REGISTER TODAY FOR THE 2019 HEALTH PHILANTHROPY SUMMIT: LET'S GET ENGAGED

2019 Health Philanthropy Summit

Thursday, November 7, 2019   |   9:30 AM - 4:00 PM
Bridgewater Banquet & Conference Center
10561 Sawmill Parkway
Powell, OH 43065
APPROVED FOR 5.0 CFRE CREDITS (documentation)

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Get Engaged Now: The Future of Healthcare Philanthropy

Paul Fleming

Paul Fleming
Director of Research & Insights,
Association for Healthcare Philanthropy

Engagement Through
Better Information Management

Dan Barney

Dan Barney
Principal, Barney & Associates

Engaging Savvy Philanthropists:
A Look at Donor-Advised Funds

Marlene Casini

Marlene Casini
President & CEO, Delaware Community Foundation

Innovative Engagement: New Movements Shaping Patient Care and Donor Attitudes

Bill Mountcastle

Bill Mountcastle
President & CEO, Health Giving


Keeping Staff Engaged
During Transition

Panel

Staff Engagement Panel*

 

*Staff Engagement Panel:

Daniel Blain
VP of Advancement, NEOMED

Whitney Gentry
Executive Director, Fayette County Memorial Hospital Foundation

Daniel Raposa
Director of Advancement, Exeter Hospital

Vondea Sheaffer
VP of Development, The Village of St. Edward

Moderated by Jennifer Wood
Senior Consultant, Health Giving

 

9:30 - 10:00 am - Registration & Light Breakfast

10:00 - 10:15 am - Opening Remarks

10:15-11:15 am - Engaging the Savvy Investor: A Look at Donor-Advised Funds

Marlene Casini, CAP - President & CEO, Delaware Community Foundation

Recent years have seen smart investors increasingly leverage their wealth and giving power through the use of Donor Advised Funds. Whether managed through for-profit investment firms or non-profit community foundations, the use of these funds has the potential to restrict your organization’s capacities to secure multi-year pledges, complicating the traditional approaches to capital campaign fundraising, not to mention other long-term giving opportunities. Regardless of your professional experience, understanding how Donor Advised Funds work—and how to work with those who decide their distributions—will strengthen your position in every solicitation you make. Join Marlene Casini for a closer look!

11:15 am - 12:15 pm - Engagement Through Better Information Management

Dan Barney - Barney & Associates

Good data drives smart, effective fundraising making information management one of your most important development tools. The value you receive from this investment is only as strong as your data management practices which should strive to optimize opportunity in consideration of capacity. Hear from an industry veteran, with both development and data management expertise, about how to apply best practices, leverage coding, build reporting and embrace routine maintenance of your data so your program can cultivate donors and prospects. We will discuss data management best-practices, system integration, strategic segmentation, Moves Management and actionable analytics.

12:15 - 12:45 pm - Lunch/Break

12:45 - 1:45 pm - Engaging the Innovative Movements Shaping Today’s Patient Care and Donor Attitudes

Bill Mountcastle - President, Health Giving

Of late, there have been four significant patient care movements that strongly impact healthcare fundraising. Health Giving’s president Bill Mountcastle will examine the trends of standardization, collaboration, personalization, and “glocalization.” Bill will share his research revealing the essential need to embrace these trends, and specifically engage in the philosophy of “glocalized” philanthropy. This presentation will discuss how to develop and distribute fundraising approaches globally across an organization or healthcare system, and how to adjust them within the global brand and message to accommodate the philanthropists and volunteers in local markets. Bill will explain the importance of building donor relationship consistency across a healthcare organization, and the value of leveraging your brand to appeal to grateful patients and community donors—all while respecting the need for a local identity in building operational capacity, galvanizing philanthropic support, and maintaining focus on your healthcare mission.

12:45 - 1:45 pm - Get Engaged Now: The Future of Healthcare Philanthropy (Keynote)

Paul Fleming - Director, Research & Insights, Association for Healthcare Philanthropy

2019 is shaping up to be a year of reckoning for health care. While the industry has dodged the bullet of full Obamacare repeal, pressure on entitlements will only increase in the wake of tax cuts, and last November’s election will usher in new discussions of coverage expansion and “Medicare for All". Mergers, cost-cutting, retail strategies and other trends in the market are reshaping American healthcare. Meanwhile a new class of disruptors, from payers to retailers and technology companies, threaten to upend traditional providers and alter the landscape of healthcare competition. Please join Paul Fleming from the Association for Healthcare Philanthropy as he discusses these recent developments, and what it means for the future of healthcare philanthropy.

2:45- 3:00 pm - Break

3:00 - 4:00 pm - Keeping Staff Engaged During Transition

Panel:
Daniel Blain - VP of Advancement, NEOMED
Whitney Gentry - Executive Director, Fayette County Memorial Hospital Foundation
Dan Raposa - Director of Advancement, Exeter Hospital
Vondea Sheaffer - VP of Development, The Village of St. Edward
Moderator: Jennifer Wood

Amidst a new normal of mergers and acquisitions, paired with a historical number of CEOs and other industry leaders reaching retirement age, change has become ‘business as usual’ in our business.  This new era has the potential to feel unrelenting and even panic-inducing, especially to those whose goal is to raise philanthropy dollars from the community.  Learn from the front lines how industry leaders have navigated these times, and even embraced them, turning change into a motivator rather than a “fear factor.”  

4:00 pm - Closing Remarks


OAHP MEMBERS SAVE!

Early Bird Registration (ends October 7th, 11:59 pm) - $150

After October 7th - $180

OAHP Members - $90* (use code OAHP2019 when registering)

*Click here to learn how you can join OAHP for $50!
Organization members save even more!

*Click here to see if you are a member.

Approved for 5.0 CFRE credits; click here for documentation.

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