Healthcare
206 A Prescription for Success — Making Philanthropy a Priority at Your Healthcare Institution
Diane Crane, Campaign Director, University of North Texas
Thursday, August 21
8:30am – 10:00am
Can healthcare organizations successfully adopt the major gift fund-raising strategies that work so well in higher education? Healthcare executives often think like business leaders — not nonprofit leaders — and do not establish philanthropy as a leadership priority. Researchers need to perform differently in this environment, choosing language, techniques and outcomes that grab the attention of corporate officers. This session will explore challenges, look at successful health care foundations, and examine strategies for engaging leadership and implementing programs that raise greater funds.
216 Prospecting the Patient List: A Panel Discussion of Best Practices
Ruth LaMere, Manager of Prospect Research, Mayo Clinic Arizona
Emily Mangone, Director of Prospect Research, Lucile Packard Foundation for Children's Health
Liz McHugh, Vice President for Prospect Research, Scottsdale Healthcare Foundation
Suzanne Szalay, Assistant Vice President, Development Research, Children’s Hospital Los Angeles
Thursday, August 21
10:30am – 12:00pm
Hospitals and healthcare organizations don’t have alumni; they have patients. This moderated panel discussion will address the best way to use the patient list in a sensitive yet effective manner to further your organization’s best practices — from a small community’s hospital to large, national research institute. The panel will explain techniques and insights into the best use of this powerful resource, then answer questions from the audience.
226 Physician-Faculty and Fundraising — Partnering to Enhance the Health of Your Development Program
Jennifer L. Soderholm, Associate Vice President of Development, Minnesota Medical Foundation
Thursday, August 21
2:30pm – 4:00pm
Communication, follow-through and trust greatly impacts the degree of success achieved when working with faculty. From understanding their philanthropic needs to articulating donors’ wishes, helping physicians understand their role and how best to work with development is not easy. With NIH funding at an all-time low, physicians’ ability to interact comfortably with grateful patients and introduce them to development personnel is critical, especially with the challenges HIPAA presents. The presenter will share training created specifically for physicians; touch upon best practices in helping faculty and be more comfortable working with researchers.
306 Rx for More and Bigger Gifts: Dynamic Monitoring of your Major and Planned Gift Portfolios
Jay Maloney, Chief Development Officer, The Colorado College
Friday, August 22
8:30am – 10:00am
The best prescription for raising more and bigger gifts is not some newfangled fundraising doctrine but the orderly, disciplined management of your qualified prospect portfolio. This session will focus on a proven, reality-tested process created and refined at one of the nation’s most respected health system foundations. The process allows you and your development executives to see, understand and manage the entire major planned giving universe. It uses rigorous metrics, strict administrative controls and precise vocabulary to help you monitor the dynamic movement of large complex populations of prospects and donors.
316 Grateful Patient Prospecting in a HIPAA Environment — Doing More With Less
Jason Befort, Major Gifts Officer Manager, Prospect Management & Research, Mayo Clinic
Hilla Ferguson, Director of Prospect Management, Mayo Clinic
Friday, August 22
2:30pm – 4:00pm
Through the years, philanthropic support for Mayo Clinic has come primarily from grateful patients and their families. Since the enactment of HIPAA, Mayo Clinic has found creative — and compliant — ways to maximize use of patients’ basic demograpic data to continue to proactively identify prospects for fundraising initiatives. Session attendees will learn a variety of prospecting and data mining techniques that can be accomplished with HIPAA compliant demographic data, understand the critical importance of a well-reasoned institutional interpretation of HIPAA, and gain insight into how the development office structure can help or hinder prospecting in a HIPAA-restrictive environment.
406 Checking the Pulse of Prospecting in Healthcare Research
Judith Busse, Director of Prospect Research, Advocate Charitable Foundation
Saturday, August 23
8:30am – 10:00am
Join this veteran as she discusses the results of a 2007 survey conducted with development professionals at leading healthcare institutions. Participants will hear how prospecting efforts have evolved post-HIPAA, learn what types of prospect screenings/vendors have proven most effective for these unique populations, review effective strategies implemented pre- and post-campaign and gain best practices in prospect pool management of this sometimes transitory group. The speaker also will share basic demographics of participating organizations.
416 Ethical Research in Healthcare
Hilla Ferguson, Director of Prospect Management, Major Gifts Officer, Mayo Clinic
Heather Flannagan, Manager, Donor Service Center, Iowa Health Systems
David Lamb, Senior Consultant, Blackbaud Analytics
Melissa Sandstrom, Prospect Research Analyst, Hazelden Foundation
Courtney Sims, Manager, Prospect Research, Aurora Healthcare
Saturday, August 23
10:30am – 12:00pm
Join this panel of healthcare researchers as they come together to discuss a broad range of ethical issues that prospect researchers encounter in a complex environment of heightened privacy expectation and scrutiny. Topics include confidentiality, electronic security, data management, research and reporting and the implications of increased federal and state regulation. While focused on healthcare, the panel will address ethical issues shared by all researchers.
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