October 17-20, 2018 / San Diego, CA

Education

The largest gathering of health care development professionals, the AHP Annual International Conference is the catalyst for growing your network, connecting with peers and sharing new experiences. Leaders in our field present educational sessions on industry trends and first-hand innovative practices.


Wednesday, October 17 (Add-on workshops)


AHP Development Primer Logo
9:00 AM - 5:00 PM

This fast-paced, fundamental workshop focuses on the basic elements of health care philanthropy and the role of development in a health care organization. You will review major areas of health care development, including major, annual and planned giving, capital campaigns, policies, finance, marketing and many other topics. The workshop is highly recommended for those new to health care philanthropy and for support staff and board members who need to understand the elements of health care development. The course fee includes the workshop, workbook, breakfast and lunch. 
(additional registration required)

AHP Advanced Course Logo

9:00 AM - 5:00 PM

The AHP Advanced Course is a one-day, intensive program that provides a quick and comprehensive overview of fundraising principles for health care development professionals who have five or more years of experience in the field. The course content is organized around the CFRE exam and can assist development professionals in preparing for the CFRE examination. Participants review the core competencies outlined in the CFRE knowledge areas. The course fee includes the workshop, workbook, and a continental breakfast and lunch.The Advanced Course is offered in conjunction with AHP conferences.  In this fast-paced class, you will find out your strengths and weaknesses and how you can improve on what you know.
(additional registration required)

CDO Only Forum

1:00 PM - 5:00 PM

This interactive facilitated forum will dive into topics that keep you up at night. The workshop is designed to be a safe place where tough issues can be discussed candidly among peers. The CDO Forum is open to chief development officers, executive directors and other senior-most philanthropy professionals.
(additional registration required) 

Health System Development Forum

1:00 PM - 4:00 PM

Moderator:
James DeLauro, PhD, Principal, DeLauro & Associates Consulting

Presenters:
Elizabeth Doherty, Director, Special Initiatives, New York-Presbyterian
Kevin Duggan, President, Mercy Foundation, Dignity Health
Drew Gagner, Vice President and Chief Philanthropy Officer, St. Joseph’s Foundation of San Joaquin, Dignity Health
Devin Gross, Director of Development Administration, New York-Presbyterian
Mary Hendricks, CFRE, Director of Philanthropy Operations, The Foundation for Barnes-Jewish Hospital, BJC HealthCare
Keevan Kosidowski, Vice President, Regions Hospital Foundation
Jennifer Smith, Senior Executive Director, Riverview Medical Center Foundation, Hackensack Meridian Health Network

A free pre-conference session for anyone involved in managing a health system development office. This session will feature presentations by those completing the 2017 – 2018 AHP Health System Philanthropy Residency Program. For the past 15 months, graduating residents have been engaged in developing in-depth projects addressing a specific need of their health system. Presentations will address issues like integrating previously separate foundations, planning centralized back office services, health system goal setting to build team unity, and adapting an academic clinical partner program to a community health system.    

Cost: FREE

Sharp HealthCare On-Site Visit

8:00 AM - 11:30 AM

This behind-the-scenes look into a high-performing philanthropy program gives you the opportunity to experience a “half-day in the life” of the Sharp HealthCare Philanthropy Team. You’ll learn about Sharp’s team approach to philanthropy (major gifts, annual giving, donor development and stewardship, and operations); view real-time information (research, communications, team meeting information), explore Sharp’s extensive work in e-philanthropy, and discover how Sharp engages allies in philanthropy, such as executives, physicians, and board members. The visit may also include a brief tour of the Sharp campus in San Diego. Limited to 35 participants.

Presenter: Bill Littlejohn, CEO & Senior VP, Sharp HealthCare Foundation
and
the Sharp Philanthropy Team

Cost: $195 members / $395 non-members
Included: Round-trip transportation between the conference hotel and Sharp HealthCare; continental breakfast at Sharp

(additional registration required)
Note: This session is currently full. Please contact meetings@ahp.org to be added to the waitlist. 



Thursday, October 18

11:00 AM - 12:15 PM

Leveraging New Opportunities: Fundraising During Times of Transition

Michelle Gollapalli, MBA, CFRE, VP of Development & Executive Director, Kennedy Health Care Foundation
Gregory P. Hagin, Partner & Managing Director, CCS Fundraising

Mergers between hospitals present unique opportunities for fundraisers in this space. During these times of transition, strong leadership, an efficient development office, and supportive operational departments are paramount to fundraising success. In this session, hear how the Kennedy Health Care Foundation has capitalized on a new brand and access to more resources, resulting from a recent merger, to build on the hospital’s legacy within the community and establish a renewed culture of philanthropy.

Enhancing Major Gift Performance by Blending Art and Science

Amy Grenzebach Day, Regional VP, Advancement, Trinity Health Illinois
David P. Wilke, CFRE, CDO, Mercy Hospital & Medical Center

Building on the chapter “Enhancing Major Gift Performance by Blending Art and Science” in AHP’s recent publication Transforming Health Care Philanthropy, we will explore how to blend both robust and metric-driven processes (the science) with an investment in relationship builders (the art) to maximize major gift performance. In addition we will provide practical and proven strategies for building a high-performance fundraising team by capitalizing on both art and science.

Next Gen Donors: Retooling Donor Engagement Strategies

Jennifer Svihus, CFRE, MBA, Senior Associate, Bentz Whaley Flessner
Jennie Stewart, MBA, CFRE, Director, Philanthropic Initiatives, St. Jude Medical Center

Health care organizations need to think differently about how they engage next gen donors, a group which will soon be the most significant donors in history. Next gen donors will have more money to contribute than any previous generation, and they want to give that money differently and in more involved ways. This session will explore new approaches to engage next gen donors, identify what matters to them, and explore how to develop more meaningful relationships with this group. Participants will have the opportunity to exchange ideas and explore ways to influence their organizations to create meaningful engagement.

Can you grow your own gift officers? 

Jenine Rabin, Executive VP, Johns Hopkins All Children's Foundation
Janet Cady, Executive Associate, Bentz Whaley Flessner

Innovative staff mentoring/coaching programs are an important tool in building and sustaining high-performing development talent--particularly front line gift officers. Learn how a deep and intensive coaching program--combined with a talent-focused foundation culture--can accelerate staff development and effectively grow your major gifts team. Discussion will include sharing lessons learned and metrics for success.

A Unique Approach to Annual Philanthropy Campaigns: Integrating Gratitude to Inspire Participation

Sarah Fawcett-Lee, CFRE, Regional VP for Philanthropy, MedStar Health
Emily Riffle, VP for Philanthropy, MedStar Health

Inspiring our clinical colleagues to think about gratitude can positively impact many facets of our organizations – from improving the patient experience, to deepening clinician engagement in philanthropy. This session will share how MedStar Health has incorporated the theme of “gratitude” into its annual associate giving campaign, and how this is helping caregivers reflect on their own gratitude - for their co-workers, for their patients, and for their personal calling to careers in healthcare.

Thursday, October 18

1:15 PM - 2:30 PM

If We Can Do It, You Can Do It: Six Questions To Ask Before Starting a Concierge Services Program

Liz Kolcun, President & CDO, Marin General Hospital Foundation
Joann Rossi, Executive Director of Major Giving, Marin General Hospital Foundation

We’ve all heard this question: “Should we start a concierge program?” And the corollaries, “What should it look like? How do we begin?”. In this session, we will share six key questions that any hospital should address when considering whether to launch a concierge program. We will share a case study of how one small shop, Marin General Hospital Foundation, designed and launched its own concierge program.

Strategic Philanthropy: Blurring the Lines Between Business and Philanthropic Partnerships 

Jane Wrisley, VP, Office of Philanthropy, Lehigh Valley Health Network
Gregory P. Hagin, Partner & Managing Director, CCS Fundraising

Healthcare is a dynamic industry, we will explore how to navigate the evolution of healthcare's role within the community through strategic partnerships that blur the lines between business and philanthropy. This is philanthropy, elevated. Using a nationally recognized healthcare system as a case study, we will examine how the sophistication of today's donor has a direct impact on the business of healthcare. This is the future of philanthropy in healthcare.

Culture of Philanthropy is 'Step One' For Successful Employee Giving

Sandy Ogletree, CFRE, Senior VP & Executive Director, UMC Health System
Allison Hays, Development Officer, UMC Health System

Which comes first – a culture of philanthropy or employee giving? This interactive session will provide a toolkit of tried-and-true tactics to ignite employee giving that can be implemented by a small to medium sized shop. It will also demonstrate how employee engagement translates to a successful sustainable employee giving program elevating the culture of philanthropy.

It's a Digital World! Start Living in It.

Craig Sorensen, MBA, Chief Content Officer, Children's Miracle Network Hospitals

The digital bullet train is passing the station and you are going to miss it. Donor acquisition and moves management just don’t work in the digital space. Social and mobile fundraising is screaming for innovation and creativity. Learn how Children’s Miracle Network Hospitals tripled its online fundraising and boosted its social following by 10 times. See examples of dozens of leading causes across the world and how to implement their strategies.

Growing Your Employees to Greatness

Wayne Herron, VP of Philanthropy, Dignity Health - Glendale Memorial Hospital

This presentation will provide leaders insights and practical tips to help our employees see their professional potential and unique contribution to deliver outstanding results in their respective areas of the responsibility.

7 Ways to Get Your CFO on Board

Betsy Chapin Taylor, FAHP, President, Accordant Philanthropy
Jena Pado, CFRE, Executive Director, Dayton Children's Hospital Foundation

Philanthropy executives need for the healthcare organization chief financial officer to have a vested interest in and unflinching commitment to their work. Yet, engagement of the CFO is often elusive. Many CFOs simply do not see philanthropy as a strategic revenue source that is worthy of support or investment.  This session outlines seven specific opportunities to demonstrate the financial rationale for philanthropy, to realign the financial management of charitable revenue and to increase philanthropy’s impact on the healthcare organization.  These proven approaches can re-position philanthropy as a strategic revenue source and transform your relationship with the CFO.

Friday, October 19

9:00 AM - 10:15 AM

Show Me the Money: Counting vs. Accounting

Melissa Coleman, Senior Executive Director, Development, Cedars-Sinai Medical Center
Ken Massey, Senior Associate, Bentz Whaley Flessner

In the midst of uncertainty caused by shrinking profit margins and limited resources, C-Suite interest in and reliance upon cashflow generated by Development shops has never been greater. As nine- and ten-figure campaigns are becoming the norm, there is a growing need to be able to reconcile and explain any differences between campaign counting and reporting and internal financial accounting and how those differences relate to total dollars raised and cashflow. As a result, while it’s easy to say 1) we need to raise more money or 2) our fundraising efforts are not generating enough cash, the process of evaluating our programs and identifying opportunities to make our programs more productive can be challenging.

Building Bridges Between Silos: A Case Study

Susan Dolbert, President & CDO, Providence Foundations, Los Angeles
Sally Bryant DeChenne, President & CEO, Bryant Group

It has been said that the team is the ultimate tool for success. And yet, “silos” are inherent in advancement teams: major gifts, annual giving, communications and marketing, and advancement services teams all must work together seamlessly for maximum results. Join us for a case study in building bridges between silos and how Providence Foundations, Los Angeles is changing the way advancement works - together.

Building Campaigns Around Non-Building Projects: Raising Money for People and Programs as the Landscape Shifts

Jay Angeletti, President, The Angeletti Group
Joe Stampe, President/CDO, Meridian Health Foundations
Karrie Borgelt, Senior Vice President, Development, Mainline Health

The hospital buildings are complete; you've named everything. Your CEO tells you the future is all about people, programs, and "one-stop" shopping ambulatory centers. And these ambulatory centers are miles away. She/he wants you to raise money for Virtual Centers..? And leased spaces..? What's a CDO to do? How do you transition your donors from funding capital projects to virtual programs? Join this fast-paced discussion including examples from hospitals and health systems that have succeeded. Please bring your experiences, too.

Leveraging Content Marketing to Cultivate Donors

Sylvia Ameen, VP of Marketing & Communications, Johns Hopkins All Children's Hospital
Jason Skinner, Chief Marketing Officer, True North Custom

Last year, nearly 90 percent of healthcare organizations used content marketing — and hospital and health system foundations are among the leading adopters of content to support donor acquisition strategies. This presentation will illustrate how leading healthcare brands are leveraging content marketing to connect with donors and drive increased giving to advance their organizations’ mission. Along with actionable strategies, the session will feature a case study from Johns Hopkins All Children’s Hospital where the marketing and foundation departments are collaborating on a custom publication titled For the Kids. Since the publication launched more than two years ago, For the Kids has become an integral part of the Johns Hopkins All Children’s Foundation brand identity, community engagement and fundraising efforts.

Extending the Tenure of High Performing Development Officers

Matthew Lang, CFRE, Executive Director, Hackensack Meridian Health Ocean Medical Center
Matthew R. Broadbent, Associate CDO, Intermountain Research & Medical Foundation

You’ve posted, you’ve searched, you’ve hired,and your development officer is producing. This session covers key insights that will help you best grow and retain your star performers, who hold the relationships crucial to your success.

Leverage Employees' Love for Your Organization

Lyndsey Richards, Development Officer, Sharp HealthCare Foundation
Andrea Landis, Senior Specialist, Communications, Sharp HealthCare Foundation

Engage more employees in active and generous giving to your organization by redesigning communications and vehicles that make philanthropy simple and speak to them. Leaders of Sharp HealthCare’s Employee Giving program and communications across the 16,000-employee system will share the ways their team has optimized traditional and digital tools to increase the number of employees authentically engaged in giving.

Friday, October 19

10:45 AM - 12:00 PM

Philanthropy 2028: What You Need to Know

Debra Gill, FAHP, CFRE, MPA, VP/Director, Western Division, Ghiorsi & Sorrenti, Inc.
Panel Participants:
Bill Littlejohn, CEO and Senior VP, Sharp HealthCare Foundation
David Flood, President, Intermountain Foundation
Susan Dolbert, PhD, President & CDO, Providence Health Foundations, Los Angeles Region
Alison Sadler, VP, Philanthropy Operations, Sutter Health

Philanthropy has changed dramatically in recent years and technology has driven much of the transition. This facilitated panel discussion will seek insights from leaders in healthcare philanthropy on the current state of the profession, anticipated changes going forward, and key success factors for foundations of all sizes. Topics will include technological advancements, data management, human resources, demonstrating impact, health industry issues and, importantly, the evolution of donor relationships. Bring your questions and your curiosity!

Recruitment Overhaul

Trish Dumlao, Development Recruitment Manager, University of California, Davis
Beatrice McCrea, Development Recruitment Program Lead, University of California, Davis

Are you having a difficult time attracting and recruiting top, talented development officers? It might be time to start looking at your recruitment process. UC Davis Development and Alumni Relations (DEVAR) Recruitment team will share how they went about overhauling their MGO recruitment process from posting, recruiting to onboarding.

Navigating the Pathway to Systemization

Mark McCampbell, Senior VP, Strategic Partnerships, Advancement Resources

Panelists: 
Bruce Bartoo, 
Senior VP & Chief Philanthropy Officer, MedStar Health
Donna Budak, Executive Director, Seton Williamson Foundation
Shannon Duval, President & CDO, Catholic Health Initiatives National Foundation

What are the benefits of collaboration in fundraising? How can we get the advantages of shared resources, thought partnership, and strategic alignment while ensuring community needs are met? Join Mark McCampbell and a panel of industry leaders as they explore how the philanthropic function can best be organized in foundations that are part of a system. Learn their answers to key discovery points and leverage their experiences to guide your own optimal systemization strategy.

Capturing the Voice of the Patient Through Philanthropy: Scripps Health's Approach to Fundraising and Patient Storytelling

John Simpson, President, Digital Health Strategies
Christy Clay, Senior Director, Brand Strategy & System Marketing, Scripps Health

In this session, attendees will see an interactive case study to learn about Scripps digital-first approach to revamping their Grateful Patient program in order to more effectively engage their patients, encourage them to share their personal stories and inspire them to give. Attendees will take away best practices and tools from this program that has generated nearly 700 stories, publicly recognized hundreds of employees and helped double online revenue.

Evaluating Event Fundraising: Beyond the Numbers -- A Case Study of the Northern Arizona Healthcare Foundation

Heather Ainardi, Manager, Special Events, Northern Arizona Healthcare Foundation
Richard A. Smith, Ed.D., President & CEO, Northern Arizona Healthcare Foundation

Are you getting the most out of your current fundraising events? Do you have the right mix of events? How are you using the participant information collected? The Northern Arizona Healthcare Foundation recently completed a comprehensive evaluation of their fundraising events which included revenue goals, sponsorship inventory, staff time, advisory committees, and more. Take away tips on how to review your special events for use in your Foundation operations.

Transcending the Charity Mentality: From Major Gifts Fundraisers to Community Thought Leaders


Anne-Marie Newton, Associate Director, SickKids Foundation
Ayala Beck, Associate Director, Major Gifts, SickKids Foundation

As charities become more sophisticated businesses, there is opportunity to grow from traditional major gifts fundraisers to key players in a rapidly transforming culture and economy. Join us to discuss the evolution of a children’s hospital foundation from sentimental favorite to recognized innovator across multiple sectors. This session will examine case studies of strategic initiatives that are transforming how major donors engage with, champion and increase revenue for Canada’s largest healthcare charity.


Friday, October 19

2:15 PM - 3:30 PM 

Building a Concierge Medicine Program from Scratch to Start

Laura Bickle, Director, Development Communications, Einstein Healthcare Network
Carol Parlin Prushan, Vice President & Chief Development Officer, Einstein Healthcare Network

Einstein Healthcare Network's Board requested a concierge medicine program be developed to provide access and navigation of our health system. Through careful and deliberate conversations and collaborations between development and many other areas of the network, we built and launched a customized program for Board and donors. This program will cultivate long-term relationships ultimately benefiting philanthropy. Within the first 6 months we have seen more than 50 referrals and expanded the program.

Underexplored Major Gifts: Elevating the Grants Function Across a Health System

Katie Tiernan, Executive Director, Grants, SCL Health, Inc.
Kristi Keolakai, MPA, MSW, Philanthropic Operations Manager, Colorado Health Access Fund, The Denver Foundation
Jim DeLauro, PhD, Principal, DeLauro and Associates

As U.S. health organizations explore systemization of fundraising functions, philanthropic grantseeking is frequently—and mistakenly—forgotten. Smaller and regional systems must learn how to leverage strategic grantseeking to launch philanthropic and operational priorities. Through a case study of the SCL Health’s own grantseeking systemization, including feedback and guidance from grantmakers and organizational consultants, the session explores research and best practices in developing a highly-efficient and effective grantseeking program for regional health organizations.


Our Journey with Physician Champions: Successfully Building a Culture of Gratitude that Inspires Philanthropy

Aaron Piccirilli, VP of Philanthropy Initiatives, MedStar Health
Dennis Narango, VP, Transformational Philanthropy, MedStar Health

The session will explore physician engagement through the evolution of MedStar Health’s innovative gratitude model. Participants will explore how focusing on patient gratitude in engaging clinicians can build trust, further collaboration, and increase philanthropic investments. Discussion topics will include educating our clinicians in the gratitude model, strategies to encourage grateful patient referrals, and tactics to help further shift the culture.

The Impact of a Donor Accountability Office: Leveraging Past Gifts to Raise More Money in the Future

Tom Wilson, Vice President, Campbell & Company
Beth Ratzlaff, Director, Accountability & Stewardship, University Hospital Foundation
Joyce Mallman Law, President, University Hospital Foundation

Your team secured a significant gift of $100,000, $250,000, or $1 million. For the MGO, the job is done. Now, the internal work of accountability begins—gift agreement with donor and medical center; monitoring funds; assurance the project is done well; stewardship reports back to donor, Board, annual report, and website. Somebody needs to drive the work and learn the internal languages to assure this investment sets the stage for optimal donor reporting and engagement.

Strike it Rich: Finding, Retaining and Partnering with Volunteers

Cindy Woolley, Foundation Relations Manager, Intermountain Healthcare Foundation -- Primary Children's Hospital
Nichole Ball, Annual Fund Specialist, Intermountain Healthcare Foundation

This session will give examples and insight into recruiting volunteers. It will help fundraisers by giving ideas on how to cultivate relationships with volunteers and increasing longevity in their volunteer programs. This session will also help give fundraisers ideas on how partner with volunteers by giving them a level of ownership. Using sample models from Intermountain Foundation at Primary Children’s Hospital and best practices this session will explain how they use large volunteer groups to accomplish fundraising efforts. Primary Children’s Hospital has a volunteer board of 87 people working to put on an event called “Festival of Trees” for over 100,000 people, raising $2.7 million, and overseeing a larger volunteer force of 30,000 volunteers through-out the week of the event. They will also give examples of working with a 67-person volunteer board for their corporate and community development effort. This volunteer board helped the hospital raise $2.9 million in 2017. Using these examples and best practices this session will help build for organizations collaborative, reliable, and a happy volunteer base that will give to their organization a level of commitment and productivity that is invaluable.

Market Mastery: Harnessing the Hospital and the Campaign Brand

Kary McIlwain, Chief Marketing and Communications Officer, Lurie Children's Hospital of Chicago

Traditionally, hospitals have set up different teams to manage and market two different brands: the hospital brand vs the fundraising brand. But the greater power rests in bringing these two brands under one master. In this session, you will see how there is great efficiency and fundraising effectiveness when teams are combined under the Foundation and two brands are managed as one unified brand to drive objectives for both hospital growth and campaign success.

Friday, October 19

3:45 PM - 5:00 PM

Top Ten Problems Solved by Business Intelligence

Adam Gafke, CFRE, Executive Director, Development Relations, Hoag Hospital Foundation
Nadine Francis, Senior Director of Advancement Services and Information Systems, Pomona College

Finite resources, limited staff, inefficient processes and inadequate reporting are just some of the challenges that can hinder an organization from achieving its full potential. Learn how one AHP High Performer uses Business Intelligence to solve these common problems and maximize productivity.

From the Ground Up: Building a Major Gift Pipeline by Engaging New Communities

Leonard Nolasco, BA, PMP, Manager, Major Gifts, SickKids Foundation
Ashley Smith, Manager, Major Gifts, SickKids Foundation

New fundraisers joining organizations with well-established programs and pipelines face the challenge of building a portfolio from scratch. This session will help new fundraisers think outside-the-box to bring innovative ideas and engage un-tapped donor communities to their organization. Participants will learn and share unique ways of building a pipeline after all the low-hanging fruit has been picked.

Home is Where the Heart (And Your Grateful Patient) is!

William Mountcastle, MPA, President and Principal Consultant, Health Giving
Bridget Murphy, CFRE, Chief Philanthropy Officer, Visiting Nurse Association Health Group

Presenters review factors driving tremendous growth in home health, palliative medicine, and hospice services, the impact on traditional healthcare fundraising, and what is needed to successfully navigate the immense changes underway in healthcare, especially in terms of demand for high quality home health and hospice care. We will discuss innovative approaches to fundraising for affordability and access; choice of setting; quality of life; support for family caregivers; and effective transitions between hospitals, rehab facilities, nursing homes, and homes.

Why Limit Your Profits to Ticket and Table Sales? Change Your Model to Having the Right People in the Room With an Exclusive Invite to Events

Katherine Dennehy, Manager, System Gift Programs, Mission Health Foundation
Angela Anderson, Manager, Resource Development Logistics and Operations, Mission Health Foundation

This session will equip you with a model to change your event structure by making it invite only and letting your volunteers own the process for filling the room with only the highest capacity individuals. This model took our health system from raising $400,000 per event to over $7 Million dollars in a single event. This session is guaranteed to radically change your events.

Are you the Philanthropy Leader you Aspire to Be? 

Lori Counts, CFRE, Principal Consultant, Accordant Philanthropy
Julie Cox, CFRE, FAHP, Vice President & CDO, Department of Development, LifeBridge Health

You have been promoted to the top leadership spot because you have proven to be an excellent fundraiser. However, it is simply not enough to be a seasoned executive when leading as a dynamic member of the c-suite. What makes a true philanthropic, strategic leader? In this session, we will examine several leadership characteristics of past Si Seymour Award winners and CDO Top Performers. We will explore practical techniques that will take you past being an effective leader to being an exceptional leader.

Funding the Eldercare Tsunami: Adapting Traditional Practices to a Non-Traditional Campaign

Jan Wood, CFRE, President & CDO, Anne Arundel Medical Center Foundation
Robert Rice, Principal and Managing Director, CCS Fundraising

Aging patients are having a transformational effect on hospitals in the U.S. and around the world – the tsunami of aging patients living longer and presenting more complex illnesses. How will hospitals care for patients and families, especially when care is “social and support?” More important to fundraisers, how will health systems support care rarely covered by reimbursement? Learn how one health system innovated and adapted traditional best practices and implemented a successful campaign funding eldercare.

Saturday, October 20

8:30 AM - 9:30 AM

Key Issues and Lessons Learned in Hospice Fundraising

Presenters:
Stephanie Giordano,
 Senior Director of Development, Meridian Health Foundation
Helen Poole, Principal Consultant, Gobel Group
Kelly McBride, Associate Director of Development, Penn Medicine 

Panelists:
Ben Chandler, Executive Director, Providence TrinityCare Foundation
Additional panelists to be announced. 


As Hospices begin to realize the need to focus more on grateful family fundraising, difficult questions emerge. Family members are dealing with a very emotional, stressful time in their lives. How does a gift officer have the conversation with the family who has just lost a loved one, yet may want - and need - to do something to honor their deceased loved one? What kind of support will the Hospice Major Gift Officer need as she/he works with the emotional toll of death and dying? What are some ideas on how to keep family members engaged and move them from memorial gifts to Major Gifts? What unique and different ideas are there to memorialize a loved one?

Grateful Families - The Core Of Your Major Donor Pipeline

Larry Raff, MPH, President, Copley Raff, Inc.
Stephen Jakab, President, Yale New Haven Health Bridgeport Hospital Foundation

This session focuses on how physicians and nurses can identify, refer and help secure major gifts from grateful patients and their families. It will describe how to use and upgrade your motivating strategies, communication channels, referral systems, clinician recognition and advancement officer interactions to build your major donor pipeline.

A Comprehensive Philanthropy Program in a Small Shop

Nora Boswell, Chief Development Officer, Sharp HealthCare Foundation for Coronado Hospital Foundation

Coronado Hospital Foundation, an independent foundation affiliated with a regional hospital system, set the stage for a visionary multi-year, multi-project campaign through a unique partnership with the local community. Over a 15 year journey with a team of two to five employees, the foundation secured more than $50 million for their community hospital. This session will provide participants with step by step methods to conduct and execute a comprehensive philanthropic program in a small shop.

Give, Get or Get off

Jeanne Jachim, MBA, President, Virginia Mason Foundation

Boards are intended to be assets, which support the work of philanthropy. Does this happen; can this be a reality? Can boards actively and effectively be engaged in philanthropic efforts? This session will explore the transition from passive boards to engaged ones, using a case study from Virginia Mason Health System where there are five boards. Participants will be asked to share their successes/challenges and facilitated group discussion will be included.

Taking Your Employee Giving to the Next Level: How we doubled participation and dollars raised in just one year

Jonathan McCoy, Director of Annual Giving, INTEGRIS Foundation

Has your employee giving plateaued? In this session, we will unpack three strategies you can implement to see meaningful growth in both dollars raised and participation for your annual employee campaign. Over the course of the last seven years, our campaign has grown from fewer than 300 employee donors to now more than 3,000. Join us to grow your campaign's impact. 

Saturday Learning Labs

9:30 AM - 11:30 AM

No additional charge

Leadership and Ally Engagement:  The Most Important Element in a High Performing Philanthropy Program

Healthcare allies, such as hospital executives, physicians and Board Directors, often have the greatest impact and influence on the philanthropy program.  As philanthropy professionals, we must be both donor-centric and ally-centric to elevate philanthropy in our institutions. This Learning Lab will provide a unique opportunity to hear from and engage allies from Sharp HealthCare in San Diego, including members of the senior executive team, physician leaders and Board Directors, and donors who have been influenced by these allies. Discover the roles that each ally has in advancing philanthropy how their efforts on behalf of the Foundations are made both rewarding and meaningful, their own perspectives on giving and ultimately how they provide philanthropy leadership for an extraordinary community asset.  This interactive session of sharing and storytelling will provide considerable opportunity for questions and discussion, helping you learn how to engage allies in your own community.

Moderator:
Bill Littlejohn, CEO & Senior VP, Sharp HealthCare Foundation

Additional presenters to be announced

Embracing the Science Behind Grateful Engagement

Grateful patients are a cornerstone of successful hospital philanthropy programs. But what is gratitude, and how can a deeper understanding of the psychology behind gratitude help you advance thoughtful, integrity-based collaborations with patients who are moved to participate in philanthropy? In this highly interactive, facilitated discussion, Dr. Robert Emmons, the world’s leading scientific expert on gratitude, and Betsy Chapin Taylor, FAHP, a provocative industry thought leader with significant experience as a consultant, chief development officer and foundation president will show you how understanding the importance of gratitude can transform both the patient care experience and philanthropy. This highly interactive, facilitated discussion will serve as a valuable exercise to help you clarify goals and priorities to take back to the office.

Robert Emmons, PhD,
Professor of Psychology, University of California, Davis

Betsy Chapin Taylor, FAHP, President, Accordant Philanthropy

Demystifying the Communications Plan 

In this interactive workshop-style session, you’ll learn how a data-driven, foundation-specific communications and community engagement plan can increase the effectiveness of your fundraising messages. This learning lab will cover the importance of using data and analytics for market segmentation and how to optimize your database to support communication campaigns, how to build a communications-specific budget without pulling budget from your existing programs, and how to work effectively with your hospital marketing department to increase capacity and align efforts. You’ll leave with a thorough understanding of foundation communication plans and a head start on building your own.

Michael J. Beall, Principal Consultant & Communications Practice Leader, Accordant Philanthropy
Natalie Scarella, Account Executive, Blackbaud Healthcare Solutions
Erin Stitzel, CFRE, Principal Consultant, Accordant Philanthropy
Rob Tomlinson, Sales Manager, Blackbaud Healthcare Solutions

 

Questions? Contact Mike Corelli, Director of Education and Meetings at mike@ahp.org

Education sessions subject to change