I was teaching a “Philanthropy 101” class to a group of hospital managers recently and had one of those “aha” moments. Here’s what happened:
Although the primary topic of discussion was promoting a culture of philanthropy, I realized as I taught, that such a culture is contingent upon two other important factors: quality and customer service.
Quality in the delivery of health care is mission critical. In today’s environment, it is being monitored, evaluated – and publicly reported – like never before. If our physicians, nurses and other clinical staff care for our patients with strict adherence to quality indicators and regulations, then what happens? In addition to better health outcomes, our patients are satisfied.
Customer service is what keeps our hospitals first and foremost in the minds of our patients – great customer service is what keeps them and their family members coming back when they have health care needs in the future. Again, if our hospital staff can provide not only the best in quality care, but also do so in a timely manner and with compassion and a smile, then you can be sure that our patient satisfaction scores will soar. And who are among our most important donor prospects? Satisfied patients!
Philanthropy benefits when grateful patients give back. In fact, at our hospital we have a grateful patient donor program that is centered around quality and customer service. It’s heartwarming to meet patients and family members who are so grateful for the outstanding care and compassion shown to them during their hospital stay that they not only wish to make a donation, but also encourage others to do so. It makes my heart sing.
The funds we raise through philanthropy provide cutting-edge technology and programs that come full circle to enhance quality and customer service at our hospitals. So as you can see, we need to work hand-in-hand with our clinical staff to ensure that we’re all on the same page, that we support each other’s efforts and that our physicians, nurses, techs, even the housekeepers and food service staff, realize how important they are to us as fundraisers. We can’t do our jobs without their support, and they rely on us even more than they realize.
So as you cultivate a culture of philanthropy at your hospital, be sure to “connect the dots” and show your hospital colleagues how they can positively impact quality, customer service and philanthropy.
Best of luck to you as you complete the circle of care at your hospital!
Candy C. Burnett, CFRE
AHP Southeast Region
P. S. “Philanthropy 101” is revolutionizing our foundation – the hospital staff now understands who we are, what we do and why it’s important. And we have thousands of advocates telling our story across the hospital campus. We modeled our program after the program at Martin Memorial Foundation (thanks, Rusty, Kelly and Jessica!). Try it – you’ll love the results!
Help us Shape the Future of the AHP Southeast Region!
By Emily Benham, FAHP, CFRE, nominating committee chairman
We will soon elect a new regional director-elect for the AHP Southeast Region. Sharon Jones, FAHP, will assume the position of regional director in October, when the term of Candy Burnett, CFRE, expires. As your past regional director, I am chairing the nominating committee for the AHP Southeast Region, and am accepting nominations for the next RD-Elect. This leader will serve as RD-Elect from 2010-2012, and will move on to serve as RD from 2012-2013. If you would like to nominate a colleague from the AHP Southeast Region to serve in this role, please e-mail me.
Additionally, if you have not yet taken a look at this year's AHP Southeast Regional Cabinet, please do so. All of the members of the AHP Southeast regional cabinet are dedicated to serving you, our members, and are committed to providing services and programs that will strengthen our region and help you excel in your fundraising efforts. Please feel free to contact us if we can be of assistance!
AHP Southeast Regional Conference
Building Best Practices for Health Care Philanthropy
Bill Kinard, FAHP
GHS Children's Hospital
Are you looking for a chance to encounter colleagues, build networks, better understand the times in which we work and experience the best presenters the Southeast has to offer? If so, we invite you to join us in Atlanta, Ga., June 13-15 for the 2010 AHP Southeast Regional Conference. We will be at the Westin Buckhead, a fabulous facility whose layout offers us a chance to keep all education sessions, vendor partners and that wonderful “conference energy” close together.
Our AHP Southeast Regional Education and Conference Vice-Chair Tracey B. Atwater, CFRE, and all of her track deans have put together a top-notch group of presentations that are relevant and engaging. Our AHP Primer faculty and AHP Advanced Course faculty are seasoned professionals and are sure to inspire, challenge and motivate those attending their all-day sessions on Sunday. These courses are relevant to newcomers and experienced professionals alike.
The leadership track has a brand-new face this year that will inspire you and test your very best thoughts about philanthropy. In this collection of topics/sessions, you will not be presented to, but rather, you will have the chance to participate in each session adding value to the body of knowledge we all lean on for success. So to all Fellows, CFREs and thinkers-at-large, the bar is off limits to you. We need your best thoughts in these sessions.
Our AHP Southeast Regional Conference Enrichment Vice-Chair Jim Kaltenbach and his team have put together a strong set of opportunities for engagement and networking. The high-water mark will be a garden tour and dinner at the home of a local health care board member and philanthropist.
The entire conference committee had as its goal this year to make this conference a tool in your efforts to succeed and to help you be a good steward of your resources. So please join us in Atlanta and help create a conference experience to remember.
AHP Southeast Regional Conference Sponsorship Opportunities
||Sharon Jones, FAHP|
Regional Director Elect & Sponsorship Chairman
AHP Southeast Region
Show your commitment to health care philanthropy and stand out among the anticipated 200 attendess of the AHP Southeast Regional Conference by becoming a conference sponsor.
Historically, both AHP development professionals and AHP affiliate members have chosen to sponsor the AHP Southeast Regional Conference, because of its incredible programming and exciting locations. And this year is no exception, as we are anticipating a large group of fundraising professionals to join us in Atlanta. The specific location of the exhibit area in the hotel will allow for many opportunities to share and visit with both newcomers and veterans.
AHP Southeast Regional Conference Chair Bill Kinard, FAHP and AHP Southeast Regional Education Chair Tracey Atwater, CFRE and their committee have done an outstanding job of creating educational tracks that will appeal to all attendees and guests.
There are numerous sponsorship benefits and great opportunities still available. For a full listing and for more information, please e-mail me.
2nd Annual AHP Southeast Best Practice Awards –
Call for Submissions
The AHP Southeast regional cabinet is delighted to announce the Second Annual AHP Southeast Best Practice Awards. This awards program is designed to recognize outstanding health care fundraising programs that demonstrate innovation, creativity and successful and measurable outcomes. Entries will be judged by a distinguished panel of AHP Fellows and two AHP Southeast Cabinet members. Download the nomination form and submit your proposal by April 23 for consideration.
||John and Buffie Harper|
AHP Best Practices Award Co-Chairs
AHP Southeast region
Award winners will be formally recognized at the AHP Southeast Regional Breakfast on Monday, June 14, 2010, in conjunction with the AHP Southeast Regional Conference in Atlanta.
Planned Giving: Why Now?
By June Bradham, president, Corporate DevelopMint
Planned giving, or deferred giving, is usually the last thing on a development professional’s agenda. It is the last frontier on the proverbial philanthropic spectrum; it can be complicated and legally complex, and it offers the antithesis of instant gratification. No wonder it is not a top priority!
There are a number of factors converging to increase the importance of planned giving in all organizational fundraising. The much-discussed transfer of generational wealth, the economy and the importance of endowments and capital campaigns all play a role in the increased importance of planned giving. Ignoring the importance of these gifts has the potential to impact many organizations’ future fiscal security. Capturing the opportunity to cultivate these gifts is smart and can even lead to current increased giving. The following elements are proving to have the greatest impact on the success of planned giving programs:
a. Transfer of wealth - Capturing this transfer is not just a matter of cultivating the baby boomers. It is a complex dance of working with them, their parents and their children to craft long-term family giving plans that have the potential to benefit the donor, his or her family, and the organization seeking the gift.
b. Economy - The current less-than-robust national economy does not make fundraising impossible, simply more challenging–and more necessary. This is the catch-22 of nonprofit operations: when many services are needed most, it is harder to secure the philanthropic dollars to support those crucial services. Raising planned gifts, though, can be a bit easier in slower economies because donors are committing future gifts, thereby not impacting their current cash flow. Note: It is important not to rely solely on planned gifts, as most organizations must continue to raise vital operating funds, regardless of what the economy is doing.
II. Endowments – importance in context of financial sustainability
a. Management of competition - With the growing number of nonprofits, competition for philanthropic dollars continues to intensify. Endowments increase the potential to succeed both administratively and in the service the organization provides. Organizations that plan for a strong fiscal future will undoubtedly make their endowment at the top of their strategic priority list.
b. Legacy planning and appeal to donors - Many donors who are interested in giving planned gifts are the same donors interested in endowments; many endowments are begun and continue to grow through planned gifts.
c. Fiscal responsibility - Hospital endowments are increasing while their role in health care institutions’ budget process becomes more important. Even with a modest corpus, the potential for growth in a robust economy is superb. And in a challenging economy, it can be a vitally important part of balancing an organization’s operating budget.
a. Complementing capital campaigns - With appropriate accounting and clear goals and expectations articulated, incorporating planned giving into a larger, comprehensive capital campaign is an effective way to raise more money. Using the natural momentum of the campaign to raise long-term dollars through planned giving can be the optimal solution for some groups hoping to raise a stretch goal, while potentially increasing or establishing an endowment.
Planned Giving is a challenge for fundraisers and often elicits uncomfortable grumblings from prospective donors, but the above elements combine to make the time ripe to integrate a planned giving initiative into any development program.
Strength in Numbers
AHP Southeast Region
The new year is starting out strong for membership growth in the AHP Southeast Region! We gained 24 new or reinstated members in the last three months of 2009, and a positive trend seems to have taken hold as we turned the corner into 2010. I thought you might enjoy hearing directly from some of our members about why they’ve chosen to join (or rejoin) us:
“I’ve been a member for more than 10 years and have found no other forum through which I can learn, share ideas and network with my colleagues as much as I can through AHP. It’s been a real resource for great ideas and answers to me over the years.”
―Jeffrey A. Lea, FAHP, CFRE, executive director, Middle Tennessee Medical Center Foundation
“I have attended several AHP Southeast Regional Conferences and always come away with solid information and specific ideas that I can implement right away in my job. AHP is different from other professional associations I belong to, because I can depend on them for creative ideas that pertain exclusively to raising money for a health care organization.”
―Lisa C. Intagliata, CFRE, director of development, Sarasota Memorial Healthcare Foundation, Inc.
“I am new to the world of health care philanthropy, having worked 21 years in the insurance industry, and know the educational opportunity that membership in an international professional organization like AHP brings. I’m happy to be a new member!”
―Janet G. Davis CPS/CAP, administrative assistant to Sharon Jones, FAHP, CFRE, vice president of development, HPC Healthcare, Inc.
Each new member brings a fresh perspective and new insights to our profession and to the shared learning we experience through AHP. New colleagues and new friends – 2010 is truly off to a strong start! See you in Atlanta in June!
AHP Southeast State Report
Want to know what's going on in your "neck of the woods"? AHP's new member-centric Web site includes regional community pages where you can engage in regional dialogue, view AHP regional events and announcements and subscribe to customized regional e-mail alerts. Take advantage of all that AHP offers—both nationally and locally, and visit the AHP Southeast Regional Web page today. You can also read the sucess stories of your "neighbor" institutions, including those in Louisiana, South Carolina and Tennessee.
Support the AHP Annual Fund
We’re making plans to launch the AHP Southeast Region’s Annual Fund Campaign, so I wanted to take this opportunity to first thank everyone who is already giving generously and second, to ask those who did not have a chance to pledge last year, to make plans to do so for the 2010 campaign!
|Aline Lasseter, CFRE|
AHP Southeast Region
Now more than ever, your gifts will positively impact each of us both professionally through education and personally through networking opportunities. Your generous gifts and pledges to The AHP Annual Fund Campaign will not only inspire others to support this important campaign, but also will affirm your belief in the benefits of being a professional fundraiser.
Many ask how your gifts are used. The Annual Fund supports AHP's mission to advance health care through philanthropic innovation, education and advocacy. Donations provide scholarships to those who would not otherwise have a chance to experience an institute or conference. The AHP Annual Fund also supports the AHP Resource Center – an amazing on-line resource for fundraising support materials and research on an array of topics that are essential for today’s health care development professional.
AHP promotes our profession in a meaningful way. Nothing is more exciting than to see a philanthropic spirit married to meaningful work.
Although 2009 was a challenging year, the AHP Southeast Region still realized 82 percent of our goal and raised more than $19,000 to support the AHP Annual Fund.
Our goal in 2010 is $20,000. So, when you get the call this year inviting you to be a part of the AHP Southeast Region’s Annual Fund Campaign, please make a pledge. With your support, we can make a difference in all our lives.
AHP Government Relations Update
Robert M. Duckworth
Government Relations Chair
AHP Southeast Region
Health Care Reform
During his State of the Union address on Jan. 27, the President made an appeal to Congress for continued efforts on national health care reform. Although the bulk of his speech focused on other domestic issues, the President vowed not to abandon his health care agenda, cautioning that if changes are not made, both Medicare and Medicaid spending will skyrocket.
The White House released its health care proposal on Feb. 22 in advance of the health care summit between President Obama and members of Congress. While created independently of ongoing health care reform negotiations between the Senate and House, the proposal reflects many of the compromises discussed between the two chambers of Congress. The proposal does not include restrictions on the tax deductibility of charitable gifts.
Senate Looks to Move on “Extenders Package”
The Senate is expected to consider the American Workers, State, and Business Relief Act of 2010 (H.R.4213) the second week in March. The upper chamber agreed March 5 to adopt six amendments to H.R.4213, which would extend $31 billion in tax breaks through 2010 including the IRA rollover and other charitable giving incentives. Commonly known as the “extenders package,” Senate Majority Leader Harry Reid (D-NV) filed a motion last week to limit debate on the bill and expects a final vote to occur as soon as March 9.
IRS Adjusts levels for Nominal Value Premiums
The IRS announced the 2010 changes to the value of low cost premiums that charities can provide donors without affecting the tax deductibility of a donor’s gift. A gift is fully deductible and the charity does not need to provide the fair market value (FMV) of premiums/benefits provided, if:
- The fair market value (FMV) of the benefits received does not exceed the lesser of two percent of the payment/gift or $96, or
- The donor gave $48 or more and received a gift or service valued at $9.60 or less, or
- The donor received small items as part of the appeal that were worth a total of no more than $9.60
In Georgia: Hospital Provider Tax – Winners and Losers
The Governor of Georgia has proposed to add a 1.6 percent provider tax on net patient revenue of hospitals. In remarks before the joint appropriations committee, Governor Perdue told legislators he had two choices: impose this provider tax on hospitals or cut Medicaid provider rates by 16.5 percent. Calculations from the Governor’s Office of Planning and Budget indicate 39 hospitals receive a net gain from the tax, 39 break even and 84 are losers. A 1.6 percent provider tax on Georgia hospitals raises $247 million in revenue for the state to use to draw down federal matching dollars, currently a three-to-one match. The hospital community would potentially get back all but $10 million in the form of higher Medicaid reimbursement rates – except the losing hospitals. The amount of dollars returned to a hospital is calculated based upon Medicaid volume. The federal matching dollars will be used to fund other state programs.
A Note from the Communications Chair
AHP Southeast Region
After reading everything above, I think the rumors of fundraising’s demise have been greatly exagerated. Thanks to our incredible AHP leaders, many of whom have contributed to this newsletter, and the thousands of volunteers and donors in our communities, our profession and our professional association continue to adapt, innovate and grow - in spite of some pretty tough economic times.
Make sure you get the most out of your AHP membership by:
Attending the AHP Southeast Regional Conference. No matter if you're new to the profession or a seasoned hand, there is always something to learn.
Using the AHP Web site. The AHP Web site is an absolute wealth of information, and the chances are good that you are not the first person to ask about calculating ROI, or how to infranchise those docs!
Networking. Connect with your colleagues. You never know when you might need their insight - for your next proposal, your next campaign, your next…you get the point!
If you have ideas on how we can improve this newsletter, please e-mail me. We appreciate the input.
AHP Southeast Calendar