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Cultivating Impactful Giving: Donor-Centric Tax Planning

February 28

2:00-3:00 PM ET | 11:00 AM-12:00 PM PT

Unlock the power of philanthropy! Business owners often underestimate the impact of taxes on the proceeds from the sale of their ventures. Join us in this webinar to explore innovative charitable planning tools that not only help entrepreneurs give back to their community and invest in healthcare but also strategically leverage donor-centric approaches to optimize tax savings. Real-life case studies will illustrate how business owners have successfully employed these tools, creating win-win outcomes for both their businesses and the causes they support.

Full participation in this webinar is applicable for 1.0 points in Category 1.B-Education of the CFRE International application for initial certification and/or recertification.

Registration Rates

AHPrime members: $0 | AHP members: $0 | Non-members: $0


Presenters

Tiffany T. House, CAP®, CEPA, FCEP Tax, Estate & Charitable Strategist

 

Optimizing Your Grateful Patient Program with Accurate Data

March 27

2:00-3:00 PM ET | 11:00 AM-12:00 PM PT

Grateful patient programs have the potential to make a huge impact on your organization, but only if you can quickly and accurately identify the best prospects and take action in a timely matter. Fragmented databases, stale data, and off-the-shelf propensity models are just some of the enormous challenges organizations face when developing and executing a data-driven program.

Join Windfall’s Customer Success Manager, McCurdy Williams, Nuvance Health’s Senior Director of Data Strategy and Innovation, Melissa McGee, and Prospect Research Analyst of Nuvance Health, Tami Pearson, to learn how healthcare systems are successfully incorporating modern wealth intelligence and AI into their fundraising strategies to optimize their grateful patient programs.

This session will explore:

  • How to incorporate meaningful data into your grateful patient strategy
  • Best practices and frameworks for a successful data-driven grateful patient program
  • Using machine learning and AI to drive deeper insights from your data

Registration Rates

AHPrime members: $0 | AHP members: $0 | Non-members: $0


Presenters

McCurdy Williams (Windfall), Melissa McGee (Nuvance Health), and Tami Pearson (Nuvance Health)

 

The Art and Science of the Major Gift Ask for Healthcare

April 24

2:00-3:00 PM ET | 11:00 AM-12:00 PM PT

Have you considered the art and science aspects of the major gift fundraising process? Technological advancements in wealth screening, especially with iWave, and better prospect and donor database management systems have refined the science. Blended with the art of persuasion, these tools can help you become an even better major gift fundraiser.

Explore the art and science of the ask as presenters discuss:

  • The case for support creation
  • Pre-solicitation steps, including wealth screening and prospect research
  • Solicitation of major gifts
  • Continuous building of donor relationships

Kevin Wallace (President and Partner, Campaign Counsel) and Melissa Sais (VP and Partner, Campaign Counsel) use this combination of art and science every day in their work—helping nonprofits across the country plan and manage capital campaigns. Designed for executive directors and development leaders, this one-hour session will prepare you to assess your own organization and the tools at your disposal, learn a proven process you can use to approach major gift fundraising, and boost your confidence in asking for those five-figure and higher gifts.  

This webinar event is worth 1 CFRE credit.

Registration Rates

AHPrime members: $0 | AHP members: $0 | Non-members: $0


Presenters

Kevin Wallace, President and Partner, Campaign Counsel, and Melissa Sais, VP and Partner, Campaign Counsel

 

Seven Touches: Applying a Campaign Mindset to Donor Stewardship

May 1, 2024 

2:00-3:00 PM ET | 11:00 AM-12:00 PM PT

A strong stewardship approach is key to any fundraising program. A campaign tests the strength of the resources your team has in place--staff, systems, and the overall culture of philanthropy, to name only a few.

Many donors are asked multiple times over the course of a campaign, especially a multi-year campaign. They might be asked for their annual gift, for an event sponsorship, for an initial campaign gift, for a stretch campaign gift, and potentially a planned gift commitment. This often means asking more than once in a given year.

There's a commonly held best practice that a donor or constituent must be touched at least seven times between asks. Many organizations are implementing this framework on the basis of a donor being asked and giving once each year, but the system isn't prepared to handle a scenario where you might need to touch your VIPs more frequently than that. Or at least, not yet!

In this session, get real life examples and suggestions on how to draw on relationships with clinical leaders to ensure that these touches are happening in a regular, compelling way, without devaluing the voice of your leader, or leading donors to assume that every time they get an email or call from you that they are being asked for another gift.

Approaches will focus on maintaining an internal cadence with buy in from team members, educating clinical staff on what constitutes a meaningful update for the donor, (it might be less than they think!) and elevating patient stories and voices derived from expanded grateful patient fundraising practices. Focus will be on activating resources in place to implement these practices and being scrappy and resourceful, elevating your team beyond the 'once-a-year' stewardship approach.

This webinar event is worth 1 CFRE credit.

Registration Rates

AHPrime members: $0 | AHP members: $0 | Non-members: $0


Presenters

Sarah Sexton | Write, Editor, Principal | Sexton Strategy