Session Descriptions - International Conference 2022

• Two Regional Hospitals, Numerous Transformational Gifts: Key Takeaways and Strategies

  The path to a transformational gift can be long and complex. In the two case studies presented here, the journey to secure multiple multi-million-dollar gifts took decades of diligent, thoughtful stewardship and careful crafting and portrayal of the institutions’ cases for support. The donors started as patients, were stewarded into event attendees, and then began to give on a smaller scale. Through long-term, multi-touchpoint stewardship and innovative visioning strategies, the teams at these two hospitals built deep relationships with the donors and their families, eventually creating the right environment to secure these transformational gifts. In this session, you will hear about the complexities of managing close donor relationships, the importance of embedding the donors in the vision, how different teams throughout the hospital were leveraged, and best practices for stewarding a gift through its life cycle and for generations to come.
  
  

  PRESENTERS:

  Glenn Miller
  Executive Vice President, Chief Development Officer
  RWJBarnabas Health
  
  Eric Javier
  Principal & Managing Director
  CCS Fundraising

  Caitlin Olson
  Regional Vice President of Development
  Monmouth Medical Center and Monmouth Medical Center Southern Campus
  
  Kelly Goss
  Vice President for Development
  Cooperman Barnabas Medical Center

• Awakening the Sleeping Giant of Latinx Philanthropy

  This presentation explains the national state of Latinx engagement in nonprofits and helps you identify key opportunities for your organization's engagement of Latinx donors, board members, and stakeholders. Finally, you'll learn proven methods for engaging Latinx nationally in giving, activism, and more.
  
  

  PRESENTER:

  Armando Zumaya
  Founder
  Somos El Poder

• Your Doctors Are Using AI. Why Aren’t You?

  It’s time for Precision Philanthropy. Northwell Health has a long and impressive record of providing quality care, pioneering treatments, and vital research that make a profound impact as New York’s largest healthcare provider. Currently, in a campaign, Northwell is implementing best-in-class artificial intelligence models for precision-based prospect identification and management that is establishing a new best practice in grateful healthcare philanthropy. With over 830 hospitals and care centers and more than two million patients treated each year, the amount of data available to Northwell Health would be overwhelming without the latest technology. In this session, our expert panelists will share Northwell’s approach to grateful giving and how they are turning big data into actionable insights that prioritize patient-centric and donor-centric philanthropy practices. Join this interactive conversation to discuss and debate views on the tools and processes needed to successfully usher in a new era of grateful philanthropy. From the latest AI to the importance of repeatable processes that reinforce an enterprise-wide culture of philanthropy, this panel will discuss the virtues of, and the hurdles facing, the next generation of “engagement-first” programs..
  
  

  PRESENTERS:

  Nathan Chappell, MBA, MNA, CFRE
  Senior Vice President
  DonorSearch
  
  Nicole Felix Thigpen
  AVP, Campaign & Annual Giving
  Northwell Health

  Souzan Hanna
  Vice President of Operations
  Northwell Health Foundation
  

• Finding Success Campaigning for a New Pediatric Mental Health Hospital

  Demand for mental health services has never been greater. In the wake of the pandemic, children’s mental health is in crisis. Everyone’s got a story: a friend, co-worker, family member, or child. The need for philanthropic investment in these services is crucial. Sadly, the stigma associated with mental illness still makes it challenging to fundraise for it. This presentation will share how a freestanding children's hospital helped transform how their community thinks about mental health, and how their fundraising team took the challenge head on, initiating a $75 million campaign to help construct a 14-story mental health hospital. This presentation will share valuable lessons on opportunities and challenges, and how the hospital's development team responded to an urgent community need, became a catalyst to change how their community saw and treated mental illness, and are on their way to raising over $100 million.
  
  

  PRESENTERS:

  Bill Mountcastle
  President & Principal Consultant
  Health Giving
  
  Amy Sampson
  SVP, Chief Engagement + Innovation Officer
  CHKD Health

• The Brave New World of Crypto-Philanthropy

  With an inception that was mired in mystery, cryptocurrency has grown to become one of the hottest and controversial investment opportunities. Global adoption rates are soaring, and major companies and governments are buying in. With a total market cap of over $2 trillion, cryptocurrency is quickly becoming hard to ignore. Similarly, donations of cryptocurrency are growing at exponential rates. Giving of cryptocurrency grew from $4.2 million to over $69 million in 2021! The explosive growth and the potential for massive returns may be fueling investor excitement, but what does this trend mean for philanthropy and how can you position your organization to be ready? This session will teach you what cryptocurrecy is, the growth opportunities, and how to position your organization to accept it. You'll also learn how to educate your staff to identify characteristics of potential crypto investors and to feel comfortable discussing cryptocurrecy gifts.
  
  

  PRESENTERS:

  Matt Wahrhaftig
  Director of Annual Funds
  Kettering Health Foundation
  
  Erin Culp
  Director of Philanthropy
  Kettering Health Foundation

• Building, Selling, and Delivering Corporate Partnerships and Cause Marketing Programs

  Tired of hearing great ideas at a conference only to leave with a pile of work to execute? In this session you will not only learn but actually BUILD something. You will hear from two experts in the field of creating, getting buy-in, managing, and delivering results from corporate partnership and cause marketing programs who will share best practices, lessons learned, and case studies from experiences in the field. We will provide hands-on learning so you leave with a program you can take to your manager and/or potential partner. You'll:
  *Hear real-world examples and best practices *Interact with fellow workshop attendees to brainstorm
  *Create and leave with an outline of your own cause marketing/corporate partnership program and next steps to implement
  *Learn how to gain internal consensus for your program
  *Adopt tactics on prospecting and marketing your partnership.
  
  

  PRESENTERS:

  Chris Martinez, MIB, CFRE
  Chief Executive Officer
  Asthma and Allergy Foundation
  
  Dawn Wilcox
  Associate Senior Vice President, Development & Corporate Partnerships
  Children's Hospital Los Angeles

• Engaging Millennial Donors

  Up to $70 trillion dollars will be in the hands of millennials by 2030. Today, there are over 700,000 millennial millionaires in the US. Many organizations are not tracking or screening this group. In this session, you'll learn the benefits to screening, tracking, and creatively engaging millennials; millennial giving trends and preferences; and automated ways to customize the giving experience for your next generation of major donors.
  
  

  PRESENTER:

  Sarah Landman, M.A.
  Executive Vice President
  Insightful

• Health Equity: Opportunities for Fundraising Growth

  The goals of this session are to help fundraisers develop a new program to increase the money they are raising, help secure new donors, and generate repeat donors while enhancing the value of the fundraising team to the administration and Board with the goal of community-building to help achieve health equity. We will define the terminology and provide tips for getting started, initiating a conversation with leadership, and choosing community partners to ensure fundraising success. We will also share case studies, including red flags.
  
  

  PRESENTERS:

  Mary Anne Chern, FAHP, CFRE
  Senior Consultant
  Netzel Grigsby Associates
  
  Robert Nolan, FAHP, CFRE
  Executive Director of Development
  Indiana University School of Public Health

• Best Practices for Building Annual Giving to Feed the Major Gift Pipeline

  One of the greatest goals of every philanthropy program is to maximize their major and principal gift production. Understanding who your best prospects are and from where they originate is incredibly important for long-term success. By using data, strategy, and processes, and understanding goal-setting and accountability opportunities, participants will leave with an understanding of how this underutilized prospect pool can generate significant revenue.
  
  

  PRESENTERS:

  Denise Pope, CFRE
  Senior Consultant
  GOBEL
  
  Lisa Klein
  Director of Annual Giving
  Hackensack Meridian Health Foundation

• Building an Inclusive Culture in Healthcare Philanthropy: Transparent Conversations from Diverse Professionals

  As the Great Resignation increases daily, what are leaders doing to prevent fundraiser turnover? From the murder of George Floyd to Covid-19, this new philanthropic era calls for new profound approaches to how we recruit and doubling down on retention efforts. This leadership panel of current and former grateful patient fundraisers will share transparent retention strategies, highlighting valuable lessons on obstacles and solutions healthcare leaders can use to foster a diverse culture and team. Topics include building intentional onboarding programs, the need for mentoring, and opportunities for professional development and growth. Using an inclusive lens and their own experiences, our panel will also address barriers to progress, challenge myths, and share what it takes to become truly leadership-ready. The success of your organization depends on the success of a talented diverse team, where they have the tools and support needed to continue to grow.
  
  

  PRESENTERS:

  Adrian Stover
  Associate Vice President, Philanthropy Services
  Gobel
  
  Angelique Grant, PhD
  Senior Consultant + Principal
  The Inclusion Firm

  Geminesse Johnson, MHA
  Director of Major Gifts
  Lucile Packard Foundation for Children's Health

• More Than an IDEA: Developing Inclusive Fundraising Practices Through Culture

  As two of Canada’s leading healthcare institutions in Toronto, the world’s most diverse city, it is important for our institutions to engage the diverse communities we serve. As publicly funded organizations, philanthropy is critical to advancing the future of healthcare. Building DEI principles into our organizations has been critical as we continue to grow and diversify our revenue streams. Leaders across the fundraising sector are finding it more challenging to secure new sources of revenue without diversifying their boards, senior management, and development teams and creating programs that engage new potential donors. Making headway in this space starts internally. In this session, you’ll hear what SickKids and UHN Foundation are doing to engage Toronto’s Black Canadian, Chinese Canadian, Jewish, Indigenous, and 2SLGBQTIA+ communities to address gaps in social health determinants. You will also hear why embedding DEI into your organization’s strategic goals will shift team culture for the better and increase output..
  
  

  PRESENTER:

  Kirstin Ling
  Campaign Manager, Major Gifts
  UHN Foundation
  
  Leonard Nolasco
  Associate Director, Major Gifts
  SickKids Foundation

• Navigating Challenging Donor Conversations in a New Era of Philanthropy

  From the pandemic to the murder of George Floyd, many relationship managers are faced with challenges as they find themselves in the midst of ultra-sensitive conversations with prospects and donors. This session is designed to unpack advancement experiences, understand the concept of power and privilege and its influence, and the importance of courageous conversation skills.
  
  

  PRESENTER:

  Angelique Grant, PhD
  Senior Consultant + Principal
  The Inclusion Firm

  
  

• The Big Finish: Developing an Effective Year-End Campaign

  Nearly one third of annual giving occurring in December—with 12% occurring in the last three days of the year. 25% of nonprofit organizations raise 25% or more of their annual fund from their year-end ask.
  
  In this session, we will discuss the key aspect of a successful year-end campaign including:
  • Which fund raising methods raise the most money;
  • Developing your year-end campaign plan;
  • Integrating your approach;
  • Working with your major and planned giving colleagues.
  
  There’s a lot resting on your year-end giving campaign. We will cover everything you need to plan and implement a successful campaign.
  
  

  PRESENTER:

  Tim Logan, CFRE, ACFRE, FAHP
  Principal
  The Tim Logan Group

  
  

• #BeBraveEngage: Amplify Your Organization’s Impact Through Stakeholder Engagement

  Learn why stakeholder engagement has been a game changer for The Delta Hospital + Community Health Foundation and the Children’s Health Foundation of Vancouver Island. In this session, attendees will learn how to determine who their stakeholders are, when to engage them, and why engagement takes bravery. Through a lively panel-style conversation, attendees will hear from two non-profit leaders about their experience bravely engaging stakeholders, the challenges, the victories, and ultimately how engagement helped them confidently define exciting and new directions for their organizations.
  
  

  PRESENTERS:

  Aleece Laird, BBA
  CEO, Stakeholder Engagement and Communications Specialist
  Amplify Consulting, Inc.
  
  Veronica Carroll, MBA, CFRE
  Chief Executive Officer
  Children's Health Foundation of Vancouver

  Lisa Hoglund, CFRE
  Executive Director
  Delta Hospital and Community Health Foundation
  

• The Moment I Realized I Was a Terrible Leader, and What Happened Next

  When professionals make the transition from peer to leader, it becomes very easy to fall into the trap of imposter syndrome, often without even realizing it. This is what happened to me. I thought I was coasting as a fundraising leader. The results were solid and everyone on the team was achieving. There was some staff turnover, but nothing too serious. Opportunities for improvement were always there, but overall things seemed just fine. Then one day, the foundation staff was asked to provide anonymous feedback for the leadership team. Each staff member met one-on-one with an interviewer to answer questions and share their candid thoughts about the four leaders and the department culture. The results of my report were as far from what I expected as possible. In that moment, most of what I had thought to be fine was suddenly disrupted, and I was facing a hard realization: I wasn’t where I wanted or needed to be as a leader, and critical changes had to be made. Join me as I walk you through my fundraising leadership journey so far. You'll reinforce what you already know and pick up a few new tips for your own leadership path ahead.
  
  

  PRESENTER:

  Adam Blanchard
  Director of Donor Engagement
  Dayton Children's Hospital Foundation

• The Great Wealth Loss

  The greatest transfer of wealth has begun, as over the current decade an estimated $9 trillion is being transferred from Boomers and their parents. But where is this money going? It's time to find out. During this presentation, learn why and how the Intergenerational Wealth Transfer has the potential to massively disrupt current giving at the institutional level. Without acting quickly, many organizations may be forced to shut down completely; however, we have used our unique perspective in the nonprofit sector to strategize easy-to-implement solutions. By using your existing data, strengthening your relationships, and efficiently allocating your resources, you can mitigate the negative impact of the Great Wealth Loss. This presentation will walk you through each step, and if executed correctly, you can transform a loss of revenue into a profitable opportunity.
  
  

  PRESENTER:

  Chris Heldman
  President & CEO
  Legacy Leaders

• Beyond the Referral: The Pathway to Forging True Clinician Partnerships

  What do you do when you realize that it’s going to take more than gratitude training and 1:1 meetings with clinician partners to form true, two-way, robust partnerships with the physician and clinician partners you so desperately need? After launching a comprehensive grateful patient and clinician engagement strategy across eight hospitals in 2020, Baptist Health Foundation KY & IN knew it was going to take more for the program to produce the influx of high-affinity prospects required to support their $100 million campaign. Learn about the multi-faceted approach Baptist Health Foundation has taken to integrate their grateful patient and clinician engagement strategies with their campaign execution plans, and how they engaged physician leadership to help lead many facets of the campaign, resulting in a 340% increase in grateful patient referrals.
  
  

  PRESENTERS:

  Erin Stitzel, FAHP, CFRE
  Principal Consultant
  Accordant
  
  Roy Lowdenback
  System Vice President, Philanthropy
  Baptist Health Foundation KY & IN

  Lora Croley, CFRE
  System Director, Donor Relations
  Baptist Health Foundation KY & IN

• Beyond Grateful Patient Fundraising: Engaging Non-Patient Donors in Healthcare Philanthropy

  "While most healthcare philanthropy comes from grateful patients, non-patient donors are an important but often overlooked source of support. With expanding opportunities to work remotely, Americans are migrating from densely populated to new emerging markets. This presents local hospitals with an influx of potential supporters, many of whom are not yet patients. This session, facilitated by CCS Fundraising, will feature fundraising experts from Vanderbilt University Medical Center in Nashville and UT Southwestern Medical Center in Dallas, locations which are experiencing major population growth. Panelists will offer insights on how to engage geographic transplants and non-patients. Themes will include:
  *Refining your philanthropic case for support for non-patient donors
  *Strategies for engaging philanthropists and funders new to your market
  *Nuances of engaging younger donors, who make up a large portion of recent transplants
  *Finding the right balance between new prospects and existing donors.".
  
  

  PRESENTERS:

  Meghan Davison
  Senior Vice President
  CCS Fundraising
  
  Darrin Goldin, CAP
  Assistant Vice President
  UT Southwestern Medical Center
  
  Talmadge Ingham-Johnsen, MPA
  Vice President for Development
  Vanderbilt University Medical Center

• Creating a Culture of Philanthropy Through Team Member Experience

  Team members are the heart of any organization. Prior to Covid-19, our team had worked to create a culture of engagement and philanthropy. With a goal of fostering a positive and dynamic work experience for team members, a dedicated group was established to curate team member strategies that would enhance a sense of team, a commitment to purpose, compassion for others, and a spirit of excellence to drive our collective work. As we moved through the pandemic and embarked on a strategic planning process, leaders and team members refined many of their engagement techniques and placed intentional focus on enhancing our culture. Because of this intentional work, we are able to share these key focus areas to enhancing workplace culture. These include intentional gratitude; specialized celebrations and recognitions; creating a pathway for career development; an emphasis on rest, renewal and recovery; anti-racism strategies; and collecting honest feedback. In this session, we will explore how to engage team members through personal touches and investments.
  
  

  PRESENTERS:

  Victoria Sarjeant
  Program Manager
  IU Health Foundation
  
  Jami Marsh
  Vice President, Strategy and Philanthropy
  IU Health Foundation

  Melissa Roberts-Faulkner
  Statewide Stewardship Officer
  IU Health Foundation
  
  Derek Nutty
  Program Director, Grateful Patient Program
  IU Health Foundation
  
  
  

• Growing Your Legacy Society: Why Aren't We Asking?

  This session will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned giving efforts. Discover techniques for identifying planned giving prospects, soliciting potential donors, and closing the gift over the phone. Learn how to make the ask using mail, e-mail, and telephone solicitation. This session will also provide strategy on the selection of donors for a planned giving direct marketing campaign. Most planned giving donors say “they were simply never asked” for a gift. Learn how your organization can avoid this common pitfall and develop a thriving and profitable planned giving marketing and solicitation plan.
  
  

  PRESENTER:

  Anthony Alonso
  President
  Catapult Fundraising, Inc.

• Email Marketing Best Practices and Other Nerdy Secrets

  As Covid-19 has accelerated the adoption of digital communications, email volume has risen exponentially. That means you need smart ways to make your emails stand out from inbox clutter! We’ll dive into actionable tips for improving your email performance through personalization, compelling copy, welcome emails, and beautiful design. Plus, we’ll share other nerdy email secrets—from interpreting analytics to coding tips and improving deliverability. Finally, we’ll provide practical tools like an email send checklist and library of samples, so that you can begin implementing your next-level emails immediately. Whether you’re looking for basic email best practices to get started or you’re ready to elevate your long-standing campaigns and communications, this session is for you.
  
  

  PRESENTER:

  Beth Hatcher
  Principal + CEO
  Beth Interactive

• All About the Data: How to Drive Your Giving Pipeline

  "Many healthcare foundations cite donor acquisition as their top challenge, closely followed by donor retention. What if you could use data to strategically address both priorities? At one major hospital foundation in the Upper Midwest, we’re doing just that with 10 affiliate foundations. Our session will demonstrate how we use data from digital strategies to cultivate new donors, drive long-term giving, and steward existing donors to major and planned gifts. We’ll share best practices for smart segmentation and screening of patients, employees, and prospects—as well as how these strategies have generated 74% greater giving through digital stewardship, 64% engagement from prospective donors, and 25% new donor acquisition in a recent campaign. We’ll offer tips to scale up your practices in a straightforward, manageable way. You’ll walk away with new strategies and technological tricks to start harnessing information to drive a giving pipeline."
  
  

  PRESENTERS:

  Beth Hatcher
  Principal + CEO
  Beth Interactive
  
  LeAnn Mouw, MSM
  Foundation Operations Officer
  Essentia Health Foundation

• Legacy Giving for All Seasons

  Philanthropy leaders are juggling many different priorities every day. For many executives today, our passion is working with donors to help facilitate gifts that will impact our organizations. Still, the reality is that it’s challenging to find time to nurture and grow these relationships. How can we carve out time to do what attracted us to philanthropy? We will engage the audience in discussing how to prioritize building authentic personalized relationships with donors by sharing successful and unsuccessful approaches. We will use a case study to explore how all leaders can embrace more personalized philanthropy that fosters legacy giving when juggling leading a foundation. We will review how to identify prospects and cultivate and steward legacy donors all year round.
  
  

  PRESENTERS:

  Dave Smith
  Founder & CEO
  Heaton Smith Group
  
  Jennifer Svihus, CFRE
  President & Chief Philanthropy Officer
  CommonSpirit Health Sequoia Hospital Foundation

   

• Lifting As We Climb: Increasing Diversity Outcomes in Healthcare

  This HEART FORCE (Health Equity and Anti-Racism Task Force) case study session will engage in a conversation about lowering racial disparities in healthcare through three main objectives: 1) engaging leaders in JEDI (justice, equity, diversity, and inclusion) at the fullest level, 2) aligning measurable outcomes in strategic areas, and 3) engaging in bold philanthropy to support JEDI objectives. The framework is built from Luminis Health’s efforts to re-envision health equity and anti-racism with a dedicated focus and task force. Efforts shifted organizational policy, culture, and performance throughout the LH Health System and hospital foundations, including becoming a trusted partner in diverse communities through incorporating a JEDI focus throughout the brand. Luminis extended DEI reporting across the system, allowing for a transparent view of metrics that developed a sustainable accountability model.
  
  

  PRESENTERS:

  Deneen Richmond, MHA, RN
  President
  Luminis Health Doctors Community Medical Center
  
  Dawn Ridley, MBA
  Vice President, Development
  Luminis Health Doctors Community Medical Center

  Jasmine Guy
  Vice President of Diversity, Equity, & Inclusion
  CCS Fundraising

• Burnt Out: How to Regain Control of Your Life

  A recent report from Indeed found that employee burnout is on the rise: 52% of all workers are feeling burned out, up 9% from a pre-pandemic survey. Sixty-seven percent of all workers believe burnout has worsened during the pandemic. Employees of all ages and types are experiencing the impact of stress, fatigue, and mental health challenges.This session will share from the perspective of a grateful patient with first-hand experience with burnout the led to her own cancer battle. It will also include the perspective of a philanthropy practitioner with decades of healthcare philanthropy experience. The overall focus is burnout amongst philanthropy professionals. The goal of the session is to provide a highly interactive presentation to help attendees develop skills to combat burnout through collaborative learning.
  
  

  PRESENTERS:

  Alisa Smallwood, CFRE
  Chief Development Officer
  Holy Cross Health Foundation
  
  Jacynta Brewton
  Major Gift Officer
  Holy Cross Health Foundation

• Going Digital with Grateful Patient: Perspectives from Hospital Leaders

  Grateful patient fundraising has long been a part of fundraising strategies, but many have been slow to adapt their programs in a digital age. Experts in digital hospital fundraising will share their experiences building grateful patient programs from the ground up, providing insights on how to capture more prospects and new donors. You’ll get proven best practices for how to successfully create and implement a digital grateful patient program and leave with action steps you can take to incorporate digital best practices at your health system. Join this session to learn about:

  • Educating patients about the role of the foundation and proven communication plans for onboarding new supporters.
  • How a digital grateful patient program provides a low barrier of entry for patients to take action.
  • How health systems of varying sizes and patient populations from across the country were able to increase their foundation revenue through targeted digital communication and fundraising strategies.

  PRESENTERS:

  Kristen Dalton
  Senior Account Manager
  Digital Health Strategies
  
  Matt Turkington
  Chief Operations Officer
  Providence
  
  Brian Habig
  Director of Operations
  The Christ Hospital Foundation

• Black Men's Health Advocacy: Building It from the Ground Up

  You will learn about how I designed my program for Black men's health, secured funding and partners, what worked and what didn't, and why transforming traditional healthcare to meet the healthcare needs of Black men will remain a critical area for healthcare development and fundraising for years to come.
  
  

  PRESENTERS:

  Aaron Perry
  President/CEO
  Rebalanced-Life Wellness Association

• Coaching the Coach: Elevating the Physician Champion

  People who demonstrate success in a field are more likely to be placed in positions where they must help others develop the same skill. In development, for example, high-performing gift officers are often moved into management roles without the proper training or experience to supervise. Results can be disappointing, frustrating, and lead to job dissatisfaction. This also occurs in grateful patient and family fundraising. When physicians have success in this area, they are often given titles such as “physician champions” or “liaisons.” They are then put into roles to grow physician engagement and coach their peers. There is a need to go deeper and coach these physician performers on how to, in turn, coach these skills. This talk will share the ways to “coach the coach,” helping physicians avoid the most common pitfall of trying to replicate their own style in others. We will equip you with the training tools to improve physicians’ coaching skills in this distinct content area.
  
  

  PRESENTERS:

  Walt Edwards
  President
  Graham-Pelton
  
  Jim Lyddy, PhD
  Senior Vice President
  Graham-Pelton
  
  Holli Gall
  Senior Executive Director of Development and Communications
  UNC Health Foundation

• The Halo Effect: How High-Performing Philanthropy Elevates an Entire Organization

  What does it take to build a high-performing fundraising team today? How can we articulate organizational vision and sharpen operational priority setting today? How can we maximize fundraising and change the fundamental ways healthcare works? How are you leading and coaching your fundraising teams today? What do you want your organization to say about your fundraising team? What will it take to have a global impact and a sense of legacy 10 years from now? Four accomplished and revered female healthcare development professionals will share their thoughts and ideas on what a high performing fundraising operation looks like from four different viewpoints (hospital systems, community hospitals, specialty hospitals, and academic medical centers). Success in philanthropy makes our colleagues and organizations ambitious in new and positive ways. Join this session to explore beyond the day to day, reflect globally on our values and sense of legacy can impact fundraising today, and learn how to level up your team.
  
  

  PRESENTERS:

  Dyan Sublett
  President
  MLK Community Health Foundation
  
  Melany Duval
  Senior Vice President, Chief Philanthropy Officer
  Dana-Farber Cancer Institute and the Jimmy Fund

  Claudia Looney, FAHP, CFRE
  Senior Consultant
  CCS Fundraising
  
  Kenya Beckmann
  Chief Philanthropy Officer, South Division
  Providence

• Getting the Enthusiastic YES!

  Identifying the right team, the right approach strategy, and the right stretch amount for a direct ask are essential elements of getting the “Enthusiastic Yes.” This experienced panel of healthcare development specialists will explore making the transition from a passive culture of philanthropy to one of compassionate accountability and increased productivity. Learn from real life examples featuring both success stories and challenges. Attendees will come away from this session with actionable steps to move beyond serial cultivation to developing donor-centered approaches for specific, significant gifts in support of a variety of hospital initiatives. Arrive curious - leave informed, inspired, and ready to make your next ask.
  
  PRESENTERS:
  Colleen M. Fox, MA, CFRE
  Chief Philanthropy Officer
  Providence Inland Northwest Foundation
  
  Emily Moser, MBA, CFRE
  Philanthropy Officer
  Providence Inland Northwest Foundation
  
  Debra A. Gill, MPA, FAHP, CFRE
  Chief Executive Officer
  Alliance Philanthropy, LLC
  

• Harnessing the Changing Needs of Mid-Level Donors For Growth!

  This dynamic session will feature the latest research and insights into what mid-level donors need and want from our healthcare organizations as we move from pandemic to core cause. Mid-level donors have been generous over the past two years. It's critical to understand how their giving is changing and what you will need to do differently to engage and inspire them in the future. Real examples, core research, and enlightening insights gathered through over 25 affinity surveys; an amalgamation of performance metrics with new research into needs and motivations; and an in-depth case study will help participants better understand the shifts in motivations our mid-value donors are demonstrating. We will translate this information into practical actions that will help you look differently at your own mid-value programs, translate the insights into action for growth, and deliver a donor experience that will keep mid-level donors doing more.
  
  PRESENTERS:
  Kimberly Blease
  Executive Vice President, Strategic Solutions & Consultancy
  Blakely Inc.
  
  Rachel Hunnybun
  Director, Strategic Solutions
  Blakely Inc.
  
  Liza Jerome, CFRE
  Fundraising & Brand Consultant
  
  

• Our Donors and Communities Need Us: Creating Unparalleled Culture and Experiences

  As we come out of the pandemic, communities across the country struggle with substance use and mental health conditions now more than ever. Because of this growing epidemic, hospitals will be required to create solutions for communities that allow individual and families to heal. During this session, participants will learn how three health care leaders took best practices from leading health care institutions and leveraged relationship and community building to create fundraising success. By partnering with clinical leaders, Hazelden Betty Ford has created a strong culture for philanthropy across their 17 sites across the country and comprehensive family and children programming. Clinical leaders and development professionals have been able to create unique relationships and experiences for donors resulting in increased giving and unique donor experiences.

  PRESENTERS:

  Moira McGinley, CFRE
  Vice President and Chief Development Officer
  Hazelden Betty Ford Foundation
  
  David Wilke, MBA, FAHP, CFRE
  Vice President, Development and Campaign Strategy
  Hazelden Betty Ford Foundation

  Stephen Delisi, MD
  Medical Director, Enterprise Solutions
  Assistant Adjunct Faculty, Hazelden Betty Ford Graduate School of Addiction Studies

• Gianni Deepdish’s Big Gift: A Case Study on Gift Planning Conversations

  Gift planning should be a cultivation strategy in all comprehensive fundraising programs, but many fundraisers are hesitant to discuss planned gifts—especially if it’s not an area of expertise. This case study is designed to help you to become more comfortable with gift planning conversations. Gianni Deepdish is a loyal donor with big ideas and dreams. In this interactive session, we will probe and respond to Gianni’s goals for his family and philanthropy. Armed with this information, we will then explore gift planning options that engage Gianni, meet his goals and objectives, strengthen his relationship with the organization, and result in the best possible gift. What clues should you listen for? What questions might you ask? What pitfalls must you avoid? This session will be facilitated by nationally recognized and experienced gift planners, who will help you analyze the case, challenge your assumptions, and answer all your questions.
  
  

  PRESENTERS:

  Lynn Malzone Ierardi, JD
  Director of Gift Planning
  University of Pennsylvania
  
  Jeremy Pharr, JD, FCEP
  Executive Vice President
  Thompson & Associates

• Writing for Healthcare Philanthropy, the Journal of AHP

  Have you ever wondered how each issue of the AHP Journal comes together? It's really not as mysterious as it might seem. The biannual publication of the Journal is a joint effort between the membership of the Association, the AHP Journal Advisory Council, and the professional staff of AHP. This session will review the process used to review, evaluate, and select articles for publication in each issue of the Journal. Healthcare Philanthropy, the Journal of the Association for Healthcare Philanthropy, is an important publication for the advancement of the field of healthcare fundraising. As a peer-reviewed Journal, it is responsible for the dissemination of critical information, trends, and knowledge among practitioners in the field. This presentation will provide the key points to consider when developing a topic for an article that will inform the membership and contribute to the growing body of knowledge in the field of healthcare philanthropy. This session will also provide valuable insight into how to write a compelling article based on your professional knowledge and experience and to submit that article, using knowledge and tools gained in the session, in a manner that increases the probability of publication in the Journal.
  
  

  PRESENTER:

  Robert Nolan, FAHP, CFRE
  Executive Director of Development
  Indiana University School of Public Health

• Get Ready for 2023 with a Look at 2022 Healthcare Philanthropic Data

  It’s been a whirlwind in healthcare philanthropy to say the least. We experienced significant increases in in-kind donations, the likes we have never seen. Online donations spiked as we went remote. Events went into hiatus, and we vowed never to do them again, and yet we’re seeing a substantial resurgence of them in 2022. Every year the amount of major donors decrease and yet competition increases. Top it off, most of us have seen tremendous turnover with our philanthropic team.  In this session, industry experts will examine healthcare’s fundraising performance for the last couple of years and surface the most interesting trends. They will discuss best practices that address these trends and how to incorporate them to create stronger more powerful philanthropic strategies for 2023. By remaining aware of the trends shaping philanthropy, you’ll have the knowledge you need to make informed, strategic decisions for your mission.
  
  Sarah Fawcett-Lee
  SVP, Chief Philanthropy Officer
  Virtua Health Foundation
  
  Matt Turkington
  Chief Operating Officer
  Providence
  
  Melissa Bank Stepno 
  Director, Analytics & Business Consulting
  Blackbaud, Inc.

• 7 Hacks for Making Your Board Better

  Many philanthropy leaders confide their foundation board or development council is just not cutting it. During this no-holds-barred, deeply honest session, you’ll confront what’s often holding boards back. You will also discover 7 straightforward—and relatively simple--“hacks” to reposition your board. These tools will help you change their perception of their role, engage them in meaningful work, focus their intentions, improve the board experience, move out those just taking up a seat and more. You’ll also walk out with practical and actionable tools to put to work immediately.
  
  Betsy Chapin Taylor, FAHP
  Chief Executive Officer
  Accordant
  
  

• How to Crush It in Advancing Community Health 

  The role of health organizations is evolving.  It’s no longer just about responding to illness and injury inside the four walls of the hospital.  The next curve of health care is about taking a proactive role in elevating community health status, equity, access and well-being.  In this fast-moving crash course, you’ll unpack the definitions and intentions of core community strategies.  You’ll see how smart organizations are picking, positioning and partnering on projects.  Finally, you’ll explore why it’s essential for philanthropy to support this work now and how to make the case for support to donors and other stakeholders.  
  
  Betsy Chapin Taylor, FAHP
  Chief Executive Officer
  Accordant

• A Thriving Culture in the New Normal

  The unexpected and monumental shift to working from home in 2020 necessitated creativity as fundraising teams adapted to a virtual environment. While in-person work has become more common, the demand for remote and flexible environments remains high and an ongoing consideration for recruiting and retaining top talent. As we adapt to the new normal, how will we collectively determine the strategies to foster high performance teams in a hybrid environment? With data, examples, and a broad range of experiences, institutional leaders will discuss the adjustments they have made within their own teams and explore the challenges that have arisen. The topics will include the complexities of building a strong team culture, approaches to developing organic relationships and mentorship models, and the realities of employee retention in a competitive market. In a candid discussion, the leaders will work together to discuss the strategies and opportunities of this emerging trend.
  
  Stephen Testa
  President
  Nationwide Children's Hospital Foundation
  
  James "Jim" Digan
  Executive Vice President, Enterprise
  Chief Development Officer, Nemours Children's Health System
  
  Greg Hagin
  Principal & Managing Director 
  CCS Fundraising
  
  Adam Miller
  Senior Vice President
  CCS Fundraising

• Using Data to Inform Strategic Decision-Making

  The advantages of evidence-based decision making are clear, but data-driven decision making (DDDM) may be a relatively new concept for many institutions. This session’s goal is to provide insight on how Development staff and leadership can implement DDDM at their organizations, allowing for a more systematic plan of action and the ability to react with agility in the face of market volatility and a dynamic funding landscape. Organizations can use data to inform a variety of decisions, including how to improve the overall health of the development office, how to expand the pipeline, and how to identify opportunities and challenges for fundraisers. Data can be qualitative as well as quantitative, as in the case of using strategic conversations to gather feedback. Institutions that are driven (but not constrained) by data are the most creative and high-functioning nonprofits, and this session will share effective methods to get started.
  
  Allie Quick
  Chief Philanthropy Officer
  Allegheny Health Network
  
  Michelle Warren
  Executive Director of Development Operations & Strategic Programs
  Allegheny Health Network
  
  Jennifer Belliveau, MBA
  Vice President
  CCS Fundraising
  
  Kruti Sheth, MPA
  Senior Director
  CCS Fundraising

• Combating the Great Resignation: Strategies to Optimize Lean Development Teams

  By now, we are all aware of the post (and mid-) pandemic avalanche of resignations – a widespread phenomenon blithely coined “The Great Resignation”, which has disproportionately impacted high-pressure sectors like healthcare. In this session, you will hear how the Chief Development Officer at a renowned children’s hospital has taken this opportunity to rethink how to organize and engage her fundraising workforce more optimally. From the decision to move to an entirely remote workplace, to the reorganization and realignment of roles, the leadership team has implemented innovative strategies to motivate and recruit talented staff, with promising early results. Join this session to better understand the new human capital challenges, opportunities and realities facing all managers and leaders of fundraising programs.
  
  Raymond Happy (Moderator) 
  Senior Partner
  CCS Fundraising
  
  

  Katie Muller
  Executive Director, Development Business Operations
  Children's Hospital of Philadelphia (CHOP)

  Irena Politzer
  VP of Development Administration
  Children's Hospital of Philadelphia Foundation
  
  

• What if I Say the Wrong Thing?

  In this session, the presenter will follow Vernā Myers' book, What If I Say the Wrong Thing?, and lead a discussion on the top 10 tips:
  
  1. Expand your comfort zone! 
  2. If you don’t want to say the wrong thing, pause before you speak. 
  3. Be kind to yourself when you discover blind spots. 
  4. Get accustomed to making mistakes. 
  5. Welcome correction as an opportunity for learning. 
  6. Engage, rather than disengage. 
  7. Learn to apologize. 
  8. Be an Upstander. 
  9. Engage in training opportunities. 
  10. Be patient with yourself and others. 
  
  

  PRESENTERS:

  
  Birgit Smith Burton
  Founder and Executive Director
  African American Development Officers Network

• The Public Phase Isn’t A Phase — Not Anymore: A Philanthropy Communication Strategy Workshop

  A drop of water into an ocean, that’s often what it feels like when marketing healthcare philanthropy to our communities. Instead we retreat to what we’ve defined as our primary lanes—donors and clinicians. However, making the case for why your community should invest their philanthropy dollars in healthcare is a huge opportunity. It ignites donor enthusiasm, creates awareness that your foundation exists, can open the door to new donors and strengthen your hospital brand and culture. But you cannot do it alone. You will need the resources and buy-in from leadership and your marketing department. This workshop will help you build strategies and mini-plans for community engagement, help make the case for Marketing’s support and provide you with the language you need to focus on why giving to healthcare matters, to everyone.

  PRESENTER:

  Michael J. Beall
  Principal Consultant & Communications Practice Leader
  Accordant

• Industry Performance by the Numbers: Trends from the 2022 AHP Report on Giving

  In this session, Jenny Love, chief content and marketing officer for AHP, and Jasmine Jones, associate director of research, will present findings from the just-released 38th edition of the AHP Report on Giving. They will discuss the latest trends across the industry in net fundraising revenue, return on investment, cost to raise a dollar, and more. Compare your performance to your peers to identify your strengths and opportunity areas, guide strategic planning, and share the results with executives, your Board, your team, and donors.
  
  

  PRESENTERS:

  
  Jasmine Jones
  Associate Director of Research
  Association for Healthcare Philanthropy
  
  Jenny Love
  Chief Content and Marketing Officer
  Association for Healthcare Philanthropy

• Getting Even: Gratitude Inspired Philanthropy

  This session will explore an innovative approach to building a healthcare philanthropy program – evolving from a transactional fundraising approach to a transformational partnership model that will not only result in more significant philanthropic investment revenue but also enhanced patient/family experiences and a reduction in burnout among care team members.
  
  

  Bruce Bartoo, CFRE

  Senior Vice President, Chief Philanthropy Officer

  MedStar Health

   

  Leslie Matthews, MD, MBA, MS

  Medical Director of Philanthropy

  MedStar Health