Gift Annuity Disclosure Statement

A gift annuity contract is an agreement with The Children's Hospital Foundation ("the Foundation") whereby the Foundation agrees to pay a fixed income to a stated individual(s) for life, in exchange for a gift. These payments are a general obligation of the Foundation and are backed by all of its assets. Funds in the Foundation portfolio are managed for long-term growth and invested in assets such as stocks, bonds, real estate, and other instruments, per an investment policy established by the Foundation's Investment Committee. A copy of our audited financial statements is available upon request.

The Children's Hospital Foundation was founded in 1908. The Children's Hospital Foundation was established in 1978 to solicit funds, receive and manage gifts, grants, contributions, bequests, and life income gifts for the benefit of The Children's Hospital Foundation; as well as distribute funds for support of Hospital clinical care, equipment, research and education.

Responsibility for governing the Foundation is vested in a Board of Trustees comprised of no less than eleven members and no more than forty members, who are elected to three-year terms. There is no restriction on consecutive terms.

Common investment funds managed by The Children's Hospital Foundation are exempt from registration requirements of the federal securities laws, pursuant to the exemption for collective investment funds and similar funds maintained by charitable organizations under the Philanthropy Protection Act of 1995 (P.L. 104-62). Information in this disclosure statement is provided to you in accordance with the Act.

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