25 years of delivering

by supporting patient journeys

2020 ANNUAL IMPACT REPORT 1 2020 ANNUAL IMPACT REPORT LETTER FROM THE CEO

Welcome CONTENTS

Letter from the CEO 3 Patient Advocate Foundation (PAF) has provided people who make us what we are – the patients and direct assistance over the past 25 years to more than caregivers we serve along with our dedicated staff Overall Foundation Impact 4 1.5 million seriously ill patients who are in a moment and partners who roll up their sleeves to help. of crisis. As our nation is poised to emerge from the You will also see our values, which have long COVID-19 Response 6 COVID-19 crisis, I can say proudly that we at PAF been grounded in a belief that each member of are undaunted in our commitment to addressing the the community should have equal opportunity to How We Help unique needs of vulnerable patients and families achieve good health. This core principle is reflected struggling to access quality healthcare services Case Management 8 in the practical problems we address and the specific and overcome the financial ravages of illness. Financial Services 9 populations we serve through case management, The communities we serve have long endured unequal financial assistance, education and training, health Bennardo Family’s Story 10 access to care and the challenges created by the services research and community outreach. many social determinants of health. The pandemic Patient Education & Empowerment 12 PAF will continue to help one patient at a time and has drawn much-needed public awareness of these one community at a time thanks to your sustained Health Equity & Community Engagement 14 inequities while also intensifying the need for the support. On behalf of the patients and families we work we do at the individual and community level. Ricky’s Story 16 are privileged to serve, I offer my deepest gratitude Our mission has never been more motivating and to those who make our work possible and invite Service by the Numbers 18 our dedication more important to finding solutions you to continue the journey with us. Joyce’s Story 20 for patient populations facing barriers related to necessities like food, housing, transportation and Health Services, Research, 22 insurance coverage. Patient Experience & Evaluation You will see in this report the impact of our programs Alan J. Balch, PhD that brought direct relief to nearly 193,000 patients Chief Executive Officer tiny.cc/ceointroduction Special Events 24 in 2020. More importantly, you will get to know the Financial Statements 26

Supporters 29

Board of Directors 33 OUR HISTORY Scientific Advisory Committee & Honorary Board 34 PAF was founded in 1996 by Nancy Davenport-Ennis and co-founded by John H. (Jack) Ennis to help address the issues faced by patients like their friend Cheryl Grimmel, who had to battle not only her breast cancer but for access to affordable treatments. In PAF’s first year, Nancy and a part-time volunteer staff of 2 provided case management assistance to 157 patients who faced barriers to prescribed care. Fast forward to 2020, and we’ve helped a cumulative total of more than 1.5 million patients nationwide with support provided by more than 200 staff.

2 3 OVERALL FOUNDATION IMPACT OVERALL FOUNDATION IMPACT

Overall Foundation Impact Service to All 50 States increased by 32% What Our Patients Are Saying… PAF served patients in all 50 states and the U.S. territories in 2020. Using county-based data, over 2019 the map below represents the locations of patients we served and provides insight into the number PAF uses a standardized survey to assess overall Summary of PAF Total Patient Cases and Contacts in 2020 and type of engagement activities in specific locations. Shading by county depicts population density patient satisfaction and program impact levels. Total Patient Case Count 192,881 of PAF patients. Chips represent a specific location for a PAF program, event or activity. The top ten Each patient directly served by the organization patient service states are outlined in white. Case Management Cases 21,161 is invited to share feedback in either English or Co-Pay Relief Recipients 71 ,115 Spanish. The overall survey completion rate Some in-person conference and event participation took place in early 2020; however, the onset of Financial Aid Fund Recipients 61,197 of 5%, results reflect high rates of satisfaction COVID-19 required a pivot to innovative, virtual participation formats. This successful transition provided PAF COVID Financial Support Recipients 23,866 across all patient programming, with patients PAF with access to larger, new, more diverse and non-traditional audiences. and their caregivers reporting that PAF was Patient Services Email Helpline Sessions 15,542 helpful, knowledgeable, compassionate and well-informed on issues of importance to them. Total Patients Served by PAF Between 1996 and 2020 1,556,713 2020 Overall Patient Satisfaction Rating

DIAGNOSES SERVED BY PAF 9.7 of 10 629 246 Patient Ratings for PAF Service DISTINCT PATIENT DIAGNOSES DISTINCT RARE DISEASES 4.9 of 5 The Programs Through Which We Deliver Direct Assistance knowledge & professionalism of staff

CASE MANAGEMENT 16 serve patients living with a diagnosis 98% 99% other than cancer indicated their issues would recommend 31 15 serve patients living with cancer were resolved PAF to others total unique programs and/or PAF provided 4 programs fully administered by PAF valuable help for other non-profit organizations

FINANCIAL SERVICES % of Respondents That Would Recommend PAF to Others by Program PAF Population Hotspot Indicators PAF National Impact PAF Top 10 Patient Service States 59 disease funds assist with medication costs Less than 10 Research Dissemination through Conferences Florida: 12% North Carolina: 5% 20 funds provide travel assistance to patients 16 11-100 Patients Health Equity Workshops & Events Georgia: 10% Alabama: 5% patient assistance 8 funds provide cost-of-living assistance 101-500 Patients Academic Research Partners & Stakeholders Texas: 8% South Carolina: 5% programs provide to patients 95% 99% 99% 501-1,000 Patients California: 6% Ohio: 4% financial support Speaking Engagements & Event Participation 5 funds provided financial assistance > 1,001 Patients New York: 5% Illinois: 4% to patients across Case Co-Pay Financial Aid Scholarship for Survivors Awardees 92 unique funds to people impacted by COVID-19 Management Relief Funds

4 5 February 29: CDC and Washington COVID-19 Response Key State report the first US COVID-19 death2 COVID-19 RESPONSE National Response January 21: CDC confirms March 11: The World Health Organization PAF Response 1st US Coronavirus Case1 declares COVID-19 a pandemic

COVID-19 Response March 30: Treasury March 27: CARES Act March 15: The CDC recommends Department announces signed into law against gatherings of 50 or more people PAF’s ongoing response to COVID-19 has been shaped by guiding principles that placed the health of our staff distribution of COVID-19 and families and the ability to continue providing high-quality service to our patients at the forefront. PAF COVID Care Resource PAF establishes key priorities to guide economic impact payments4 Center launches pandemic response planning

Within days of the first state-issued stay-at-home PAF focused on the urgent, unmet needs facing April 1: PAF orders, PAF established a COVID-19 Emergency Response patients and their families that resulted from COVID-19 launches COVID Plan and implemented associated activities including: and the wide-spread restrictions designed to mitigate the Care case March 20: March 17: Puerto Rico April 28: Gallup poll finds 1 in 7 Americans spread of the virus. PAF worked with new and existing management and 96% of PAF staff issues the first territorial stay- •Development of an enterprise-wide Pandemic would not seek care for COVID symptoms partners to develop and deliver easily accessible, impactful the COVID Care transitioned to Work at-home order, followed by Response plan because of cost concerns5 direct assistance and educational initiatives for those patients Recovery Fund from Home California on March 193 and families suffering from the virus and its impacts. PAF data analysis reveals an increased •Development of a Remote Desk Services plan These efforts resulted in valuable resources, including: demand for support for cost-of-living expenses. •COVID Care Resource Center PAF and •Successful transition of 96% of PAF staff May 8: patientadvocate.org/covidcare/ Team Rubicon to a work-from-home model, with no More than 5 million Americans have lost health • COVID Care Webinar Series launch COVID-19 July 14: interruptions to service availability insurance because of job losses linked to the pandemic7 • COVID Care Resource Directory Emergency Food for our patients Assistance Program •COVID Care, case management support program PAF’s Health Equity team leverages partnerships to reach 1-800-532-5274 at-risk populations with information about our COVID-19 •Development and implementation of flexible June 30: Sixteen states pause their support programs framework for PAF parents of school-aged •PAF’s Co-Pay Relief Program COVID-19 Fund reopening plans; 36 states report new children in remote learning models 6 copays.org/funds/covid-19/ cases are trending upwards PAF’s COVID-19 Pandemic Impact Survey is disseminated, garnering more than 4,100 responses •Expanded FMLA protections for our staff •COVID Care Recovery Fund (serving patients through November 5, 2020) August 10: PAF’s Co-Pay Relief COVID-19 Fund launches •COVID-19 Emergency Food Assistance Program In partnership with Team Rubicon and Bristol Myers Squibb Foundation (serving patients through July 16, 2020) December 31: 10.7 million Americans are unemployed, September: U.S. businesses an increase of nearly 5 million since February9 continue to limit operations The US surpasses 20 million COVID-19 cases10 as a result of COVID-19 restrictions8 PAF has been privileged to serve alongside so many others in 2020 to deliver responsive, efficient, PAF webinar launch: “At a Loss? Your PAF Toolkit for Dealing with Work Disruption, Decreased Income and Paying for compassionate interventions that overcome healthcare access obstacles and bring financial relief to patients and PAF webinar launch: Health Living Expenses During the COVID-19 Pandemic” families in need. Our resolve to maintain these safety net resources for those impacted by the pandemic remains Insurance Literacy Project, intact as we continue to band together as a nation to eradicate COVID-19. “Why Heath Insurance is Important” & “How to get PAF reached more than 55,000 Health Insurance” patients and families through our COVID-19 support initiatives in 2020

Sources: 1ajmc.com/view/a-timeline-of-covid19-developments-in-2020 (unless otherwise cited) | 2 cdc.gov/media/releases/2020/s0229-COVID-19-first-death.html |3 cdc.gov/mmwr/volumes/69/ wr/mm6935a2.htm#:~:text=The%20first%20territorial%20order%20was,stay%2Dat%2Dhome%20orders |4 irs.gov/newsroom/economic-impact-payments-what-you-need-to-know | 5 ajmc.com/ view/cost-concerns-would-prevent-millions-of-americans-from-seeking-covid19-care-survey-finds |6 cnn.com/world/live-news/coronavirus-pandemic-06-30-20-intl/index.html | 7 ajmc.com/ view/states-facing-covid19-spikes-report-greatest-health-insurance-coverage-losses | 8 voanews.com/covid-19-pandemic/us-coronavirus-cases-rise-month-over-month-27-states-september | 9 cnbc. com/2020/12/04/jobs-report-november-2020.html#:~:text=There%20are%20still%2010.7%20million,up%202.5%20million%20from%20February | 10 nbcnews.com/news/us-news/december-was- 6 deadliest-most-infectious-month-start-pandemic-n1252645 7 HOW WE HELP HOW WE HELP

Case Management Financial Services $250M+ CPR grant payments Providing effective, compassionate case $23,999 or less annually), and racial and ethnic CO-PAY RELIEF to patients in need management interventions to patients diagnosed minorities (45% of our patients were non-Caucasian with a chronic, life-threatening and/or debilitating illness with 28% identifying as African American and 11% Many patients require extra financial help with paying for the numerous out-of-pocket has always been at the heart of our mission, and 2020 as Hispanic/Latino). healthcare costs associated with a diagnosis. PAF’s Co-Pay Relief (CPR) program exists to brought urgent challenges to the patients and families help reduce the financial distress low-income patients experience when faced with various Our case managers are often called to help with we serve. Many patients were in crisis and turned to PAF costs. The program provides direct financial assistance for co-payments, co-insurance or the negative effects healthcare and cost-of-living for help with the most basic necessities, such as food, cost-sharing to qualified patients through funds dedicated to specific disease states. Launched expenses have on patients and their families housing and medical bills. Our team of case managers in 2004, CPR operates in compliance with the guidance provided by the Office of Inspector by facilitating access to safety net programs, responded, delivering comprehensive help to General (OIG) while delivering best-in-class service with an emphasis on ease of access negotiating resolutions to medical debt and more than 21,000 patients across the country, and high-quality patient service. educating individuals on options for healthcare tiny.cc/weareeveryone with an emphasis on reducing emotional distress and coverage and relevant resources. In 2020, these More than 71,000 patients were approved for assistance in 2020 and served through improving health outcomes. efforts resulted in $25,302,209 in debt relief a total of 41 open disease funds, with grant payments totaling $250,070,049. Connection with personalized case management is secured on behalf of patients. tiny.cc/welcometocpr particularly important for specific populations that Of the 31 case management programs, experience premature mortality because of their 6 were FINANCIAL ASSISTANCE FUNDS , including COVID Care, the Cancer most critical social determinants of health, or, more new Navigation Program and four financial navigation specifically, the gaps caused by them. These include PAF’s financial aid funds award small grants to eligible low-income patients for studies in partnership with health service researchers disabled (22% of case management patients report a broad range of non-medical expenses including food, transportation, housing, short-term at academic cancer centers. being disabled), rural, low literacy, limited resource lodging and utilities. The economic impact of COVID-19 financially devastated millions patients (47% of case management patients earn of households and threatened access to the most basic necessities, making the availability of the safety net support offered by these programs even more critical for the survival and recovery of patients and their families. NON-PROFIT SERVICE PARTNERSHIPS

Eleven of our case management programs are ZERO360: Comprehensive Patient Support fully funded by donations and grants from non- Program. Our partnership with ZERO expanded this profit organizations. For example, PAF administers year with the launch of the ZERO Drive Program. the Livestrong Navigation and Fertility Discount These highly-valued collaborations bring together programs, which assisted 3,440 clients in 2020, organizational strengths, expanding the reach and as well as ZERO-The End of Prostate Cancer’s scope of impactful interventions for patients in need. 4 1 of 3 270k new financial patients participating in a PAF incoming calls handled by assistance funds pandemic survey reported financial call counselors, launched in 2020 financial hardship after a 66% increase over 2019 implementation of state/federal 22% 47% $25M+ responses to COVID-19 OF CASE MANAGEMENT OF CASE MANAGEMENT IN DEBT RELIEF PAF also partners with non-profit organizations to manage the administration of their financial PATIENTS PATIENTS obtained on behalf assistance programs. In 2020, PAF’s financial call counselors delivered assistance to 85,063 report being disabled earn $23,999 or less of patients patients, a 102% increase over 2019. These funds successfully processed more than 256,000 annually individual grant payments to patients in need.

8 9 PATIENT IMPACT: THE BENNARDO FAMILY’S STORY

A Legacy of Service

WHEN PAF PATIENTS WERE ASKED... 63% OF PATIENTS experienced financial hardship in the past year due to the costs of their medical care (PAF 2018 Cost-of-Care Survey) 58% OF PATIENTS reported that out-of-pocket medical costs were a significant barrier to achieving healthcare goals (PAF 2019 Retrospective Survey) 32% OF PATIENTS stated that out-of-pocket costs were a major factor when selecting treatment options after diagnosis (2019 Impact of Disease Diagnosis on Employment Survey)

FINANCIAL IMPACT APPLICABLE RESOURCES & PROGRAMS: 2020 DATA POINTS: While PAF’s case management program does not provide direct financial assistance Case management gender: Our Financial Aid Funds (FAF) provide small grants to eligible patients for a broad range to callers, case managers often help find financial relief for patients when needed. of support needs designed to ease the burden of non-medical expenses, including transportation, housing, childcare, short-term lodging, utilities and nutritional needs. 63% Female patientadvocate.org/connect-with-services/financial-aid-funds $25M+ 29% 37% Male in documented debt relief obtained of people who called for help from a through case management PAF case manager were calling because 85,063 256k+ of an issue concerning medical bills. Featured on this page, 10 PATIENTS ASSISTED INDIVIDUAL GRANT PAYMENTS PROCESSED the Bennardo family 11 HOW WE HELP HOW WE HELP

The COVID Care Resource Center features 315 audits to ensure the availability of timely, accurate Patient Education & Empowerment resources and helped more than 29,000 unique resources. Modeled after the NFRD (see page 12), 190k page views for visitors between launch in March and December our COVID resource center includes 14 categories PAF online educational Considering the unprecedented impact of the healthcare consumer experience and empower 31, 2020. In response to the rapid and continual of assistance programs that offer services or financial materials COVID-19 during 2020, it was critical that patients to self-advocacy. Our free, publicly available flow of new information related to COVID-19, PAF’s aid to individuals affected by the pandemic. 2020 Data Highlights our education and communication activities resources are relevant to all audiences and address a education team performed real-time, ongoing patientadvocate.org/covidcare/resources of PAF’s Online Subscriber quickly pivot to support the overall needs of our wide array of topics. Community Engagement patients and partners. Beginning in March, a Of the 54 educational videos available on-demand, the most viewed titles in 2020 were: The Education Resource Library contains PAF’s flurry of multichannel communication tools were •Federal Government COVID-19 Crisis Response to Support Patients and Families entire catalogue of content in an easily accessible, developed for and shared with a broad array •Coronavirus 101: Learn from PAF’s Epidemiologist searchable format, crossing category filters for 13 of stakeholders. These communications included •3 Good Ways to Plan for Your COVID-19 Care Right Now Over 44k educational topics, 4 content types and 2 languages. In 2020, 7 public announcements regarding PAF’s operational 148% new, 32 updated and 9 translated publications were materials mailed, distributed response to COVID-19, newly developed “This was a very informative webinar…. Thank you again. A TON of information growth in online released, along with 28 webinars. A video introduction subscriber communities via outreach or through case resources, partnerships, direct support programs – K. Carter helps new users find the answers they are looking for. in a short amount of time. Concise and easy to understand” management activities. and/or educational opportunities for those over 2019 impacted by the pandemic. patientadvocate.org/explore-our-resources/ education-resource-library/ PAF’s education and empowerment initiatives deliver PAF electronic news messages drawing the highest audience engagement included: actionable advice and expert guidance to improve •Are New Year Deductibles Busting Your Budget? •PAF Deploys a Range of Safety Net Services to Help Patients and Families Impacted By COVID-19 113 •Team Rubicon and PAF Launch the COVID-19 Food Assistance Program individual communications •Discussing Financial Consequences of Serious Illness delivered to our The National Financial Resource Directory (NFRD) is PAF’s most utilized educational tool. •CPR Opens Pancreatic Cancer Fund subscribers It provides users with an immediate list of relevant resources based on their search criteria and offers •We Are PAF: Meet Jasmine, Meet Brendan, Meet Rita, Meet Carlette, Meet Courtney, Meet Kayla insights otherwise gained only through one-on-one case management. patientadvocate.org/explore-our-resources/national-financial-resource-directory

tiny.cc/resourcelibrary Migraine Matters, an online educational Matters of the Heart (MOH), PAF’s self- National Financial Resource Directory 2020 Highlights resource tool, serves patients with headache disease. directed online education tool combines the best 9% In 2020, PAF partnered with the Headache and resources from top non-profits and clinical experts increase in subscriber Migraine Policy Forum and Coalition of Headache in cardiovascular care and captures an expanding engagement rate and Migraine Patients to expand awareness and collection of articles, videos, webinars, resources compared to 2019 , utility of the tool, which garnered 43,708 page and guided chatbot. MoH received more than 10% 34 869 773k views, a 47% increase over 2019. 11,000 page views, a 60% increase over 2019, with INCREASE TOTAL SEARCHES MATCHING RESOURCES We invite you to subscribe to Received the Bronze medal migraine.pafcareline.org more than 5,000 unique visitors, a 74% increase. in average daily use completed by users provided to users our electronic news delivery at award in the 22nd Annual patientadvocate.org/matters-of-the-heart Digital Health Awards® compared to 2019 patientadvocate.org/get-involved/ sign-up

Also new: PAF’s What’s So Special about Specialty Pharmacy? A User’s Guide and Sponsored by PAF’s new publication Getting the Right Test at the Right Time: A Cancer Patient’s Guide to Biomarkers, complimentary on-demand webinar. These user-friendly educational products demystify specialty addresses misperceptions about, and the essential role of biomarker testing in, cancer treatment. Supported by the pharmacy roles, outline the access process and provide tips for obtaining medications. Solutions to Empower Patients program. patientadvocate.org/explore-our-resources/education-resource-library/

12 13 HOW WE HELP

Health Equity & Community Engagement In 2020 almost 28% of PAF Since inception, PAF’s work has focused on agencies, corporate and non-profit partners. In 2002, patients identified as addressing health inequities driven by our service to 12% of patients receiving PAF case management African American specific populations experiencing high premature services identified as African American, 4% as mortality in part because of social determinants of Hispanic/Latino and less than 1% as Asian. Thanks health, or, more specifically, the gaps caused by them. to our sustained community outreach over the years, we have been able to dramatically increase and Early on, PAF prioritized the need to reach historically maintain racial and ethnic diversity among the patients PAF’s Shonta Chambers, MSW, at the Memphis Breast Cancer Event, February 2020. underserved populations through outreach and served by case management. In 2020, 28% of those education initiatives focused on African American, receiving case management services identified as Hispanic/Latino and American Indian/Alaska African American, 11% as Hispanic/Latino, 3% as PAF Health Equity Accomplishments Native communities. These efforts were supported by Asian and .5% as American Indian/Alaska Native. a diverse and committed donor base of government PAF’s Progress in Reaching Underserved Patients >1,750 Patients and caregivers reached through three innovative, 28% In 2020, SMHN’S three webinar trainings collaborative outreach events focused on breast cancer with topics (selfmadehealth.org/webcasts/) attracted more than ranging from breast cancer screening and treatment to financial 20% 18% 450 attendees from 31 states, representing voluntary health resources and PAF services. One event was held live in Memphis 16% organizations, worksites, health consortiums, federally qualified African American on February 29, 2020, where over 600 African American women 12 % 13 % 11 % 11 % health systems and cancer institutes and centers. Titles include: convened. The other events were virtual and held over a series 4% 8% of months in Chicago as part of local PPE and food distribution Hispanic/Latino Understanding Social Determinants of Health initiatives that allowed for the sharing of information about breast Asian 2% 3% 3% 1% 1% to Advance Cancer Health Equity: cancer screening and PAF’s support services. 2002 2007 2012 2017 2020 Clinical Community-Linkages PAF’S HEALTH EQUITY WORK IS NOT A MOMENT. IT’S A PHILOSOPHY. Cancer Survivorship: Improving Health Equity Many of PAF’s activities are based on strategic #ListenUpMBC CONFAB on Young Women MBC with Culturally Relevant Tobacco Cessation partnerships with other organization in order to Disparities to educate young women about resources to for Asian Populations reach racially diverse breast cancer patients, with support them along their cancer journey. an additional emphasis on young women. We align PAF administers the SelfMade Through SelfMade Health with national organizations such as Touch, The Black Reducing Employee Risk: COVID-19, Health Network (SMHN), Network, collaborated Breast Cancer Alliance along with the Young Survival Tobacco Use and Smoke-free Environments. which is part of the Center for 10k with the Memphis Breast Coalition, as well as with local grassroots organizations Estimated viewers reached Care Consortium for video Disease Control’s consortium across Memphis and Chicago supporting African with lymphedema educational production to educate Black of national organizations to tiny.cc/smhcast American and/or Hispanic women, including Carolyn video produced in partnership women on what it means to advance the prevention of and Karen Spiritual Healing House, Resurrection with Live Today Foundation have a breast cancer diagnosis commercial tobacco use and cancer in populations Project- ELLAS (En La Lucha a Sobrevivir), Sister’s experiencing tobacco- and cancer-related health Network (Chicago & Memphis Chapter) and disparities. SMHN focuses on the implementation of ALAS-WINGS. We leverage national social media On the ground collaborative partners in 2020 included: evidenced-based strategies that address cancer and audiences through our partnership with the LIVE Today tobacco-related disparities among populations with Foundation. We joined forces with Tigerlily Foundation low socio-economic characteristics. at the 2020 American Society for Clinical Oncology (ASCO) Virtual Conference to participate in the 2020

14 15 PATIENT IMPACT: RICKY’S STORY

WHEN PAF PATIENTS IMPACTED BY THE Ricky | Follicular Lymphoma PANDEMIC BUT NOT DIAGNOSED WITH COVID-19 WERE ASKED... “Our case manager, Bridget, at PAF was warm, caring and very sympathetic with hearing my concerns… She also was proactive with seeing if we needed any other services going forward. We all need a “Bridget.” All of us are facing some sort of new adjustments in life and 33% said they had trouble locating having people like her on the other end of that phone with a warm tone or accessing food and grocery and compassionate heart can move you to your next blessing … delivery services since the beginning of the pandemic We were approved for the COVID-19 Emergency Food Grant, thank you guys so much!! God bless you and all that you do.” – LaQuita, Ricky’s Wife 35% stated they had trouble paying for food since the APPLICABLE RESOURCES & PROGRAMS: beginning of the pandemic PAF’s COVID Care program provides information and education in response to questions and concerns about accessing and paying for care and managing cost- of-living needs that have become difficult to manage due to the pandemic. Case managers ensure that individuals are quickly linked to resources while actively listening 55% to patients’ questions and fears. Their goal is to provide empathetic, compassionate stated measures to stop and knowledgeable support to each person they serve. the spread of COVID-19 1-800-532-5274 or patientadvocate.org/covidcare/help/ affected their emotional and mental health

PAF’s health equity team leveraged existing partnerships and built new ones to address gaps exposed by COVID-19 among populations at risk for health disparities. Partnerships with Sisters Working it Out, Carolyn and Karen Spiritual Healing House, ALAS-WINGS, Resurrection Project-ELLAS and Sister’s Network (Chicago Chapter) helped disseminate information about PAF’s COVID-19 support resources.

2020 DATA POINTS:

28% of case management patients were African American, In partnership with Team Rubicon (TR), PAF helped immunocompromised patients an increase of 43% over 2019 living with cancer, multiple sclerosis or rheumatoid arthritis whose ability to access or afford food and other nutritional needs was at risk due to COVID-19. Requests for nutrition/wellness assistance represented 10% of all the calls to PAF case managers $10M Team Rubicon mobilized volunteers IN GRANT SUPPORT to provide food pick-up and delivery provided to rheumatoid arthritis, 23,866 patients received assistance to 2,711 patients cancer and multiple sclerosis assistance from PAF COVID-19 16 patients in need of food assistance financial support programs 17 HOW WE HELP 299 of those are navigation or case management experience 2020 Case Management Service by the Numbers CASE MANAGEMENT STAFF EXPERIENCE increase of 21% from 2019

21,161 302,359 12 Diversity of TOTAL CASE COUNT CONTACTS MADE WITH OR ON BEHALF DAY AVERAGE 95% 5 387 100% backgrounds of case management staff staff members years of combined have participated in some support the mission OF A PATIENT TO RESOLVE THEIR CASE TO WORK A CASE have some type of post-high speak Spanish healthcare experience prior sort of job-related training and core services school education to coming to PAF

TOP WAYS PAF CASE MANAGERS HELPED PATIENTS HOW PATIENTS FIND PAF CASE MANAGEMENT SERVICES 8% Facilitated nutrition/food assistance CPR SERVICE BY THE NUMBERS 13% 1% 15% 14% 53% 3% 2% 8% Negotiated financial discount on co-pay

Friend/Family Government Healthcare Media and Cases referred to Patient previously Professional Obtained utility financial relief Agency or Organization or Outreach PAF by other non- served by PAF Organizations 7% Representative Representative profit organizations 5% Secured ground transport 6 131% increase in referrals from friends and family 71,115 Average Contacts 5% Located mortgage payment relief Patients Approved per Approved Applicant ETHNICITY INCOME EMPLOYMENT 4% Educated on disability eligibility and enrollment African American < $23,999 Disabled $250,070,049 28% 47% 22% Grant Payment Total 4% Educated on health insurance eligibility and enrollment .05% American Indian/Alaska Native 28% $24,000 - $47,999 28% Employed 16% increase in the grant payment total 3% Asian 12% $48,000 - $71,999 3% Full-time Student 2% Blended Race 6% $72,000 - $95,999 1% Homemaker TOP 10 DIAGNOSIS CATEGORIES SERVED BY CASE MANAGEMENT .08% Caribbean Islander 3% $96,000 - $119,999 1% Minor Child 55% Caucasian 5% $120,000 or More 23% Retired 242,436 764,010 Incoming Calls Handled Total # of Grant Payments 11% Hispanic/Latino 2% Self-employed 9% 63% 5% 11% 3% .3% Middle Eastern AGE 20% Unemployed Autoimmune Cancers Cardiovascular Chronic or Diabetes Patients Served by CPR Since 2004 .2% Native Hawaiian/Other Pacific Islander Diseases Conditions Debilitating 3% Birth to 18 Conditions 19% 19 to 35 11% increase in 521,536 INSURANCE STATUS 30% 36 to 55 the Unemployed category 2% 2% 7% 2% 4% 9 NEW CPR DISEASE FUNDS LAUNCHED IN 2020 83% Insured 41% 56 to 75 Infectious Kidney Nervous Pulmonary Vascular •Acromegaly •Hepatocellular •Pancreatic 17% Uninsured 7% Over 75 Diseases Diseases System Conditions Diseases •COVID-19 Carcinoma Cancer Conditions •Gaucher •Melanoma •Spinal Muscular 18 45% increase in the number of uninsured patients Disease •Metastatic Atrophy 19 •Hemophilia Melanoma PATIENT IMPACT: JOYCE’S STORY

WHEN PAF PATIENTS WERE ASKED... Joyce | Graves & Thyroid Eye Diseases

“My Ophthalmologist prescribed a [therapy] that my insurance carrier 34% OF PATIENTS denied … I was promptly assigned to a PAF patient advocate. We worked reported that challenges together with immediacy to put together an appeal with an expedited with insurance coverage was review request … thank goodness the efforts by PAF and everyone a barrier to achieving their healthcare goals assisting me, helped me obtain the much-needed approval … within days I received my treatment. Immediately my eyes started to improve. I felt like a flower that had wilted and when finally given water started 78% to grow towards the sun again!” OF PATIENTS stated that PAF assisted them in achieving their healthcare goals APPLICABLE RESOURCES & PROGRAMS: 40% OF PATIENTS reported being “very concerned” about PAF’s Case Management Education Series, Helping Patients Chart their having access to the best Course harnessed extensive expert case management knowledge to deliver a medical care during their series of short webinars that teach individuals how to make informed health insurance treatment journey decisions and address insurance denials. Each module includes skills tests and answer (PAF 2019 Retrospective Survey) keys, sample documents, checklists, important terms and other helpful materials. bit.ly/3jC2zqn

Engaging with Insurers: Appealing a Denial, available in print and online, 2020 DATA POINTS: focuses on patients’ rights, effective communication, self-advocacy and navigation through health insurance denials. Distinct Patient Diagnoses: patientadvocate.org/download-view/engaging-with-insurers-appealing-a-denial 629 Of PAF’s 31 case management programs, 15 assist people living with cancer while 16 assist people living with a condition other than cancer, including infectious diseases, cardiac Our expert case management Case Management conditions, sickle cell anemia, ALS and Inflammatory Bowel Disease. assistance is often sought out by patients Of those diagnosed: Total Case Management Closed Cases 20,623 patientadvocate.org/connect-with-services/case-management-services-and-medcarelines experiencing complex healthcare Total Issues Addressed 28,523 barriers that require expedient intervention, sustained involvement and Total PAF Case Management Contacts 302,359 246 effective collaboration between multiple Average Contacts per Case 15 were Distinct Rare Diseases stakeholders to reach resolution. 20 21 HEALTH SERVICES, RESEARCH, PATIENT EXPERIENCE & EVALUATION

DISSEMINATION ACTIVITIES

Dissemination into the areas of healthcare delivery systems, health policy, public health and cardiovascular disease is an important The Evolving Landscape of Research, component of the research process, and the utilization of PAF’s research findings is an organizational priority. Dissemination, Partnerships 78% new & Patient Experience 9 conference 9 RESEARCH Early on in the COVID-19 pandemic, PAF health services research team developed an analytical framework ABSTRACTS opportunities PUBLISHED JOURNAL ARTICLES PRESENTATIONS to capture the unique experience of our patients – using this information to strengthen and diversify our services, partnerships and dissemination activities. Examples: Examples: Examples: “Matters of the Heart – Navigating Resources “Mitigating Cost of Care Conversations.” “Evolving the role of Non-profit We launched a series of surveys to collect information about how the pandemic impacted various aspects of our to Assist Patients in Managing Cardiovascular HIV Specialist. March 2020. Organizations in Addressing Social patients’ lives. Approximately 4,000 patients nationwide (27% response rate) responded to the baseline survey Conditions,” poster and presentation at 26th nxtbook.com/ygsreprints/AAHIVM/G116663_ Determinants of Health.” disseminated in June and July 2020. Annual Cardiovascular Nursing Symposium. AAHIVM_032020/index.php Rapid fire presentation. 2020 Innovation category winner AcademyHealth National Health “A Pilot Study of a Comprehensive Financial Policy Conference, Washington, D.C. “Ensuring nutritional access in the time of Navigation Program in Patients with Cancer Feb. 10-11, 2020. 87% of the patients 42% stated “staying 18% believed 55% stated 1 o f 3 patients COVID-19: A multi-organizational approach and Caregivers.” Journal of the National surveyed felt their healthy” was their “financial security” measures to stop experienced financial condition put them at greatest need related was the top need the spread of hardship after the providing support to immunocompromised Comprehensive Cancer Network, Oct. 2020. “Ensuring nutritional access in the time higher risk for severe to the COVID-19 related to COVID-19 COVID-19 affected implementation individuals struggling with food insecurity,” jnccn.org/view/journals/jnccn/18/10/ of COVID-19: A multi-organizational illness if they were to pandemic their emotional and of public health presented at the American Public Health article-p1366.xml approach providing support to be diagnosed with mental health measures to stop the Association conference by Fran Castellow, immunocompromised individuals COVID-19 Effect COVID-19 spread of COVID-19 MSEd, PAF President of Operations. struggling with food insecurity.” 78% of patients 35% transitioned to 47% reduced hours 12% experienced a 10% were laid off or APHA’s 2020 VIRTUAL Annual Meeting 2020 APHA Annual Meeting, reported some form a work-from-home/ worked furlough lost their employment and Expo (Oct. 24-28) San Francisco CA, Oct. 26-29, 2020. of work disruption telework environment Work Disruption due to COVID-19 55% said they had 53% reported 46% reported 45% reported 32% reported healthcare access challenges in challenges in challenges in challenges in RESEARCH ACTIVITIES AND PARTNERSHIPS challenges related to keeping or receiving keeping or receiving keeping or receiving keeping or receiving the treatment of non- appointments for appointments for appointments appointments Examples of Data Analysis and Dissemination Partnerships Healthcare Access COVID-19-related specialty care doctors dental services for primary care for laboratory or Challenges illnesses physician diagnostic testing •University of North Carolina at Chapel Hill – Examining the impact of cancer diagnosis on employment and the role of the employers 64% of patients 71% of patients 40% reported 50% patients in supporting newly diagnosed cancer patients. stated they changed reported 2 or more being “extremely experienced care the way they telehealth visits since satisfied” with care delays or treatment 42% were “extremely” •University of Alabama at Birmingham/MD Anderson Medical Center – Comprehensive review of PAF’s COVID-19 survey data. accessed care the beginning of the received during interruptions due to or “very” concerned about Accessing Care COVID-19 pandemic a telehealth visit COVID-19 the long-term health issues related to these Academic & Non-Profit Grant Funded Research disruptions ORGANIZATION PROJECT LOCATION Fred Hutchinson Cancer Research Center Randomized pragmatic trial of a proactive financial navigation intervention in patients with Seattle, WA newly diagnosed gastric and gastroesophageal junction (GEJ) adenocarcinoma Fred Hutchinson Cancer Research Center A randomized trial addressing cancer-related financial hardship through delivery of a Multiple US locations PATIENT ENGAGEMENT AWARDS proactive financial navigation intervention (CREDIT) LUNGevity Foundation Project DIRECT: Eliminating disparities in lung cancer comprehensive biomarker testing National Sample: Online Survey PAF received a 2-year PCORI Engagement Award, entitled In partnership with AcademyHealth, PAF was also selected by the Paving a Pathway to Engage Underserved Populations Patient-Centered Outcomes Research Institute (PCORI®) Emory University/ECOG ACRIN Cancer Oral chemotherapy non-adherence among breast cancer patients during a pandemic: a Atlanta, GA Research Group feasibility trial (CONCURxP) in Research. This project aims to increase the capacity of our to serve as the Engagement Coordinating Center (ECC) University of North Carolina at Chapel Hill Lessening the impact of financial toxicity: Improving the reach and quality of cancer care in Multiple NC locations ® current patient network with a focus on giving underserved patients for PCORnet , the National Patient-Centered Clinical Research rural populations (LIFT) and caregivers a voice in the research ecosystem. Network. The project’s goal is to increase the engagement of NORC at the University of Chicago Patient-Driven Research Communities (PDRC) Learning Network Chicago. IL patients, caregivers and community members to participate in and inform the nation’s clinical research. Data highlights from 2020 research and evaluation projects are presented throughout the report. 22 23 SPECIAL EVENTS SPECIAL EVENTS

Patient Congress Scholarship for Survivors Historically, PAF’s annual Patient Congress event has convened Since the program’s inception in 2000, the Scholarship for Survivors in Washington, DC. Event plans were adapted this year to provide program has awarded more than $730,000 in scholarships to a series of coordinated outreach, education and skills development 126 deserving college students whose educational pursuits were activities in virtual sessions. disrupted due to a serious illness. PAF, along with many other gracious sponsors and donors, has enabled 54 of these highly motivated, Patient Congress 2020: Finding Community Through Advocacy, held courageous young adults to realize fully degreed graduation. virtually September 23-25, brought together more than 150 volunteers, The program currently supports 30 students still pursuing their course patients, caregivers and advocacy partners and showcased strategic of study. Scholarship recipients are eligible to receive $3,000 per solutions to minimize cost burdens and meet patients’ and families’ school year for four consecutive years. most pressing financial and social needs. The keynote address featured guest speaker Mia Keeys of the American Medical Association’s Center Learn more about our scholarship program for Health Equity. PAF CEO Alan Balch and EVP Shonta Chambers patientadvocate.org/scholarships discussed the impact of policies on improving health equity, as well More than 150 attendees participated virtually. “Cancer has had a profound impact on as PAF services to address gaps in financial and social needs. me. Both my brother and I have a rare To learn more about Patient Congress, visit genetic disorder called Li-Fraumeni npaf.org/what-we-do/our-work/patient-congress-2020 Syndrome, a predisposition to all forms of cancer. Between the two of us, we have battled cancer 9 times. With the help from PAF, I am pursuing a career as Congratulations to the New 2020 – 2021 Scholarship Winners a pediatric oncology nurse and plan to

Ashley | St. John’s University, Psychology use my experiences to help others. My

Bianca | NOVA Southeastern University, Pediatric Oncology hope is that in seeing a former pediatric cancer patient who has both survived Brandon| University of Florida, Psychology/Pre-Med and thrived, my patients might be Gianna | St. John’s University, Political Science/Pre-Law encouraged and feel less alienation than Guests embraced the “Big Hats & Bow Ties” theme with PAF staff members, Becki, Chanda, Tracy and Michelle, Gracie | Hope College, Biomedical Engineering I did. Thank you for your support!” elaborate hats and bright dresses (Event prior to COVID-19). getting out for the virtual race. Isabelle | Duke University, Neuroscience, Psychology – Lauren | Scholarship Recipient Promise of Hope Crawlin’Crab Jessica | High Point University, Media Production Kaela | Virginia Commonwealth University, Medicine PAF’s premiere fundraising gala, A Promise of Hope Affair, was “Big Hats Due to the impact of COVID-19, the event was transitioned to a virtual run & Bow Ties” themed and celebrated its 20th year in February of 2020. and fundraising campaign held between October 3-25. Kayla | University of Miami, Public Advocacy

25 event sponsors 5 Teams Lauren | Capital University, Pediatric Oncology Nursing Lydia | Stanford University, Biology/Neurobiology 370+ guests from across the nation 23 fundraisers Rowan | Colorado College, Business Administration $214,000 raised 167 supporters Yhan | Icahn School of Medicine at Mt. Sinai, Medicine 30 scholarships funded (increased from 25) $22,000 raised In addition to the new awardees above, PAF’s scholarship program will also support 17 returning students this academic year. To learn more and watch a PAF testimonial video, tiny.cc/parkerprofile To learn more, please visit promiseofhope.net please visit crawlincrabhalf.com/charities

24 25 FINANCIAL STATEMENTS FINANCIAL STATEMENTS

Financial Statements Patient Advocate Foundation Statements of Financial Position June 30, 2020 and 2019

PAF financial statements are based on its fiscal year, from July of 2019 to June of 2020. The program impact 2020 2019 reporting in the preceding pages is conducted on an annual basis, from January 2020 to December 2020. ASSETS Current assets SUMMARY OF TOTAL PATIENT IMPACT IN FISCAL YEAR 2019/20 General operating cash and cash equivalents $ 34,643,003 $ 28,077,632 Restricted cash and cash equivalents 172,931,062 250,800,565 Total Patient Cases 188,696 Unconditional promises to give 14,086,492 17,254,062 Total Case Management Cases 21, 231 Accounts receivable 1,611,627 538,498 Interest receivable 266,096 – Total Co-Pay Relief Cases 72,906 Due from National Patient Advocate Foundation 41,713 18,437 Total Financial Support Programs Cases 67,637 Investments and cash equivalents 127,186,163 2,078,900 PAF COVID Financial Support 14,431 Inventories 55,002 42,269 Prepaid expenses 471,457 412 , 217 Total Patient Services Email Helpline Sessions 12,491 Total current assets 351,292,615 299,222,580 Total Patient Services Case Contacts 1,301,755 Property and equipment, net 3,919,924 4,321,760 SUMMARY OF CASE MANAGEMENT IMPACT IN FISCAL YEAR 2019/20 Other assets 50,331 50,331 $ 355,262,870 $ 303,594,671 Total PAF Case Management Case Count 21,386* Unique Case Management Patient Issues 36,240 LIABILITIES AND NET ASSETS Total PAF Case Management Contacts 334,734 Current liabilities Average Contacts per Case 15.7 Accounts payable and accrued expenses $ 13,105,119 $ 3,763,880 Due to National Patient Advocate Foundation 52,641 10,290 *To ensure the greatest degree of accuracy, the case management impact data presented above is derived from closed cases. Postretirement benefits liability, current portion 48,930 34,233 Deferred revenue 19,151,391 16,670,044 Accrued vacation leave 569,698 462,147

Total current liabilities 32,927,779 20,940,594 Long-term liabilities Postretirement benefits liability, less current portion 4,148,581 3,137, 549 Incurred but not recorded liabilities 135,687 126,804

Total long-term liabilities 4,284,268 3,264,353

Total liabilities 37,212,047 24,204,947 Net assets without donor restrictions Undesignated 16,262,233 13,272,753 COMBINED REVENUES COMBINED FUNCTIONAL EXPENSES Board designated 2,186,163 2,078,900 92% Program Grants – $278,137,670 Total net assets without donor restrictions 18,448,396 15,351,653 98% Program Services – $257,702,676 6% Program Administration – $18,618,857 Net assets with donor restrictions 1% Management & General – $2,860,826 1% Interest – $3,882,221 Restricted by purpose 299,602,427 264,038,071 .41% Fundraising – $1,085,844 .13% Gifts & Contributions – $383,937 Total net assets 318,050,823 279,389,724 .06% Event Revenue – $193,770 TOTAL $261,649,346 Total liabilities and net assets $ 355,262,870 $ 303,594,671 .01% In-Kind Service – $36,924

TOTAL $301,253,379 26 27 28 FINANCIAL STATEMENTSFINANCIAL

Patient Advocate Foundation Statements of Activities Years Ended June 30, 2019 and 2020

2020 2019 Without With Without With Donor Donor Donor Donor Restrictions Restrictions Total Restrictions Restrictions Total OPERATING REVENUES Contributions: Grants $ 3,838,516 $ 274,299,154 $ 278,137,670 $ 3,759,260 $ 217,776,219 $ 221,535,479 Private and public donations 258,937 - 258,937 165,787 - 165,787 Donated services and materials 36,924 - 36,924 35,314 - 35,314 Program administration 18,618,857 - 18,618,857 16,996,013 - 16,996,013 Patient Congress 70,000 - 70,000 80,000 - 80,000 Promise of Hope 123,770 - 123,770 141,650 - 141,650 Patient Action Council 125,000 - 125,000 75,000 - 75,000 Investment return 3,882,221 - 3,882,221 5,559,850 - 5,559,850 Net assets released from restrictions: Satisfaction of program restrictions 238,734,798 (238,734,798) - 235,446,577 (235,446,577) - Total revenues, gains and other support 265,689,023 35,564,356 301,253,379 262,259,451 (17,670,358) 244,589,093 OPERATING EXPENSES Program services: Patient/educational services 5,575,996 - 5,575,996 5,867,102 - 5,867,102 Financial aid programs 246,082,505 - 246,082,505 242,788,385 - 242,788,385 Service contracts 6,044,175 - 6,044,175 5,234,955 - 5,234,955 Supporting services: Management and general 2,860,826 - 2,860,826 2,746,021 - 2,746,021 Fundraising 1,085,844 - 1,085,844 1,138,723 - 1,138,723 Total expenses 261,649,346 - 261,649,346 257,775,186 - 257,775,186 Change in net assets from operations 4,039,677 35,564,356 39,604,033 4,484,265 (17,670,358) (13,186,093) OTHER NONOPERATING CHANGES Postretirement benefit charges other than periodic cost (942,934) - (942,934) (689,077) - (689,077) Change in net assets 3,096,743 35,564,356 38,661,099 3,795,188 (17,670,358) (13,875,170) Net assets, beginning of year 15,351,653 264,038,071 279,389,724 11,556,465 281,708,429 293,264,894 Net assets, end of year $ 18,448,396 $ 299,602,427 $ 318,050,823 $ 15,351,653 $ 264,038,071 $ 279,389,724 Brenda Bierty Daniel Bial Beth Moore &Associates,CPAs Dennis Bensman Richard Bennett Karen Bender Mark Bellehumeur Begin AgainFoundation Rosa Beasley Jackie Beard Brian andTimorah Beales Dave andJennBates Christie andCharlieBates Camille Bates Daniel Basnight Barbara Basabilbaso Eric andLisaBartelli Teresa Barrett Barnes Sheryl Luvenia Barnes Hugh Barlow Roger Banks Steven Bank Lawrence Banion Baltimore Orioles Barbara Baldridge Glen Balch Alan andValerie Balch Jeanine andKen Baggett GroupAtlantic BayMortgage Shonta Atkinson-Chambers AT&T EmployeeGivingCampaign AstraZeneca Mike andKelly Archuleta Arby’s Restaurant Tracy Andrus Deborah Andrus Alena Androsenka Carolyn Andrews Marbrico Anderson Eric Anderson David andCaitlinAnderson Kadhambari Anbalagan Amgen Foundation Amgen America’s HealthInsurance Plans LLCAmerican OncologyNetwork, American LazerLLC Arts, American CancerSociety AmazonSmile ALS Association David Allen Susan andWilliamAllcox Maria Ainbinder Agnello Bryan News Newport Ace Peninsula Hardware Hampton Ace Peninsula Hardware AcademyHealth AbbVie 3 BowlsofColor Supporters Jeffrey andCaroline Clemons Eugene Clark Cinema Cafe Cincinnati CancerAdvisors Beth Cicero Nick Chrismon Chevron Brad Chattillion Chase Gerard ChampagneDakota and Prevention Centers forDiseaseControl Katherine Center Vincent andSusanCatlin Nataly Castro andFranBryan Castellow Lisa Cassanova Carter John andJeannette Cynthia Carter Rebecca Carroll Peggy Carroll Saundria Cardwood John andMichelle Cardoso The Wharf Canopy Washington DC Dwana Calhoun Edna Caldwell C.D. West &CompanyReal Estate Angela Butler Busch Tiffany Beth Burnett Emily Bullock Lube &DetailShoppe Buggy Bathe AutoWash, Craig Brownlie Emily andRichard Brown Benton Brown Angelia Brown Ambria Brown Cecelia Brosnahan Allison Brooks Debbie Bristow Bristol-Myers SquibbFoundation Bristol-Myers Squibb Lee NewieBrinker Jennifer andFred Brewster Breeger Media Group Breakaway From Cancer BrazieCheryl Brandi Ledford Beauty Erin Bradshaw Jill Bradley Nicole Braccio Dennis Boteler Kathy Booher Boehringer Ingelheim Meagan andCharleyBocklet Jeffrey andJillBlinder Marcy Blanchard David Blalock,Jr. Eddie andCindyBlack Big Woody’s BarandGrill

Joey andLauraEpstein Nancy Davenport-Ennis John Ennisand Amanda Emerson EMD Serono Embassy Suites Marilu Ellis Lilith NatalieElliott - Peninsula Town Center Element Hotel Edwards Lifesciences Farrell Edwards Rebecca Edmondson Research Foundation, Inc ECOG-ACRIN Medical Eckenhoff andEmilyStanitz Jeff East Carolina AthleticDepartment Edith DuRousseau and AmandaWatkins Andrew Dunn Duke University Duck DonutsWilliamsburg Tony Droppleman Jennifer andBrianDow Dorner Albert Caitlin Donovan Tina Donnell Donatos Annelle Donaldson Dome Hats,LLC Daniel andAmyDolewski Atray Dixit Sarma andRajalakshmi Dittakavi Kathryn D.Dierks Destress Express Amisha Desai Kathy Dennehey Vicki Dawson &Co. Davenport and JonathanSibley Gwen Darien Shop D &PGift Anna MCushing Pamela Crum Create JoyProject, Inc. Craft 31 Joel Craddock Jeffrey andDonnaCox Grill County Jacqueline Costen Costco Wholesales Steven Cortes Amber Conway Steven Converse Amy Conti Tim Conner Margaret Comer Laura Combs Megan Colbert Clothes Mentor Steve andKimClore Walter JaneClinton andMary Susan Clifford

and Tavern Freemason AbbeyRestaurant Research Center Fred HutchinsonCancer Robin Frank-Jones Michael Fowler Foundation Medicine Andrea Foster David Foley Florida CancerSpecialists for Healthcare Value Elias Guanchez Catharine Grimes Linda Grijalva Anna Griffith Camden Griffin Great Wolf Lodge Vicki Grant John Grambow Pauline Goodgame GoodCoin Foundation Kelly Goff Michael Glover Shelly Glenn GlaxoSmithKline Glass byBasha Emily Gillespie Gilead Sciences George’s Inc Realty Genentech Gather Jane Garfield Gardner Gary Garrett Gardner GarciaMartin Joni Garcia Michelle Gansle Tammy Gannon Kathleen Gallagher Gerald andPatricia Gagliardi Joseph Funaro Amy Fulton Fuck Cancer Friends ofCancerResearch Layne Frels Barbara Hass Sam GundermanIII Florida Alliance Brooke Flores Drew Fisher Kristine Ferstenou William H.Ferguson III Stephen andTeana Ferguson Ferguson Enterprises,Inc. Wayne Fellabaum Doug Favre Jennifer Farnell Douglas Fairbanks Facebook FabinaStephen andMary Jeffrey L.Evelhoch Tracy Evans Espenshade Cynthia andArtie

Michele Gray Athletics James Madison University Noah Jacobson David Jackman It’s AllforCharity Cameron Ingram The Wharf Johnson & atLaw Jim SmithAttorney Patricia Jewell Amy Jeroy Club James RiverCountry and GuyJeffrey James Hyatt HouseWashingtonHyatt DC| Sandi andSteveHussell Nancy Huntingford Stacy Humphries Sharon Hubbard Penney Hsieh Howell Creative Group Phil Howard Horizon Therapeutics Emily Hollowell Phyllis Holliday Sharon Hollenbeck Dawn Holihan Hoer Beth andJeff Keta Hodgson Nancy Hoagland-Fuchs Phyllis Hill William Hilbmann Cynthia Higgins Patrick Higdon Roshaunda Hicks Virginia H.Hickman Paula Hersh Paul Helck Rigel Hebmann Sherman Hayden Hauser’s Jewelers Hattett Carlette Shauna andSteveHatfield & Oyster Bar Linda Johnston Monique Johnson Kaela Johnson Johnson Derryl Brentnol Johnson Andrea Johnson Health Care Systems Harpoon Larry’s FishHouse Harpoon Larry’s Susan andDwayneHarris Erica Harris Joann L.Harper Elizabeth Harlow Christine Hardy Avys Hardison Miles Hamrick Hampton Roads Post 31 Michael andPatricia Hall Haku

SUPPORTERS

29 SUPPORTERS SUPPORTERS Pat Jolley Mercer Kanaly Advisors PAF Talent Management Keith and Leslie Roberts Hillary Stemple Sandra and Felix Venezuela Honorary Donations David and Shireen Jones Merck and Facilities Team Rocquel Robinson Mia Sterling ViiV Healthcare JPMorgan Chase & Co. Merck Foundation Pancreatic Cancer Action Network Cristina Rodriguez Valerie Stevens Mark Villa In Honor of Kirsten Adkisson In Honor of Thomas Mulligan Nancy Jung Merrill- A Bank of America Park Lane Tavern Michelle Rodriguez Jeffrey Stevenson Mary Kay Villa Carol Gustafson Thomas Kerrigan Company Karen Parker Srikar Karempudi Shaquet Rodriquez Molly Stewart Cohn Virginia Beer Co. In Honor of Izzy Andrews Mary Ann Tetzlaff Michael and Phia Paterno Jennyfer Parra Donna Kaufman Rogue Elephant Coffee Sheila Stickel Carolyn Voiles Dale Andrews In Honor of Tammy Neice Vicky Keaton Charlotte Midgett Russell and Karen Parrish Roasting Company Katina Stockbridge Andrew and Myrna Wahlquist Judy Schwartz Marci Blatt Daniel J. Kee Brandon Mims Passionate Design & Paint Mark and Courtney Rollins Stocking To Stuff Carey and Chantal Waldrip In Honor of Aaron Barlow Chase Brasher Jared Kelly Minuteman Press Biraj Patel Natasha Rose Ellen Stokes Walgreens Kishla Kelly Pedro Miranda Patient Alliances James Rosensteel Frederick and Justine Storey Angela Walker Amy Stern In Honor of Ashley Plescia Tom and Caroline Kiggins David and Lohrer Mise Lynn Patinkin Jerome Ross Odell Sumling Cynthia Walker In Honor of Adam Barnard Anonymous Janice King John and Helen Mitchell PCORI Charles and Susan Rowe June Sun Mark and Gwendolyn Wallace Schwab Charitable Fund In Honor of Steven Powell Lori Ann King Mitchell International PDMI Barbara Royal Jr Taglioli Walt Disney World In Honor of Courtney Barry Sarina Peterson Kings Care Foundation Kenneth and Kathy Mobley David and Kelly Peck Tina Rudolph-Smith Taiho Oncology, Inc. Lauren Wanosky and William Smith Goldman Sachs Gives In Honor of Katie Pugh Rebecca Kirch Sheila S Moore Peninsula Custom Framing Takeda Oncology Katie and Landon Ward & Gallery Scott and Tricia Russell In Honor of Brendan Bietry Wayne Pugh Michelle Koontz Wanda Moore Target - Newport News Tom and Elizabeth Wash Millie Perez-Anderson Jan and John Saecker Justine-Valerie Carroll In Honor of Alan Richardson Amanda Korey Phyllis and David Morden Sarah Tate Washington Nationals Steve Perok Sage Research & Design In Honor of Joanne Blair Johanne Richardson Stephen Kraffmiller Morgan Stanley Global Impact Taurus Telesys, Inc. Fran Weaver Funding Trust Jeremy Perry Hillary Salpeter Lee Monroe Jason Kratz JR Taxin Latrina Wellons In Honor of Rose Rivera Joseph Morina Vivian Diane Perry Daniel Sandefur Lorraine Krochina TD Ameritrade Clearing Wells Fargo Bank In Honor of Kari Blom Michelle Rodriguez Cheryl Morris Danny Peters Richard Sandman Kroger Matthew Telke Allison West Anthony Myers In Honor of Gary Schiavi Jeff and Kathy Morrison Pet World Sanofi Genzyme Brian and Ingrid Kross Joanna Tepper Stacy Westover In Honor of Gregory Brasher Karen Gallinari Sharron Morrow Steven E Petty Michael S. Santa Cruz Sarah and Steven Kruske The Center for Mind Body Healing When Pigs Fly ...Magic Happens Chase Brasher Christopher and Heather Pfizer James Satterfield In Honor of Beth Scott Regina Kurrasch The Donna Foundation Linda Whitehurst Mullaly Pfizer Foundation David and Trish Schengber In Honor of Heather Brown Susan Shane Jacquelyn Lambert-Davis The Green Turtle Trint Whitehurst Beckett Mullen Pho 79 Schlesinger’s The Benevity Community Impact Fund In Honor of Sept 11 Members Linda and Carl Laycock The Mariner’s Museum and Park Vicky Wight Thomas and Rosemarie Mullen Marguerite Piazza Schooner’s Grill In Honor of David Bushey Cristy Williams Elizabeth Lee The Owl & The Elephant Bridget Williams Martha Reed Murphy Pirate’s Cove Adventure Golf John Schumacher Sarah Bushey Liles In Honor of Audrey Sheridan Michael and Lisa Leech and John Murphy The Perfect Setting Loretta and Lawrence Williams Pittsburgh Steelers Club Dawn Scott Debbie LeMaster Keri Myers Hunt The Salt Box Cafe’ Melissa Williams In Honor of Dakota Chase Richard and Audrey Sheridan Cynthia Pizzano Sharon Scott Lisa Lemon Andrea Myntti The Sontag Foundation Mia Williams David Piazza In Honor of Christopher Sheridan PNC Financial Services Group Darylene Sebastian Leukemia & Lymphoma Society Ann Naaom The Velvet Shoestring Stefanie Williams In Honor of Josie Cosentino Frank Moda Roshanda Poole Second Street Teryl Lewis Lynette Nale The Wildflower Foundation, Inc. Williamsburg Salt Spa Lara and Jay Cosentino In Honor of Emily Siar M. Jane Powell Natasha Senn Valerae Lewis NASCAR Hall Of Fame Theratechnologies Chad and Ali Williamson Powers Business Machines Gina Shackelford In Honor of Gwen Darien Daniel and Laura Bertram Marina Libro Angelica Navarrete Annekee Thomas Tony Willis Mayor McKinley and Valerie Price Audrey and Michael Shanahan Jacqueline G. Darien In Honor of Amy Stern Kelly Light Tammy Neice George Thomas Christine Wilson Karen Primm and Sue Jereb Michelle and Steven Shanks In Honor of Lara Degen Janet Levy Lilly Daniel Nelson Joanne Thomas Ricky Wilson Priority Chevrolet Michael and Jackie Shapiro Evelyn Degen In Honor of Jeffrey Stevenson Rita Linchitz Mary Nelson Toni Thorne Kimberly, Dalen, Delon Stanley Proctor Amanda Sharp Link, Jacobs & Link, DDS Network for Good Tidewater Eye Centers and Dwayne Winfield In Honor of E2C2 Trial Research Team Andrea Block Jasmine Pugh Lisa Shaw LIVESTRONG Foundation Amanda Newbold John and Susan Tillis Joe and Kathy Witt Andrea Cheville Gretchen Kaplan Q daddy’s pitmaster bbq Kristin Shealy Leslie Lock Debora Newman Lawrence and Mary Toriello Donna Wolfe In Honor of Collin Erickson Brett Keppler Rack Room Shoes Linda Shird Kasimira Logan Doug and Martha Noe Total Wine & More Ailene Wood Eve Erickson Gina Payne RAM Computer Supply Ahdionna Shoffner Dawn Lounsbury NORC TowneBank Alan and Beth Wood Melody Ramsey Silverman Furs Sherri Erickson Amish Shah Phuong Luu Norfolk Admirals Robyn Towt Frank Michael Wood III Randolph D. Rouse Foundation Simonds Industries Inc. John Santucci Elizabeth Wassef Monica Madden Norfolk Botanical Garden Trader Joe’s Kim Works Blake Rasmussen Laura and Thomas Sloan In Honor of Tony Fernandez In Honor of Maria Testani Ione Madsen Hardy Norfolk Tides Baseball Club Gemma Trahan Gerald and Sheila Wroblewski Michael and Jill Reames Noah Smardo Mateo Palacio Hyun Lee Rebecca Main Nothing Bundt Cakes Travel Leaders Scot and Brigette Wucher Reason Research Smartmouth Brewing Company In Honor of Douglas Garofalo In Honor of Pamela Tironi Rusty Maney - Newport News Jamie Trotter Wythe Candy & Gourmet Shop Nishanth Reddy Karra Carrie Smidl David and Sharon Martin Christine Novak and Carol Brooks Michael and Amanda Troutman Joy Yamamoto Brian and Lori Garofalo Gene Tironi Stacy and Ruth Anne Reed Diana Smith Joey and Stephanie Martin Novartis Mike and Annyce True Nidia Yambo In Honor of Penelope Rylka Gordon In Honor of Jaelynn Nicole Tyndall- Lisa Reeves Lisa M. Smith Teresa Massey O’Connor Brewing Company Juana and Robert Trujillo Michael and Tara Yarkey Robert T. Gordon, Jr. Caldwell Shaina Reji Lorraine Smith Beth Massie Marcos Ocasio Stephanie Trunk YMCA Health In Honor of Tim Harper John and Terri Caldwell and Loruana Quinones Mike and Danielle Remy Renee Smith and Wellness Center Darren Matthews Donnie and Robie Tuck In Honor of Johnal Walker Sr. Old Chickahominy House David Resnick Smithfield Flags Sheri Young Linda Sumner Elizabeth Matthews Kathrina Turner Johnal Walker Old Point National Bank Revolution Golf and Grille Chris Snead YourCause LLC In Honor of Sharon Haynes Desmond Mayes Katherine F. Tyler OnCall Telecom Christopher and Anita Reynolds Deborah and Chester Snody Jeremy and Sonja Zadel Virtley Brown In Honor of Tom and Maryjane Williams Eric and Amy McAllister Nina Ullrich Opus 9 Steakhouse Shirley Rice Harriet Southgate ZERO - The End of Prostate Cancer In Honor of Sal Knix Cheryl Chacon Sandra McAllister UNC at Chapel Hill Office Stephanie Oram Alan Richardson Kathy and Robert Spaugh Maria Zerr Dana Suttles In Honor of Wayne Wilson Donald and Joanne McCluckie of Sponsored Research Orange County’s United Way Bonnie Richmond Carl Spencer Wenhao Zhao Kathleen Pock Laura McCullough United Way of the Capital Region In Honor of Paula Ricks Langridge Maria Ortega Rick & Libby’s Todd Sperling Garlim Zhou In Honor of Tracey Yancey Megan McGavern and Huy Tran U.S. Lawns Fidelity Charitable Gift Fund Matthew Osborn Jayme Riegler St. Philip Neri Catholic Church Michael Zincone Donna and Mack McMahon Stephanie Van Cuyck In Honor of Nicole Malachowski Lisa Stewart Oyster Point Car Wash Ripley’s Believe It or Not! Frank Stangel Sean McMullen Sharon Van Luyn-Prater Armand Pacher Anna Rivera-Alfaro Starbucks Kiln Creek #7440 Lance Spencer Bree’l McNeil Vanguard Charitable PAF Case Management Team Riverbanks Zoo & Garden Starbucks Store #49896 Mellow Mushroom George Vanpelt PAF Executive Team Riverfront Golf Club Starving Artist Studio Alice Mendoza Jessica Vatnick PAF Finance Team Riverside Health System Kathryn Steinaway

30 31 SUPPORTERS BOARD OF DIRECTORS

Memorial Donations Board of Directors In Memory of Shirley Anderson In Memory of Jane Gardner In Memory of Charles Jones Andrea Podel Robert Petrofsky Katie Pugh John Ennis and Nancy Cleder Jones Patricia Rosol Teresa Winkler Davenport-Ennis Sandy and Alan Simkins In Memory of Tammy Bennardo In Memory of Paul Kadilak In Memory of Pamela Tironi Founders Frank Snyder Mark Bennardo In Memory of Elyse Gary Mark Brown Sara Baker-Adams Founder, Nancy Davenport-Ennis & Co-Founder, John H. “Jack” Ennis Joanne Thomas Angela R. Bradley Norma Friedrich Julie Deppen In Memory of Cheryl Bonebright Martha Trexler Patricia Fritz Suzanne Howze Holli Bryson In Memory of Patsy Gillespie Denise Kadilak In Memory of Mark Niemi Carolyn Karwowski Donna Kumorek John Gillespie Dirk Karrenbauer Kathryn Barnett Bruce A. Legare Executive Board of Directors Georgeanna and Merlin In Memory of Melvin Gradofsky Meeker Richard Matis Diane Masternick Noah Gradofsky In Memory of Casey Patterson Joshua Noble Stephen G. Osinski Pearl Moore, RN, MN, FAAN Maureen Culbertson Daniel Press, PhD In Memory of Cynthia Schorr Board President Managing Director Dean of Arts & Sciences Chadwick Boseman In Memory of Wade Green Raymond Pavelko Walter and Judith Popyk In Memory of Shirley Pierce CEO (Retired) Oncology Deloitte- Government Santa Clara University, California Rebecca Whitten Ruby Collins Margaret Mary Reed Curtiss Richardson Rose Cummings Randall Smrek Daniel Hill Julie M. Sayers Nursing Society and Public Services Practices In Memory of Sandra Calahan Gabrielle Rocque, MD Benny Green Patricia and Greg Tudor In Memory of Rasheed Rankins Nathan Schuch Kathryn Crozier Celena Green Robert Schuch Otis Maynard, Esq. John H. “Jack” Ennis Assistant Professor of Medicine In Memory of Brenda Lawson Robert Rankins Emma Lou Dutton Jean Meeks Paul Szafranski Board Vice President Co-Founder Divisions of Hematology & and Ann Moser Elaine Bingham Catherine Washington In Memory of Paula Tironi Associate General Counsel Oncology and Gerontology, Barbara Finstad Eric Chambers Jennifer Rapatz-Harr Shirley Tironi Norman Hubbard, MBA Terry Geary In Memory of Linda Halpen Mark Dean Bruce Curley United Healthcare Geriatrics & Palliative Care, Gary Wright Chief Business Officer at the John and Vickie Hood Goodwill Baptist Church Don Edwards University of Alabama – In Memory of Terry Rhodes Wendy Hudson Richard Golinski In Memory of Diane Trammell Deborah Parham Hopson, PhD, Office of Health Sciences, Birmingham Raymond Lewallen Marshall and Lisa Ballard William Spencer Debbie Heatherley Barbara Jean Smith RN, FAAN Michigan State University Joyce Morris Robert Fischer Stewart Rego Gerry McKim Immediate Past President Veena Shankaran, MD In Memory of Michael Graves In Memory of Former Executive Vice President, Valerie Pendino Senior Vice President for Public Assistant Professor, Medical In Memory of Joseph Charles Michael Hamlin Karen Jones Shirley Mae Flynn Unangst Seattle Cancer Care Alliance & Susan Cawley Gail Hamlin Anita Penoyer Patricia Unangst Health Systems Innovation and Oncology Kathleen Flaherty Jan and Bill Pereksta In Memory of Lucy Ronan In Memory of June Howanice In Memory of Alex Jerome Wells Senior Public Health Scientist David Jackman, MD University of Washington Danielle Pratt Paula Harrison In Memory of Mary Christian Steve Banik and Virginia David Coake Maya Tech Corporation Medical Director Fred Hutchinson Cancer Research Doug and Shirley John Ennis and Nancy Gundersen In Memory of Jesus Rosas of Clinical Pathways Center/Seattle Cancer Care Timothy and Martha Schermer Noelia Delgado In Memory of Joe Whitehurst Larri Short, JD Davenport-Ennis James and Margaret Farkas Dana-Farber Cancer Institute Alliance Lorraine Nagle Christian Schmiz Rebecca and Rufus Whitehurst Board Secretary In Memory of Roberta Christie Jackie Waninski In Memory of Romeo Royal Helen Winn Brianna Hart-Brown In Memory of Wayne Wilson Partner (Retired), Arent Fox, LLP Aaron Lyss, MBA Roberta Salmans Christie Trust Warburg Pincus LLC Reginald Tucker-Seeley, MA, In Memory of Mary Howell Diane T. Anuszewski Director of Strategic In Memory of Susan Corinaldesi In Memory of ScM, ScD Angelo Epps In Memory of Gabrielle Lewis Rodney Hawks Alan J. Balch, PhD Payer Relations Anne Gutch Christine Mortensen Schmitz Assistant Professor Jordan Lewis Patrick Hubbard Chief Executive Officer OneOncology In Memory of Roberta Jameson Melanie Ray Leonard Davis School of In Memory of Sheila Crowe Bill and Shawn Nason Patient Advocate Foundation/ Lynn and Faye Adams In Memory of Jodi McNally Gerontology Jehmal Hudson In Memory of Annette Schwantes Jean Phillips National Patient Advocate Edith Mitchell, MD, FACP Darryl Andrews Brian McNally Hillary O’Brien University of Southern California In Memory of Foundation Clinical Professor of Medicine In Memory of Oliver Franklin Lee Bagaglio In Memory of Linda Moretto (USC) Davenport Jr. In Memory of David Shealy Mardene Libby Wyant Michael and Joanne Baker Kathleen Cain and Medical Oncology Beth Moore Kristin Shealy Fidelity Charitable Gift Fund Nancy Davenport-Ennis Wayne and Sharon Breslin Dorothy Delany Program Leader, Gastrointestinal David White Founder, Chair Emerita In Memory of Marie Dennis Gene Chafin Marie-Michell DeLuca In Memory of Oncology Community Outreach Specialist Christopher Sheridan Raye Elaine Rodney Dausch Marilyn L. Drukin Department of Medical Oncology Leanna Landsmann John L. Murphy Dreyfus Health Policy and Richard and Julia Dimmick Gail and Jim Egan In Memory of Robert DePavao J J Oreilly Finance Committee Chair Director, Center to Eliminate Research Center Steve and Susan Gane Maura Emery Carolyn O’Neal Tess Saperstein Cancer Disparities Brooklyn, New York Terry King Richard and Marsha Herman Mavis C. Sheridan Rolf Benirschke Associate Director, Diversity Affairs In Memory of Gerhard Ebhardt Sharon Scerback Kreps, Holly Clifford and Margaret Holgate Baldwin and Dennis Kreps Kimmel Cancer Center at Jefferson Inez Chingren Leslie Kanuch In Memory of Terry Sikes CEO, Legacy Health Strategies Pamela Mallory Chad Lauterbach Jamie Kaplan Breanda Lee Former NFL Football Player Maureen and John Reddy Anaeze C. Offodile II, MD Susan Nylen Holly Krinsky Hobart and Bonnie Rogers In Memory of Andrea Soehn Al Benson III, MD, FACP Executive Director Clinical In Memory of Michael Flannery Sarah Lonero Russel and Jane Rudakiewicz Stefan Soehn Transformation Frank R. Galaska Margaret Moderski Professor of Medicine Amy Sharma Donna Mushrush In Memory of Harriet Spector Associate Director Assistant Professor Department In Memory of Shahrzad Frouzesh Stephen Stachmus Kathleen Oddo Robert Petrofsky for Clinical Investigations of Plastic Surgery, The University Tamara Beauchamp Linda Summers Richard Pacheco In Memory of Robert H. Lurie Comprehensive of Texas -MD Anderson Cancer William and Andrea Wright In Memory of Andrea Gambill Joseph McCarthy Pod Ivan Michael Spector Cancer Center of Northwestern Center Martin and Diane Stricklin John Gohde University

32 33 SCIENTIFIC ADVISORY COMMITTEE & HONORARY BOARD PAF’s Legacy of Service Continues

Scientific Advisory Committee

Al Benson III, MD, FACP Jean G. Ford, MD Robert M. Rifkin, MD, FACP Chair, Scientific Advisory Committee Paul J. Johnson, Chair Attending Physician Professor of Medicine Department of Medicine at Rocky Mountain Cancer Centers Associate Director for Clinical Investigations Einstein Healthcare Network Robert H. Lurie Comprehensive Cancer Center Philadelphia, PA Lori Williams, PhD, MSN, RN of Northwestern University Assistant Professor Paul J. Martin, MD Department of Symptom Research Brendan Bietry Carlette Hattett, MBA Courtney Jones Bi-Lingual Case Manager Pamela S. Becker, MD, PhD Fred Hutchinson Cancer Research Center University of Texas Case Manager Case Management Physician, Seattle Cancer Care Alliance Professor of Medicine M. D. Anderson Cancer Center 15 years with PAF 13 years with PAF Senior Director 17 years with PAF Professor, Division of Hematology University of Washington Dr. Sandra L. Wong, MD, MS University of Washington School of Medicine Edith Mitchell, MD, FACP Chair of Surgery Member, Clinical Research Division Clinical Professor of Medicine Dartmouth-Hitchcock & Geisel School Fred Hutchinson Cancer Research Center and Medical Oncology of Medicine David Brizel, MD, FASTRO Program Leader, Gastrointestinal Oncology Department of Medical Oncology Leonard R. Prosnitz Professor of Radiation Oncology Director, Center to Eliminate Cancer Professor in Head & Neck Surgery Disparities Co-Director, Head & Neck Cancer Program Associate Director, Diversity Affairs Duke University Medical Center Kimmel Cancer Center at Jefferson Jasmine Pugh, L.L.M. Kayla Shively, CCMA Rita Matthews Case Manager Case Manager and Quality Case Manager Pamela Douglas, MD, MACC, FASE, FAHA Deborah Morosini, MD 3 years with PAF Assurance Coordinator 16 years with PAF Ursula Geller Distinguished Professor for Vice President, Clinical Affairs & Patient 2 years with PAF Research in Cardiovascular Disease Engagement Loxo Oncology, Inc. Director of Imaging Program at DCRI Duke University Medical Center Acknowledgments Honorary Board Editor in Chief Beth Hoer, Grants Manager Kathleen Gallagher, MPH, Senior Director Alan Balch, PhD, Chief Executive Officer of Health Services Research Bruce Avery, MD, FACP (1938-2016) Martha E. “Meg” Gaines, JD, LLM Roy Ramthun, MSPH Bill Nason, MBA, Chief Financial Officer Rebekah Angove, PhD, Vice President for Hematology-Oncology Knoxville Distinguished Clinical Professor of Law Principal Writer & Senior Editor Carey Waldrip, Director of Special Projects Director, Center for Patient Partnership (CPP) Paula Trahan Rieger, RN, MSN, CAE, FAAN Patient Experience & Program Evaluation Beth Moore, Executive Vice President Eric Anderson, Director of Research Richard D. Carter, Esquire University of Wisconsin - Madison Former Chief Executive Officer of Corporate Communications & Data Reporting Shawn Nason, Director of Events Richard D, Carter, PLLC Oncology Nursing Society & Donor Campaigns Leah Locke-Arnett, RN, BSN, MHCA Erin Singleton, Chief of Mission Delivery The Honorable Mary T. Christian (1924-2019) Leo Sands Contributors Shonta Chambers, MSW, Executive Vice President, NCSU Student Health Center (Retired) Alan Richardson, Executive Vice President Virginia House of Delegates (Retired) Executive VP & Chief Administrative Officer Fran Castellow, MSEd, President of Health Equity & Community Engagement for Strategic Patient Solutions William T. “Bill” McGivney, PhD US Oncology (Retired) Operations Edward G. Connette, Esquire Managing Principal, McGivney Global Advisors Amy Jeroy, MHA, Director, Patient Jennifer Brewster, MBA, Senior Director Design Essex Richards, P.A. Wayne, PA Doris Simonson Education and Empowerment of Financial Support Programs Howell Creative Group Charlotte, North Carolina Mother of Cheryl Grimmel Jonathan B. Perlin, MD, PhD, MSHA, The Honorable Pat Dougherty FACP, FACMI Sheldon Weinhaus, Esquire Missouri State Senate (Retired) President, Clinical Services Weinhaus & Potashnick Senior Director of Advocacy (Retired) and Chief Medical Officer St. Louis, Mo Catholic Charities of St. Louis HCA, Inc. (Hospital Corporation of America)

34 35 OUR MISSION

Patient Advocate Foundation (PAF) is a national 501(c)3 non-profit organization which provides case management services and financial aid to Americans with chronic, life-threatening and debilitating illnesses.

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