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AHP Rockies and Southwest Regional News
The Florida Conference is now behind us, the Vancouver International Educational Conference is just ahead and the May 7-9, 2006 Colorado Springs regional conference awaits us just over the calendar’s “horizon.” We may not gather often for our educational offerings, but we pick some great places when we do! As the regional director representing my colleagues in AHP Rockies & Southwest, I’ve had the privilege during the last few months to participate in a strategic planning process for the organization. The product of this planning will be unveiled in Vancouver as a revised AHP Strategic Plan. This document possesses great vision and clarity for our organization as we plan our endeavors for the next half decade. I hope you’ll look forward to receiving it in October or soon thereafter. My report for you below, however, uses the current AHP Strategic Plan as its framework. My heartfelt thanks goes to you for being “in the picture” of this framework with me and our other regional colleagues. Strategic Objective One: Provide comprehensive educational programs to our members and health care fundraising community. Barbara Larson, CFRE, did a phenomenal job of coordinating our regional conference in West Palm Beach. She was supported by a “strategic-strike unit” of volunteers who helped her make it one of the best educational and networking conferences in my remembrance. Again, thanks to all! Looking ahead, Kimberly Mathew Britton, CFRE, will be chairing our 2006 regional conference in Colorado Springs. Kimberly stepped up and volunteered to help with the Florida conference, and reiterated that offer of assistance when she agreed to chair the 2006 gathering. Side note: One appreciated colleague mused in an e-mail reply to our recently
sent ballot for regional director that our AHP Rockies & Southwest had
too many Texans in leadership. While I respectfully disagree (because of the
great representation from all states on the cabinet), I understand the cry
of cronyism. Please HELP mute this cry by stepping up, like Barbara from Oklahoma
and Kimberly from Texas, and volunteer YOUR help! When I called and asked this
colleague to become involved in regional leadership, he unfortunately could
not personally help because of other commitments. But said he would consider
a future leadership role! Please know that all assistance from members in every
state is welcomed and encouraged. More about how to do just that is available
at the end of this column…. Strategic Objective Two: Be the recognized repository and source of knowledge in health care fundraising. AHP R&SW members continue their contributions to the Resource Information Center and participate in the AHP Listserve. Also, Rick Bragga, JD, FAHP, who serves as regional director for AHP Mid-Atlantic,
and I have submitted an idea to the AHP Professional Papers competition. We
hope to produce a white paper on best practices related to charging an administrative
allocation against restricted gifts to help fund development operations. We’ll
learn the fate of our entry in this competition at the Vancouver conference. Strategic Objective Three: Assure organizational financial stability to ensure member support. Regional membership continues to grow. We currently are at 448 regional members—only 11 short of our annual goal. If you know prospective members, please contact Yvette Banks at the AHP home office (703-538-3144) and she’ll send a packet. HELP! We’re short of our AHP Foundation goal for this year by $5,000!
If you’ve not already made a contribution, may I ask you to do so? Your
gift provides financial scholarships for members of our region (to attend the
international conference or Madison) and helps support programs like Ask
the Experts and the Resource Information Center, which are provided free to members
but which are not free to the association to provide. Your gift helps cover
the costs. Strategic Objective Four: Achieve the highest level of recognized professionalism in the field. First things first: congratulations to Penny Cowden, FAHP, who has earned her Fellows designation! She will be honored at the upcoming Vancouver conference. Penny is a wonderful colleague who is very generous with what she has learned. Again, congratulations! It was a privilege to participate in the Advanced Course at the Florida conference. I encourage anyone wanting a great overview (much more advanced than the AHP Primer that is offered at conferences) to take this course, which also is a helpful review for the CFRE examination. (I took the Advanced Course the day before I sat for the exam—and passed—and I found it very informative.) Speaking of helpful reviews, I would now like to convene, in the Dallas-Fort Worth area, a study group to help four to five people who are preparing to take the Certified Fund Raising Executive exam. We’ll plan to meet five times to discuss what types of questions you might see on the exam and the “whys” behind the answers. There’s no charge to participate and there are only two requirements: you must purchase the AHP “Advance Course” manual (available on the AHP Web site) and you must agree to lead your own study group after you receive your CFRE designation. Interested? Call me at 972-579-4391 (I have two spots already filled for my group, so call soon). Also, if you’ve already earned your CFRE and would similarly be willing
to lead a small group of AHP colleagues in preparing to take the exam, please
call me at the same number. Strategic Objective Five: Affect a positive environment for healthcare philanthropy through advocacy. Charities nationwide are watching with interest the machinations of the Senate Finance Committee after it received the report produced by the Panel on the Nonprofit Sector. You should have received an e-mail recently about this report from AHP President Bill McGinly, Ph.D., CAE. AHP Government Relations has produced information about this report and its recommendation on operational reforms, which you can find at www.ahp.org. You also can visit www.independentsector.org to learn more. Strategic Objective Six: Provide the opportunity for meaningful networks for the health care community. Kudos to two AHP Rockies & Southwest members who are leading efforts to help AHP network with other development associations. Barbara McColm, CFRE, is helping AHP connect with a group that secures funds for long-term care facilities. Also, Kimberly Mathew Britton, CFRE, is helping to facilitate work between AHP and a national group of development officers from public hospitals. Contact your state representative (or the state representative closest to you, if your state has multiple reps) to find out about the next educational roundtable being offered. On a personal note… This will be my last column as your regional director. Thanks for the opportunity to represent you on the AHP international cabinet. I love this organization and all that it accomplishes on behalf of our profession. Please join me in welcoming incoming Regional Director-Elect Lisa Kennedy, who will do a superb job for us…in addition to leading a $1 Billion (with a B) campaign for Baylor College of Medicine in Houston, Lisa will take the helm of our region in October at the Vancouver meeting. Lisa was confirmed by a ballot vote as the RD-Elect in July. Right now, Lisa is building her volunteer team of members to serve on the new regional cabinet. I mentioned in the text above that we need leaders from every state in AHP Rockies & Southwest. Please let me encourage you to call Lisa now (unless you’re reading this after office hours and it’s really, really late. If so…then shut the PC off and go to bed! Hey, all of your work will still be there just waiting for you in the morning.). Lisa would love to know that are willing and able to help. All best regards to you, John Drake, CFRE
The most prestigious award of professional recognition by peers in the regional conference, The Gerry Gunnin Professional Achievement Award, was announced at the June conference. This year’s winner was a unanimous choice. Gay Clark has been a great leader in our conference – from serving on the regional cabinet, roundtable presentations and conference presentations enlightening all of her experience and expertise in many areas of fundraising. Nominated by her staff members, Franci Hart and Barbara Larson, her many accomplishments over the years spoke of her outstanding leadership as head of the foundation as well as a mentor to her staff. Gay recently retired, but her legacy lives on. When contacted by Barbara McColm, head of the nominating committee, on her award, Gay was overwhelmed and pleased by the recognition by her peers. She was in the midst of retirement parties and wrapping things up. Franci Hart read this in Florida on her behalf: When I received the call from Barbara McColm, she asked if I would do one more thing for AHP Regional. I said of course. She asked if I would accept the Gerry Gunnin Award. I was stunned speechless. I know the caliber of individuals who have been recognized as past recipients. They are the premier leaders and stewards of our profession. They give so generously of themselves as role models for future generations of fundraisers. They each know and understand that the work we do is ministerial to all those we serve. I am so incredibly humbled by this award. I burst into tears because this is the highest professional award I have ever received. Thank you from the bottom of my heart. I wish Kermit and I could be with you. But we are probably sitting on top of some mountain in Utah. Congratulations, Gay.
Senate Majority Leader Frist promises an addressing of the Estate
Tax issue this fall when Congress resumes. No one can guess where this one
will end up. Most likely outcome will be a bipartisan compromise around a higher
exclusion and possible lower Gift and Estate Tax maximum rate. CARE act is still a hopeful inclusion in the MORE Act of 2005. The CARE proposal,
contained in Title III of S. 6, the Marriage, Opportunity, Relief, and Empowerment
Act of 2005, includes several charitable giving incentives, including a charitable
deduction for nonitemizers and tax-free distributions to charities from individual
retirement accounts. There also are provisions to improve the oversight of
exempt organizations, including more money for IRS oversight operations and
making more IRS determination letters available to the public. There are
few on Capitol Hill don’t pledge their support to additional incentives
to encourage increases in legitimate charitable giving. There are also some
in congress who are working on several charitable reform proposals focused
on perceived abuses in charitable giving. Areas the legislation will address
include donor-advised fund reform, supporting organization reform, and self-dealing.
Hold tight for news from AHP and more details as they develop.
INTEGRIS Young Philanthropists INTEGRIS Young Philanthropists is a progressive new donor program that cultivates
the next generation of philanthropists. Members are focused on strengthening
their community through a relationship with INTEGRIS Health. 2005 Greer Garson Gala A Hit! With more than 550 people in attendance, Presbyterian Healthcare Foundation and Presbyterian Hospital of Dallas in Dallas, Texas hosted the successful Greer Garson Gala on April 16, 2005. The gala’s honorary chairs were actress, Angie Harmon and her football star husband, Jason Sehorn.
Approximately $290,000 was raised from this event, which is a great accomplishment. Above all, ticket sales, sponsorships and the community’s excitement for this event all increased from previous years. “Through the hard work of many, this event was a huge success for the Parkinson’s program and the Special Care Nursery at PHD,” said Mark H. Merrill, president of PHD. “Just as important as the monies raised, the Greer Garson Gala was a huge success in spreading the word about the quality of care and programs provided at this fine hospital. If we gained one new community friend from this event, we have achieved our goal.” The program for the night consisted of many thanks to the events’ chairpersons, Lyle Foster and Katherine Mathes, and their many advisory and executive committee members, as well as the gala honorary chairs, Angie Harmon Sehorn and Jason Sehorn. Mrs. Sehorn spoke sincerely about her positive experience at Presbyterian Hospital of Dallas (PHD), her and her husband’s complete support of the hospital and the physicians and health care staff who help make PHD their hospital of choice. In addition to the spoken gratitude, a video was shown highlighting the skill, dedication and teamwork of the health care staff and physicians on the medical staff at PHD. “The gala was one that all of the guests are sure to remember,” said Ben Casey, president of Presbyterian Healthcare Foundation. “We are so proud of the turn-out and the success of the event.”
Make your plans now to attend AHP's 39th Annual International Educational Conference - October 19-23 Join your colleagues and explore the latest issues and opportunities facing health care development professionals. Make plans now to attend AHP’s 39th Annual International Educational Conference, October 19-23 in Vancouver, B.C. This year’s conference offers a chance to walk away with real solutions and resources for today’s biggest challenges for health care development professionals. Tracks include Annual Giving, Major Gifts, Capital Campaigns, Executive Leadership, Planned Giving, Special Interest/The Small Shop, Volunteer Leadership, and Foundation Management. Sign up today to take advantage of the education and networking opportunities, as well as to learn about today’s newest products and services to make your program a success. And, of course, don’t miss the opportunity to spend some time in the beautiful city of Vancouver!
Have a development question? Need input or advice on a fundraising topic? If so, then the AHP Listserv is for you. The Listserv can assist you with the following:
Our region continues to make an effort for our members submit new or updated policies and programs with the Resource Information Center (RIC). Members are encouraged to make submissions of campaign case statements, policies related to HIPAA implementation and any other development information. Check it out!
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