|| 9:15 AM – 10:45 AM
Titanium Nuts and Bolts of Successful Physician Engagement
This session provides an overview of our industry's experience with physician and staff engagement strategies, tactics and tools. Presenters and peers represent the major gift, capital campaign, large system and community hospital perspective.
Ann Bachan Jigger, Philanthropy Counsel
Leading by Example: Lessons Learned
It can often be difficult moving from peer to manager or from friend to fearless leader, but it is often the natural progression for fundraisers who are looking for new responsibilities and challenges. Colin and Angela, both Directors at Toronto’s SickKids Foundation, have made this transition and look forward to sharing some learning and tips for those who are looking to make this transition or for those who have done so long-ago.
Colin Hennigar, Director of Major Gifts, SickKids Foundation
Angela Murphy, Director of Campaign, SickKids Foundation
Facing The Unparalleled Forces of Change
Hospitals and health systems are again facing an unparalleled force to change. Now more than ever, in the current regulatory and economic environment, hospitals and hospital fundraising offices must focus their efforts on performance initiatives that are essential in the short term and that will also remain critical for long-term success. A new approach is required.
William Mountcastle, President, Health Philanthropy Services Group
Terri Hoffman, Vice President, Dignity Health–St. Joseph's Foundation
Create a Donor Recognition Community – Feature Your Docs at Donor Insight Gatherings
Utilizing a proven university fundraising technique, PIH Health Foundation created a giving society, Circle of Excellence, to honor donors. Showcasing physician leaders, PIH Health engages donors through interactive experiences hosted by Foundation Board / Trustee members. ED Amy Fitzgerald will share how she refined the idea to fit PIH with the consulting guidance of Tom Wilson. MGO/PG director Nicole Jackson, will reflect on how COE is helping to move both major and planned giving forward.
Thomas Wilson, Vice President, Campbell & Company
Amy Fitzgerald, Executive Director, PIH Health Foundation
Nicole Jackson, Major Gifts Officer/Planned Giving Officer, PIH Health Foundation
|| 11:15 AM – 12:45 PM
Overcoming Barriers to Physician Engagement
By examining why it is so difficult to engage physicians in fundraising, we can begin to see philanthropy from their perspective. Only then will we be able to engage them to become Development Champions willing to refer patients and are eager to meet with them to discuss their experiences and interests in becoming involved through philanthropy. Additionally, we will provide five keys for developing an effective referral-based philanthropy system. This is a presentation based upon the 2016 Brakeley Award-wining AHP Journal Article of the same title.
Michael Delzotti, President & CEO, University of Kansas Markey Cancer Foundation
Christopher Kasavich, Senior Director of Development, University of Texas MD Anderson Cancer Center
Monetizing Your Connections: Transforming Relationships Into Big Dollars
Fundraising in health care, unlike other arenas, has the advantage of deeply rooted connections with potential donors. Yet many times, these relationships are not maximized because they rely on methods, and even language, that was established decades ago. Today’s donors are faced with new channels, new opportunities, and new demands for their dollars. This session will focus on the new movement that supplements traditional fundraising methods with value propositions, community asset positioning, and Investable Outcomes.
Tom Ralser, Principal, Convergent Nonprofit Solutions
The Top 10 Strategies for a Successful Monthly Giving Program
Using industry best practices and practical applications of strategy and tactics, learn how health care organizations are growing revenues through exciting monthly giving programs. See firsthand how BC Children’s Hospital Foundation has gone from 400 monthly donors to over 15,000 through integration, creativity and engagement. See how investments have been made possible along the way. Learn the top 10 strategies for building your own monthly donor programs and incorporate key tactics that will help you create attract, engage and keep monthly donors for long-term success.
Maeve Strathy, Fundraising Strategist, Blakely
Jas Jhooty, Philanthropy Officer, British Columbia Children's Hospital
Keep Your Friends Close: Simple, Creative Stewardship for Small/Medium Shops
We've all been there - we know how important it is to keep our donors close, but it never seems to be the top priority. Join us for a look at some simple, creative ways that one small shop has used to steward all of its donors, as well as some unconventional ways it has thanked individual major donors. Don't forget to bring your own favorite methods to share!
Liz Kolcun, Executive Director, Marin General Hospital Foundation
Katlyn Torgerson, Assistant Vice President, CCS
|| 1:45 PM – 3:15 PM
Building a Grateful Patient-Physician Engagement Program From the Ground Up: A Lesson in the Value of Mentorship and Collaboration
Realizing the untapped potential of physician engagement and referrals of grateful patients, the UF Health Office of Development set out to build a physician and caregiver engagement program from the ground up. In benchmarking peer institutions, Wake Forest Medical offered unprecedented access to their internal program creation process. This presentation will cover program creation and implementation, the mentorship and collaboration offered by Wake Forest, and program measurement, growth and outcomes for both institutions.
Joan Andrek, Senior Director of External Relationships & Stewardship, University of Florida Health
Heather Mears, Senior Director of Program Management, University of Florida Health
Creating Coalitions to Meet Community Needs and Raise Philanthropic Support
A unique collaboration of community leaders and the two major competing health care systems led to the construction of a psychiatric hospital in Tacoma, Washington, to meet a critical need. This session will cover how to build a community coalition and work with your competitor to both meet community needs and raise the money needed to meet your objective.
James Plourde, Vice President, Campbell & Company
Sara Long, Former Vice President, Foundations of MultiCare
Evolving Delivery and Financing Systems in 2017; Continuity and Changes in Development Planning
This session will discuss the changing delivery and financing system facing healthcare providers in 2017 and beyond, and will examine how ongoing and emerging challenges and changing incentives and reimbursements will affect institutional structures and relationships. The role, scope, and methods in many Development programs should adapt and contribute to C-Suite and Governing Board strategic planning and the effective deployment of Development resources to optimize risk/reward. Particular attention is paid to resource-challenged hospitals and systems.
Claude Hall, Director of Grants & Strategy, Sinai Health System
Unlocking New Funding Opportunities by Building a Culture of Innovation in Fundraising
With the consistent trend of "more from fewer", and yet a continuing need to grow fundraising revenues, THPF is engaging in new partnerships & funding opportunities by building a culture of innovation. The objective of this interactive presentation will be to share our approach to inspire and engage internal and external partners in the process, and then review case studies including the creation of a for-profit subsidiary, and our early work in social impact investing.
Meaghan Stovel McKnight, Senior Vice President & Chief Operating Officer, Trillium Health Partners Foundation
Steve Hoscheit, President & CEO, Trillium Health Partners Foundation
|| 4:00 PM – 5:30 PM
A successful campaign environment fosters a heightened level of giving that inspires transformational lead and major gifts. This amplified giving environment can often instill successful major gift and donor engagement practices into the culture of a development program. After receiving the largest gifts in its history during its campaign, Marin General Hospital has fast tracked the planning and implementation of a major gift program by enhancing stewardship practices, developing a concierge program and systematizing a grateful patient initiative.
Transforming the Giving Potential of Your Mid-Level Donors
Learn a new method of engaging donors that integrates estate, financial and charitable planning. Two fundraising professionals draw on their industry experience to teach you how to increase donors’ giving potential by educating them on the best ways to give from assets. Teachings are reinforced with three donor case studies presenting the information in a hands-on, practical way. You will be prepared to have meaningful discussions with donors that lead to bigger gifts.
William Petruck, President & CEO, FUNDING Matters Inc.
James Murphy, Chief Philanthropy Officer, Cystic Fibrosis Canada
BE A WRECKING BALL: Ten Reasons to Obliterate your Hospital's Fundraising and Marketing Silos
For too long, health care fundraising and marketing professionals have operated in silos. This structure has inhibited collaboration, innovation and cross-pollination of ideas. As a result, millions of dollars are left sitting in potential donor's portfolios...or are gifted to your competitors. At this session, development and communications professionals will share the top ten ways that tearing down these silos can create the synergy needed to greatly enhance your hospital's philanthropy efforts.
Michael Beall, Principal Consultant & Communications Practice Leader, Accordant Philanthropy
Jill Adalpe, Executive Director, Saint Alphonsus Foundation
Engaging Hospital Employees for a Successful Giving Campaign
Henry Mayo Newhall Hospital team of philanthropy and clinical leaders share how they planned and executed a successful employee giving campaign which generated $1 million in one year. Learn how they recruited and activated a dynamic employee committee and launched a campaign. Hear about challenges they faced and lessons they learned. Learn important insights how to make your employee campaign a success – that will not only help meet your philanthropic goals, but improve overall employee engagement.
Andrei Nikitin, Director of Development, Henry Mayo Newhall Hospital Foundation
Renee Leon, Donor Relations Officer, Employee Campaign Coordinator, Henry Mayo Newhall Hospital Foundation
Dustin Aschenfelter, BSN, RN, Director of Emergency and Trauma Services, Henry Mayo Newhall Hospital
Jennifer Fitzpatrick, RN, MSN, CCRN, Manager of Critical Care Services, Henry Mayo Newhall Hospital
Transformational Campaign Gifts – Transforming A Development Program
Liz Kolcun, Executive Director, Marin General Hospital Foundation
Ted Blackburn, Senior Vice President, CCS