Health Philanthropy Symmit

Wednesday, November 8 | 9:00 am - 4:00 pm
The Fawcett Center at The Ohio State University

2400 Olentangy River Rd, Columbus, OH 43212 (directions)

agenda | session descriptions | speakers | cfre credits | register

REGISTER TODAY! Attendance is limited to maintain an intimate group size
to foster better discussion and exploration of key health philanthropy issues.

agenda

click here for session descriptions
click on the speaker's name for credentials

9:00 - 9:55 am

Registration & Networking

9:55 - 10:00 am

Summit Welcome

10:00 - 11:00 am

The Sensitive End-of-Life Conversations That Fundraisers Have

Expert Panel: Michelle J. Fallscheer, St. Joseph Mercy Health System; Laura J. Frye, Hospice of the Western Reserve; William Mountcastle (Moderator), Health Giving; Timothy Strawn, Mount Carmel Foundation; Michael A. Wolff, JD, Northeast Ohio Medical University

11:00 - 11:15 am

Networking Break

11:15 - 12:15 pm

The Rise of Behavioral Health to the Top of Our Cases for Support

Expert Panel: Mark A. Flash, OhioHealth Foundation; Geri L. Douglas Marshall, CFRE, IBH Addiction Recovery Center; William Mountcastle (Moderator), Health Giving; Lee Weber, Southwest Community Health Foundation

12:15 - 1:30 pm

Luncheon Presentation: Value-Based Healthcare Philanthropy

Presenter: William Mountcastle, Health Giving

1:30 - 2:30 pm
(select one)

A. Faith-Based Fundraising Advantages/Disadvantages

Expert Panel: Jacque Daley-Perrin, M.Ed., St. Rita’s Health Care Foundation; James Gurland, Daughters of Israel; William Mountcastle (Moderator), Health Giving; Lynn Weita, Mount Carmel Foundation

B. Millennial Philanthropy in Healthcare

Expert Panel: Eizayah Bull, Nationwide Children's Hospital; Mary Beth McNamee, OSUCCC- James Cancer Hospital and Solove Research Institute at The Ohio State University Wexner Medical Center; Franki Meier, Dayton Children's Hospital; Connor Hooper (Moderator), Health Giving; Cody Vermillion, OhioHealth

C. Motivating Boards to Fundraise

Expert Panel: Sheila A. Buckley, Adena Health Foundation; Ryan Cross , UH Rainbow Babies & Children’s Hospital; Jane Lee (Moderator), Health Giving; Scott N. Pember, Mercy Foundation of Lorain County; Duncan Tanner, Jr., Circle Health Services; Lisa Zellers, The Aultman Foundation

2:30 - 2:45 pm

Networking Break

2:45 - 3:45 pm

Ethics in Fundraising

Presenter: David Tinker, MPA, MISST, CFRE, FAFP, ACHIEVA

3:45 - 4:00 pm

Closing Remarks

   
 
session descriptions

KEYNOTE PRESENTATION
The Sensitive End-of-Life Conversations That Fundraisers Have

Expert Panel: Michelle J. Fallscheer, St. Joseph Mercy Health System; Laura J. Frye, Hospice of the Western Reserve; William Mountcastle (Moderator), Health Giving; Timothy Strawn, Mount Carmel Foundation; Michael A. Wolff, JD, Northeast Ohio Medical University

End-of-life conversations are always challenging. But your goal as a healthcare fundraiser is to help patients and their families to achieve their philanthropic goals during these difficult times. And while these decisions about end-of-life philanthropy are deeply personal, patients and family members are often unsure of options available to achieve their goals. Understanding the vehicles for end-of-life philanthropy and how to guide patients and families through the giving process are critical tools to ensuring your donor’s wishes are met.
In this session, leading fundraisers in planned giving, aging services, and end-of-life care will share insight to:

    • presenting and guiding planned giving discussions
    • navigating the sensitivities of end-of-life conversations
    • approaching patients and their families dealing with dementia and memory loss

 

PLENARY SESSION
The Rise of Behavioral Health to the Top of Our Cases for Support

Expert Panel: Mark A. Flash, OhioHealth Foundation; Geri L. Douglas Marshall, CFRE, IBH Addiction Recovery Center; William Mountcastle (Moderator), Health Giving; Lee Weber, Southwest Community Health Foundation

You’ve heard it all before: We can’t raise money for behavioral health. The work is confidential. The patients don’t want to share their stories because of stigma.
But the demand for expanded behavioral health services and treatment has never been greater. Behavioral health is no longer taboo. Everyone’s got a story: a child, a friend, a co-worker, a family member, perhaps their own story.
In this session, experienced behavioral health fundraisers will share valuable lessons on:

    • crafting a behavioral health-focused philanthropic case for support
    • making the case to hospital leadership for behavioral health as fundraising priority
    • overcoming stigma to maximize fundraising potential
    • attracting and engaging volunteers to fundraise

 

LUNCHEON PRESENTATION
Value-Based Healthcare Philanthropy

Presenter: William Mountcastle, Health Giving

At the core of national efforts to improve the quality of healthcare is a shift to value-based care, a drastic transition from the long-standing focus on volume-based healthcare. The now outdated fee-for-service model had incentives to “do” more. Order more tests. See more patients. Do more procedures. Make more money.

Modern, value-based healthcare is about doing better, not just more. Similarly, healthcare philanthropy is also in a state of transition. Like healthcare professionals, hospital fundraisers are also being asked to look for ways to do better instead of just doing more. In this session, Health Giving’s Bill Mountcastle draws parallels between the fundamental changes in patient care and in healthcare fundraising. o

 

BREAKOUT SESSION A
Faith-Based Fundraising Advantages/Disadvantages

Expert Panel: Jacque Daley-Perrin, M.Ed., St. Rita’s Health Care Foundation; James Gurland, Daughters of Israel; William Mountcastle (Moderator), Health Giving; Lynn Weita, Mount Carmel Foundation

One of the most powerful aspects of faith is its ability to motivate. It has the potential to motivate communities to support healing and building, and to persevere in the face of massive challenges. And for many faith-based healthcare organizations, leveraging the support and faith of your aligned religious community is essential to maximizing your fundraising potential.
In this session, a panel of top fundraisers from faith-based healthcare organizations will discuss:

    • knowing when and how to leverage your role as a faith-based organization
    • planning for changing demographics and shrinking organized religious communities

 

BREAKOUT SESSION B
Millennial Philanthropy in Healthcare

Expert Panel: Eizayah Bull, Nationwide Children's Hospital; Mary Beth McNamee, OSU Wexner Medical Center; Franki Meier, Dayton Children's Hospital; Connor Hooper (Moderator), Health Giving; Cody Vermillion, OhioHealth

Like each generation, Millennials will shake up the philanthropic landscape. And for nonprofit healthcare organizations looking to build their pipeline, the influence of Millennials brings both challenges and opportunities. Millennials exhibit new expectations and demand new kinds of information from the nonprofit organizations they support. And for your organization, the ability to attract and engage this generation will be critical to future success.

For this session, we have assembled a panel of Millennial healthcare fundraisers who will lead a discussion on how to engage with this new generation of prospects and donors. Additionally, the panel will provide their thoughts and perspective on the Health Giving’s survey Millennial Philanthropy in Healthcare.

 

BREAKOUT SESSION C
Motivating Boards to Fundraise

Expert Panel: Sheila A. Buckley, Adena Health Foundation; Jane Lee (Moderator), Health Giving; Scott N. Pember, Mercy Foundation of Lorain County; Duncan Tanner, Jr., Circle Health Services; Lisa Zellers, The Aultman Foundation

Your board members are tasked with assessing the needs of the community, strategic planning, evaluating organizational leadership, crafting policies, and most critically, fundraising. Unfortunately, demanding schedules, disengagement, and a lack of familiarity with the fundraising process often keep your board members from becoming actively involved in philanthropy.
That’s why it is essential to give your board members all the tools and training necessary to effectively function as leading fundraisers for your organization. In this session, fundraising leaders will discuss:

    • the value in providing your board with fundraising education and training
    • engaging your board members in philanthropic activities
    • converting your board members into your organization’s top fundraisers

 

EXECUTIVE PLENARY SESSION
Ethics in Fundraising

Presenter: David Tinker, MPA, MISST, CFRE, FAFP, ACHIEVA

The field of philanthropy has grown dramatically, resulting in large campaigns, sophisticated solicitation programs, competition for funds, prospecting for information, and using and sharing donor information and personal stories in print and social media on a regular basis. Growth has spurred healthcare fundraising offices to draft formal policies and statements about ethics regarding issues arising in the course of their work. Transparency inspires confidence. Beyond what the law requires, healthcare nonprofits must demonstrate their commitment to ethical practices by being entirely transparent with financial information and fundraising practices. Our fundraising offices must be accurate and honest. Honesty includes reports, stories, images, photographs, and videos. What do you do? Through this interactive session, learn how simple tools and straightforward guidelines can help you and your fundraising office steer clear of ethical situations before they happen. o

speakers

return to agenda

  • Sheila A. Buckley - Executive Director, Adena Health Foundation | Profile
  • Eizayah Bull - Associate Director, Corporate Partnerships, Nationwide Children's Hospital | Profile
  • Ryan Cross - VP and Campaign Director, UH Rainbow Babies & Children’s Hospital | Profile
  • Jacque Daley-Perrin, M.Ed. - President, St. Rita’s Health Care Foundation | Profile
  • Geri L. Douglas Marshall, CFRE - Director of Development, IBH Addiction Recovery Center | Profile
  • Michelle J. Fallscheer - Sr. Principal Gifts Officer and Regional Director of Planned Giving, Office of Philanthropy, St. Joseph Mercy Health System | Profile
  • Mark A. Flash - System Director of Philanthropy, Neuroscience Center, OhioHealth Foundation | Profile
  • Laura J. Frye - Planned Giving Officer, Hospice of the Western Reserve | Profile
  • Jane Lee - Director of Client Engagement, Health Giving | Profile
  • James Gurland - Board of Governors, Daughters of Israel | Profile
  • Connor Hooper - Associate Consultant, Health Giving | Profile
  • Mary Beth McNamee - Assistant Director of Donor Relations and Stewardship, OSUCCC- James Cancer Hospital and Solove Research Institute at The Ohio State University Wexner Medical Center | Profile
  • Franki Meier - Donor Engagement Specialist, Dayton Children's Hospital | Profile
  • William Mountcastle - President and Principal Consultant, Health Giving | Profile
  • Scott N. Pember - President, Mercy Foundation of Lorain County | Profile
  • Timothy Strawn - Sr. Development Officer, Planned Giving, Mount Carmel Foundation | Profile
  • Duncan Tanner, Jr. - Chief Philanthropy Officer, Circle Health Services | Profile
  • David Tinker, MPA, MISST, CFRE, FAFP - Vice President of Advancement, ACHIEVA | Profile
  • Cody Vermillion - Philanthropy Manager, OhioHealth | Profile
  • Lee Weber - Assistant Director, Development, Southwest Community Health Foundation | Profile
  • Lynn Weita - Senior Development Officer, Mount Carmel Foundation | Profile
  • Michael A. Wolff, J.D. - Sr. Development Officer, Planned Giving, Northeast Ohio Medical University | Profile
  • Lisa Zellers - Director, Foundation & Community Affairs, The Aultman Foundation | Profile

register

Costs:

click here to register

Registration/Cancellation Deadline:

Wednesday, November 1st. If you make a reservation, you are responsible for the fee even if you do not attend. Cancellations must be received by the posted reservation deadline, if you do not cancel by that time, you will owe that amount and forfeit a refund for any payment.

 
hotel info

If you need hotel accommodations, these options are conveniently located near The Fawcett Center. All hotels offer complimentary shuttle service, and you may confirm arrangements upon check-in.

Fairfield Inn & Suites Columbus OSU
http://www.marriott.com/hotels/travel/cmhsu-fairfield-inn-and-suites-columbus-osu/

Hampton Inn & Suites Columbus/University Area
http://hamptoninn3.hilton.com/en/hotels/ohio/hampton-inn-and-suites-columbus-university-area-CMHUNHX/index.html

Staybridge Suites Columbus University Area - OSU
https://tinyurl.com/y7h7e8j7


cfre credits

The Summit has been approved for 5.25 CFRE credits. Click here for documentation.

more info

Email register@healthy-crowd.com or call 330-329-2472.

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