Engaging Clinicians in Fundraising Partnerships

Engaging Clinicians in Fundraising Partnerships

November 8-9, 2021
1-4:30 pm ET
Presented by 
AHP and Advancement Resources  

This virtual two-session professional education experience prepares fundraising staff to optimize engagement of clinicians as fundraising partners. The session emphasizes concepts, processes, and skills for building strong professional working relationships that lead to increased giving.

Need CFRE credit? This program has been approved for up to 6.5 CFRE points.

Learning Objectives

• Recognize clinician perspectives of fundraising
• Understand appropriate and ethical roles for clinicians in fundraising
• Prioritize a portfolio of clinician partners for maximum effectiveness and efficiency
• Develop and implement a strategy to engage clinicians and build their commitment to partnering with development
• Understand approaches for working with clinicians to identify funding priorities and coaching clinicians to articulate those priorities in a way compelling to donors
• Use a variety of methods to build and maintain strong professional relationships with clinicians


Cliff Harris, MD
Strategic Partner and Facilitator, Advancement Resources
Faculty Liaison for Development, Stanford Medicine

Mark McCampbell, CFRE
Senior Vice President, Strategic Partnerships
Advancement Resources


Session 1

A Different Perspective

Participants will discover how clinicians think; life experiences that drive behavior; the psyche of clinicians as it relates to philanthropy; and the fears, concerns, and predictable questions clinicians have about engaging in fundraising.

Working Together

Participants explore the dynamics of clinician-fundraiser professional relationships, identify approaches to connecting effectively with clinicians, examine concepts for avoiding self-sabotage, and create strategies for building highly productive, trust-based working relationships.

Key Concepts Clinicians Must Internalize

Participants will understand the fundamental concepts clinicians must internalize about the patient/family member experience and the appropriate roles of clinicians in fundraising.


Session 2

Building Clinician Engagement

Participants examine three key factors for prioritizing a portfolio of clinician partners, explore process and tools for building clinician engagement as fundraising partners, and apply learning to create strategies for effective meetings with clinicians.

Identifying and Crafting Compelling Philanthropic Opportunities

Participants examine approaches for working with clinicians to identify funding priorities appropriate for philanthropic support and for articulating those priorities in a way that inspires donors.

Maintaining Meaningful Partnerships

Participants explore concepts for creating gratifying clinician experiences that inspire continued and deeper engagement.



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