SeidelMary & William ShellooePatricia & Victor SimoneSteffanie & Andy SmithAndrew StephensTwyla & Ralph W. Thompson, IIISusan & Kris ToscanoGlenda TuttleGail & James VernonEstate of Julia ViarengoAdrianus VuykJoyce WeismannDemie WilliamsBarbara & Gary WipflerDiane & John W. YoungSherry & William Young

$500 - $999.99Bank of AmericaCarrie & Chris BaumgartStevan D. BradleyElsie D. BrowderCarmel Realty FoundationCentral Coast Senior Services, Inc.Edward J. ClaessenKimbley Craig & Bobby RobertsPenny & Alan DunckelCatherine & William FaberShary Farr & The Honorable Sam FarrJackie & Richard FinebergMaria FineganGabrielle Mancuso Fiorentino, PhD

& Fox FiorentinoStacy L. ForgyRobert FrischmuthSarah & Jack GrandcolasCol. Frank Bruce Gregory Ret.Cheryl HarbourJoan Hoover & James RabjohnJan J. HopkinsMarianne & Jim HowardJennifer HulsemanCindy & James HunterDiane Camba & Charlie JackmanJudy & Warren KaplanBarbara & Frank KeithHarold William KelandJennifer KnowlesRodger LanglandLouetta J. Langley

Susan Galvin & Michael LeavyBrooks LeflerJoan & Matthew LittleBarbara Bleadon & Peter LittmanJean MatleCindy & Daniel M. McGilloway, JrSuzanne Worcester & Steve MooreMary & Mike OrradreEsmeralda Montenegro Owen

& William OwenLynn & Charles ParsonsAnna & Rich PattersonSarah & Roger PeirceSue & Brent RedmondSalinas Valley Memorial

Healthcare SystemKathleen & Doug SchultzLonna & John SherwinLeslie SnorfElizabeth & Fred SprinzLisa & Doug SteinyStephen D. Storey, MDPatricia Powell & Michael ThomasUnited Way of Tucson & Southern ArizonaAudrey & Jeff WardwellLaurie & Larry Wetterschneider G. R. WileyJulia & Dwight WilsonLindalee WinchesterBrad WolfeBrian Wong, MDRobin & Charles Young

$250 - $499Jenny & Asaad AbdelmalekCass & Mike AntleGreg AntognoliBaker's BaconVelma & Ted J. BalestreriMaxine BalmaCorinne BarhamSister Claire BaroneJames N. BennettGail & Robert BroderickBret BrodowyKimberly BurgessKeith BurkeCristofer CabanillasCarmel Host Lions FoundationJoanne & Kevin CastelloRoy F. ColeMarie G. Cominos Nancy & Butch CordaNancy CrowDonna & Robert DauntDoug DavisCatherine B. DiMaggioCale DoddMichelle & Chris DunnChristine EhlertJohn H. ElliottJill & David FanucchiSharon & Gordon FellowsFran GaverVanessa & Andrew GibautBonnie B. GilloolyCatherine GlickLinda & Robert Gould Deborah & Jeffrey GreenbergDoug HamiltonPeter M. Heckler, DDSBonnie & Miguel HernandezJames Melvin HildenMichael & Claudette HitchcockChris HoffKenneth Jensen, MDJacquelin LaVine JonesPatricia & Woody KelleyWendy C. KnightZach Koontz, MDKikuyo Kuwatani Katie LaymanKathleen & Larry LemkeLynne & Robert LeonBeverly L. LewisVickie & James LinderBecky Husted & Joe LocatelliMaria Hope LucidoSharon & Frank Anthony MalvosoGary MartinMichelle Noble McCainMary & Gerald McCulloughJean MenkeDarlene & David Mosley Constance Murray & David BuckinghamDeana MyersDavid H. NaslundJessica NeafseyJames NelsonKathy & Wendell NussDavid PaulGolnesa Payandehjoo & Todd HowlandDenise & Chris PryorPatricia & Curtis QuinonesBarbara & Clement Richardson, Sr.Donald R. RiehlShirley & Lee RosenCharlotte SalomonDan SanguinettiElizabeth & Robert SchaeferMary Ann SchultzBrandt SeversonIsabel & James S. ShillinglawBernard SmitLinda M. SnyderMelissa S. TaylorRosalyn & Terrence Trapp, MDCaitlin TurayTom TysonDiane & Robert UyedaMary Lou & Charles VermurlenSusan & Michael VindhurstJennifer & Thomas WerbeMatt WestphalSusan WheelwrightRosanne & Donald WhitakerJennifer WilliamsBonnie J. Wolfe Ed WongVictoria WoodburyClaire YeaterYourCause, LLC

Up to $249A.W. Johnson & SonDee & Al AdolphRobin AeschlimanJanet AgnewPenny & Joe AlaridElizabeth AlbovKarla AlbrightAmy AlcottToni & John AliottiMarissa & Nicholas AliottiPaul AliottiVincent AliottiBarbara S. AllgoodJai AlpertAngelica ArroyoAlzheimer's AssociationAmazonSmileLeonard AnablePeggy M. AnastasiaBette & Donald AndersonConstance AndrewsJulie AnongosAnonymousJennie C. AquinoCarol ArredondoYvonne A. AscherGini AugerArthur Babcock, PhDPhillis & Monte BaggsGreg BakerSusan & Jon BakerTara & Tony BakerBarbara & Salvatore BalboNelson BalcarJennifer & Ron BalducciKathleen & Glenn BalkeBritta Ballerini, RNKaren & Barry BallewLynda BallinBarbara & Don BargiacchiCarol & Robert Michael BarkerLisa A. BaronAnita M. BassettiMary BegtrupPamela BellMary BenechMarian T. BennettNancy R. BennettSheila BensonSandra & Roger BergamLaura BerryessaJoanne M. BevilacquaJessica BiosseEdith Yvonne BirchElizabeth BirrueteMargot BlackAnne BlairKaren BlankKaren M. BlasquezAnne BlumeIa G. BoelterS. Candace BoltonHeather BomaritoJudith & Richard BordaNan Borreson & Frederick TermanFrank L. Bottero

Sara & Casey BoynsLiselotte BradburnMyrna & William BrandweinSue BreazileJeanne Anne BreenDee & Wendell T. BreithauptMary Ellen BrigantinoPatricia A. BrimieLinda BrockmanElizabeth Plaxton BrownKathy BrownSandra Brown

& CMDR R. Mitchell BrownDarla BrowningSandra L. BrunoKathleen & Montford R. Bryan, JrKathie BuayaJenell & Keith BurchellJoanne C. BurgonioCarol BurnipJeff BurnipSharon & James BurnisKristi & Anthony BurnsKaren BurrowSusan ButlerElinda Hardy & Sam ButtreyGregor M. CaillietMary Ann & Robert CainJoni CaldwellVanessa Callison-BurchTerri CalvertChristopher CampbellJulie CampbellJessica CanningJoseph CapizziPatricia CaraccioliSusan & Arthur J. CarbonelPatricia Ilene CardinalliDenise & Kevin CardonaHelen CarlinPatricia CarlsonElizabeth & Bud CarlsonMindy CarpenterLee & Fred CarrollPamela CarrollAnna CatalanoDebbie & Russ CauleyFlorence & Turie CavaliereMarian CavalliMary Lenahan CeaJacqueline & Scott CeresaSusan CerneyJoanna ChampouxSonia ChapaZofia ChciukVirginia F. Cherry Maureen A. ChodoshLinda & Craig E. Christensen, MDMichelle ClairmontMichael ClarkPat ClarkLaurie & Doug ClassenCynthia & Ray ClowerMartin Cohen

& Cathleen Sonoda CohenVirginia & Malcolm ColisterBobbe & Greg CollinsPamela CollinsCommunity Health Charities James ConnSharon ConnollyGail & Alfred CooperChristina CourcierKelly Cowan-SanchezLisette CraftAmelia O. CraigChristopher CrawleySusan B. CrevelingJoanne & Ralph CristofanoAlan CrockettWendy CrockettLinda & Wayne CruzanAimee & Jeff CudaAlvina CurrallEleanor C. CurticeKristin & Erik CushmanSusan CushmanLouise A. CutinoSharon Lee DalkeyPamela DarlingKelly DavidianLuis DavilaAnna M. DavisDan DelehantyMary DelfinoTina & Marc Del PieroMarcie A. DemarcoDana Deminna & Alan OlsonCandi DePauwMargie DennerDorothy M. DicksonPatricia DoranMervil & Sidney DorrHallie & Brad DowLibby & Wayne DowneyDiane & Leo DowneyMary DuanNadine Zarat DubrinShelby DuncanAnn & Douglas DusenburySharon DwightSandra & David EklundRosemary & RADM W.G. EllisLise & George EmeryCpt. E. J. ErnerShelly & John EtterRobert EvansLisa Falkel & Mic Falkel, DDSLinda FaroLynn FarrisHolly Fassett John FavazzaJosephine FavazzaPhilayna & John FaveroPhyllis FaxonSally FeistelSabra FeldsteinAntoinette E. FerranteJanice Fitzhugh & Nolan B. FerreiraSharon E. FieldMaryam Finnigan, RNValda & Ollie FletcherVirginia & Keith Fogg Suzanne FolkBarbara FoncannonJennifer FongLori & Sean FortCandyce & John FrancisMary Jo FrancoRenee FrankenLinda C. FrederiksenChad FreemanGwenn FrindtFronstreamSuzanne FruehCarol L. FuessenichConnie FueyoKatherine & Aaron FuquaMary R. GaleMarsha GallegosLaura & John GambleDiAnna L. GamechoMarge GarabedianLiz Sorenson & Allen GarciaPatricia GarlingerKathleen GaskeKathleen GatesLisa Watson & Philip GeigerMichael GentryAlice M. GibilterraKimberly & James GilbertPriscilla GilbertsonJuan GonzalezMarilyn J. GormanRosanne GouldGary Grant, MDDorothy GriffinCarolyn Griffin & Gerald Griffin, MDDorothy L. GrimshawDoreen & Anthony GroffPeter GuerraPaula & Jim GuidottiLorene GuidottiElizabeth L. GularteRae & Kirk GularteBette & Ross HaginsBarbara & Vinzenz HakeGeoffrey B. HalpinStephanie & Rev. Luke HamPatricia HandlerJulianne & James HansenJeanette & Ray HansenMichael HansteinAndrea HansteinKay HarmonNancy HarrayFebe & Charles L. HarringtonEileen HarrisJ. Jason HarvieThomas HavensHayashi WaylandBernice N. HearnLaurie & Ed HeinzBarbara HendersonClarke HerbertTerry & William HerlemanDebbie HeronLinda J. HerreraLynn HerrickJoan D. HeylerCarol Lee Holland

Lisa Mitchell HolloYoshiko HolmesRay S. HopkinsLeslie & Jerry HornMary H. HornStephanie & Timothy HuberKati HulickRobert IbarraDale InadaMichael C. IsaksonRobert IshidaNicholas G. Itsines, PhDDereck JacobNancy JacobsRae & Robert JanzenCarol JareckiLola JerezChandler JohnsonJoyce JohnsonPete JohnsonBen JonasBrian JonesJeffrey JonesJean JorgensenJohn JusterYoe KageyamaDenise KakuRoseann KalichJon Kasky & Nancy RohanMyra KatsukiEleanor Best & Takesho KatsumotoDaniel KatzGermaine KeimPamela & Douglas KeindlAlyssa & James KellyMichele C. KennedyShirley & Thomas KiattaTim KimSybil-Francis Kimbrig-LevinLee Ure & Dennis KingMelody KingNeville KirbyMarlene KirkorianPeggy KirtonPamela & Clyde KlaumannWilliam KnowlesPatty KnudsenKathy KobataJean & Glen KoehlBill KoenigChrista KorpDeidi P. KramerYaeko J. KuwataniMarilyn KwockTeresa & Rene LacsinaEllen LaddLinda & Michael LaffertyLoreen Ozaki & Christopher LaingBrigitta LambertSusan LansburyLaural & Kyle LarkinBeverly & Allan LarsenGail & Lance LarsenLaurie & Butch LaVelleJane LeathamDavid LeeKatherine & Chad LincolnJane & Bob LittleZooey LoberLinda LocatelliPenelope K. LockhartKathryn LoftusJan Loomis, RNMarjory N. LordCyd LoveAmy & Jack LowMarsha LubowBridget LukeAnn & Michael LyonVicki & John MacDonaldMarilyn MackieAnne MaddenRose Marie MaddixErnie MagginiIrene MagginiWendy Mandel & Allan EmkinCristina U. ManuguerraJuanita G. MarcusAdele MargolisJoan & Clifford L. MarkhamColleen MarquezAnna Marie MartinAnnee MartinMary & Greg MartinEssie & Kevin Martin Maren MartinMarlene MartinPatricia MartinLeslie & Kearney MartinsPat MastalirMary Jane & William MatheinRosanna & Charles MatthewsMargaret & Henry MauzCamilla D. MayChris MayhewElizabeth MazikBarbara K. McCardleSharon Miller & Bruce McClaneBrian McCoyDorothy McDermottPatricia McDermottValerie V. McDonoughMaureen McEachen, LCSW

& John McEachenSuzanne McFaddanHelen Ogden & Frederick McGarrityLisa McGuireMarilyn & Alan McMastersPatricia & M. Edward MeadowsEva C. MedellinJohn E. MelaniGeorgina MendesJosephine MercurioIngrid & David J. MessmerMessmer Associates, Inc.Calvin MeyerJinny MyersJanet & Dennis MillerMary & Douglas MillerMikel Ann & Lynn MillerMaxine R. MillerMargie Minogue & Larry RileyBetty & William MinorMission Trail Lions of CarmelStefani MistrettaGene MiuSheila R. MolinariKathleen L. MoonBarbara MooreRose MooreNancy & William MorescoKellie MorgantiniMarsha MorohNancy MouatToni M. MoulaisonShirley Strachan MurrayCleo & David MyersLinda-Lee Myers, MDPenny MyersRoberta MyersDee & Spencer W. Myers, Jr., MDMartha MyszakVirginia & Jeff NadlerJeanne F. NakagawaHelen M. NealAna NelsonBarbara NelsonNetwork for GoodKenneth G. NicholsOnorina NicholsKathy & R.L. NicholsonDianne NielsonClara NietoJudy & Frederic NohrDebby NormanAndrea & Fred NotewareJoanne NotoPatti & John NunesDeberra & Scott O'BrienNancy & Michael OchsClara OdelloMaria O'Farrell & The Honorable

Robert O'FarrellDiane OkaJanet D. OlejarMargaret & Thomas OliverChristy O'NeilBrenda OrrDebbie & Doug OtmarJennifer & Jeffrey PaduanLaurie & Stephen Pakula, MDBeverly Palma & Gary D. Palma, DDSWanda Pan-ChristiansenLori & Curtis ParkerShirley Parker & Jerry Parker, MDJohn ParodiBarbara ParrishNancy ParsonsAndrew PassellMary Ann PaulLeslie PeckSharon & Thomas PelinoMargaret PembertonAnn PendletonJan Penn & George H. Penn, MDLeta PereiraMary Jane PernaNancy & Thomas PesceIngrid PetersLaurrie & Graham PikeWinoma & Gregory Plaskett

John D. PlettaDan PolihonkiPeggy & Mike PoloskyDonna & Robert PomaJeanne PompeyCecilia & Victor PongoMary Rose & John PottMarianne PowersMarilet PretoriusPrintworks SolutionsConnie QuinlanStuart QuinnJesse QuinonesStella RabautNatalie RainaudBarbara H. RamboKristin RamsdenSerena & Robert RappAndrea RattoSrinivas ReddyRobert W. ReeseConnie ReeserMatthew ReiBarbara ReiffRichard ReimerVeronica ReisJohn T. RethkeRichard RhodesBarbara RicciardiEva M. RichardsIrma RiebNorma RiggsGlenn RitterMyrna & Bernardo RiveraCharlotte RobertsJane Meade-Roberts & Mike RobertsBarbara & Brian RobinsonSteven RobinsonGeraldine RobinsonAnnah RollandKate & Richard RosenthalJennifer & Wayne RossVictoria RossmanMarilyn RoverRosemary & Tom RowleyAnna J. RubrechtPauline J. RuhlKathy & Andrew RunnoeAnne & Jim RurkaJane & Justin RussoJim & Kathy RussoRosemarie RussoKrista & Thomas SabaskaGary W. SackettSalvador J. SaiaGloria Saisho & Kenji Saisho, MD, DDSJoyce SakaiMae S. SakasegawaPat & Delano SalaPat & George SallayStacia & Tod SambarChris J. SammisRichard Sato, MDDonna G. SchafferMartha & James SchafferKathryn SchmeiserDiane Bassetti-SchmidtAlan SchroederVicki & Lyndon SchutzlerKarin & F.L. SchwoerkeCarol SeedsArduth SeeverMargaret Segale & Laurie SegaleNadine Semer, MDMarion SerresSydney Shaber, DPMRuth ShapiroConnie L. ShelstadKatherine A. ShererMary ShurtleffSusan & Jonathan SiegelSally & Kenneth SikesJoanne & Frank Silva, JrJeannette SilveiraDeanna SinselEverett SivilsMelva Moody Simmons & Brian SimmonsBarbara Slaughter & Terry Slaughter, DDSJudith A. SloanLindley S. SloanLuDeene SlyeElaine SmithKristin & Timothy SmithLinda D. SmithMargaret Ann SmithRebecca & John SmithermanSue & Gene SnuggsRick SnyderBettye SollecitoShirley SoperLiz SparlingGale & Ken SpatzMelissa SpecialeFran Spector AtkinsAnalilia & Norman SpeirsBarbara SprengerNancy StaffordChristina & Frank StarryKaren & Jack SteadmanSara A. SteinerJane SteitzMarcelina & Ronald StewartGloria & Alan StickleJane A. StileFaith B. StoddardNancy & Christopher StoutBarbara StracuzziKaren Strasser KauffmanMarney StroudMichielle & Jack SullivanRita & Stanley SummersMerv SuttonTaye & Robert SuzukiMiyeko & Bob TachibanaShizuko TanakaAlice TaoJudith Tatelbaum, MSWJune & Arthur T. Taylor, Jr.Janet TaylorConnie & Philip TealCare Terkelson, EdDThe Terry L. Grant Revocable TrustJill ThompsonJudy ThompsonDavid ThornberryGail M. ThorneHilda A. ThorneLisa ThorntonDella ThurgoodDora ThurmanSally & Miguel Tirado, MDThouria Toma Peter TorreTotlcom Inc.Joan & Sam TrustClaudia J. TuckerMarc Tunzi, MDSanaz UnderwoodUnited Way of Monterey CountyUPS Store #0840Marilyn UribeGayle UyedaGilbert G. ValineKristi Van GreunenDana Van HornEmma VanoliAndrea & Jerry VaraniniCynthia VejarCarol & Craig VetterFlorence B. Von PlatenFrank VowlesDetra WalkerKris & Danny WallerGabrielle WaltersKen WandermanMary Lou & Gary WangbergBarbara & James WardCathy WarePatricia Watkins-CrossSusan & Richard WattsElizabeth WeberBruce WeingartenCaroline & David WernerGeorge WhiteKen WhiteSandra & Nick WhiteJill & Nels WiegandKathleen & Douglas WilliamsJoan & Gary WilliamsMark WilliamsLucy WillmanNancy O. WilloughbyJudith Wills

& The Honorable Thomas WillsLinda J. WinchellMark WiseSue & Harry WongRichard WrightStacey A. WrightAmy YamadaVicki YatesRev. Anne YoungSandra ZappelliBarbara & L. Gene ZellmerRaelene ZentiLucy & Rick ZielJan ZiessowHolly ZollerCindy & Steve ZozayaGary ZucconiLynn & Jay Zwagerman

Ayco Charitable Foundation The Mike & Peggy Polosky

Charitable FundBank of America Charitable Gift Fund Anonymous Heather K. Downs Gloria Saisho Bill TebbeBenevity Community Impact Fund American Endowment Foundation Anonymous Thomas Hall, JrCarmel Host Lions FoundationCommunity Foundation for Monterey County Carmel Realty Foundation Fund Carmel Rotary Fund Community Impact Grant - Kathleen &

Howard Marks Fund & Engracia Irene Murray Field of Interest Fund

Jean & Jim Duff Fund Donna & Jack Hardy Fund Ward D. & Mary T. Ingrim Fund Lenore & Dale Meyer Fund Monterey County Gives Campaign Nancy Parker Benham Endowment Fund

FOUNDATIONS AND DONOR-ADVISED FUNDSCommunity Health CharitiesFidelity Charitable Gift Fund Charles Webster Downer Fund Terry L. Grant Revocable Trust Mr. & Mrs. Warren J. Kaplan Fund Keely Family Living Trust McKee Family Fund Russel E. Planitzer & Barrie Fiske Fund Wiley Family Trust Jay & Lynn Zwagerman FundGoldman Sachs Philanthropy Fund The Goodman Family Brandt SeversonHarden Foundation Monterey Peninsula FoundationMy Tribute Gift Foundation Ursula McQuade Edwin E. and Ruby C. Morgan FoundationMorgan Stanley Gift Fund Mike & Cass Antle Fund Patricia and Mark Boitano

Charitable Fund Carleton & Lawrence Mowell FundNell Newman Foundation Network for Good

Anonymous Facebook Peer-to-Peer FundraiserNorton FoundationRita & Luis Echenique

Charitable FoundationSchwab Fund for Charitable Giving Geoff & Rebecca (Wolf) Arnold Geoffrey & Suzanne Ashton Balma Charitable Fund Emkin-Mandel Fund William & Claudia Saunders Joyce Weismann FundT. Rowe Price Program for Charitable Giving Thomas Werbe Family Charitable Gift FundThe RiverStyx Foundation UBS Foundation USA Matching Gift Program Jill and David FanucchiUnion Bank FoundationUnited Way of Monterey County AnonymousUnited Way of Tucson & Southern Arizona Laurie & Larry Wetterschneider FundYourCause, LLC Bridget Luke Deana Myers

Thank you to every donor who made a gift between January 1, 2020 and December 31, 2020. We appreciate your generosity and support.THANK YOU TO OUR 2020 DONORS

THANK YOU TO OUR VOLUNTEERSDedicated volunteers help to make our work happen year-round. For a full list of 2020 volunteers, please visit hospicegiving.org/2020AnnualReport.

SILVER SOCIETY

Jennifer & Asaad AbdelmalekBrenda AbearMary Kay AcquazzinoJanet AgnewAmy AlcottToni & John AliottiBarbara S. AllgoodPeggy M. AnastasiaBette & Donald AndersonArthur Babcock, PhDVelma & Ted J. BalestreriCarol & Robert Michael BarkerSister Claire BaroneAnita M. BassettiAdrienne & Neil BassettiKatherine E. BealloMary BegtrupCarol Bell & H. Glenn Bell, Jr, MDMary BenechJames N. BennettMarian T. BennettJoanne M. BevilacquaEdith Yvonne BirchKaren M. BlasquezIa G. BoelterPatricia & Mark BoitanoJudith & Richard BordaNan Borreson & Frederick TermanFrank L. BotteroLiselotte BradburnStevan D. BradleyMyrna & William BrandweinPatricia A. BrimieElsie D. BrowderMary Ann & Robert CainJoseph CapizziPatricia CaraccioliSusan & Arthur J. CarbonelHolly CarlinCarmel Host Lions FoundationCarmel Realty Foundation Florence & Turie CavaliereMary Lenahan CeaChevron CorporationVirginia F. CherryMaureen A. ChodoshEdward J. ClaessenCynthia & Ray ClowerMartin Cohen & Cathleen Sonoda CohenPamela CollinsMarie G. CominosCommunity Foundation for Monterey CountyCommunity Health CharitiesCommunity Hospital of the Monterey Peninsula,

Montage Health Gail & Alfred CooperChristopher CrawleySusan B. CrevelingLinda & Wayne CruzanAlvina CurrallEleanor C. CurticeAnna M. DavisMary DelfinoNancy & William DoolittleJoan & William DoreyDiane & Leo DowneyLibby & Wayne DowneyNadine Zarat DubrinJean M. DuffAnn & Douglas DusenburyEdwin E. & Ruby C. Morgan FoundationSandra & David EklundDiane P. EllisCpt. E. J. ErnerShelly & John EtterRobert EvansCatherine & William FaberJosephine FavazzaSharon & Gordon FellowsAntoinette E. FerranteMaria FetherstonhaughStacy L. ForgyLori & Sean FortCarol Marie FosterMary Jo FrancoGwenn FrindtCarol L. FuessenichMarsha GallegosPatricia Garlinger

Fran GaverBonnie B. GilloolyMyra & Andrew GoodmanDeborah & Jeffrey GreenbergCol. Frank Bruce Gregory Ret.Carolyn Griffin & Gerald Griffin, MDDorothy L. GrimshawLorene GuidottiElizabeth L. GularteBette & Ross HaginsBarbara & Vinzenz HakeKay HarmonLaurie & Ed HeinzTerry & William HerlemanBonnie & Miguel HernandezJames Melvin HildenMichael & Claudette HitchcockYoshiko HolmesJan J. HopkinsLeslie & Jerry HornMary H. HornDale InadaNicholas G. Itsines, PhDDiane Camba & Charlie JackmanJacquelin LaVine JonesYoe KageyamaRoseann KalichHarold William KelandPatricia & Woody KelleyMarsha & Brian KellyShirley & Thomas KiattaJean & Glen KoehlDeidi P. KramerKikuyo KuwataniYaeko J. KuwataniEllen LaddLoreen Ozaki & Christopher LaingPeter W. LampmanLouetta J. LangleyBeverly & Allan LarsenKatie LaymanJane LeathamLynne & Robert LeonBeverly L. LewisJane & Bob LittleZooey LoberBecky Husted & Joe LocatelliMarjory N. LordJean LovellAmy & Jack LowCharlene & Mylo LoweryMaria Hope LucidoBridget LukeErnie MagginiSharon & Frank Anthony MalvosoCristina U. ManuguerraSheila & Joseph MarkNanci L. MarkeyMary & Greg MartinEssie & Kevin Martin Mary Jane & William MatheinCamilla D. MayMary & Gerald McCulloughDorothy McDermottValerie V. McDonoughSuzanne McFaddanPatricia & M. Edward MeadowsEva C. MedellinIngrid & David J. MessmerMikel Ann & Lynn MillerMaxine R. MillerBetty & William MinorSheila R. MolinariMonterey Peninsula FoundationRose MooreConstance Murray & Dave BuckinghamShirley Strachan MurrayDee & Spencer W. Myers, Jr, MDVirginia & Jeff NadlerJeanne F. NakagawaDavid H. NaslundHelen M. NealOnorina NicholsJoanne NissenJudy & Frederic NohrNorton FoundationPatti & John NunesKathy & Wendell NussMargaret & Thomas Oliver

Brenda OrrDebbie & Doug OtmarBeverly Palma & Gary D. Palma, DDSShirley Parker & Jerry Parker, MDBarbara ParrishLynn & Charles ParsonsMary Ann PaulSharon & Thomas PelinoMargaret PembertonJan Penn & George H. Penn, MDMary Ann & Richard A. Pirotte, MDSue A. PiusJohn D. PlettaPeggy & Mike PoloskyPatricia & Curtis QuinonesBarbara H. RamboSue & Brent RedmondWilliam N. RenoJohn T. RethkeEva M. RichardsBarbara & Clement Richardson, SrIngeborg & Robert RiddleDonald R. RiehlNorma RiggsMyrna & Bernardo RiveraBarbara & Brian RobinsonShirley & Lee RosenRuth Ann RosenbergVicki & Gordon RosenbergJennifer & Wayne RossDiane & Joe RossiRosemary & Tom RowleyAnna J. RubrechtPauline J. RuhlKathy & Andrew RunnoeKathy & Jim RussoRosemarie RussoMae S. SakasegawaDonna G. SchafferDiane Bassetti-SchmidtAlan SchroederHelen H. SchuttishMar & Robert SeidelKatherine A. ShererLonna & John SherwinIsabel & James S. ShillinglawSally & Kenneth SikesJoanne & Frank Silva, JrLinda M. SnyderBettye SollecitoBarbara SprengerSara A. SteinerJane A. StileFaith B. StoddardStephen D. Storey, MDToshia & Clark StruveTaye & Robert SuzukiJudith Tatelbaum, MSWJune & Arthur T. Taylor, JrMelissa S. TaylorConnie & Philip TealCare Terkelson, EdDJudy ThompsonTwyla & Ralph W. Thompson, IIIHilda A. ThorneClaudia J. TuckerUnion Bank FoundationUnited Way of Monterey CountyDiane & Robert UyedaEmma VanoliMary Lou & Charles VermurlenFrank VowlesMary Lou & Gary WangbergBarbara & James WardBruce WeingartenRosanne & Donald WhitakerSandra & Nick WhiteG. R. WileyKathleen & Douglas WilliamsJoan & Gary WilliamsNancy O. WilloughbyBarbara & Gary WipflerBrian Wong, MDEd WongDiane & John W. YoungSandra ZappelliLucy & Rick ZielJan Ziessow

Dedicated members of the Silver Society have made annual donations for at least ten consecutive years.

Susan Bacon FundHospice Giving Foundation

Board of Directors FundMary Wolf Rolfing Bogue FundSharon M. Damon FundJames & Jean Duff FundWarren & Judy Field FundTaylor Fithian Family

Foundation FundFriends of Hospice Fund

– Patient CareLouis & Ruth Huntington Fund

– Patient Care at Westland House

Lise Jensen FundRichard Kudrna FundRuth E. Lisle FundDavid F.C. Stein FundHelen Westland Fund

– Patient Care

2020 CHAMBERED NAUTILUS ENDOWMENT FUNDWe acknowledge and recognize the following permanent endowments with Hospice Giving Foundation.

Jennifer & Ron Balducci Adrienne & Neil Bassetti Kim & Jeff DiBenedetto Siobhan M. Greene & Joseph Greene, MD Thomas Hall, Jr Stephanie & Rev. Luke Ham Sarah Hills & Phil DeCocco Jan J. Hopkins Kyoko Ikemoto & Malcolm Jack Diane Camba & Charlie Jackman Zooey Lober Maria Hope Lucido Anna & Rich Patterson Jan Penn & George Penn, MD Ingeborg & Robert Riddle Gale & Ken Spatz Annette & Bill Tebbe Brian Wong, MD

CHAMPIONS OF HOPEOur newest addition, Champions of Hope was launched in 2020. The inaugural Champions listed below make monthly gifts to support Hospice Giving Foundation. Learn more or become a Champion of Hope at hospicegiving.org/champions.

STAFF

ERANDI GARCIAProgram Specialist

PHILIP GEIGEROutreach Manager

JENNIFER BALDUCCIOffice Manager

ANNA PATTERSON Vice President, Philanthropy

DIANE CAMBA JACKMAN Development Associate

SIOBHAN GREENE President & CEO

Page 5: HOSPICE GIVING FOUNDATION ANNUAL REPORT 2020

80 Garden Court, Suite 201 | Monterey, CA 93940

831-333-9023hospicegiving.org [email protected] ID: 94-2404634

Non-Profit OrgU.S. Postage

PAIDHospice Giving

Foundation

YOUR GIFTS MATTERIn a difficult year, your support lifted our spirits as it benefitted our communities. Thank you. Whether by creating opportunities to begin important conversations with loved ones, providing resources and tools for families to organize their wishes and choices for care, or bringing health professionals together to make positive changes in the delivery of compassionate care locally, your donations bring hope and grace to our community.

Please consider including Hospice Giving Foundation in your estate plans or making a gift through your donor-advised fund, a transfer of securities, or your IRA. These gifts can make a lasting impact on our community while helping you meet your philanthropic goals.

MAKE A DONATION: hospicegiving.org/ways-to-give

CONTACT: Anna Patterson, VP, Philanthropy [email protected] 831.333.9023