This day-and-a-half training will take into account the importance of effectively implementing a program, managing resistance and pitfalls, and creating the optimum impact for philanthropic support. 

Agenda Overview

Day One - Morning Session: Grateful Patient/Family Programs’ Environmental Landscape

• Challenges and Opportunities of Effective Programs
• The UT Landscape for Grateful Patient/Family Programs
• How to Manage HIPAA Compliance and 42 CFR (Mental Health and Dependency)
• Identifying the Opportunity
• Creating a Culture of Philanthropy

Day One - Afternoon Session: Developing the Appropriate Program for Your Facility

• Identifying and Building Partners
• Overcoming Resistance
• Deploying Development Resources
• Understanding Your Data
• Training Physicians and Development Teams
• Investing Strategically

Day Two - Morning Session: Managing the Logistics of Implementation

• Accessing HIPAA-Compliant Data
• Managing the Flow of Data
• Deploying Actionable Data to Fundraising
• Principal, Major, and Planned Giving
• Annual Giving
• Managing Portfolios and Prospects
• Measuring Success

Who should attend? UT Health Institution Leadership, Frontline Fundraisers, Annual Giving, Data Management and Prospect Research Staff.