WHEN: Wednesday, January 27, 2021
TIME: 8:30 a.m. – 6:00 p.m. ET
Get to know Accordant. Join us for a complimentary, live, one day event for high quality educational content in a variety of areas. Accordant believes health care has the power to transform lives and communities. We invite you to join us for engaging thought leadership to help organizations advance health care philanthropy, community health impact initiatives, health care organizational culture and health care governance.
This event will be hosted by Accordant’s CEO Betsy Chapin Taylor, FAHP, alongside many of the firm’s principal consultants. Attendees are welcome to attend all sessions throughout the day or to participate in select sessions of interest.
(*All times are Eastern)
- 8:45 a.m. Welcome
- 9:00 a.m. Rethinking (and Outsourcing!) Donor Communications with Michael Beall
- 10:00 a.m. Amping Up Pipeline Development to Drive Transformative Major Gifts with Heather Starankovic, CAP, CFRE
- 11:00 a.m. Recalibrating Physician Engagement with Erin Stitzel, FAHP, CFRE
- 12:00 p.m. Exploring Trends, Issues and Opportunities in Health Philanthropy with Betsy Chapin Taylor, FAHP
- 1:00 p.m. Leading on the New Frontier of Community Health with Amy Dorrill, FAHP, CFRE and Erin Lanahan
- 2:00 p.m. Embracing the Power and Potential of Culture with Pam Maroulis, CFRE; Linda Roszak Burton, BS, BBC, ACC; and Michelle Rovang
- 3:00 p.m. Leveraging the Power of Design Thinking Tools and Techniques with Cindy Reynolds, CFRE
- 4:00 p.m. Utilizing Wave Campaigns to Maximize Potential with John Donovan, CFRE and Heather Starankovic, CAP, CFRE
- 5:00 p.m. Rethinking Your Approach to Planned Giving with James Gold
- 5:45 p.m. Wrap-up
- 6:00 p.m. Adjournment
Your registration includes access to any and all sessions
Rethinking (and Outsourcing!) Donor Communications
Presenter: Mike Beall
Virtual agencies are here to stay. They often offer more financial flexibility, specialized talent and turnaround speed than some traditional in-house communication services. However, knowing exactly what you need, where to get it and how to work with them is challenging.
- Learn to assess your greatest needs and where outside talent best fits.
- Create realistic expectations for the work and budget.
- Learn to manage your stable of talent, both internally and externally.
Amping Up Pipeline Development to Drive Transformative Major Gifts
Presenter: Heather Wiley Starankovic, CAP, CFRE
Whether you are currently responsible for securing significant gifts or aspire to grow into a major gift-focused position, this session will help you explore the concept of transformative major gifts, unpack relationship-based giving and pressure-test your current fund development practices against these constructs.
- Uncover how to develop a sustainable pipeline of qualified donors and how to effectively manage a portfolio of highly engaged individuals.
- Learn tips to build a cohort and re-imagine your current philanthropy program through a relationship-based giving lens.
Recalibrating Physician Engagement
Presenter: Erin Stitzel, FAHP, CFRE
Physicians remain our most important ally in health care philanthropy, yet common myths and ineffective approaches prevent many organizations from successfully engaging physicians in philanthropy. We will go back to the basics to overcome challenges and hit a reset button in our discussions around the best approaches to engage this indispensable ally.
- Understand an overview of what it’s like to be a physician in today’s world.
- How to choose the right partners (hint: choosing your rock stars will only get you so far!)
- Learn critical first steps in commencing the physician partner relationship.
- Learn what to say (and what not to say) when engaging physician partners.
Exploring Trends, Issues and Opportunities in Health Philanthropy
Presenter: Betsy Chapin Taylor, FAHP
It’s time to grab the crystal ball to look at the issues and opportunities that are shaping the current environment for health philanthropy. This fast-moving session will confront a variety of trends and forces that could fundamentally realign how health philanthropy leaders advance their work.
- Understand an overview of challenges and opportunities in today’s health care environment.
- Learn new issues to think through and incorporate into this year’s strategic plans.
- Learn provocative and progressive ideas for moving forward.
Leading on the New Frontier of Community Health
Presenters: Amy Dorrill, FAHP, CFRE and Erin Lanahan
To improve their patients’ health outcomes while sustaining their margins, hospitals must address social risk factors that transcend their four walls. Effectively meeting these challenges requires smart investments, strategic partnerships and aligned funding. This session will cover the case for community health and specific areas of need, share some of the current top funding areas for foundations and payers, offer advice on creating smart alliances with other nonprofits and provide suggestions on getting started in raising funds for this critical priority area.
- Explore the case for strategic community health investment.
- Learn about the social risk factors attracting the greatest funding from foundations.
- Gain insight into translating community health goals to donor-focused priorities.
Embracing the Power and Potential of Culture
Presenters: Pam Maroulis, CFRE; Linda Roszak Burton, BS, BBC, ACC; and Michelle Rovang
The unprecedented environment that we live in today has created stressful work situations that threaten the well-being of health care professionals. Perhaps you are seeing this in your own hospital? Or perhaps you are among those feeling this stress? Now is an ideal time for health care organizations to take their “culture temperature” to be sure that culture isn’t faltering and, therefore, threatening forward-moving strategies.
- Understand how building a values-based culture supports the social, mental and emotional dimensions of care, which in turn, creates superior patient experiences and greater community health.
- Learn about initial findings from Accordant surveying health care leaders and professionals that can help bolster “culture health.”
- Learn the importance of a strong culture supported from the top down and why culture is critical to organizational health, especially during these pandemic times.
Leveraging the Power of Design Thinking Tools and Techniques
Presenter: Cindy Reynolds, CFRE
More and more health care executives are considering and implementing Design Thinking as they explore ways to improve their clinical outcomes patient experience and employee engagement. These same ideas can be applied to philanthropy work to identify opportunities, improve buy-in and provide a more satisfying donor experience, while more deeply engaging board members, colleagues and other stakeholders.
- Describe Design Thinking and how it can improve work in philanthropy.
- Name four design thinking tools that can be employed in process improvement.
- Understand and experience divergent and convergent thinking.
Utilizing Wave Campaigns to Maximize Potential
Presenter: Heather Wiley Starankovic, CAP, CFRE & John Donovan
Wave campaign strategies help organizations prioritize the most urgent cases while aligning them with donor passion and mission. Wave campaigning’s strategic planning, scheduling and targeted communication provides numerous benefits, including the reduction of donor fatigue. We will review the advantages and challenges of today’s campaigns, define keys to a successful campaign and understand the wave campaign approach to sustained philanthropy and agility within a health system setting.
- Understand the wave campaign approach to sustained philanthropy and agility within a health-system setting.
- Understand the concept of an affinity council structure to align volunteers and physicians with common areas of interest, creating efficiency of effort and higher performance.
- Learn how to minimize the disadvantages of campaigns, including breaks between initiatives, donor and volunteer fatigue and lack of priority focus.
Rethinking Your Approach to Planned Giving
Presenter: James Gold
There have been significant changes in tax laws over the past three years that have altered how donors and advisors approach outright and deferred giving. Successful philanthropy officers are aware of these changes, including those resulting from COVID-19, and incorporate strategies and techniques to address these changes when talking with donors and advisors for maximum planned giving impact.
- Learning Objectives:
- Understand the significant changes in tax laws over the past three years and how they have impacted donor trends.
- Learn how tax changes have alter donors’ and advisors’ approach to outright and deferred giving.
- Learn strategies and how to implement them when meeting with donors and financial advisors.