Health care organizations who wish to build a planned giving program often take a huge misstep when they begin, prompting initial thoughts and questions such as: “Hey, I need a brochure. Who should I talk to about a website?” Or, “Some of our board members think we need to ask for planned gifts. Let’s do a mailing." Taking this Band-Aid approach isn’t how to build a program. Rather, it’s about building a culture—one that requires a team effort where all members of the philanthropy team are involved, from the back office to the front line. Yet, many organizations view starting a planned giving program as an effort only a subject matter expert can handle. Although there is some truth to this regarding specific aspects of sophisticated planned giving methods/vehicles, it’s far from the overall truth. Check out this piece from Accordant's James Gold on how organizations can start building a culture of planned giving that will yield long lasting results: https://ow.ly/bEhs50SKTm1 #healthcare #philanthropy #plannedgiving #culture
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This is so true! It’s imperative that organizations approach diversifying their fundraising revenue through a thoughtful/strategic planned giving program, not a reactive program. Too many times fundraisers jump directly into tactics without creating a strategic plan, setting appropriate expectations with leadership and getting buy-in. This is exactly why we created the National Standards for Gift Planning Success at the National Association of Charitable Gift Planners. These standards were created to be agnostic of the size, type and complexity of NPO, so that every program can be built around critical fundamentals. https://lnkd.in/ezZefNc
Health care organizations who wish to build a planned giving program often take a huge misstep when they begin, prompting initial thoughts and questions such as: “Hey, I need a brochure. Who should I talk to about a website?” Or, “Some of our board members think we need to ask for planned gifts. Let’s do a mailing." Taking this Band-Aid approach isn’t how to build a program. Rather, it’s about building a culture—one that requires a team effort where all members of the philanthropy team are involved, from the back office to the front line. Yet, many organizations view starting a planned giving program as an effort only a subject matter expert can handle. Although there is some truth to this regarding specific aspects of sophisticated planned giving methods/vehicles, it’s far from the overall truth. Check out this week's eNews for a piece from Accordant's James Gold on how organizations can start building a culture of planned giving that will yield long lasting results: https://ow.ly/bEhs50SKTm1 #healthcare #philanthropy #plannedgiving #culture
Planned Giving: It's a Culture, Not a Program
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Health care organizations who wish to build a planned giving program often take a huge misstep when they begin, prompting initial thoughts and questions such as: “Hey, I need a brochure. Who should I talk to about a website?” Or, “Some of our board members think we need to ask for planned gifts. Let’s do a mailing." Taking this Band-Aid approach isn’t how to build a program. Rather, it’s about building a culture—one that requires a team effort where all members of the philanthropy team are involved, from the back office to the front line. Yet, many organizations view starting a planned giving program as an effort only a subject matter expert can handle. Although there is some truth to this regarding specific aspects of sophisticated planned giving methods/vehicles, it’s far from the overall truth. Check out this week's eNews for a piece from Accordant's James Gold on how organizations can start building a culture of planned giving that will yield long lasting results: https://ow.ly/bEhs50SKTm1 #healthcare #philanthropy #plannedgiving #culture
Planned Giving: It's a Culture, Not a Program
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Campaigns are a valuable lever to accelerate successful health care philanthropy programs. Many successful programs are in “constant campaign,” either planning, conducting or wrapping up a campaign at any given time. Campaigns represent a high ROI development activity which can buoy an organization’s fiscal capacity in today’s fluid health care financial environment. However, many leaders aren’t sure where to start when it comes to campaigns. They often ask: “How do we know if we are ready to start a campaign?” or “What does an organization need to have in place to plan and execute a successful campaign?” Here's a checklist from Accordant's Heather Wiley Starankovic, CFRE, CAP, to help you get campaign ready: https://ow.ly/Ka9z50Qu6pJ #healthcare #philanthropy #campaign
Are You Ready to Campaign?
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A successful grateful engagement strategy not only elevates gratitude within health care organizations but also enables a streamlined and robust approach to generating continuous pools of new prospective donors. Therefore, grateful engagement should be embraced by every member of the organization’s development team and should be a top priority for the organization’s daily work. Check out this piece from Accordant's Erin M. Stitzel, FAHP, and Debbie Ferguson, CFRE, to learn about the five elements that make up a robust grateful engagement strategy: https://ow.ly/BIfV50QZoTj #healthcare #philanthropy #gratefulengagement #strategy
Five Elements of a Robust Grateful Engagement Strategy
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Did you know funding is, by far, the limiting factor to advance community health? There is a substantial need for philanthropy in this space. In a survey conducted by ReThink Health, 82% state that, “Not enough funding for our services, programs or policies,” is a barrier contributing to equitable community well-being.* To meet the financial challenge faced by health care organizations, health care foundations are leaning in and incorporating health equity in their philanthropic case for support. For many organizations, designing a health equity case requires a fresh approach beyond the traditional capital and/or specialty care projects. Read more from Accordant's Amy Dorrill, FAHP, to learn how to advance community health through your philanthropy program: https://ow.ly/VKoB50Se8QZ #healthcare #philanthropy #communityhealth #healthequity *ReThink Health, Rippel Foundation, 2022
Steps to Take Now to Advance Health Equity Through Philanthropy
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Has your organization only done traditional, periodic campaigns but interested in learning more about wave campaigning? What are the benefits that make this method worth considering? Accordant’s Wave Campaignsᵀᴹ model was developed by our team of experts to address the historical deficiencies of traditional campaigns. It is adaptable and especially suitable for health care organizations experiencing today’s uncertainties and challenges. Wave campaigning is a case-driven, organizational-aligned, clinician-partnered approach that aims to meet and exceed donor needs—ensuring sustained philanthropy regardless of economic outlook. Learn more about the benefits of wave campaigning from Accordant's John Donovan and Heather Wiley Starankovic, CFRE, CAP, in this Asking Accordant piece: https://ow.ly/uGKe50S8oGR #healthcare #philanthropy #wavecampaigning #WaveCampaignsᵀᴹ
The Benefits of Wave Campaigns
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Navigating philanthropy in uncertain times is akin to a surfer riding waves. One must adapt to the current conditions, innovate when the conditions are not cooperating and use the waves to create momentum—ultimately propelling the program to the next large wave, initiative and impact. By skillfully riding the waves of change, organizations can sustain their missions, make a lasting impact on those they serve and emerge stronger. Check out this piece from Accordant's Heather Wiley Starankovic, CFRE, CAP, and John Donovan, to learn about the benefits of campaigning in times of uncertainty and financial challenges: https://ow.ly/pUw750SOW7B #healthcare #philanthropy #campaigns #strategy
Campaigns in Times of Uncertainty and Financial Challenges
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Has your organization only done traditional, periodic campaigns yet interested in learning more about wave campaigning? What are the benefits that make this method worth considering? Check out what Accordant's Heather Wiley Starankovic, CFRE, CAP, and John Donovan have to say in this Asking Accordant piece: https://ow.ly/JOmg50RmWtj #healthcare #philanthropy #campaigning #WaveCampaignᵀᴹ #AskingAccordant
The Benefits of Wave Campaigns
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Health foundations have a significant opportunity to harness the influence and involvement of board members as great allies in advancing the mission. Too often, however, board members begin their tenure with a significant disadvantage in that their roles and responsibilities have been poorly or shallowly defined and explained. Board members generally come to nonprofit organizations with the desire to affect positive change. They wish to leverage their unique skills, insights and influence to move the mission forward. Yet, many board members will confide they were thwarted in their intentions to contribute by not having access to the information needed to be successful. Given the competitive advantage board members can bring to the organization, it is essential to start and to continue supporting a high value relationship with each board member through access to information and tools. Read more from Accordant CEO Betsy Chapin Taylor, FAHP, on how to take your board from good to great: https://ow.ly/INmi50Rh5gX Check out Accordant's Boards + Governance service: https://ow.ly/OfbK50Rh5gV #healthcare #philanthropy #boards #governance
Easy Steps to Take Your Board from Good to Great
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In the complex world of health care philanthropy, simplicity and linear timelines are rare. With limited resources and budgets, some organizations shy away from focusing energy and resources around advancing a grateful engagement strategy while also trying to campaign, but this must be overcome. The benefits of employing a strategy that combines campaigning and grateful engagement in a coordinated approach can lead to remarkable success in supporting the community. By launching Wave Campaignsᵀᴹ and investing in grateful engagement at the same time, we create a catalyst for philanthropy that surpasses what either strategy can achieve alone. Learn more from Accordant's Heather Wiley Starankovic, CFRE, CAP, and Erin M. Stitzel, FAHP: https://ow.ly/nA6b50Rcizr #healthcare #philanthropy #WaveCampaignsᵀᴹ #gratefulengagement #strategy
Health Care Philanthropy’s Secret Strategy: The Case for Building Campaign and Grateful Engagement Concurrently
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I love this article! So true!!