SlideShare a Scribd company logo
Philanthropy
Exploring the Benefits and Risks of Fundraising for Your Health Center
Bill Franz – President, THRIVE
Lesa Peterson - Vice President & Senior Consultant, ElementOne
March 23, 2023
1
The Presenters
Bill Franz
Bill manages THRIVE’s FQHC and social services consulting practice. Working along side
his experienced health center team, he facilitates and manages organizational
improvement with a focus on strategy, operations, finance, and patient/client services.
Bill has held leadership positions in an FQHC and a Community Foundation.
Lesa Peterson
Lesa manages ElementOne’s compensation work with FQHCs in the Southeast Region
of the U.S. and its FQHC consulting division. She is responsible for a wide range of
client support including health center governance, compliance, compensation, and
organizational design. Prior to consulting, Lesa held a leadership position in an FQHC.
2
We Are Not Fundraising Professionals!
However, we both have worked together in a community where
philanthropy is prevalent and would like to share our experiences here
today.
We are also not addressing capital campaigns, as they are very complex
and deserve a whole other session.
3
Agenda
1. Understanding Perspectives
2. Types of Fundraising
3. Special Events
4. Annual Giving
5. Major Gifts
6. Planned Gifts
7. Final Pointers
4
Keeping Perspective
Philanthropy is the donor’s perspective. It is an individual’s
“desire to promote the welfare of others, expressed
especially by the generous donation of money to good
causes”.
Fundraising is the health center’s perspective. It is an
entities actions of “seeking of financial support for a
charity, cause, or other enterprise”.
The Fundraiser must marry its financial needs with the
perspective of the Philanthropist.
5
Types of Fundraising – Our Definitions
1. Special Events – A dinner, awards ceremony, golf, or other event with the
intent of attracting new supporters and to raise money for the entity.
2. Annual Giving – The efforts of an entity each year to raise monies to
support the operating budget or program(s).
3. Major Gifts – Large amounts from a small number of donors who truly
believe in the mission of an organization. What constitutes a major gift
varies by organization, geography, and demographics.
4. Planned Giving– A contribution that is arranged in the present to be
delivered at a future date.
6
Gift Acceptance – Everyone Should Have a Policy
Important Items That Can Strengthen Your Policy
1. Scope and Purpose – States that the policy exists to protect the FQHC and
the Donor and cannot create undo encumbrances on the FQHC.
2. Screening of Gifts – Explains what common gifts will be accepted and how
complex and unique gifts will be screened.
3. Gift of Real Estate – States the appraisal, and acceptance screening and
procedures for any gifts of real estate.
4. Charitable Auctions – Outlines the transparency regarding deductibility
and who is responsible for determining deductibility.
7
Special Events Tips
1. What is the Purpose? – Fundraising, Friendraising , or both?
2. Find a Strong Leader – The event Chair needs to be dedicated, organized, and
willing to say no to volunteers (not every idea is a good idea).
3. Plan Ahead – Remember Murphy’s Law – “Anything that can go wrong, will go
wrong”.
4. Have The Right Team – Include staff, but volunteers need to be willing to put
in the work. Staff are not assistants for the volunteers. Staff adds value
because they know the organization best.
8
Special Events Tips (cont.)
5. Tell Your Story – The theme needs to be mission focused and not an attempt
to tell attendees what you think they want to hear.
6. Know Your Targets – Not only seat staff and volunteers with high-potential
donors, give them assignments.
7. Follow Up – Not only thank attendees, follow up on those who expressed
interest in learning more about your organization.
9
Special Events - Our Experiences!
An Analysis of Special Events
A Comparison - The Gala versus the Non-Gala
The Ideal Event Favor – The Astronaut Pen
The Honoree from Hell
10
Annual Giving Tips
1. Establish Realistic Goals – Do not assume everyone will love your mission as
much as you do.
2. Create an Effective Message – You need to sell your mission or programs to
those with a philanthropic intent.
3. Utilize Ambassadors – Engage Board members and past supporters to ask
those within their circle of influence to give.
4. Analyze the Data – What has worked, and what has not? Who has given that
has the propensity for a major or estate gift?
5. Not Only Send Gratitude, Send Evidence – Most organizations send a thank
you letter, but follow up the following year and let them know what their
giving supported.
11
Annual Giving - Our Experiences!
Hopes and Dreams
The Non-Committed Committee
When a Letter Becomes a Book
If They Only Loved Us as Much As We Love Ourselves
12
Major Gifts Tips
1. Know Your Donors – What types of organizations have your target donors
given to in the past? What is their capacity for a major gift.
2. Go Slow – Develop donors before the ask. The first step is an annual gift.
Often it takes years to develop a major gift.
3. Align Philanthropy with Fundraising – See the ask through the donor’s
perspective.
4. Demonstrate Stewardship- Prepare a stewardship plan, which may include a
summary of major finance policies including investment, purchasing, and
other demonstrations of oversight.
5. Work with Professional Advisors – Educate attorneys, financial advisers, and
insurance brokers on your mission and stewardship.
13
Major Gifts - Our Experiences!
The Endless Pursuit
Ask and You Shall Receive
The Surprise in the Mail
The Philanthropy Consultants
Any Ideas from HNSWFL? – I was thinking donations of old computers, etc.
14
Planned Giving Tips
1. Work with Professional Advisors – Educate attorneys, financial advisers, and
insurance brokers on your mission and stewardship.
2. Align Philanthropy with Fundraising – See the ask through the donor’s
perspective.
3. Demonstrate Stewardship- Prepare a stewardship plan, which may include a
summary of major finance policies including investment, purchasing, and
other demonstrations of oversight.
4. Consider a Planned Giving Committee – Include existing donors and
professional advisors.
5. Educate Yourself Enough – Attend trainings and talk to professional advisors so
you are familiar with the various types planned giving vehicles.
15
Planned Gifts - Our Experiences!
The Surprise Estate Gift
We Love Your Mission, Except For ……..
Aunt Harriet, or was it Hillary? Wait, it was Aunt Helen!
Did the HNSWFL ever have any?
16
Some Important Resources
AFP’s Donor’s Bill of Rights (https://afpglobal.org/donor-bill-rights)
AFP’s Fundraising Ethics (https://afpglobal.org/ethicsmain/code-ethical-
standards)
Guidestar (research private foundations) (https://www.guidestar.org)
17
Questions?
18
Bill Franz
President, THRIVE
(239) 250-1202
bill.franz@thriveandachieve.com
Lesa Peterson
Vice President & Senior Consultant, Elementone
(239) 849-1145
lpeterson@elementoneconsulting.com
19

More Related Content

Similar to 2023 Compliatric Webinar Series - Health Center Philanthropy.pdf

June 16 St. Louis Workshop
June 16 St. Louis WorkshopJune 16 St. Louis Workshop
June 16 St. Louis Workshop
Advancement Partners
 
Getting To Giving Nafcm
Getting To Giving NafcmGetting To Giving Nafcm
Getting To Giving Nafcm
mitchgordon
 
HCF Training - Building Sustainability Workshop
HCF Training - Building Sustainability WorkshopHCF Training - Building Sustainability Workshop
HCF Training - Building Sustainability Workshop
Connect Hertfordshire
 
Major Gifts Powerpoint 1
Major Gifts Powerpoint 1Major Gifts Powerpoint 1
Major Gifts Powerpoint 1
terwoz
 
Fundraising concepts
Fundraising conceptsFundraising concepts
Fundraising concepts
Amjad Idries
 
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...
Bloomerang
 
CAPITAL CAMPAIGN PLANNING AND PREPARATION
CAPITAL CAMPAIGN PLANNING AND PREPARATIONCAPITAL CAMPAIGN PLANNING AND PREPARATION
CAPITAL CAMPAIGN PLANNING AND PREPARATION
Amy Kincaid
 
Linda Griffith Paper 2009
Linda Griffith Paper 2009Linda Griffith Paper 2009
Linda Griffith Paper 2009
Museum & Gallery Services Qld
 
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...
lpomara
 
Ws Talking Points
Ws Talking PointsWs Talking Points
Ws Talking Points
FacetoFace
 
Funds and Food 2013
Funds and Food 2013Funds and Food 2013
Funds and Food 2013
St. Louis Area Foodbank
 
Development Class 3
Development  Class 3Development  Class 3
Development Class 3
shamedh27
 
Fundraising from America: A Guide Planned Giving Programs
Fundraising from America: A Guide Planned Giving ProgramsFundraising from America: A Guide Planned Giving Programs
Fundraising from America: A Guide Planned Giving Programs
Adam Davidson
 
The Architecture of Major Donor Cultivation
The Architecture of Major Donor CultivationThe Architecture of Major Donor Cultivation
The Architecture of Major Donor Cultivation
UpStartBayArea
 
The Year Before Your Capital Campaign
The Year Before Your Capital CampaignThe Year Before Your Capital Campaign
The Year Before Your Capital Campaign
Bloomerang
 
Module 5-fundraising-readiness-and-planning-form
Module 5-fundraising-readiness-and-planning-formModule 5-fundraising-readiness-and-planning-form
Module 5-fundraising-readiness-and-planning-form
Sheldon Bryan
 
Change Your Board Story
Change Your Board StoryChange Your Board Story
Change Your Board Story
Bloomerang
 
Getting your funding strategy right
Getting your funding strategy rightGetting your funding strategy right
Getting your funding strategy right
MzN International
 
Data Driven Advancement
Data Driven AdvancementData Driven Advancement
Data Driven Advancement
University of Victoria
 
Justmeans power point
Justmeans power pointJustmeans power point
Justmeans power point
justmeanscsr
 

Similar to 2023 Compliatric Webinar Series - Health Center Philanthropy.pdf (20)

June 16 St. Louis Workshop
June 16 St. Louis WorkshopJune 16 St. Louis Workshop
June 16 St. Louis Workshop
 
Getting To Giving Nafcm
Getting To Giving NafcmGetting To Giving Nafcm
Getting To Giving Nafcm
 
HCF Training - Building Sustainability Workshop
HCF Training - Building Sustainability WorkshopHCF Training - Building Sustainability Workshop
HCF Training - Building Sustainability Workshop
 
Major Gifts Powerpoint 1
Major Gifts Powerpoint 1Major Gifts Powerpoint 1
Major Gifts Powerpoint 1
 
Fundraising concepts
Fundraising conceptsFundraising concepts
Fundraising concepts
 
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...
 
CAPITAL CAMPAIGN PLANNING AND PREPARATION
CAPITAL CAMPAIGN PLANNING AND PREPARATIONCAPITAL CAMPAIGN PLANNING AND PREPARATION
CAPITAL CAMPAIGN PLANNING AND PREPARATION
 
Linda Griffith Paper 2009
Linda Griffith Paper 2009Linda Griffith Paper 2009
Linda Griffith Paper 2009
 
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...
 
Ws Talking Points
Ws Talking PointsWs Talking Points
Ws Talking Points
 
Funds and Food 2013
Funds and Food 2013Funds and Food 2013
Funds and Food 2013
 
Development Class 3
Development  Class 3Development  Class 3
Development Class 3
 
Fundraising from America: A Guide Planned Giving Programs
Fundraising from America: A Guide Planned Giving ProgramsFundraising from America: A Guide Planned Giving Programs
Fundraising from America: A Guide Planned Giving Programs
 
The Architecture of Major Donor Cultivation
The Architecture of Major Donor CultivationThe Architecture of Major Donor Cultivation
The Architecture of Major Donor Cultivation
 
The Year Before Your Capital Campaign
The Year Before Your Capital CampaignThe Year Before Your Capital Campaign
The Year Before Your Capital Campaign
 
Module 5-fundraising-readiness-and-planning-form
Module 5-fundraising-readiness-and-planning-formModule 5-fundraising-readiness-and-planning-form
Module 5-fundraising-readiness-and-planning-form
 
Change Your Board Story
Change Your Board StoryChange Your Board Story
Change Your Board Story
 
Getting your funding strategy right
Getting your funding strategy rightGetting your funding strategy right
Getting your funding strategy right
 
Data Driven Advancement
Data Driven AdvancementData Driven Advancement
Data Driven Advancement
 
Justmeans power point
Justmeans power pointJustmeans power point
Justmeans power point
 

More from Compliatric Where Compliance Happens

2024 Compliatric Webinar Series - Improving FQHC Patient Registration.pdf
2024 Compliatric Webinar Series - Improving FQHC Patient Registration.pdf2024 Compliatric Webinar Series - Improving FQHC Patient Registration.pdf
2024 Compliatric Webinar Series - Improving FQHC Patient Registration.pdf
Compliatric Where Compliance Happens
 
2024 Compliatric Webinar Series - Foundations of Quality Programs for FQHCs.pdf
2024 Compliatric Webinar Series - Foundations of Quality Programs for FQHCs.pdf2024 Compliatric Webinar Series - Foundations of Quality Programs for FQHCs.pdf
2024 Compliatric Webinar Series - Foundations of Quality Programs for FQHCs.pdf
Compliatric Where Compliance Happens
 
2024 Compliatric Webinar Series - Managing and Protecting Adverse Patient Eve...
2024 Compliatric Webinar Series - Managing and Protecting Adverse Patient Eve...2024 Compliatric Webinar Series - Managing and Protecting Adverse Patient Eve...
2024 Compliatric Webinar Series - Managing and Protecting Adverse Patient Eve...
Compliatric Where Compliance Happens
 
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion April 202...
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion April 202...2024 Compliatric Webinar Series - OSV Overview and Panel Discussion April 202...
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion April 202...
Compliatric Where Compliance Happens
 
2024 Compliatric Webianr Series - Contracts and MOUs from a HRSA Perspective.pdf
2024 Compliatric Webianr Series - Contracts and MOUs from a HRSA Perspective.pdf2024 Compliatric Webianr Series - Contracts and MOUs from a HRSA Perspective.pdf
2024 Compliatric Webianr Series - Contracts and MOUs from a HRSA Perspective.pdf
Compliatric Where Compliance Happens
 
2024 Compliatric Webinar Series - Protecting LGBTQ Patients.pdf
2024 Compliatric Webinar Series - Protecting LGBTQ Patients.pdf2024 Compliatric Webinar Series - Protecting LGBTQ Patients.pdf
2024 Compliatric Webinar Series - Protecting LGBTQ Patients.pdf
Compliatric Where Compliance Happens
 
2024 Compliatric Webinar Series - Next-Gen Compliance- Leveraging OIG's Recen...
2024 Compliatric Webinar Series - Next-Gen Compliance- Leveraging OIG's Recen...2024 Compliatric Webinar Series - Next-Gen Compliance- Leveraging OIG's Recen...
2024 Compliatric Webinar Series - Next-Gen Compliance- Leveraging OIG's Recen...
Compliatric Where Compliance Happens
 
2024 Compliatric Webinar Series - Components of a Needs Assessment.pdf
2024 Compliatric Webinar Series - Components of a Needs Assessment.pdf2024 Compliatric Webinar Series - Components of a Needs Assessment.pdf
2024 Compliatric Webinar Series - Components of a Needs Assessment.pdf
Compliatric Where Compliance Happens
 
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion.pdf
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion.pdf2024 Compliatric Webinar Series - OSV Overview and Panel Discussion.pdf
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion.pdf
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Unveiling the Blueprint_ The Components of ...
2023 Compliatric Webinar Series - Unveiling the Blueprint_ The Components of ...2023 Compliatric Webinar Series - Unveiling the Blueprint_ The Components of ...
2023 Compliatric Webinar Series - Unveiling the Blueprint_ The Components of ...
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Contracts and Memorandums of Understanding ...
2023 Compliatric Webinar Series - Contracts and Memorandums of Understanding ...2023 Compliatric Webinar Series - Contracts and Memorandums of Understanding ...
2023 Compliatric Webinar Series - Contracts and Memorandums of Understanding ...
Compliatric Where Compliance Happens
 
Contracts and Memorandums of Understanding - Requirements and Responsibilities
Contracts and Memorandums of Understanding - Requirements and ResponsibilitiesContracts and Memorandums of Understanding - Requirements and Responsibilities
Contracts and Memorandums of Understanding - Requirements and Responsibilities
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Making the Most out of the Sliding Fee Prog...
2023 Compliatric Webinar Series - Making the Most out of the Sliding Fee Prog...2023 Compliatric Webinar Series - Making the Most out of the Sliding Fee Prog...
2023 Compliatric Webinar Series - Making the Most out of the Sliding Fee Prog...
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Developing Strong Board and CEO Relationshi...
2023 Compliatric Webinar Series - Developing Strong Board and CEO Relationshi...2023 Compliatric Webinar Series - Developing Strong Board and CEO Relationshi...
2023 Compliatric Webinar Series - Developing Strong Board and CEO Relationshi...
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Overview of CARF Accreditation.pdf
2023 Compliatric Webinar Series - Overview of CARF Accreditation.pdf2023 Compliatric Webinar Series - Overview of CARF Accreditation.pdf
2023 Compliatric Webinar Series - Overview of CARF Accreditation.pdf
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Are You Ready for an OSHA Inspection.pdf
2023 Compliatric Webinar Series - Are You Ready for an OSHA Inspection.pdf2023 Compliatric Webinar Series - Are You Ready for an OSHA Inspection.pdf
2023 Compliatric Webinar Series - Are You Ready for an OSHA Inspection.pdf
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Good Faith Estimates_Don't Let the No Surpr...
2023 Compliatric Webinar Series - Good Faith Estimates_Don't Let the No Surpr...2023 Compliatric Webinar Series - Good Faith Estimates_Don't Let the No Surpr...
2023 Compliatric Webinar Series - Good Faith Estimates_Don't Let the No Surpr...
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Your Accreditation Journey - Challenges Alo...
2023 Compliatric Webinar Series - Your Accreditation Journey - Challenges Alo...2023 Compliatric Webinar Series - Your Accreditation Journey - Challenges Alo...
2023 Compliatric Webinar Series - Your Accreditation Journey - Challenges Alo...
Compliatric Where Compliance Happens
 
2023 Compliatric Webinar Series - Active Shooter Training and Exercises.pdf
2023 Compliatric Webinar Series - Active Shooter Training and Exercises.pdf2023 Compliatric Webinar Series - Active Shooter Training and Exercises.pdf
2023 Compliatric Webinar Series - Active Shooter Training and Exercises.pdf
Compliatric Where Compliance Happens
 
Compliatric Webinar Your Accreditation Journey Best Path Forward 7.25.2023.pdf
Compliatric Webinar Your Accreditation Journey Best Path Forward 7.25.2023.pdfCompliatric Webinar Your Accreditation Journey Best Path Forward 7.25.2023.pdf
Compliatric Webinar Your Accreditation Journey Best Path Forward 7.25.2023.pdf
Compliatric Where Compliance Happens
 

More from Compliatric Where Compliance Happens (20)

2024 Compliatric Webinar Series - Improving FQHC Patient Registration.pdf
2024 Compliatric Webinar Series - Improving FQHC Patient Registration.pdf2024 Compliatric Webinar Series - Improving FQHC Patient Registration.pdf
2024 Compliatric Webinar Series - Improving FQHC Patient Registration.pdf
 
2024 Compliatric Webinar Series - Foundations of Quality Programs for FQHCs.pdf
2024 Compliatric Webinar Series - Foundations of Quality Programs for FQHCs.pdf2024 Compliatric Webinar Series - Foundations of Quality Programs for FQHCs.pdf
2024 Compliatric Webinar Series - Foundations of Quality Programs for FQHCs.pdf
 
2024 Compliatric Webinar Series - Managing and Protecting Adverse Patient Eve...
2024 Compliatric Webinar Series - Managing and Protecting Adverse Patient Eve...2024 Compliatric Webinar Series - Managing and Protecting Adverse Patient Eve...
2024 Compliatric Webinar Series - Managing and Protecting Adverse Patient Eve...
 
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion April 202...
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion April 202...2024 Compliatric Webinar Series - OSV Overview and Panel Discussion April 202...
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion April 202...
 
2024 Compliatric Webianr Series - Contracts and MOUs from a HRSA Perspective.pdf
2024 Compliatric Webianr Series - Contracts and MOUs from a HRSA Perspective.pdf2024 Compliatric Webianr Series - Contracts and MOUs from a HRSA Perspective.pdf
2024 Compliatric Webianr Series - Contracts and MOUs from a HRSA Perspective.pdf
 
2024 Compliatric Webinar Series - Protecting LGBTQ Patients.pdf
2024 Compliatric Webinar Series - Protecting LGBTQ Patients.pdf2024 Compliatric Webinar Series - Protecting LGBTQ Patients.pdf
2024 Compliatric Webinar Series - Protecting LGBTQ Patients.pdf
 
2024 Compliatric Webinar Series - Next-Gen Compliance- Leveraging OIG's Recen...
2024 Compliatric Webinar Series - Next-Gen Compliance- Leveraging OIG's Recen...2024 Compliatric Webinar Series - Next-Gen Compliance- Leveraging OIG's Recen...
2024 Compliatric Webinar Series - Next-Gen Compliance- Leveraging OIG's Recen...
 
2024 Compliatric Webinar Series - Components of a Needs Assessment.pdf
2024 Compliatric Webinar Series - Components of a Needs Assessment.pdf2024 Compliatric Webinar Series - Components of a Needs Assessment.pdf
2024 Compliatric Webinar Series - Components of a Needs Assessment.pdf
 
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion.pdf
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion.pdf2024 Compliatric Webinar Series - OSV Overview and Panel Discussion.pdf
2024 Compliatric Webinar Series - OSV Overview and Panel Discussion.pdf
 
2023 Compliatric Webinar Series - Unveiling the Blueprint_ The Components of ...
2023 Compliatric Webinar Series - Unveiling the Blueprint_ The Components of ...2023 Compliatric Webinar Series - Unveiling the Blueprint_ The Components of ...
2023 Compliatric Webinar Series - Unveiling the Blueprint_ The Components of ...
 
2023 Compliatric Webinar Series - Contracts and Memorandums of Understanding ...
2023 Compliatric Webinar Series - Contracts and Memorandums of Understanding ...2023 Compliatric Webinar Series - Contracts and Memorandums of Understanding ...
2023 Compliatric Webinar Series - Contracts and Memorandums of Understanding ...
 
Contracts and Memorandums of Understanding - Requirements and Responsibilities
Contracts and Memorandums of Understanding - Requirements and ResponsibilitiesContracts and Memorandums of Understanding - Requirements and Responsibilities
Contracts and Memorandums of Understanding - Requirements and Responsibilities
 
2023 Compliatric Webinar Series - Making the Most out of the Sliding Fee Prog...
2023 Compliatric Webinar Series - Making the Most out of the Sliding Fee Prog...2023 Compliatric Webinar Series - Making the Most out of the Sliding Fee Prog...
2023 Compliatric Webinar Series - Making the Most out of the Sliding Fee Prog...
 
2023 Compliatric Webinar Series - Developing Strong Board and CEO Relationshi...
2023 Compliatric Webinar Series - Developing Strong Board and CEO Relationshi...2023 Compliatric Webinar Series - Developing Strong Board and CEO Relationshi...
2023 Compliatric Webinar Series - Developing Strong Board and CEO Relationshi...
 
2023 Compliatric Webinar Series - Overview of CARF Accreditation.pdf
2023 Compliatric Webinar Series - Overview of CARF Accreditation.pdf2023 Compliatric Webinar Series - Overview of CARF Accreditation.pdf
2023 Compliatric Webinar Series - Overview of CARF Accreditation.pdf
 
2023 Compliatric Webinar Series - Are You Ready for an OSHA Inspection.pdf
2023 Compliatric Webinar Series - Are You Ready for an OSHA Inspection.pdf2023 Compliatric Webinar Series - Are You Ready for an OSHA Inspection.pdf
2023 Compliatric Webinar Series - Are You Ready for an OSHA Inspection.pdf
 
2023 Compliatric Webinar Series - Good Faith Estimates_Don't Let the No Surpr...
2023 Compliatric Webinar Series - Good Faith Estimates_Don't Let the No Surpr...2023 Compliatric Webinar Series - Good Faith Estimates_Don't Let the No Surpr...
2023 Compliatric Webinar Series - Good Faith Estimates_Don't Let the No Surpr...
 
2023 Compliatric Webinar Series - Your Accreditation Journey - Challenges Alo...
2023 Compliatric Webinar Series - Your Accreditation Journey - Challenges Alo...2023 Compliatric Webinar Series - Your Accreditation Journey - Challenges Alo...
2023 Compliatric Webinar Series - Your Accreditation Journey - Challenges Alo...
 
2023 Compliatric Webinar Series - Active Shooter Training and Exercises.pdf
2023 Compliatric Webinar Series - Active Shooter Training and Exercises.pdf2023 Compliatric Webinar Series - Active Shooter Training and Exercises.pdf
2023 Compliatric Webinar Series - Active Shooter Training and Exercises.pdf
 
Compliatric Webinar Your Accreditation Journey Best Path Forward 7.25.2023.pdf
Compliatric Webinar Your Accreditation Journey Best Path Forward 7.25.2023.pdfCompliatric Webinar Your Accreditation Journey Best Path Forward 7.25.2023.pdf
Compliatric Webinar Your Accreditation Journey Best Path Forward 7.25.2023.pdf
 

Recently uploaded

Vasundhara Fertility (IVF) Centre Jodhpur
Vasundhara Fertility (IVF) Centre JodhpurVasundhara Fertility (IVF) Centre Jodhpur
Vasundhara Fertility (IVF) Centre Jodhpur
VasundharaIVF
 
Reimbursement Bootcamp- Coding, Coverage & Payment lecture by David Farber, K...
Reimbursement Bootcamp- Coding, Coverage & Payment lecture by David Farber, K...Reimbursement Bootcamp- Coding, Coverage & Payment lecture by David Farber, K...
Reimbursement Bootcamp- Coding, Coverage & Payment lecture by David Farber, K...
Levi Shapiro
 
Cyberattacks on Healthcare Systemss.pptx
Cyberattacks on Healthcare Systemss.pptxCyberattacks on Healthcare Systemss.pptx
Cyberattacks on Healthcare Systemss.pptx
JoeOrlando16
 
VITAMINS(referred as a Organic compound)
VITAMINS(referred as a Organic compound)VITAMINS(referred as a Organic compound)
VITAMINS(referred as a Organic compound)
saloniswain225
 
Teaching Methodology of Hatha Yoga Teacher Training Course.pptx
Teaching Methodology of Hatha Yoga Teacher Training Course.pptxTeaching Methodology of Hatha Yoga Teacher Training Course.pptx
Teaching Methodology of Hatha Yoga Teacher Training Course.pptx
Karuna Yoga Vidya Peetham
 
ISSUES AND CONCERNS HRH malitbog ph.pptx
ISSUES AND CONCERNS HRH malitbog ph.pptxISSUES AND CONCERNS HRH malitbog ph.pptx
ISSUES AND CONCERNS HRH malitbog ph.pptx
shae1212
 
WHO PPCs for therapeutic HPV vaccines_June2024.pdf
WHO PPCs for therapeutic HPV vaccines_June2024.pdfWHO PPCs for therapeutic HPV vaccines_June2024.pdf
WHO PPCs for therapeutic HPV vaccines_June2024.pdf
anabakhtar
 
Buy Artvigil 150mg Online In USA At Low Price
Buy Artvigil  150mg Online In USA At Low PriceBuy Artvigil  150mg Online In USA At Low Price
Buy Artvigil 150mg Online In USA At Low Price
buymodafinil rxs
 
care plan2.docx (mental health nursing )
care plan2.docx (mental health nursing )care plan2.docx (mental health nursing )
care plan2.docx (mental health nursing )
Karishma Rajput
 
Mudra and Pranayama Teacher Training Certificate Course
Mudra and Pranayama  Teacher Training Certificate CourseMudra and Pranayama  Teacher Training Certificate Course
Mudra and Pranayama Teacher Training Certificate Course
Karuna Yoga Vidya Peetham
 
AI in Patient Engagement and Follow-Up Care.pptx
AI in Patient Engagement and Follow-Up Care.pptxAI in Patient Engagement and Follow-Up Care.pptx
AI in Patient Engagement and Follow-Up Care.pptx
Gaurav Gupta
 
The Connection Between Physical and Mental Well-Being.pptx
The Connection Between Physical and Mental Well-Being.pptxThe Connection Between Physical and Mental Well-Being.pptx
The Connection Between Physical and Mental Well-Being.pptx
MartaLoveguard
 
Extraction Vs non exraction in orthodontics.pptx
Extraction Vs  non exraction in orthodontics.pptxExtraction Vs  non exraction in orthodontics.pptx
Extraction Vs non exraction in orthodontics.pptx
Anagha Prasad
 
Principles of Arthroscopy and instruments
Principles of Arthroscopy and instrumentsPrinciples of Arthroscopy and instruments
Principles of Arthroscopy and instruments
RAdhavan
 
فورمة مكافحة عدوي القمة1 د حاتم البيطار.pdf
فورمة مكافحة عدوي القمة1 د حاتم البيطار.pdfفورمة مكافحة عدوي القمة1 د حاتم البيطار.pdf
فورمة مكافحة عدوي القمة1 د حاتم البيطار.pdf
د حاتم البيطار
 
Mudra & Pranayama Teacher Training Certificate Course
Mudra & Pranayama  Teacher Training Certificate CourseMudra & Pranayama  Teacher Training Certificate Course
Mudra & Pranayama Teacher Training Certificate Course
Karuna Yoga Vidya Peetham
 
M2ComSys - BPO - RCM Services Profile - 2022.pptx
M2ComSys - BPO - RCM Services Profile - 2022.pptxM2ComSys - BPO - RCM Services Profile - 2022.pptx
M2ComSys - BPO - RCM Services Profile - 2022.pptx
josemonk
 
Top Rated Massage Center In Ajman | Massage Center Deals Sharjah
Top Rated Massage Center In Ajman | Massage Center Deals SharjahTop Rated Massage Center In Ajman | Massage Center Deals Sharjah
Top Rated Massage Center In Ajman | Massage Center Deals Sharjah
Jameela Massage and Relaxation Centre Ajman
 
Yoga Philosophy Lifestyle , ethics Teacher Training Certificate Course
Yoga Philosophy Lifestyle , ethics Teacher Training Certificate CourseYoga Philosophy Lifestyle , ethics Teacher Training Certificate Course
Yoga Philosophy Lifestyle , ethics Teacher Training Certificate Course
Karuna Yoga Vidya Peetham
 
Yoga Nidra Teacher Training Certification Course
Yoga Nidra Teacher Training Certification CourseYoga Nidra Teacher Training Certification Course
Yoga Nidra Teacher Training Certification Course
Karuna Yoga Vidya Peetham
 

Recently uploaded (20)

Vasundhara Fertility (IVF) Centre Jodhpur
Vasundhara Fertility (IVF) Centre JodhpurVasundhara Fertility (IVF) Centre Jodhpur
Vasundhara Fertility (IVF) Centre Jodhpur
 
Reimbursement Bootcamp- Coding, Coverage & Payment lecture by David Farber, K...
Reimbursement Bootcamp- Coding, Coverage & Payment lecture by David Farber, K...Reimbursement Bootcamp- Coding, Coverage & Payment lecture by David Farber, K...
Reimbursement Bootcamp- Coding, Coverage & Payment lecture by David Farber, K...
 
Cyberattacks on Healthcare Systemss.pptx
Cyberattacks on Healthcare Systemss.pptxCyberattacks on Healthcare Systemss.pptx
Cyberattacks on Healthcare Systemss.pptx
 
VITAMINS(referred as a Organic compound)
VITAMINS(referred as a Organic compound)VITAMINS(referred as a Organic compound)
VITAMINS(referred as a Organic compound)
 
Teaching Methodology of Hatha Yoga Teacher Training Course.pptx
Teaching Methodology of Hatha Yoga Teacher Training Course.pptxTeaching Methodology of Hatha Yoga Teacher Training Course.pptx
Teaching Methodology of Hatha Yoga Teacher Training Course.pptx
 
ISSUES AND CONCERNS HRH malitbog ph.pptx
ISSUES AND CONCERNS HRH malitbog ph.pptxISSUES AND CONCERNS HRH malitbog ph.pptx
ISSUES AND CONCERNS HRH malitbog ph.pptx
 
WHO PPCs for therapeutic HPV vaccines_June2024.pdf
WHO PPCs for therapeutic HPV vaccines_June2024.pdfWHO PPCs for therapeutic HPV vaccines_June2024.pdf
WHO PPCs for therapeutic HPV vaccines_June2024.pdf
 
Buy Artvigil 150mg Online In USA At Low Price
Buy Artvigil  150mg Online In USA At Low PriceBuy Artvigil  150mg Online In USA At Low Price
Buy Artvigil 150mg Online In USA At Low Price
 
care plan2.docx (mental health nursing )
care plan2.docx (mental health nursing )care plan2.docx (mental health nursing )
care plan2.docx (mental health nursing )
 
Mudra and Pranayama Teacher Training Certificate Course
Mudra and Pranayama  Teacher Training Certificate CourseMudra and Pranayama  Teacher Training Certificate Course
Mudra and Pranayama Teacher Training Certificate Course
 
AI in Patient Engagement and Follow-Up Care.pptx
AI in Patient Engagement and Follow-Up Care.pptxAI in Patient Engagement and Follow-Up Care.pptx
AI in Patient Engagement and Follow-Up Care.pptx
 
The Connection Between Physical and Mental Well-Being.pptx
The Connection Between Physical and Mental Well-Being.pptxThe Connection Between Physical and Mental Well-Being.pptx
The Connection Between Physical and Mental Well-Being.pptx
 
Extraction Vs non exraction in orthodontics.pptx
Extraction Vs  non exraction in orthodontics.pptxExtraction Vs  non exraction in orthodontics.pptx
Extraction Vs non exraction in orthodontics.pptx
 
Principles of Arthroscopy and instruments
Principles of Arthroscopy and instrumentsPrinciples of Arthroscopy and instruments
Principles of Arthroscopy and instruments
 
فورمة مكافحة عدوي القمة1 د حاتم البيطار.pdf
فورمة مكافحة عدوي القمة1 د حاتم البيطار.pdfفورمة مكافحة عدوي القمة1 د حاتم البيطار.pdf
فورمة مكافحة عدوي القمة1 د حاتم البيطار.pdf
 
Mudra & Pranayama Teacher Training Certificate Course
Mudra & Pranayama  Teacher Training Certificate CourseMudra & Pranayama  Teacher Training Certificate Course
Mudra & Pranayama Teacher Training Certificate Course
 
M2ComSys - BPO - RCM Services Profile - 2022.pptx
M2ComSys - BPO - RCM Services Profile - 2022.pptxM2ComSys - BPO - RCM Services Profile - 2022.pptx
M2ComSys - BPO - RCM Services Profile - 2022.pptx
 
Top Rated Massage Center In Ajman | Massage Center Deals Sharjah
Top Rated Massage Center In Ajman | Massage Center Deals SharjahTop Rated Massage Center In Ajman | Massage Center Deals Sharjah
Top Rated Massage Center In Ajman | Massage Center Deals Sharjah
 
Yoga Philosophy Lifestyle , ethics Teacher Training Certificate Course
Yoga Philosophy Lifestyle , ethics Teacher Training Certificate CourseYoga Philosophy Lifestyle , ethics Teacher Training Certificate Course
Yoga Philosophy Lifestyle , ethics Teacher Training Certificate Course
 
Yoga Nidra Teacher Training Certification Course
Yoga Nidra Teacher Training Certification CourseYoga Nidra Teacher Training Certification Course
Yoga Nidra Teacher Training Certification Course
 

2023 Compliatric Webinar Series - Health Center Philanthropy.pdf

  • 1. Philanthropy Exploring the Benefits and Risks of Fundraising for Your Health Center Bill Franz – President, THRIVE Lesa Peterson - Vice President & Senior Consultant, ElementOne March 23, 2023 1
  • 2. The Presenters Bill Franz Bill manages THRIVE’s FQHC and social services consulting practice. Working along side his experienced health center team, he facilitates and manages organizational improvement with a focus on strategy, operations, finance, and patient/client services. Bill has held leadership positions in an FQHC and a Community Foundation. Lesa Peterson Lesa manages ElementOne’s compensation work with FQHCs in the Southeast Region of the U.S. and its FQHC consulting division. She is responsible for a wide range of client support including health center governance, compliance, compensation, and organizational design. Prior to consulting, Lesa held a leadership position in an FQHC. 2
  • 3. We Are Not Fundraising Professionals! However, we both have worked together in a community where philanthropy is prevalent and would like to share our experiences here today. We are also not addressing capital campaigns, as they are very complex and deserve a whole other session. 3
  • 4. Agenda 1. Understanding Perspectives 2. Types of Fundraising 3. Special Events 4. Annual Giving 5. Major Gifts 6. Planned Gifts 7. Final Pointers 4
  • 5. Keeping Perspective Philanthropy is the donor’s perspective. It is an individual’s “desire to promote the welfare of others, expressed especially by the generous donation of money to good causes”. Fundraising is the health center’s perspective. It is an entities actions of “seeking of financial support for a charity, cause, or other enterprise”. The Fundraiser must marry its financial needs with the perspective of the Philanthropist. 5
  • 6. Types of Fundraising – Our Definitions 1. Special Events – A dinner, awards ceremony, golf, or other event with the intent of attracting new supporters and to raise money for the entity. 2. Annual Giving – The efforts of an entity each year to raise monies to support the operating budget or program(s). 3. Major Gifts – Large amounts from a small number of donors who truly believe in the mission of an organization. What constitutes a major gift varies by organization, geography, and demographics. 4. Planned Giving– A contribution that is arranged in the present to be delivered at a future date. 6
  • 7. Gift Acceptance – Everyone Should Have a Policy Important Items That Can Strengthen Your Policy 1. Scope and Purpose – States that the policy exists to protect the FQHC and the Donor and cannot create undo encumbrances on the FQHC. 2. Screening of Gifts – Explains what common gifts will be accepted and how complex and unique gifts will be screened. 3. Gift of Real Estate – States the appraisal, and acceptance screening and procedures for any gifts of real estate. 4. Charitable Auctions – Outlines the transparency regarding deductibility and who is responsible for determining deductibility. 7
  • 8. Special Events Tips 1. What is the Purpose? – Fundraising, Friendraising , or both? 2. Find a Strong Leader – The event Chair needs to be dedicated, organized, and willing to say no to volunteers (not every idea is a good idea). 3. Plan Ahead – Remember Murphy’s Law – “Anything that can go wrong, will go wrong”. 4. Have The Right Team – Include staff, but volunteers need to be willing to put in the work. Staff are not assistants for the volunteers. Staff adds value because they know the organization best. 8
  • 9. Special Events Tips (cont.) 5. Tell Your Story – The theme needs to be mission focused and not an attempt to tell attendees what you think they want to hear. 6. Know Your Targets – Not only seat staff and volunteers with high-potential donors, give them assignments. 7. Follow Up – Not only thank attendees, follow up on those who expressed interest in learning more about your organization. 9
  • 10. Special Events - Our Experiences! An Analysis of Special Events A Comparison - The Gala versus the Non-Gala The Ideal Event Favor – The Astronaut Pen The Honoree from Hell 10
  • 11. Annual Giving Tips 1. Establish Realistic Goals – Do not assume everyone will love your mission as much as you do. 2. Create an Effective Message – You need to sell your mission or programs to those with a philanthropic intent. 3. Utilize Ambassadors – Engage Board members and past supporters to ask those within their circle of influence to give. 4. Analyze the Data – What has worked, and what has not? Who has given that has the propensity for a major or estate gift? 5. Not Only Send Gratitude, Send Evidence – Most organizations send a thank you letter, but follow up the following year and let them know what their giving supported. 11
  • 12. Annual Giving - Our Experiences! Hopes and Dreams The Non-Committed Committee When a Letter Becomes a Book If They Only Loved Us as Much As We Love Ourselves 12
  • 13. Major Gifts Tips 1. Know Your Donors – What types of organizations have your target donors given to in the past? What is their capacity for a major gift. 2. Go Slow – Develop donors before the ask. The first step is an annual gift. Often it takes years to develop a major gift. 3. Align Philanthropy with Fundraising – See the ask through the donor’s perspective. 4. Demonstrate Stewardship- Prepare a stewardship plan, which may include a summary of major finance policies including investment, purchasing, and other demonstrations of oversight. 5. Work with Professional Advisors – Educate attorneys, financial advisers, and insurance brokers on your mission and stewardship. 13
  • 14. Major Gifts - Our Experiences! The Endless Pursuit Ask and You Shall Receive The Surprise in the Mail The Philanthropy Consultants Any Ideas from HNSWFL? – I was thinking donations of old computers, etc. 14
  • 15. Planned Giving Tips 1. Work with Professional Advisors – Educate attorneys, financial advisers, and insurance brokers on your mission and stewardship. 2. Align Philanthropy with Fundraising – See the ask through the donor’s perspective. 3. Demonstrate Stewardship- Prepare a stewardship plan, which may include a summary of major finance policies including investment, purchasing, and other demonstrations of oversight. 4. Consider a Planned Giving Committee – Include existing donors and professional advisors. 5. Educate Yourself Enough – Attend trainings and talk to professional advisors so you are familiar with the various types planned giving vehicles. 15
  • 16. Planned Gifts - Our Experiences! The Surprise Estate Gift We Love Your Mission, Except For …….. Aunt Harriet, or was it Hillary? Wait, it was Aunt Helen! Did the HNSWFL ever have any? 16
  • 17. Some Important Resources AFP’s Donor’s Bill of Rights (https://afpglobal.org/donor-bill-rights) AFP’s Fundraising Ethics (https://afpglobal.org/ethicsmain/code-ethical- standards) Guidestar (research private foundations) (https://www.guidestar.org) 17
  • 19. Bill Franz President, THRIVE (239) 250-1202 bill.franz@thriveandachieve.com Lesa Peterson Vice President & Senior Consultant, Elementone (239) 849-1145 lpeterson@elementoneconsulting.com 19