Building, Scaling and Sustaining a Successful Patient and Family Giving Program

Track: Prospect Research

Session Number: 1061
Date: Fri, Aug 10th, 2018
Time: 11:00 AM - 12:30 PM
Room: Room 411-412

Description:

Gifts from patients and families have produced programs, wings, buildings and have endowed professorships and research funds. Yet, success stories are often anecdotal, sporadic – and sometimes unanticipated. The team at the University of Rochester Medical Center challenged themselves to build a program that would build strong partnerships with providers and produce consistent fundraising success. Prospect development best practices were critical in designing the system, analyzing results to enhance strategy and demonstrating success. In just a short amount of time, URMC has done just that, realizing a quadrupling of referrals from providers and a 67 percent increase in dollars raised from patients.

In this session, we will share the keys to designing a successful patient and family giving program as well as our lessons learned along the way. Choosing the right people and scaffolding them with the infrastructure, training and coaching to be successful takes a bit of science and a bit of art. At the conclusion of this presentation and discussion, you will have an enhanced understanding of both.

Please note: This session will be recorded.
Session Type: PD Breakout Session (90 minutes)

Primary Competency: PR:Competency 4: Utilizing Research Resources
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: RM:Competency 5: Moves Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn The essential foundation of a patient and family giving program including the role of data and the importance of individualized training and coaching
Learning Objective #2: What we consider to be the mandatory qualities of a successful patient and family giving program
Shop Size: All Shop Sizes
Session Type: PD Breakout Session (90 minutes)

Primary Competency: PR:Competency 4: Utilizing Research Resources
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: RM:Competency 5: Moves Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn The essential foundation of a patient and family giving program including the role of data and the importance of individualized training and coaching
Learning Objective #2: What we consider to be the mandatory qualities of a successful patient and family giving program
Shop Size: All Shop Sizes