Giving Newsletter Summer 2022 | Presbyterian Healthcare Foundation

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A NEWSLETTER FOR DONORS & FRIENDS OF PRESBYTERIAN HEALTHCARE FOUNDATION Summer 2022 CarePalliativeon

Barbara and Dan Balik’s gifts people’s

reflect their commitment to enhancing the quality of

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If you are contemplating a charitable gift, we recommend you consult with your tax professionals. For more information, visit phs.org/giftplanning or contact Rick Scott at rscott4@phs.org or (505) 724-7509. Work with a Tax-Free IRA Gift

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With each new program, building project and staff development course, our donors are making it possible for Presbyterian to respond to growing needs by expanding access to primary and specialty care services.

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When you make a gift to create or grow an endowment, a portion of the annual income generated by your investment is used to address immediate needs at Presbyterian Healthcare Foundation, while the remaining funds are reinvested to ensure indefinite support. This approach creates both immediate and lasting benefits. One way to build your endowment is to use IRA funds, a gift arrangement that allows donors 70½ years or older a simple way to benefit Presbyterian Healthcare Foundation and receive tax benefits in return. Commonly called an IRA charitable rollover or qualified charitable distribution (QCD), this popular gift option generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.

See Your Generosity at

Gifts of Gratitude

Presbyterian Healthcare Foundation is a 501(c)(3) nonprofit organization. No portion of your gift supports fundraising or administrative expenses.

Rick Scott, CFRE President, Presbyterian Healthcare Foundation

Each year, Presbyterian Healthcare Foundation works with Presbyterian leadership to identify the areas of greatest need – and greatest opportunity. The Foundation responds to quarterly funding requests from throughout Presbyterian for important needs. These allocations are made possible entirely by contributions from grateful patients and their families, other individuals including physicians and staff, corporations and foundations. We know that our donors give for a variety of reasons, one of the most common being gratitude for the care they or a family member received. So many grateful patients simply want to say “thank you.” This issue of giving tells some of those stories. From Dr. Tad Berlin’s 22 Guardian Angel gifts from grateful patients, to donors Barbara and Dan Balik’s commitment to supporting palliative care, to the opening of the new Presbyterian Robert Wertheim Hospice House and the Presbyterian Rehabilitation Services Duane and Barbara Trythall Aquatic Therapy Natatorium at the Presbyterian Healthplex, generosity in our community abounds.

Presbyterian’s commitment to fostering a culture of health throughout New Mexico would simply not be possible without this level of philanthropy. We thank you, and the community thanks you.

“No matter how old you are, you have to get up in the morning excited about something. That’s why I’m always looking for projects,” he says.

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When he reflects on his time on the PHF board, Bob says he enjoyed fundraising for Presbyterian Rust Medical Center most. “To see it built and become one of the leading hospitals on the west side, then to watch it continue to grow and prosper has been very exciting,” he says. He also appreciates PHF’s commitment to taking on new projects like neuroscience expansion, the Presbyterian Robert Wertheim Hospice House, the Ted & Margaret Jorgensen Cancer Center and the Duane and Barbara Trythall Natatorium in a way that ensures they will provide a true service to the “PHScommunity.beingthe largest healthcare system in New Mexico makes it part of the fabric of the state and the community,” Bob says. “Helping the organization build, expand and being associated with quality people along the way has made my life a

lot more enjoyable. I really cherish Sincethat experience.”hisretirement from Wells Fargo in 2006, Bob has continued to serve on for profit and non-profit boards, and enjoys spending time at his second home in Durango, Colo., River Ridge. His hobbies include collecting“pretty things that have great art in them,” such as belt buckles, engraved firearms, boots, and most recently, fountain pens.

BoardHealthcarePresbyterianFoundationMember who’s on board

Robert (Bob) JUNG II

Growing up in Port Arthur, Texas, home of the largest oil refinery in the country, Bob Jung developed pride in his Texas heritage at an early age.

“I appreciate Bob’s many leadership and charitable contributions over his 20 years of Board service. He has helped to champion a best practices approach to our work, particularly as it relates to our Board and our approach to major gift fundraising.”–RickScott

He attended the University of Texas at Austin, where he studied business and engineering. After a six-year stint in the Air Force Reserve, he began his long and industrious banking career, which eventually brought him to Albuquerque as president of what would become Norwest Bank and then Wells Fargo Bank. Bob’s role as Regional President of Wells Fargo Bank created opportunities for him to become involved in the Albuquerque community. He has served on a number of boards, including the Presbyterian Healthcare Foundation (PHF) board since 2001. Bob’s term on the PHF board ends later this year but he continues to serve on the investment committee for the Presbyterian Healthcare Services board, which oversees all PHS investments, including those directed to “ServingPHF. on the investment committee gives you an opportunity to see the whole operation from a 60,000-foot level and gives you contact with the senior leaders on a regular basis, which I have enjoyed a lot,” Bob says. “I have a lot of respect for Presbyterian management and what they’ve gone through in the last couple years. Presbyterian’s national reputation is a testament to how well the organization is managed.”

Guardian Angel Gifts Honor Dr. Berlin giving in action

In his spare time, Dr. Berlin says he likes to do “a thousand things and devote 30 seconds to each of them per month.” Some of those activities include spending time with his wife and collegeage daughter, as well as outdoor activities like hiking, biking, fishing and gardening. He also keeps bees.

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Each year on March 30, National Doctors Day honors the nation’s physicians for their dedication and leadership. This year’s celebration prompted a show of gratitude and generosity from many Presbyterian patients, including several who made contributions to Presbyterian Healthcare Foundation’s Guardian Angel program in honor of William “Tad” Berlin, MD, medical director, Presbyterian Medical Group on Montgomery Blvd. Since joining Presbyterian in 2013, Dr. Berlin’s patients have expressed their gratitude for the excellent care they have received. In the past eight years, he has received 22 Guardian Angel awards, including four in 2022 and eight in 2021.

“I’m very pleased that my patients recognize the important work Presbyterian Healthcare Foundation does and that they take the opportunity to donate to the Foundation. I cherish the Guardian Angel notes that come to me. I’ve cared for some of these patients and their families for 30 plus years. I’m glad they feel that I help them to live better in some way,” Dr. Berlin says. Dr. Berlin says his approach to patients includes being an active listener and building trust through caring and hearing what people need or want.

After moving to New Mexico in 1979, Dr. Berlin attended Socorro High School and the New Mexico Institute of Mining and Technology before attending medical school at University of New Mexico. He has practiced internal medicine since 1991.

“I enjoy the patients and the people I work with. Big shout out to our team in the office! We have the best clinic here at Montgomery Family and Internal Medicine,” he says.

Dr. Berlin is a caring and careful care provider. He follows up on his actions and inspires confidence in his patients. We trust his judgment completely. It is reassuring to have a physician like him.”

Dr. Berlin is careful, competent, and considerate. He is definitely in the ‘BEST’ category!” This doctor cares about each patient and spends as much time as needed. He is the best primary care doctor we have ever had overseeing our well-being.”

William “Tad” Berlin is an internal medicine physician at Presbyterian. He received a bachelor’s degree in biology with honors from the New Mexico Institute of Mining and Technology. He earned a medical degree from the University of New Mexico School of Medicine where he also completed an internal medicine internship and residency. Dr. Berlin is a diplomate of the American Board of Internal Medicine.

We've been seeing Dr. Berlin for several years now and we are very grateful to have him as our primary care physician. He is extremely smart, has high moral standards and is a wonderful advocate for his patients. There's no messing around. We know that he really looks out for us and we are so appreciative of that. We wish we could put him in a copier and make many more of him!”

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Dr. Berlin is an amazing physician. He has been our doctor for many years. He is caring and very patient, explaining everything in detail. I will forever be deeply grateful for the excellent care he provided for my late husband. THANK YOU, Dr. Berlin!”

Honor Your Guardian Angel Have you received exceptional care or services from a Presbyterian provider? Presbyterian Healthcare Foundation’s Guardian Angel program is a meaningful way to express your gratitude. Guardian Angel contributions to the Foundation can be directed to specific areas of interest or designated an unrestricted contribution for use toward organizational priorities. To learn more, call (505) 724-6580 or visit www.phs.org/guardianangel.

“A patient’s ability to take advantage of palliative care services helps them have a better quality, more fulfilling life for as long as possible,” explains Jairon Johnson, DO, Medical Director-Hospice/Palliative Care at Presbyterian El Camino. “Palliative care can help patients until they reach a point where they may be ready for hospice care.”

Barbara Balik, RN, MS, EdD, experienced the benefits of palliative care when her mother-in-law was in assisted living, struggling to remain active and independent. Carea Light

planned giving on Palliative

andCareSupportGiftsPalliativeEducationInnovation 6 Giving | Presbyterian Healthcare Foundation

Balik

Dealing with serious illness can be scary and confusing for patients and their families. A palliative care team can help provide relief from the symptoms, pain and stress of a serious illness by working with a patient’s provider to give patients and their families extra support.

Dr. Barbara Balik joined the Presbyterian Healthcare Services board of directors in 2021 and chairs the Quality Committee.

SHINING

The Baliks both grew up in rural Iowa, which gives them a deep appreciation for Presbyterian’s efforts to make palliative care more accessible in rural areas.

“Palliative care is so community-based because it’s focused on the quality of people’s lives; we believe that’s what all of healthcare should be,” Dr. Balik says.

That experience, combined with her years as a former hospital CEO, patient care executive, chief nursing officer, and leader of quality and safety within a large healthcare system, is part of the reason Dr. Balik and her husband, Dan, have so generously supported Presbyterian’s Palliative Care program through annual gifts, as well as an estate gift. Dan is a mathematician who worked at Macalester College in St. Paul, Minn., before he and Barbara moved to Albuquerque in 2008. Her career, research, and educational pursuits reflect a long-term passion for transforming healthcare.

As one of only nine Palliative Care Leadership Centers (PCLC) around the country, Presbyterian staff and clinicians take their commitment to patients facing serious illness beyond state lines, sharing insights with health systems around the country that are interested in developing quality palliative care programs. Presbyterian was named a PCLC in 2015 by the Center to Advance Palliative Care, a national organization dedicated to increasing the availability of quality palliative care services for people facing serious illness.

“Palliative care helps you talk through where you are in your disease process and what you want when you have a diagnosis that is going to limit your life. If we do things in advance, it makes more things possible and can make that time less unpleasant.”

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Presbyterian’s Palliative Care team, which consists of providers, licensed master’s level social workers, chaplains and nursing staff, provides counseling, answers questions, coordinates care, matches patients with resources and generally helps patients feel more comfortable throughout every stage of their illness. The program is unique because it offers both inpatient and outpatient palliative care, as well as home visits. Team members are available 24 hours a day, seven days a week, to help with pain and other symptoms.

Leaders in Palliative Care Palliative care can be helpful to patients who have a serious illness that limits their joy in life or keeps them from taking care of themselves, or if they have an illness that has no cure, such as cancer, congestive heart failure, kidney failure, lung disease, liver failure or dementia.

– Jairon Johnson, DO

The facility’s palliative care team came to the rescue. “That care helped her be as active and independent as she could up until she needed to be in hospice care. It made a big difference in her quality of life for the better part of six months,”

Barbara and Dan met while working in a summer Upward Bound program designed to help high potential/lowincome kids complete high school and go on to college. Today, they are directing their gifts to palliative care education, helping to expand those skills to primary care physicians, subspecialists, pulmonary critical care and oncology, as well as social workers and nurses. “It really takes an interdisciplinary team to deliver palliative care,” says Dr. Johnson. “In the future, these funds will allow us to offer residency education and expand palliative care to regional Presbyterian facilities through telemedicine.”

Dr. Andrew Horvath

After a 50-year career, beloved pathologist Andrew Horvath, MD, retired in June at age 84. Having spent nearly all of his career in Albuquerque at Pathology Associates of Albuquerque, Dr. Horvath has been a generous supporter and tireless advocate for Presbyterian. He and his wife, Brenda, have also been generous donors to Presbyterian Healthcare Foundation, and are Luminary Circle members. Beyond his medical expertise and support of the Foundation, Dr. Horvath has shared his vision and leadership skills with the organization, serving as Chief of Pathology, President of the Medical Staff, and on the Board of Directors for nearly 30 years. Born in Hungary, Dr. Horvath fled the country after the Hungarian Revolution in 1956 and reached the U.S. in 1957. He earned his medical degree at the University of Wisconsin before completing a surgical residency in Boston. Dr. Horvath went on to train in hematology and oncology at the National Institutes of Health in Bethesda, Md., and spent two years in South America with the Peace Corps. When he returned, he added a hematology fellowship at the National Institutes of Health to his credentials. By 1972, Dr. Horvath had enough of the east coast hustle and bustle, so he came west to Albuquerque, where New Mexico’s cultural mix reminded him of his years in South America. Dr. Horvath was instrumental in two important efforts that shaped Presbyterian as we know it today. He helped create Presbyterian’s integrated system with a health plan, medical group and delivery system. He also fostered a collaboration between University of New Mexico and Presbyterian to establish TriCore Reference “ILaboratories.havewatched the city, state, and Presbyterian grow and I have enjoyed the high-quality medicine we were able to practice here,” he says. “With our University of New Mexico partners, we created donor tribute

50 Years of CARING 8 Giving | Presbyterian Healthcare Foundation

Dr. Horvath receives the Pathologist of the Year Award from the College of Pathologists.American

“I’m a strong believer that everybody should have access to healthcare, and it should be affordable and easy to get. New Mexico is one of the poorest states and yet it’s a wonderful place to live and bring up children. I strongly believe that those who can economically do it should participate in supporting its institutions, particularly the not-for-profit institutions here. The Foundation is a great way to support Presbyterian’s mission of providing excellent health services to the state.” – Dr. Andrew Horvath Reaching beyond New Mexico Dr. Horvath’s outstanding reputation extends far beyond our state. He served as Governor of the College of American Pathologists for six years and was named Pathologist of the Year by the organization in 2012, the first time a pathologist from New Mexico received the honor. “Dr. Horvath has been a long-time pillar of the Presbyterian community and an asset to all of us. I have great admiration for him,” says fellow physician William “Tad” Berlin, MD. After a lifetime of achievements, Dr. Horvath says his retirement plans are “evolving.” In addition to spending more time with his family, he enjoys travel and recently returned from a trip to Iceland where he walked on a glacier. “It was a blast, a fitting way to kick off retirement,” he says.   TriCore, a not-for-profit entity that is now a significant regional laboratory recognized throughout the country after receiving nationwide attention during the pandemic. I have had a very rewarding and enjoyable career and 50 years flew by very fast.”

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Gifts in honor of Dr. Andrew Horvath may be directed to the Andrew and Brenda Horvath Pathology Lab Fund, which will support equipment needs, facility upgrades and improvements for patient care across Presbyterian Pathology Laboratories. Gifts may also be directed to any fund of interest in support of capital, staff education and program expenses. For more information, please contact Melanie Hitchcock at (505) 724-6586 mhitchcoc@phs.org.or

Dr. Horvath believes Presbyterian is able to offer excellent medical care because of “dedicated community leaders, who have given an incredible amount of time and effort and thought and energy to maintaining this as the best institution in New Mexico.”

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giving thanraisesDaffodilgalleryDaysmore$193,000

Thanks to your participation in our 39th annual Daffodil Days fundraiser, which took place March 18-19, Presbyterian Healthcare Foundation raised more than $193,000 for Presbyterian Robert Wertheim Hospice House. The Robert Wertheim Hospice House is designed to be a landmark of compassion and care that fulfills an unmet need for specialized hospice care in our community. The new residential hospice facility will serve more than 300 patients and their families each year. Proceeds from the fundraiser support a portion of the Foundation’s $500,000 annual commitment toward facility operations. This event would not be possible without the support of every volunteer, sponsor and donor. A special thank you to our presenting sponsor, Garcia Automotive Group, for their incredible support of Daffodil Days 2022. Through the support of our community, families are able to focus on what's most important – time with their loved ones. For that, we cannot thank you enough.

Thanks to a $1.5 million gift from Duane and Barbara Trythall to Presbyterian Healthcare Foundation and matching funds from Presbyterian, this addition to the Presbyterian Healthplex provides a warm water pool for aquatic rehabilitation, group instruction and open swim. In addition to warm water therapy and exercise, services include a robust aquatic-based physical therapy program as well as Community Aquatics Fitness Memberships. Monthly aquatics memberships for our community program are $55/month.

For more information on aquatic physical therapy or to set up an evaluation, call (505) 823-8350. For more information on community fitness memberships, call (505) 823-8300.

Since the April opening of the new Presbyterian Rehabilitation Services Duane and Barbara Trythall Aquatic Therapy Natatorium at the Presbyterian Healthplex, the facility has been averaging 1015 new members per week.

Elizabeth Wertheim and her daughter Helen at the grand opening of the new Presbyterian Robert Wertheim Hospice House. Liz made a major gift to name the Hospice House in memory of her husband, Bob, a former Presbyterian Theboard member.WertheimFamily

Presbyterian Robert Wertheim Hospice House Opens

The Presbyterian Robert Wertheim Hospice House in Albuquerque will provide a space where patients and families can receive home-like hospice in the last days or weeks of life.

Duane and Barbara Trythall Aquatic Therapy Natatorium Opens

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P.O. Box Albuquerque,26666NM 87125-6666 Phone: (505) 724.6580 Fax: (505) www.facebook.com/PresHealthFoundationwww.phs.org/foundation724.8000 Non-profit Org. U.S. Albuquerque,PAIDPostageNMPermitNo.1520 To opt out of future fundraising communications, please contact us at email phf@phs.org or call (505) 724-6580 or toll-free (800-709-8798). Thank you to our 2022 sponsors for their commitment to provide mental health support and resources for New Mexicans. To show your support, make a cash donation at www.phs.org/laughter PRESENTING SPONSORS HEE-HAW SPONSORS GIGGLE SPONSORS

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