Jolene Francis, FAHP, CFRE (Track Dean)
Michelle Campbell, BA, FAHP, MNPL, MFA-P (Associate Dean)
Sharon Harrington, JD, CFRE
Summary
This fast-paced, highly participatory track provides an overview of skills and knowledge required within a comprehensive development program. A focus on personal gift solicitation is complemented by an overview of special event fundraising and annual, major, and planned giving. Special sessions address board and physician giving and tax laws (separate sessions for U.S. and Canadian participants). Attendees will also learn about development structure, strategic planning, and how privacy laws affect fundraising.
View the 2026 blueprint below to see how the track is structured, including the topics covered each day.
Who Should Attend
This track is ideal for those who are new to fundraising (0 to 3 years)—or for those who want to broaden their understanding of healthcare development. The Fundamentals of Healthcare Development track is a great foundational course that prepares participants for any of the other Madison Institute offerings in subsequent years.
Overview
- Psychology of giving
- Case for support
- Strategic planning
- Development structures
- Privacy laws
- Fundamentals of tax law (U.S. and Canada)
- Prospect research, cultivation, and identification
- Planning and budgeting
- Ethics
Prospect and Donor Constituencies
- Board members
- Employees
- Physicians
- Individuals
- Corporations and foundations
Fundraising Toolkit
- Direct mail
- Tribute giving
- Recognition and donor clubs
- Special events
- Capital campaigns
- Major gift solicitation
- Estate and planned giving