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D FD 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 breakthroughinnovation.

2014 O P E R A T I O N S O V E R V I E W

D A K O T A M E D I C A L F O U N D A T I O N

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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

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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.

Our visionA region of the healthiest people leading vibrantly healthy lives and able to access exceptional healthcare


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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.

Innovation is key to ourmodern foundation strategies

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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 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

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.

A culture has been changed. Charities are becoming adept at telling their moti-vating 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.

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

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

shift nonprofits of our area toward More funds mean more good: hospitals

LETTER FROM LEADERSHIP


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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 environ-ments: 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

Creating the healthiest place in America to raise kids

Winning the war on childhood obesity

CASSCLAYALIVE!

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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 play-grounds 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 Class-room, 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!

CASSCLAYALIVE!


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Healthy Cuisine for Kids culinary school changes school and childcare food environments

A wholesome cooking revolution

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 ready- made 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!”

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“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 meal-time 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.

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.”

Teddy Bear House gets healthywith ChildcareAlive!

Tasty, high nutrient foods and energetic play

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

• 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

CASSCLAYALIVE! SPOTLIGHT


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“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!”

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Full circle: lives changed for those who receive and those who give

Preventing financial catastrophe, ensuring treatment for seriously ill

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.

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.

Team Chip

LEND A HAND


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We help nonprofit organizations become exceptional fundraisers

Teaching charities how to fish

$840,394$942,201

$1,047,721

$1,276,158

$1,945,951

$2,329,399

2013 Contribution Sources in U.S. $335.17 billion

All figures rounded. SOURCE: Giving USA Foundation | GIVING USA 2014

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 one-on-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.

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.

Giving Hearts Day

2009 2010 2011 2012 2013 2014

IMPACT INSTITUTE

* This is a subset of Giving Hearts Day participants, and not inclusive of all participants.


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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.

Gift leads foundation director to Impact Institute and passion for donor-centered fundraising

Helping express life stories through giving

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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 long-term 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.”

IMPACT INSTITUTE SPOTLIGHT


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Giving Hearts Day exceeds$5 million, expands to new cities

Inspiring donors. Expanding charity impact.

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-

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.

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Giving Hearts Day Health Program SupportDMF match and incentive grants to the listed charities amounted to $381,183 for 79 charities in 2014. This does not represent dollars raised online.

$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

GIVING HEARTS DAY

Altru Family YMCAGrand Forks, ND Altru Health Foundation Grand Forks, ND American Cancer Society Fargo, ND (incentive award) American Diabetes Assn. Fargo, ND (incentive award) 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) Catholic Charities North Dakota Fargo, ND CCRI, Inc. Moorhead, MN CHARISM Fargo, ND Churches United for the Homeless Moorhead, MN Community of Care Arthur, ND Community Violence Intervention Center Grand Forks, ND (incentive award)

Cooperstown Medical Center Foundation Cooperstown, ND Cullen Children’s Foundation West Fargo, ND

Cultural Diversity Resources Fargo, ND (incentive award) 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 Fargo-Moorhead Coalition for Homeless Persons Fargo, ND (incentive grant) First Care Health Center Park River, ND FirstLink Fargo, ND FirstChoice Clinic Fargo, ND Fraser, Ltd. Fargo, ND

Freedom Resource Center Fargo, ND Grand Forks Senior Center Grand Forks, ND (incentive award)

Handi-Wheels TransportationFargo, ND

Great Plains Food Bank Fargo, ND

Haley’s Hope, Inc. West Fargo, ND

HEART Enderlin, ND

HERO Fargo, ND

HOPE, Inc. Moorhead, MN Jail Chaplains Association Fargo, ND (incentive award) 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 Fargo, ND (incentive award)

Lost and Found Ministry Moorhead, MN (incentive award)

Lutheran Social Services of North DakotaFargo, ND

Mayville State University Foundation (nursing education) Mayville, 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 Nelson County Health System Foundation McVille, ND New Life Center Fargo, ND Northland Christian Counseling Center Grand Forks, ND Northlands Rescue Mission Grand Forks, ND (incentive award) Oak Grove Lutheran School (school nurse/wellness) Fargo, ND Park Christian School Moorhead, MN (incentive award) Prairie Harvest Mental Health FoundationGrand Forks, ND

Prairie Learning Center FoundationRaleigh, ND

Rape and Abuse Crisis Center Fargo, ND Red River Children’sAdvocacy Center Fargo, ND

Red River Valley Dental Access Project Moorhead, MN

Riding on Angels’ Wings Felton, MN RiverView Health Foundation Crookston, MN Ronald McDonald House Charities Fargo, ND Saint Gianna’s Maternity Home Minto, ND Sanford Health Foundation Hillsboro Hillsboro, ND

Scottish Rite Language CenterFargo, ND Service Dogs for America Jud, ND (incentive award) Special Olympics North Dakota Grand Forks, ND St. Gerard’s Community of Care Hankinson, ND St. Paul’s Catholic Newman Center Fargo, ND (incentive award) 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 Valley Christian Counseling Center Grand Forks, ND (incentive award) The Village Family Service Center (Nokomis Child Care Centers) Fargo, ND YMCA of Cass and Clay Counties Fargo, ND YWCA Cass Clay Fargo, ND


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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

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

Local nonprofit Haley’s Hope unlocks reading for children with dyslexia

Profile of a charity changed by Giving Hearts Day

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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-the-box 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.”

nonprofits at the time. But they continually boosted our spirits, literally infecting us with optimism when we joined Giving Hearts

An interior designer for 25 years, Kari

Haley was struggling so much in school, both academically and emotionally. She

private tutors, ordered neuropsychiatric, hearing and vision tests. Nothing helped.

Haley was diagnosed as profoundly dyslexic. Determined to help her son, Kari

proper tutoring. Dyslexia doesn’t go away, it adjusts.”

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.

GIVING HEARTS DAY SPOTLIGHT

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.


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DMF invests in breakthrough health ideasActing as a catalyst with risk capital for bold concepts

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.

BREAKTHROUGH IDEA CHALLENGE

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$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.

$75,000 to Lake Region State College to create a curriculum for paramedics to earn their North Dakota registered nursing associate degree. The

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. $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 low-cost 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 high-activity games to neighborhoods on a regular schedule to create social circles that regularly play outdoors.

DMF invests in breakthrough health ideas

A DMF review committee of physicians, nurses and community 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.

BREAKTHROUGH IDEA CHALLENGE


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ADVISORY COMMITTEE(L to R)Shelly SinnerTom BresnahanJess ToopBernie Sinner (back row)Scott SinnerErin ProchnowTodd Sinner

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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

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

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

$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 non-genetically 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

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 employ-ees 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.”

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.

Caring for Casselton children in need through DMF charitable giving fund

Sinner Bresnahan Healthy Kids Initiative


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The ACE Fund established by Mark and Mary Johnson was one of the first endow-ment 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.

Endowment fund builds for family legacy giving

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Connects uninsured North Dakota children to one of three free or reduced-cost assistance programs: Medicaid, Healthy Steps and Caring for Children 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.

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

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.

Children’s MentalHealth Initiative

Healthy Steps Initiative


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Helps area people with low incomes secure free and low-cost medicine from pharmaceutical companies. 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.

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.

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.

7 MindsetsInitiative

Prescription Assistance Program

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2014 Grants Improving health and access to healthcare, with a special emphasis on children.

Alexa’s Hope West Fargo, ND $250 Program support American Heart Association Jamestown, ND $250 Program support American Red Cross Fargo, ND $250 Program support The Arts PartnershipFargo, 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 HomelessMoorhead, 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 Bismarck, ND $250 Program support Dakota Boys Ranch Fargo, ND $250 Program support; $1,000 Fundraising event sponsor

Davies High School Fargo, ND $500 Junior Diabetes Research Foundation project Domestic Violence Crisis Center Minot, ND $1,000 Partnership meeting drawing Epilepsy Foundation of Minnesota Edina, MN $500 Stroll for Epilepsy sponsor in Fargo Essentia Health Regional Foundation Fargo, ND $2,250 Program support Family HealthCare Fargo, ND $1,000 Program support; $7,500 Operations Family Voices of North Dakota Edgeley, ND $1,000 Fundraising event sponsor Fargo Cass Public Health Fargo, ND $3,000 Nurse-Family Partnership; $24,000 Wellness Policy program Fargo Marathon Fargo, ND $5,000 Charity Team Program 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 ChurchFargo, ND $1,000 Homeless and Hungry Program Freedom Resource Center Fargo, ND $500 Event sponsor Haley’s Hope West Fargo, ND $500 Program support HEART Enderlin, ND $250 Program support; $250 Fundraising event sponsor 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

Jail Chaplains Association Fargo,ND $3,000 Cognitive Skill Training for Professionals Lakes Area Young Life Detroit Lakes, MN $400 Fundraising event sponsor; $500 Kiddie Run sponsor Lakes Crisis & Resource Center Detroit Lakes, MN $1,500 Abused children services LifeSource St. Paul, MN $100 Fundraising event sponsor Lost and Found Ministry Moorhead, MN $250 Addiction counseling Lutheran Social Services of North Dakota Fargo, ND $250 Great Plains Food Bank Make-A-Wish Fargo, ND $500 Match for Fargo Youth Commission fundraiser; $5,000 Operations March of Dimes – ND Chapter Fargo, ND $250 Fundraising 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 ND Association of Fundraising Professionals Fargo, ND $5,000 Conference sponsor ND Caring Foundation Fargo, ND $10,000 North Dakota Worksite Wellness Initiative ND Center for Nursing Fargo, ND $250 Program support 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 Fargo, ND $250 Program support

ND Safety Council Bismarck, ND $250 Program support; $1,000 Health conference sponsor ND Teen Challenge Mandan, ND $250 Program support ND Women’s Network Bismarck, ND $250 Program 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 Fargo, ND $1,500 Fundraising 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 Fargo, ND $250 Program support Red River Children’s Advocacy Center Fargo, ND $500 Fundraising event sponsor; $1,750 Services for child victims of abuse Red River Valley Dental Access Project 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 Ronald McDonald House Charities of the Red River Valley Fargo, ND $1,200 Fundraising event sponsor; $250 Program support ND Roughrider Health Promotion Association Casselton, ND $1,000 Health Promotion Conference for School Personnel

The Salvation Army Fargo, ND $500 Match for Realtor Bell Ringing; $500 Homeless Health Services Sanford Health Foundation North Fargo, ND $2,000 SchoolsAlive! Energize Family Fitness events 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’sCommunity of Care Hankinson, ND $750 Program support; $2,500 Fundraising materials Stephanie Goetz Mental Wellness Initiative Fargo, ND $1,000 Program support TNT Kid’s Fitness & 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 Fargo, ND $400 Fundraising event sponsor Youthworks Fargo, ND $350 Fundraising event 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


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2014 Charitable Fund GrantsDonors may establish funds for charitable giving at DMF and recommend grants to qualified health-relatedcharitable 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 PantryFargo, ND $1,000 Operations – M. Donald Larsen Family Fund Central Cass School District Casselton, ND $2,500 Health-related support for children – Casselton Community Medical Foundation Fund $6,500 Health-related support for 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 $1,500 Operations – Goldmark Charitable Fund $3,000 Operations – E & S Charitable Fund Community of Care Arthur, ND $1,000 Operations – M. Donald Larsen Family Fund $2,000 Assist with health/medical concerns – Casselton Community Medical Foundation Fund 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 Cullen Children’s Foundation West Fargo, ND $1,000 Operations – Goldmark Charitable Fund $12,500 Support for Cullen Children’s Room at Sanford Hospital – Goldmark Charitable Fund Dorothy Day House of Hospitality Moorhead, MN $1,000 Operations – E & S Charitable Fund Emergency Food Pantry Fargo, ND $1,000 Operations – E & S Charitable Fund

Essentia Health Regional Foundation Fargo, ND $5,000 Operations – E & S Charitable Fund

Essentia Health St. Mary’s Foundation 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 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 $1,000 Operations – E & S Charitable Fund First Lutheran Church Hunter, ND $1,000 Health-related support for children – Sinner Bresnahan Healthy Kids Initiative Fund FirstChoice Clinic Fargo, ND $1,000 Operations – 3 Boys Fund $1,000 Operations – Goldmark Charitable Fund $1,000 Operations – Dr. Walter and Renee Johnson Family Fund $3,000 Operations – E & S 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 $8,000 Support for ICON Sports Center – Mark E. and Trish Paulson Family Charitable Fund $8,000 Support for ICON Sports Center – Kevin and Courtney Ritterman Family Charitable Fund

Great Rides Fargo Fargo, ND $5,000 Bike share project – Dr. Susan Mathison and Steven D. Johnson Family 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 HERO Fargo, ND $3,000 Van for medical supply donations – Dr. Lance and Ruth Bergstrom Family Fund HOPE, Inc. Moorhead, MN $1,000 Operations – M. Donald 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 Lutheran Social Services of Minnesota Moorhead, MN $5,000 Caregiver Support and Respite Program – Marvin D. Bossart Foundation for Parkinson’sSupport Fund Lutheran Social Services 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 $1,000 Operations – M. Donald Larsen Family Fund Martin’s Lutheran Church Casselton, ND $2,500 Health-related support for children – Casselton Community Medical Foundation Fund $6,500 Health-related support for children – Sinner Bresnahan Healthy Kids Initiative Fund

ND Academy of Family Physicians Foundation 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 $1,500 Operations – Goldmark Charitable Fund Northlands Rescue Mission Grand Forks, ND $1,174 Operations – Goldmark 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 Dental Access Project 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 House Charities of the Red River Valley Fargo, ND $1,000 Operations – Dr. Walter and Renee Johnson Family Fund $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 $7,000 Operations – E & S Charitable Fund

Salvation Army Fargo, ND $1,000 Operations – M. Donald 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 $2,000 Operations – E & S Charitable Fund St. Joseph’s Catholic School Moorhead, MN $2,500 Student wellness – 3 Boys Fund St. Leo’s Catholic School Casselton, ND $3,000 Health-related support for children – Sinner Bresnahan Healthy Kids Initiative Fund TNT Kid’s Fitness & 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 $1,000 Health-related support for children – Sinner Bresnahan Healthy Kids Initiative Fund YWCA Cass Clay Fargo, ND $1,500 Operations – Goldmark Charitable Fund

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Anne Carlsen Center Jamestown, ND $3,750 Achievement Award CCRI, Inc. Moorhead, MN $4,250 Achievement Award $1,000 Achievement Award Recognition Churches United for the Homeless Moorhead, MN $4,000 Achievement Award $1,000 Achievement Award Recognition Community of Care Arthur, ND $4,250 Achievement Award $1,000 Achievement Award Recognition Essentia Health Regional Foundation Fargo, ND $92,703 Foundation Fund Development

Family HealthCare Fargo, ND $31,500 Opening New Doors Capital Campaign First Care Health Center Park River, ND $3,750 Achievement Award FirstLink Fargo, ND $4,250 Achievement Award $1,000 Achievement Award Recognition Freedom Resource Center Fargo, ND $3,000 Achievement Award Great Plains Food Bank Fargo, ND $4,000 Achievement Award $1,000 Achievement Award Recognition

HEART Enderlin, ND $4,250 Achievement Award $1,000 Achievement Award Recognition HERO Fargo, ND $4,250 Achievement Award $1,000 Achievement Award Recognition Lakeland Hospice Foundation Fergus Falls, MN $3,000 Achievement Award North Dakota Elks Association (Camp Grassick) Jamestown, ND $3,000 Achievement Award Northlands Rescue Mission Grand Forks, ND $4,000 Achievement Award

Rape and Abuse Crisis Center Fargo, ND $2,250 Achievement Award

Red River Children’s Advocacy Center Fargo, ND $3,250 Achievement Award RiverView Health Foundation Crookston, MN $4,250 Achievement Award $1,000 Achievement Award Recognition Ronald McDonald House Charities of the Red River Valley Fargo, ND $4,250 Achievement Award $1,000 Achievement Award Recognition

St. Gerard’s Community of Care Hankinson, ND $1,500 Achievement Award TNT Kid’s Fitness & Gymnastics Academy Fargo, ND $4,250 Achievement Award $1,000 Achievement Award Recognition YMCA of Cass and Clay Counties Fargo, ND $4,250 Achievement Award $1,000 Achievement Award Recognition YWCA Cass Clay Fargo, ND $4,250 Achievement Award $1,000 Achievement Award Recognition

Alexa’s Hope West Fargo, ND $1,200 (3 grants) American Cancer Society 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 Bergstrom Family Fund Fargo, ND $1,000 Marvin D. Bossart Foundation for Parkinson’s Support Fund Fargo, ND $500 Katherine Kilbourne Burgum Family Fund Fargo, ND $8,000 Catholic Charities North Dakota Fargo, ND $4,250 (2 grants) CHARISM Fargo, ND $2,000 (2 grants) Churches United for the Homeless Fargo, ND $1,000 (3 grants)

Community of Care Endowment Fund Arthur, ND $500 Cullen Children’s Foundation West Fargo, ND $16,450 (4 grants) Dorothy Day House of Hospitality Moorhead, MN $4,000 E & S Charitable Fund Fargo, ND $2,000 Emergency Food Pantry Fargo, ND $1,200 (4 grants) Essentia Health Regional Foundation Fargo, ND $4,500 (9 grants) Essentia Health St. Mary’s Foundation Detroit Lakes, MN $500 Family HealthCare Fargo, ND $6,750 (4 grants) FirstChoice Clinic Fargo, ND $5,600 (5 grants) FirstLink Fargo, ND $200 Haley’s Hope West Fargo, ND $4,250 (2 grants) Phil and Dianna Hansen Family Fund Detroit Lakes, MN $16,000 (2 grants)

Haugen-Thorne Family Endowed Fund Fargo, ND $7,500 HERO Fargo, ND $3,500 (4 grants)

Dr. Walter and Renee Johnson Family Fund Fargo, ND $2,000 Kid’s Health Fund Fargo, ND $8,000 Lakes Crisis & Resource Center Detroit Lakes, MN $250 M. Donald Larsen Family Fund Fargo, ND $7,000 Lend A Hand Initiative Fund Fargo, ND $1,900 (6 grants) Mission Physician Fund Grand Forks, ND $1,000 Dr. Kevin and Jean Melicher Family Fund Fargo, ND $9,250 (2 grants) MSUM Alumni Foundation Nursing Scholarships Moorhead, MN $1,250 (2 grants) Dr. Fadel and Heidi Nammour Family Fund Fargo, ND $4,000 (2 grants) ND Academy of Family Physicians Foundation 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 Fargo, ND $6,250 (2 grants) Nelson County Health System McVille, ND $500 New Life Center Fargo, ND $1,000 Prairie Learning Center Foundation Raleigh, ND $500 PULSE Outreach Fargo, ND $500 Rape and Abuse Crisis Center Fargo, ND $750 (2 grants) Red River Children’s Advocacy Center Fargo, ND $1,650 (4 grants) Red River Valley Dental Access Project Fargo, ND $19,500 (8 grants) Ronald McDonald House Charities of the Red River Valley Fargo, ND $250

Saint Gianna’s Maternity Home Minto, ND $8,200 (2 grants) The Salvation Army Fargo, ND $4,250 (6 grants) St. Gerard’s Community of Care Hankinson, ND $500 St. Joseph’s Area Health Services Foundation Park Rapids, MN $1,000 TNT Kid’s Fitness & Gymnastics Academy Fargo, ND $3,500 (3 grants) Mack V. Traynor, MD Family Endowment Fund Fargo, ND $1,000 (2 grants) UND Nursing Scholarships Grand Forks, ND $2,000 (3 grants) Drs. Hope Yongsmith and Christian Albano Family Fund Fargo, ND $500 YWCA Cass Clay Fargo, ND $19,300 (8 grants)

2014 Achievement / Incentive GrantsAchievement 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.

2014 DMF Member and Employee Match GrantsThe 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.


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Charitable Fund GiftsWe 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.

Cass Clay Healthy People Fund Kilbourne Group LLC Novo Nordisk Sanford Medical Center Fargo Walmart Casselton Community Medical Foundation Fund Casselton Community Medical Center Charitable Champions Fund Phil and Dianna Hansen 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 DMF Building Endowment Fund Dr. Richard and Sharmae Vetter DMF Jim Holdman Impact Institute Fund Freedom Resource Center Bruce Gjovig Linda Holdman David Hubble Sindy and Brad Keller Earl and Diamond Murphy Carmen Perez DMF Lend A Hand Initiative Fund Alex Stern Family Foundation American Crystal Sugar Company Anonymous The Barry Foundation 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 Cullen Children’s Foundation 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

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 Doug and Sally Larsen Family Fund Doug and Sally Larsen Doug Anderson Family Fund Douglas Anderson Doug Burgum Family Fund Doug Burgum Tim Pederson Dr. David and Janice Glatt Family Fund Dr. David and Janice Glatt Karen Robinson Dr. Fadel and Heidi Nammour Family Fund Dr. Fadel and Heidi Nammour Dr. Kevin and Jean Melicher Family Endowment Fund Dr. Kevin and Jean Melicher Dr. Lance and Ruth Bergstrom Family Fund 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 Dr. Walter and Renee Johnson Family Fund Dr. Walter and Renee Johnson E & S Charitable Fund Dr. Thomas and Mary Kay Kempf God’s Work Endowment Fund George and Pauline Economon Goldmark Charitable Fund Kenneth and LuAnn Regan Haugen-Thorne Family Endowed Fund Dr. Joel and Debra Haugen Impact Institute Program Fund Kent Blickensderfer

Jayant and Rohinee Damle Family Charitable Fund Greater Grand Forks Youth Football Assn. Katherine Kilbourne Burgum Family Charitable Fund Heartland Trust Company Lisa Monson Kevin and Courtney Ritterman Family Charitable Fund Grand Forks Youth Hockey Greater Grand Forks Youth Football Assn. Jay Panzer Kid’s Health Fund Terry Cullen M. Donald Larsen Family Fund M. Donald Larsen Jon and Barb Swegarden 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 Family Charitable Fund 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 PedersonRick Voight Memorial Fund Esther Vollbrecht Thomas Wold Michael and Charleen Solberg Family Fund Rodney and Diane Jordahl Michael and Charleen Solberg Mission Physician Fund Dr. Greg Greek Dr. William Mann Dr. Heidi Philpot Pam Solseng Ovarian Cancer Endowment Fund Brent Solseng Jana Stenson Phil and Dianna Hansen Family Fund Central Dakota FFA Alumni Association Phil and Dianna Hansen National Association of Insurance and Financial Advisors of F-M

Rick and Tracy Berg Family Fund Rick Berg Dr. Tracy Martin Rob and Leanne Jordahl Family Endowment Fund Richard Jordahl Rob and Leanne Jordahl Robert and JoAnn Vollrath Family Charitable Fund Robert and JoAnn Vollrath 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 Kids Initiative Fund 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 Jon and Barb Swegarden 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 Swanson Health Products 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

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Member / Employee Matching GiftsDMF 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 HopeAnn and Marty Malmberg Nola and Shawn McNeallyDr. Hope Yongsmith American Cancer Society 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 Dr. Joel and Debra Haugen Ann and Marty Malmberg Jane and Randy SkalskyBrian Haugen Dr. Kevin and Jean Melicher Family Fund Timothy FlakollDr. Kevin and Jean Melicher Dr. Lance and Ruth Bergstrom Family Fund Dr. Lance and Ruth Bergstrom Dr. Walter and Renee Johnson Family Fund Dr. Walter and Renee Johnson E & S Charitable Fund Dr. Thomas and Mary Kay Kempf

Emergency Food Pantry 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 FirstLink Clifton Skjonsby FM Dorothy Day House of Hospitality Dr. Patricia and Steve Laqua

Haley’s Hope Michael and Peggy BullingerDr. Richard and Sharmae Vetter

Haugen-Thorne FamilyEndowment Fund Dr. Joel and Debra Haugen HERO Dr. Dale Ernster Seth and Heather Novak Dr. Christopher and Mie Pierce Kid’s Health Fund Terry Cullen Lakes Crisis and Resource Center Dr. Clayton Jensen

M. Donald Larsen Family Fund M. Donald Larsen Mack V. Traynor MD Family Endowment Fund Dan Carey Chris and Nan Kennelly Marvin D. Bossart Foundation for Parkinson’s Support Dr. Bruce and Sharon Domm Minnesota State University Moorhead Dr. Roland and Carolyn Barden Debra and Earl Magnuson Mission Physician Fund Dr. William Mann

Dr. Fadel and Heidi Nammour Family FundDr. Fadel and Heidi Nammour ND Academy of Family Physicians Foundation Dr. Richard and Sharmae Vetter

ND Elks – Camp Grassick Kathryn Helgaas Nelson County Health System Dr. Jackson and Bonnie Lind New Life Center M. Donald Larsen North Dakota Autism Center Michael and Peggy Bullinger North Dakota State University Timothy Flakoll Dr. Donald and Jane Matthees

Phil and Dianna Hansen Family Fund Phil and Dianna Hansen Prairie Learning Center Foundation Funding Our Future Campaign Dr. Mark Jensen Rape and Abuse Crisis Center Darin and Katrina Turman Lang Rob and Karla Lyngstad

Red River Children’s Advocacy Center Dr. David and Linda Clutter Kathryn Helgaas Judith Lee Clifton Skjonsby Rick and Tracy Berg Family Fund Rick Berg and Dr. Tracy Martin Ronald McDonald House Charities of the Red River Valley Darin and Katrina Turman Lang

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

St. Gerard’s Community of Care Dr. Duane and Kim Strand

St. Mary’s Regional Health Center Curt and Trish Noyes

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

TNT Kid’s Fitness Drs. Steve and Therese Johnson Peter StenehjemDr. Todd DeBates University of North Dakota Dr. Bruce and Sharon Domm Dr. Larry and Mary Leadbetter Dr. Stacey and Jennifer Smith

Drs. Hope Yongsmith and Christian Albano Family FundChristian Albano, PhD YWCA Cass-Clay Sindy and Brad Keller John and Liz Lyngstad Rob and Karla Lyngstad Kim Meyer Dr. Lori Scheel Nancy Slotten Amanda and John Thomas J. Patrick and Jamie Traynor


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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 Cullen Children’s Foundation George and Pauline Economon Don Goering Goldmark Phil and Dianna Hansen Noridian Mutual Insurance Company Noridian Mutual Insurance Company – Employee Contributions Region VI Children’s Services Coordinating Committee Ronald McDonald House Charities

SEI Investments Sisters of St. Francis of the Immaculate Heart of Mary Swanson Health Products 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 Dr. Lance and Ruth Bergstrom 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 Casselton Community Medical 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 Care Health Center 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 Dr. David and Janice Glatt Grouser Products Dr. Joel and Debra Haugen Dr. Brent and Maureen Holman Paul and Connie Horn Larry and Kathy Houser Hugo’s Jamestown Elkettes William and Marjorie Jensen Craig Johnson Dr. Walter and Renee Johnson Mark and Mary Johnson Kenneth and Maxine Johnston Richard Jordahl Rob and Leanne Jordahl Rodney and Diane Jordahl Dr. Michael and Sarah Keim Sindy and Brad Keller Nancy Kelly Dr. Thomas and Mary Kay Kempf Dr. Emmet and Diane Kenney

Harlan A. Klefstad Kimberly Krohn Doug and Sally Larsen M. Donald Larsen Van and Diane Larson Larry and Julie Leitner Dale Lian John and Liz Lyngstad 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. Kevin and Jean Melicher Dr. Margaret and Todd Mickelson Microsoft Matching Gifts Program Dawn and Joel Moore Dr. Fadel and Heidi Nammour 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 Physicians Foundation 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 Sanford Medical Center Fargo 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 Barry Foundation The Junior League of Fargo- Moorhead, Inc. The Sheltering Arms Foundation The Tom and Frances Leach Foundation, Inc. J. Patrick and Jamie Traynor Stacey Tronson Turtle River Lions Club Michael and Kimberly Vannett Robert and JoAnn Vollrath 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 heroesDakota 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.

2014Tom Smith, Great Northern Bicycle Jill Christopher, Ronald McDonald House Charities Dr. Kevin Melicher, Eyecare Associates

2013Pete 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 SchoolsJenny Linker, PhD, NDSU Kristen Hetland, PhD, Concordia College Kim Pladson, TNT Kid’s Fitness

2012Tracy 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

2011Kent 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

2010American 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

2009Lisa 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

2008Mary Ann Delisle, Model School Nurse First Care Health Center HOPE, Inc. Nancy Leith, Model School Nurse Carly Nelson, Angels of Courage Red River Valley Dental Access Program Mary Beth Traynor, Model School Nurse

2007Vicky Forster, Lidgerwood Ambulance Service HERO ND Department of Human Services, Healthy StepsTri-College University, Nursing Rebecca Bakke Jim Brosseau, MD Senator Tom Fischer Senator Judy Lee Rep. Clara Sue Price

2006Becker County Human Services FirstChoice Clinic Red River Children’s Advocacy Center

2005Prescription Assistance Program RiverView Diabetes Center Valley Community Health Centers Chief Chris Magness Officer Sherry Nelson Justin Schaub Holly Scott

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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 Richard Vetter, MD Michael Warner Hope Yongsmith, MDPresident Chair

Our Board

ExecutiveRichard Vetter, MD Sindy Keller Chris Kennelly, JD David Clutter, MD Susan Mathison, MD Mike Warner Curt Noyes Fadel Nammour, MD

GovernanceChris Kennelly, JD Fadel Nammour, MD Jerry Skjonsby Kim Meyer Richard Vetter, MD Larry Leitner Seth Novak Hope Yongsmith, MD David Akkerman, MD

Finance/InvestmentCurt Noyes Mike Warner Jerry Skjonsby Jay Eisenbeis Sindy Keller Robert Bakkum Kevin Melicher, OD Richard Vetter, MD

Strategic PlatformsSusan 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

FoundationCommitteesOur Staff

J. Patrick Traynor, JD Rory Beil Bev GravdahlPresident CassClayAlive! Healthy Steps Outreach

Initiative Director

Alyssa Gullekson Lana Foss Michelle Hogan Sandy Knudson Kim PalmCassClayAlive! Program Administration Specialist Accounting Manager Accountant Event Center Coordinator/ Coordinator Web Specialist

Jeana Peinovich Tami Rust Mike Schumacher Sara Stolt Deb WatneLend A Hand Director Strategic Communications Chief Financial Officer Giving Hearts Day Grants and Innovation Director Manager Director


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Annual financial and investment reportAs 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 FY 2014 FY 2013(per FY 2014 audit)

$95,143,476 8.1%

499,8345,063,821

$100,707,131

$593,5493,351,987

93,786,7792,974,816

$100,707,131

$7,104,393

4,999,664663,932166,924

$1,273,873

ASSETSCash and Investments Return on InvestmentsReceivables and other assetsProperty and equipment, netTotal Assets

LIABILITIES AND NET ASSETSPayables and accrued expensesLong-term debt, including current maturitiesUnrestricted net assetsRestricted net assets

Total Liabilities and Net Assets

CHANGES IN UNRESTRICTED NET ASSETSRevenues, gains, and other supportFunctional expenses

Program costsGeneral and administrative

FundraisingIncrease in Unrestricted Net Assets

$93,328,9478.5%

401,8375,294,080

$99,024,864

$739,0563,831,998

92,512,9061,940,904

$99,024,864

$7,457,410

4,020,038482,648176,649

$2,778,075

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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.

Jim Holdman

Visionary for nonprofits of the region

I N M E M O RY O F


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4141 28th Avenue South Fargo, ND 58104 701.271.0263

dakmed.org

D FD 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.

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.

d f - dakota medical foundation · d f dakota medical foundation leading health improvement....

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