By Jennifer Clark
NEAHP Vice President for Education
There is a Chinese proverb that says “Learning is like rowing upstream: not to advance is to drop back”. This is especially true in philanthropy where it’s critical to keep abreast of emerging trends, keeping a keen eye and ear open for anything new to improve the donor experience.
NEAHP is here for you – with programming that’s created just for you. As New England’s only professional organization rooted in healthcare philanthropy, it is our mission to support you by offering access to many of philanthropy’s top thought leaders. Through all of our educational offerings, whether it’s a virtual webinar or a session at the annual conference, we partner with fundraising practitioners to share expertise, advice and skills based on real-life, tried and true experiences.
For the ultimate in knowledge gathering, NEAHP members attend the NEAHP Annual Educational Conference – held March 4-6, 2018 in Woodstock, VT. The conference planning committee has convened and is searching for practitioners, just like you, to share their knowledge. If you’ve implemented a new strategy in your office or perhaps you’d like to share stories of employee engagement or grateful patient programs, we definitely want to hear from you. Share your successes – and even your failures – so that others may learn from them. Submit a proposal today.
Coming up this fall, NEAHP is presenting two fully-virtual SmartLunch Webinars. Join us on September 13 to hear about Launching a Successful Employee Giving Campaign. On October 11 we’ll hear about Starting the Gift Planning Discussion. Both webinars were created with the healthcare fundraiser in mind. Learn more here.
NEAHP also combines learning with networking through its Third Thursday Webinar Series. If you’re located within driving distance of Shrewsbury, MA, St. Johnsbury, VT or Plymouth, MA, plan to join us on September 21, October 19 or November 16 respectively. Learning can be fun when you gather with your peers to view webinar content produced by AHP. Learn more here.
NEAHP is continuously working to deliver the best membership value possible for New England’s healthcare philanthropy professionals. Keep your career advancing forward: take advantage of all NEAHP has to offer.
10 Tips for Working with Your Board
By Kathy Renzetti, CAE
The Giving Collaborative
The development office’s relationship with its board has a huge impact on its philanthropic success. Unfortunately, fundraising is often a board’s greatest area of weakness. According to BoardSource, many board members are intimidated by the thought of asking for money and others are surprised they are expected to participate in fundraising at all. Yet we all know that successful fundraising is driven by a philanthropic culture that starts at the top. Below are 10 tips for making fundraising a more positive and proactive experience for your boards.
- Start with a strategic plan for philanthropy. A strategic plan keeps the board focused and holds both staff and leadership accountable. The plan provides direction for clear and consistent messaging even as board members (and staff) come and go.
- Include philanthropy on every board agenda. Fundraising and the financial well being of the organization are priorities for any board. Treat it that way and have philanthropy as a top agenda item at every board meeting.
- Adopt a board policy on giving. Board members need to be aware of what is expected of them philanthropically before joining the board. Too often having a board giving policy is overlooked causing resentment when members are asked to give after they’ve accepted the position. Be upfront and make it a positive before they accept the role.
- Provide training on board roles in philanthropy. Just having a giving policy is not enough. You want board members actively engaged in philanthropy so give them the tools they need to succeed at it.
- Review your case for support annually. Reviewing the case for support annually not only ensures that it is still relevant but also helps keep philanthropy and the reasons for giving top of mind among your board members.
- Keep boards well-informed (have a seat at the table). Be present and accountable with your board. Board members want to be “in the know” about the programs and services you offer and how philanthropy is making an impact. Transparency and accountability go a long way in building trust with your board.
- Focus on commitment/accepting the role. A first step for a board member new to philanthropy is to accept the role. Assigning peer mentors to incoming board members can help with the transition.
- Help board members find their comfort level. Not everyone is comfortable with asking for money but there are plenty of other roles for board members necessary for philanthropic success such as donor identification, cultivation, and stewardship.
- Have a nomination process. Have a clear path for joining the board with a written application and interview. Define what you are looking for in a board member with job descriptions and term limits.
- Clarify roles of board and staff. Put simply, boards focus on strategy (i.e., the what) and staff implement (i.e., the how).
Philanthropy is integral to the mission and vision of the organization. Treat it that way by talking about it consistently and often with board leadership.
Note: the Giving Collaborative is a generous Education Sponsor of NEAHP. For more about the Giving Collaborative, visit their website at www.givingcollaborative.com.
By Richard P. Solomon, CFRE
NEAHP Board Member - Legislative Affairs
1. IRS revokes nonprofit status from hospital under the ACA's 501(r) requirements for first time (from Fierce Healthcare, 8.21.17) by Paige Minemyer
The Internal Revenue Service has revoked the nonprofit status of a hospital for the first time since new charity care reporting requirements went into effect late last year.
The name of the hospital is redacted from the text of the tax status letter (PDF). The letter is dated Feb. 14 but was released on the IRS website earlier this month. An IRS spokeswoman also declined to name the hospital, according to an article from the Healthcare Financial Management Association (HFMA).
The IRS deemed the hospital “egregious” for its failure to meet the requirements, concluding that it had “neither the will, the resources, nor the staff to follow through” with them. The reason for the revocation, according to the letter, is that the hospital did not make its community health needs assessment widely available to the public online, though it offered physical copies on request.
2. AFP Calls on Senate Finance Committee to Approve Charitable Giving Incentives (from AFP, 7.19.17)
The Association of Fundraising Professionals (AFP) has submitted recommendations to the Senate Finance Committee to strengthen philanthropy in America by creating a universal charitable deduction and expanding the IRA Rollover provision.
In June, Senate Finance Committee Chair Orrin Hatch (R-Utah) asked for comments and ideas from various “stakeholder groups” regarding tax reform. With reform potentially having a huge impact on charitable giving, AFP highlighted two provisions in its comments that will further incentivize Americans to support their favorite charities.
The first proposal is the universal charitable deduction, which would allow all taxpayers, regardless of whether or not they itemize their taxes, to take a deduction for their charitable giving during the year.
2018 Educational Conference Call for Presenters
DEADLINE SEPT 15, 2017
The New England Association for Healthcare Philanthropy will be offering its annual conference on March 4-6, 2018, at the Woodstock Inn & Resort in Woodstock, Vermont.
The Conference Committee is seeking proposals from presenters that showcase best practices, innovative programs, and general fundraising principles. Proposals of all types will be considered, so send us your best ideas! Based on member survey results, the following topics are of particular interest:
- Programs that have increased support for your organization
- New technology that has led to revenue growth
- Best practices for crafting appeals and/or grateful patient programs
- Successful employee engagement programs
- Board engagement tactics
- Social media strategies
Educational sessions are 1 hour 15 minutes in duration and take place on either Monday, March 5th or Tuesday, March 6th. If you are interested in presenting at the 2018 Conference, please complete the online application and provide all requested materials by Friday, September 15, 2017. If you know someone who can offer valuable content, please forward this information to them. Please click the link below for the application and more details.