Building Campaigns Around NonBuilding Projects: Raising money for - PowerPoint PPT Presentation

Building Campaigns Around Non‐Building Projects: Raising money for people and programs as the landscape shifts

• Jay Angeletti President, The Angeletti Group • Joe Stampe President & Chief Development Officer Meridian Health Foundation • Karrie L. Borgelt Senior Vice President, Development Main Line Health

If the world Was Perfect: Elements of a Successful Campaign 1. A compelling, static case for support 2. Committed, active and pace setting philanthropic leadership 3. An identifiable pool of prospects that fits your gift table 4. Fulsome strategies for personal solicitations 5. A highly coordinated plan and timetable 6. The discipline to appreciate that development is a relationship‐building process , not an event

Donor Centered Perspective Institutional Perspective • Funds for indigent patients • Technology from the Capital Investment Plan • Gifts to advance research • Epic • Endowed Funds • Cogen Plants • New/Incremental space • Decant costs

The fast‐shifting healthcare landscape: Who Stole my needs list? • Who Heads your Hospital? CEO? President? COO? (S omeone three rungs down on the S ystem Org Table? ) • Consolidation • Physician Groups coming and going • S leeping with the enemy: new and changing partners • The About Face. Top priority facilities that don’ t get built

Moving Forward with Flexibility and Agility or… Paralysis Strategies: • Participate in Capital Investment Planning—a seat at the table! • Broad Needs List/Open Architecture with above and below the line priorities • Strong Physician and other care giver relationships • Big Campaign Buckets: PEOPLE, SPACE, TECHNOLOGY

Empower yourself to marshal the resources of the entire organization: • Clinical Chiefs • Senior Administration • Trustees • And Be a Confident System Leader

Become a catalyst for new approaches in health and wellness: the name of the game in today’s fast‐changing healthcare landscape.

“Who, within a hospital, most influences your giving decisions?” Source: Bentz Whaley Flessner 2015 Healthcare Survey

Health grades 4 hospitals ranked America’s 50 Best in Top 10 in NJ Hospitals Award for 5+ consecutive years 16 Acute Care Hospitals 3 2 9 4,024 Academic Children’s Community Licensed Medical Hospitals Acute Bed Hospitals 33,000 Centers 6,500 Team Physicians Members $5.5 B 19,000 568,431 153,185 Net Revenue ER Acute Annual Home Visits Admissions Care Visits

Continuum of Care Our Hospitals  Pasack Valley Medical Center  Hackensack University Medical Center* More than 450 patient care and  Sanzari Children’s Hospital  Palisades Medical Center physician practice locations  Mountainside Medical Center  JFK Medical Center* throughout the state  Raritan Bay Medical Center – Perth  Raritan Bay Medical Center – OB  Bayshore Medical Center  Riverview Medical Center Academic Medical Centers Imaging Centers  Jersey Shore University Medical Center* Alert Ambulance Innovation Lab  K. Hovnanian Children’s Hospital  Ocean Medical Center Behavioral Health Integrative Medicine  Southern Ocean Medical Center Children’s Hospitals Laboratory Sites Community Hospitals Occupational Health Convenient Care Post Acute Living Dialysis Centers Rehabilitation Fitness and Wellness Sleep Centers Health Village Surgery Centers Home Care Medical Group

2018 Goal $34.5M Campus Dollars % Chart Title JS UMC $10M 29% KHCH $1.1M 3% JS UMC RMC $6M 17% KHCH RMC BMC $2M 6% BCH OMC OMC $4.8M 14% S OMC RBMC S OMC $2.6 8% MHF RBMC $824K 2% MHF $7.4M 21%

MHF Org. S tructure Co‐CEO, Hackensack Meridian Health John Lloyd President, Meridian Health Foundation Joe Stampe Executive Assistant Patricia Gerand Vice President, Individual Vice President of Vice President of Philanthropy Operations Giving & Strategy Development Sr. Executive Dir. Sr. Executive Dir. Jeanette Corris Stephanie Giordano Jackie Bartley‐Oxley RMCF/BCHF JSUMCF Jen Smith Paul Huegel Manager of Finance Dir. Prospect Research & Management & Constituent Info Development Sr. Development Sr. Development Development Emily Tedeschi Susan Golden Officer/BCHF Officer/RMCF Officer/JSUMCF Officer/KHCH Marisa Medina Melissa Jankowski John Toomey VACANT Manager of Support Prospect Research Services Coordinator Lorraine Anderson Marvel Mikhiel Dir. Donor Relations Director of Grants & Stewardship Joanne DiNapoli Donor Relations Cheryl Lintner Grants Writer Officer/FOF Executive Director Executive Director Executive Director Beth Oliver Maureen Kelly Executive Director OMCF RBHF SOMCF Director of of Strategic Events Special Events Linda Hill Matt Lang Jim Young Annual Giving Annual Giving Michelle Casserly Officer Lisa Klein Officer Meagan OFlaherty Communications Development Development Janine Cusumano Manager Communication Officer OMCF Officer SOMCF April Dunic Specialist Nicole Picaro Danielle Chirico VACANT NOTE: This organizational chart does not show the administrative support team members.

Case 1: Meridian Health • 2013 – Meridian Health • Fundraising prior had been rolling – 5 hospitals campaigns – $2B in revenue • S – 6 integrated ystem Wide foundations Campaign Concept – Raising $20M per year • S upport Oncology • Approved capital – $130M investment proj ects/ unrestricted across health system dollars

Feasibility S tudy Report S ummary of Findings • Of the 70% who speculated an opinion regarding the type of campaign (oncology versus comprehensive), there was a marked division regarding their capacity and inclination.

Broadening Our Improving Enhancing Clinical Research Clinical the Patient Oncology and Academic Outcomes Experience Programs

Innovative Philanthropy • Integrative Medicine – S leep – Activity – Purpose – Nutrition – Resilience • Keeping people well (and out of the hospital) • Gift would help launch program

S trategy Working in Other Areas • Child Life Program - KHCH • Pet Therapy - JS UMC • Riker S ymposium - RMC • Pediatric Palliative Care - JS UMC • Graduate Medical Education Program - OMC

Case 2: Princeton HealthCare • PHCS building a new $550M replacement hospital • Feasibility S tudy suggested $50M goal • Board approved goal $100M

Princeton, NJ • • Historic town Many competing non- profits • Highly Educated – Princeton University – Princeton University – Arts Council of Princeton – Institute for Advance – McCarter Theatre S tudies – YMCA Princeton – Princeton Theological S eminary – Princeton Public Library – Westminster Choir College – Many, many others • Affluent • Generous

A Creative Idea: A Campaign within the Campaign • Proj ect Budget only • Princeton University had $200K for art raises money for art • Used studies to show • Art can be used as art can have a “ way-finding” healing impact • People might not give • Promised never to to hospital, but might lead with “ an Art support art ask”

Art for Healing • Over $1.1M raised for art  From 25 donors • We received 52 works of art from eight donors

 5 Hospitals Lankenau Medical Center Bryn Mawr Hospital Paoli Hospital Riddle Hospital Bryn Mawr Rehab Hospital  Development S tatistics Dollars Raised = $18.4M Cost Per Dollar Raised = $.20 Expenses = $3.5M