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Grateful Patient Screening in Indiana University Health Foundation's Inaugural Year

Track: Prospect Research

Session Number: 3128
Date: Mon, Aug 24th, 2020
Time: 2:45 PM - 3:30 PM

Description:

In its inaugural year, the Indiana University Health Foundation set off to create a grateful patient screening program to support development efforts throughout the state of Indiana. The Foundation defined the data feed, brought on a robust wealth screening vendor, and utilized innovative software to streamline – in some instances, automate – development operations functions. A new grateful patient program strategy was launched: a lean, centralized Operations team now identifies prospects for regional major gift portfolios as well as annual fund acquisition mailings.

This breakout session will touch on the healthcare philanthropy best practices that inform IU Health Foundation's grateful patient strategy. The presentation will walk through the patient screening workflow to identify prospects for all development segments from major gifts to annual fund acquisition mailing. Plus, a look at projects to refine and optimize the grateful patient referral program, including clinician champion recruitment.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Based on healthcare philanthropy best practices, attendees will create a grateful patient screening workflow. The workflow will identify prospects for all development segments - major gift and mid-level giving portfolios as well as annual fund.
Learning Objective #2: Attendees can evaluate an ongoing wealth screening data feed and can recommend segments of opportunity such as service line or provider.
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Any wealth screening vendor
Primary Competency: PR:Competency 9: Screenings
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Based on healthcare philanthropy best practices, attendees will create a grateful patient screening workflow. The workflow will identify prospects for all development segments - major gift and mid-level giving portfolios as well as annual fund.
Learning Objective #2: Attendees can evaluate an ongoing wealth screening data feed and can recommend segments of opportunity such as service line or provider.
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Any wealth screening vendor
Primary Competency: PR:Competency 9: Screenings
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes