Health Philanthropy Summit

Agenda

Scroll down for the extended agenda with session descriptions and speaker information

9:30 - 10:00:

Registration

10:00 - 10:15:

Welcoming Remarks

10:15 - 11:00:

Advancing Philanthropy in Home Health, Hospice, and Hospital Care

11:00 - 11:15:

Networking Break

11:15 - 12:15:

Advancing a Major Gift Program to its Full Potential

12:15 - 12:20:

Box Lunch Distribution

12:20 - 1:15:

Lunch & Learn Session: Utilizing the “Triple” Ask – The Trifecta of Fundraising

1:15 - 2:15:

Making the Most of Prospect Research to Maximize Top Giving

2:15 - 2:25:

Networking Break

2:25 - 3:10:

Integrating Annual, Event And Leadership Giving Donors With Major Giving

3:10 - 3:55:

Dr. Lee Ponsky’s Perspective:
Transforming Your Organization through Grateful Patient Philanthropy

3:55 - 4:00:

Closing Remarks

 

Session Descriptions & Speakers

 

Advancing Philanthropy in Home Health, Hospice, and Hospital Care

Bridget Murphy, CFRE, Chief Philanthropy Officer, Visiting Nurse Association Health Group - profile

In this fast-changing health care environment, home-based health and hospice care is quickly growing. Many clinicians and hospitals are partnering with home health and hospice organization to develop programs and strategies to improve health outcomes and patient experiences. This growth and these partnerships are clear indications of need for advancing philanthropy very strategically and collaboratively. Our opening keynote speaker Bridget Murphy, CFRE is the Chief Philanthropy Officer for VNA Health Group based in Holmdel, NJ. She has more than three decades of experience in fundraising and nonprofit management consulting, predominantly for hospital and health care organizations. Her opening session will leave us motivated and better equipped to advance health philanthropy.

 

Advancing a Major Gift Program to its Full Potential

Steven Bossart, MNO, Vice President, Development & Executive Director, Southwest Community Health Foundation - profile

Alexander Dippold, Senior Director of Individual Giving, Joslin Diabetes Center - profile

Barb Mucci, CFRE, Chief Development Officer, The Aultman Foundation - profile

Larissa Trinder, Director of Major Gifts, Children’s Hospital of The King’s Daughters - profile

Engage our distinguished panelists of major gift officers from various health organization as they tackle topics such as building effective relationships, moving major gift donors, confidently making initial and follow-up asks, and helping donors realize their major gift potential. Panelists will discuss the skills necessary to get major gift prospect visits and ensuring visits are productive. They will offer a better understanding of best practice approaches they use to secure gifts that can transform their organizations. Our summit audience will be sure to gain insights into raising major gifts at any size health organization from this panel of experts.

 

Lunch & Learn Session: Utilizing the “Triple” Ask – The Trifecta of Fundraising

Bill Mountcastle, President & Principal Consultant, Health Giving - profile

The Triple Ask presentation will focus on how to use the triple ask in a campaign setting, making your asks in the following order: campaign, annual, then legacy. This presentation by Bill Mountcastle, President of Health Giving, will review how to maintain donors’ current giving levels while simultaneously expanding their giving, how to help donors understand the difference between annual, major, principal and planned gifts, and how to help find the language needed to move donors along the gift continuum. Our summit audience will learn tactics to strengthen a donor’s commitment and language that helps fundraisers educate donors about different gift levels and the significance of each.

 

Making the Most of Prospect Research to Maximize Top Giving

Christopher Dawson, Senior Prospect Researcher, University Hospitals - profile

Frank Loucka, bCRE-Pro, Philanthropy Research Officer, OhioHealth - profile

Adrian Stover, Assistant Vice President of Development Operations, Planned Parenthood of Greater Ohio - profile

Naomi Ward, Advancement Services and Prospect Research Specialist, Northeast Ohio Medical University - profile

Join our panel of research experts from across health care as we discuss the importance and impact of prospect research and fundraising analytics. Major topics addressed by our panelists will be the role of research inside a fundraising operation; the impact of new technology; and the future of prospect research in health philanthropy. Panelists will share how they identify prospective donors, determine potential gift amounts, help formulate ask strategies, partner with major gift officers, and segment donors by potential gifts. The conversation will also include developing plans, the integration of research within a database, and keeping data secure. Bring your questions for this unique opportunity to engage these industry experts.

 

Integrating Annual, Event And Leadership Giving Donors With Major Giving

Lindsay Ackley, CFRE, Director of Major & Planned Gifts, Dayton Children's Hospital Foundation - profile

Adam Blanchard, MS, CFRE, Director of Donor Engagement, Dayton Children’s Hospital - profile

As donors progress through our annual and leadership giving levels, an increasing number will be identified as major gift prospects. This session will share how one team is coordinating that important transition and keeping their overall giving goals in sync. It will share how annual fund appeals, special events, and leadership giving can—and should—work in tandem with major gift goals. Our two presenters are both members of the Dayton Children’s Hospital fundraising team. They have developed and maintain a strong, effective and collaborative working relationship. In their case presentation, they will share their experiences collaborating to determine the best, most effective strategies for results. They will reveal their success working closely to create solicitation segments and appropriate strategies for prospective donors and how they ensure a coordinated approach to managing a portfolio of major gift individual and corporate prospects for annual, capital and special event needs.

 

Dr. Lee Ponsky’s Perspective: Transforming Your Organization through Grateful Patient Philanthropy

Lee Ponsky, MD FACS, Founder, MedWish & Director, Center for Urologic Oncology & Minimally Invasive Therapies at University Hospitals of Cleveland; Professor of Urology at University Hospitals, Case Western Reserve University School of Medicine and Leo and Charlotte Goldberg Chair in Advanced Surgical Therapies - profile

Leading Urologist, professor, and key international nonprofit player Dr. Lee Ponsky brings his signature passion as our 2018 Keynote Speaker. With his hospital and nonprofit experience combined, Dr. Ponsky is no stranger to patient expressions of gratitude and resulting philanthropy. He will share his motivating perspectives and unique experiences with Grateful Patient fundraising, gratitude, and appreciation. Enjoy a unique opportunity to hear from a distinguished Cleveland-area physician who has engaged in healthcare philanthropy throughout his fascinating career.

 

 

Approved for 5.25 CFRE credits.

Click here to register.

 


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