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IN THIS ISSUE: AHP Pacific Regional Cabinet announcements AHP Pacific Regional Conference updates
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AHP Pacific Regional News
We're getting close to the 2007 AHP Pacific Regional Conference, June 24-26 in Monterey. Wouldn't it be great to meet all 800 of our AHP Pacific Region members there! It's a gorgeous location and a challenging educational program. Remember to make your travel plans early. More information can be found in your conference brochure. This year's conference is an excellent opportunity to invite your CEOs and CFOs to attend the conference with you. A special track developed by Conference Track Dean, Stu Smith, FAHP, CFRE and others offers insight and understanding for these important members of the health care philanthropy team. Consider using this time for you and your leadership team to work together creating a vision for the future of your organization. As our AHP national membership–now reaching almost 4,500–continues to grow, some of us who were members 20 years ago remember that in 1986 we had fewer than 1,800 members. This tremendous growth in our field makes AHP's emphasis on professionalism through education and networking both important and encouraging. Think about colleagues and coworkers with whom you might recommend the many benefits of AHP membership. Our 2008 regional conference team has already started work. Susan Blake, a 2007 Track Dean and the director of development at Children's Hospital Foundation in Seattle, WA, has agreed to chair the 2008 AHP Pacfic Regional Conference. It will be held in Portland, Oregon the same weekend as this year's conference, June 22-24, 2008. We have never had a regional conference in Portland, but this location was the number one choice of our AHP Pacific members who participated in the AHP survey. John Korb, CFRE and others who live there tell me that AHP has picked the best weekend of the year and that all the flowers will be blooming! Mark your calendar! Thank you to our wonderful team of volunteers in the AHP Pacific Region. You're invited to get more involved. Please feel free to call me or any member of the AHP Pacific Regional Cabinet. See you in Monterey in June!
2008 AHP Pacific Regional Cabinet Announcements
We’re pleased to announce that Susan Blake, director of development at Children's Hospital Foundation in Seattle, Washington, will be joining the AHP Pacific Regional Cabinet as the 2008 AHP Pacific Regional Conference Chair. We applaud and congratulate Susan for taking on this important role! Thank you for accepting the assignment of the 2008 regional conference in Portland. We're excited about the location and working with Susan, and encourage others who are interested in helping to plan and implement the regional conference to join Susan in this effort. You can contact Susan at (206) 368-4835, or susan.blake@seattlechildrens.org. 2008 Regional Director-Elect Bill Littlejohn was recently elected to the position of Regional Director-Elect for the AHP Pacific Cabinet, effective fall 2008. This is the first time that the AHP Pacific Region has appointed an RD-Elect more than one year in advance. The regional leadership recognizes this is good policy—and of course it gives Bill extra time to prepare for the reginal director role. Janet DeWolfe, as chair of the AHP Pacific Region Nominating Committee will lead in the announcement and celebration in Monterey. New AHP Pacific California State Representative With Bill Littlejohn's new Cabinet title, the region had an opening for a California State Representative, and we’re pleased to announce that Dave Burghart, CFRE from Glendale Adventist Medical Center has agreed to fulfill that role. Dave has been actively leading and volunteering in philanthropic efforts for many years and we’re confident he will make a great addition to the AHP Pacific Region Cabinet! AHP Pacific members in California are invited to contact Dave with questions or suggestions.
Leader of Oregon’s Hospital Association to Collaborate With AHP at Roundtable By John Korb, AHP Pacific Oregon State Representative AHP and the Oregon Association of Hospitals and Health Systems (OAHHS) will co-host a unique roundtable discussion that promises to give AHP members and guests a stronger and deeper economic case for health care philanthropy. Presenters include Andy Davidson, president of OAHHS; William C. McGinly, Ph.D., CAE, president and chief executive officer of the Association for Healthcare Philanthropy; and Mary Anne Chern, FAHP, ACFRE, AHP Pacific regional director. This event, scheduled for May 31, from 1 – 5 PM will examine the unique challenges and opportunities in Oregon that can strengthen our case for health care philanthropy. The meeting will be held in the OAHHA offices located in Lake Oswego, Oregon. “I welcome the opportunity to discuss important issues candidly with hospital fundraisers,” stated Andy Davidson. “It is exciting to host this event because of the vital role each of you hold with our member organizations.” Andy Davidson will highlight the “state of health care” in Oregon and provide information that will assist in developing the general economic case for health care philanthropy. Mary Anne Chern will focus on health care’s philanthropic case while William McGinley will share information on AHP’s new benchmarking program and other programs and services. This is the first time AHP members in Oregon and the leadership of the health care association have come together to focus on Oregon’s health care issues and how philanthropy can help address these challenges. We are pleased to have such a distinguished panel of presenters to participate in our roundtable. Assisting with the planning for this event is Don Russo, executive director of the Silverton Hospital Foundation. Special thanks to Tom Wilson, vice president of Campbell & Company for providing sponsorship support. To attend please RSVP to drusso@silvhosp.org; the cost is $15 at the door. A social hour with refreshments will follow the roundtable discussion. John A. Korb, CFRE If you have updates on statewide or area activities in the AHP Pacific region please forward them to Mark McCampbell for inclusion in the newsletter. AHP Pacific Regional Conference - Register Today!
By Ann Thompson-Haas, MBA, FAHP, 2007 AHP Pacific Regional Conference Education Chair A Conference Designed with You In Mind! Are you:
Whatever your role or experience, the 2007 AHP Pacific Regional Conference is designed to meet your interests and needs. In fact, the Conference Committee listened carefully to member requests. At the 2007 Conference you can choose from topics that touch every aspect of our work and hot topics to help you prepare for trends ahead. You’ll have the chance to hear directly from funders, board members and hospital CEOs, in addition to learning from your colleagues. And if you’re working towards your CFRE, you’ll have access to courses on a range of topics to help you prepare. Other highlights include:
If you haven’t done so already – please sign-up and join your many AHP colleagues and friends who are already attending the AHP Pacific Regional Conference. Register by May 25th to save $75 on your full conference registration fees. To learn more about the AHP Pacific Regional Conference and the great education programs, roundtables and networking events, please visit the AHP Web site. We look forward to having you! Ann Thompson-Haas, MBA, FAHP Please note: The AHP room block at the Portola Plaza hotel is sold-out. Rooms are still available, but at the normal hotel rates. AHP has secured an additional room block at the Marriott Monerey at a special rate, but these rooms are limited, so make your reservations early! For more information, visit the AHP Web site.
The CFRE and FAHP Process - Part III By Dena Cochran, FAHP, AHP Pacific Education/Certification Chair In the last issue of the AHP Pacific Regional Newsletter we talked about how to apply to take the CFRE and FAHP exams. And you probably remember that the CFRE exam is offered several times a year, so there is still time to apply, take the exam and become a CFRE this year!
For more information about the CFRE testing schedule and application process, visit the CFRE Web site. You can improve your chances of success on the CFRE exam by signing up for the AHP Advanced Course in Health Care Fundraising which is being offered at the upcoming AHP Pacific Regional Conference. The course will be held Sunday, June 24, from 9:00 to 5:00 at the Portola Plaza Hotel in Monterey, California. The AHP Advanced Course is designed to serve as one of the tools available to assist you in preparing for the CFRE exam. The cost is $275 if you sign up before May 23 and $350 after May 23. Your registration includes a workbook, continental breakfast, and lunch. Janet DeWolfe, CFRE, Executive Director of Saddleback Memorial Foundation in Laguna Hills, will teach the course. You can find more information about the AHP Advanced Course in Health Care Fundraising on the AHP Web site. Dena Cochran, FAHP Government Relations Updates - PPA 2006 IRA Rollovers By Marite Butners, J.D., LL.M-Tax, AHP Pacific Government Relations Chair Pension Protection Act of 2006: IRA Gift Benefits and Supporting Organizations The Pension Protection Act of 2006 (PPA 2006), provides for IRA owners age 70 ½ and older to make gifts, of up to $100,000 a year, directly from their IRAs to qualified charities. The gifts qualify for the IRA owner’s required minimum distribution and the benefit is available for tax years 2006 and 2007. The distribution directly to the charity will not be included in the donor’s taxable income for the year, nor will the donor receive a charitable income tax deduction. The distributions must be outright to the charity and the donor may not receive a benefit in return, so these gifts could not be made in exchange for a charitable gift annuity or other life income arrangement. Although the benefits to donors and charities were substantial, many health care and other foundations, incorporated as supporting organizations, were not qualified to receive these gifts owing to their status as 509(a)(3) organizations. The Act specifically excluded this category of supporting organization from this benefit. Many charities responded by requesting a change in their exempt status from that of a 509(a)(3) organization to that of a 509(a)(1), thus enabling them to receive these gifts. To assist these charities, the IRS responded with an expedited process. The AHP E-Connect-December 7 2006 issue provided an excellent summary of the above. Should your foundation desire to change its exempt form, requirements for the process are found in Rev Proc 2006-4 and IRS Announcement 2006-93. The organization requesting a status change will need to complete information on IRS Form 8734. It will also need to file Form 2848 Power of Attorney and Authorized Representative. Instructions for these forms can be found on the IRS Web site at: IRS Form 8734 Instructions and IRS Form 2848 Instructions. Please note that the financial information should be for the past 5 years and should be expressed in the Cash method. Download an example of a request to the IRS (PDF). By Mark McCampbell, AHP Pacific RIC/Communications Chair With the arrival of summer many of us are thinking about a vacation. What we wouldn’t do to get some “down time” and relax after the big “push” to get our fundraising year off to a good start! We start surfing the net for travel deals, discussing what we want to do with our spouse or family, or perhaps contact a friend and begin making plans for a getaway. Before you know it, summer has come and gone, we’ve squeezed in a week of frenzied travel, dropped a bundle of cash and we’re back in the office wondering if that vacation was such a good idea after all. The balanced life requires recharging. It’s important for us to “vacation” well in order to return rested, regenerated and ready to resume our responsibilities. Like rebooting your computer when it starts to run slow, sometimes we just need to shut down what we’ve been doing, wait awhile and then start again so we can run optimally. By planning and being intentional about recharging you can have a Healthful, Active, Different experience, and return to work recharged, feeling like you’ve really HAD a vacation. Healthful Active Different Thoughtful, intentional planning and Healthful, Active, Different experiences will recharge your life, bringing you back into balance and making you more productive. Hopefully, when you return to work, you’ll feel like you’ve HAD a vacation! Mark McCampbell
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