2012 AHP International Conference Brochure

October 24–27, 2012 • Atlanta, GA

Igniting the Power of Philanthropy

46th AHP Annual International Conference

Register for the POWER PACKAGE

before August 10

and Save Big!

AHP GuaranteeAt AHP, we know your resources are limited and budgets are tight. We understand the decision to attend our conference is not only an investment in you and your foundation, but also an investment in AHP. Therefore, we want to maximize your investment in us! By attending the 46th AHP Annual International Conference, our promise to you is exceptional offerings and service. We guarantee that you will walk away with at least one tangible new idea that can be implemented as soon as you return to the office. If, after attending the conference, you don’t have one new idea to take back to the office, AHP will make the situation right or refund your money.

Guaranteed.

FOR 2012

Conference Workshops• Visionary Leadership: Getting Traction for Big Ideas (See page 7)

• What Does It Take to be a Successful Chief Development Officer? (See page 7)

NEW

Be inspired by ideas and strategies that will spark new success for you, your organization and your community at the largest event in the world exclusively dedicated to health care philanthropy!

Join us for the 46th AHP Annual International Conference and open your mind to absorbing fresh and creative concepts that will help you ignite the power of philanthropy in your community. You’ll learn firsthand what health care foundations and other organizations are doing to increase donations and leverage their impact. And you’ll connect with your peers to share experiences and explore the latest ideas and approaches that you can immediately implement back at the office.

The 46th AHP Annual International Conference — an investment in the future of your organization’s success and your career as a health care fundraiser.

POWER PACKAGE Includes unlimited online access to all sessions after the conference for you and your staff, as well as several other perks guaranteed to optimize your conference experience! By far the best value option for attendees.

346th AHP Annual International Conference • October 24–27, 2012 • Atlanta, GA

Compelling ConversationsGENERAL SESSIONS

Conference Highlights

It’s time to ignite your philanthropy program and power up giving in your community, for your community!

• 40-plus health care philanthropy focused learning programs will offer you a choice of significant, content-rich experiences. This year’s tracks include:

Annual Giving

Major Gifts

Capital Campaigns and Planned Giving

Executive Leadership

Current and Emerging Practices

Foundation Management

• Workshops for Leaders, add on a workshop to meet with fellow leaders and strategize for success.

• An idea exchange breakfast, moderated by expert facilitators, to highlight new ideas and solutions you can implement immediately.

• Nonstop networking before, during and after the conference to strengthen your personal and professional connections.

• CFRE certification points, available for every conference session, to advance your career.

• Exhibit hall with more than 75 industry experts to showcase new products and services that can lead you down a pathway to success.

Seth Kahan, a world-class authority on change leadership, helping visionaries get traction, buy-in, and engagement for large-scale change.Kahan is the author of Getting Change Right: How Leaders Transform Organizations from the Inside Out.

Tom Watson, president and founder of CauseWired, is an expert journalist, author, and consultant who has worked at the confluence of media technology and social change for more than 15 years. Watson is the author of CauseWired: Pluggedin, Getting Involved, Changing the World.

Peter Frumkin is professor of public affairs and director of the RGK Center for Philanthropy and Community Service at the Lyndon B. Johnson School of Public Affairs, University of Texas at Austin. His research and teaching focus on nonprofit management, philanthropy, and social entrepreneurship. Frumkin is the author of several books, including: On Being Nonprofit, Strategic Giving: The Art and Science of Philanthropy, Serving Country and Community, and The Essence of Strategic Giving: A Practical Guide for Donors and Fundraisers.


46th AHP International Conference Schedule-at-a-Glance

Wednesday, October 24, 2012

Thursday, October 25, 2012

Friday, October 26, 2012

Saturday, October 27, 2012

TimeWorkshops, Pre-Conference Events, AHP Social and Networking Events

Annual Giving Track

Major Gifts Track

Capital Campaigns/ Planned Giving Track

Executive Leadership Track

Emerging Trends Track

Foundation Management Track

8:00 am - 4:00 pm AHP Development Primer (Separate fee applies.)

8:00 am - 4:00 pm

The Advanced Course in Healthcare Fundraising (Separate fee applies.)

10:30 am - 3:30 pm

HIPAA: Understanding the U.S. Privacy Regulation and How to Achieve Fundraising Success (Separate fee applies.)

5:45 pm - 6:45 pm Newcomer’s Reception

6:00 pm - 7:00 pm Certification Reception

7:00 pm - 8:30 pm Opening Welcome Reception

7:45 am - 8:45 am Regional Networking Community Breakfasts

9:00 am - 10:15 am

2012 AHP Fellows Presentation and Compelling Conversation with Seth Kahan

11:00 am - 12:15 pm

Building a Robust Major Gift Prospect Pipeline using Direct Marketing

Beyond the Basics: Important Tools for Major Gift Fundraising

Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising

Accelerated Fundraising Results for Multi-Foundation Healthcare Systems

How to Guide: Your Patients from Experience to Investment

Reporting and Fiduciary Accountability

11:15 am - 3:15 pm

Executive Leadership Program – Visionary Leadership: Getting Traction for Big Ideas (Separate fee applies.)

1:15 pm - 2:30 pm

Maximizing Your Annual Fund in a Campaign: More Money, More Prospects!

Choo! Choo! Next stop: Qualification Station Building the Brand Grow as a Leader by Bridging

the Great DivideDigital Impact: How to Use Social Media to Boost Fundraising

Motivating, Managing and Retaining Staff

3:15 pm - 4:45 pm Compelling Conversation with Tom Watson

5:00 pm - 5:30 pm AHP Business Meeting

8:00 am - 9:00 am Idea Exchange Breakfast

9:00 am - 10:15 am

Annual Giving’s Role in Major Gift Fundraising

Building and Elevating Physician Partnerships on Your Philanthropy Team

Increasing Bequest Expectancies & Current Gifts through Calling Campaigns

Evaluating and Building High Impact Fundraising Boards

The Mid-Level Gift You Can’t Ignore The Ethics of Philanthropy

10:45 am - 12:00 pm The Doctor is “In”

More than Just Asking: The Art of Persuasion in Cultivating Prospect Relationships

Creative Ways to Engage Campaign Volunteers

Facilitating Success: Staffing and Motivating Development Volunteers

Si Seymour Panel The Power of Process Engineering and The Tipping Point

12:00 pm - 1:45 pm

2012 AHP Si Seymour Luncheon and Compelling Conversation with Peter Frumkin

2:15 pm - 3:30 pm

Using Mission Storytelling to Create Powerful Emotional Connections with Donors

What is the Most Effective Method to Teach Physicans Grateful Patient Fundraising?

Legacy Planning to Fufill a Vision: Donor-Centered Gift Planning at Norton Healthcare

TRANSFORMATIONS: Strategic Planning in Changing Times

The Emergence of Giving Circles and their Relationships with Non-profit Organizations: A Case Study

Seven Building Blocks for an Effective Development Program

3:45 pm - 5:00 pm Every Day is Doctor’s Day!

Physician Spouses and Significant Others--the Unsung Heroes within Your Fundraising Program

From Zero to $75M in Two Years: The Pros and Cons of a Nontraditional Campaign

Planting the Seeds to Build Capacity

Managing Your “Culture of Philanthropy” through Automation to Increase Employee, Physician and Grateful Patient Giving

Planning Implications from Community Capacity Assessment

9:00 am - 10:15 am

Leveraging Special Events to Secure Major Gifts

The Mega Donor Mindset – Personal Insights from Major Healthcare Philanthropists

Giving in the Current Enviornment The Politics of Foundation Financial Management

9:00 am - 11:45 am

Half-day Workshop - What Does It Take to be a Successful Chief Development Officer (Separate fee applies.)

10:30 am -11:45 am

Run an Employee Campaign During the Recession and Double Your Goal!

Role Playing and Making the Ask

New Trends in Data Driven Campaign Feasibility Studies for Healthcare Organizations

46th AHP International Conference Schedule-at-a-Glance

Wednesday, October 24, 2012

Thursday, October 25, 2012


Saturday, October 27, 2012

TimeWorkshops, Pre-Conference Events, AHP Social and Networking Events

Annual Giving Track

Major Gifts Track

Capital Campaigns/ Planned Giving Track

Executive Leadership Track

Emerging Trends Track

Foundation Management Track

8:00 am - 4:00 pm AHP Development Primer (Separate fee applies.)

8:00 am - 4:00 pm

The Advanced Course in Healthcare Fundraising (Separate fee applies.)

10:30 am - 3:30 pm

HIPAA: Understanding the U.S. Privacy Regulation and How to Achieve Fundraising Success (Separate fee applies.)

5:45 pm - 6:45 pm Newcomer’s Reception

6:00 pm - 7:00 pm Certification Reception

7:00 pm - 8:30 pm Opening Welcome Reception

7:45 am - 8:45 am Regional Networking Community Breakfasts

9:00 am - 10:15 am

2012 AHP Fellows Presentation and Compelling Conversation with Seth Kahan

11:00 am - 12:15 pm

Building a Robust Major Gift Prospect Pipeline using Direct Marketing

Beyond the Basics: Important Tools for Major Gift Fundraising

Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising

Accelerated Fundraising Results for Multi-Foundation Healthcare Systems

How to Guide: Your Patients from Experience to Investment

Reporting and Fiduciary Accountability

11:15 am - 3:15 pm

Executive Leadership Program – Visionary Leadership: Getting Traction for Big Ideas (Separate fee applies.)

1:15 pm - 2:30 pm

Maximizing Your Annual Fund in a Campaign: More Money, More Prospects!

Choo! Choo! Next stop: Qualification Station Building the Brand Grow as a Leader by Bridging

the Great DivideDigital Impact: How to Use Social Media to Boost Fundraising

Motivating, Managing and Retaining Staff

3:15 pm - 4:45 pm Compelling Conversation with Tom Watson

5:00 pm - 5:30 pm AHP Business Meeting

8:00 am - 9:00 am Idea Exchange Breakfast

9:00 am - 10:15 am

Annual Giving’s Role in Major Gift Fundraising

Building and Elevating Physician Partnerships on Your Philanthropy Team

Increasing Bequest Expectancies & Current Gifts through Calling Campaigns

Evaluating and Building High Impact Fundraising Boards

The Mid-Level Gift You Can’t Ignore The Ethics of Philanthropy

10:45 am - 12:00 pm The Doctor is “In”

More than Just Asking: The Art of Persuasion in Cultivating Prospect Relationships

Creative Ways to Engage Campaign Volunteers

Facilitating Success: Staffing and Motivating Development Volunteers

Si Seymour Panel The Power of Process Engineering and The Tipping Point

12:00 pm - 1:45 pm

2012 AHP Si Seymour Luncheon and Compelling Conversation with Peter Frumkin

2:15 pm - 3:30 pm

Using Mission Storytelling to Create Powerful Emotional Connections with Donors

What is the Most Effective Method to Teach Physicans Grateful Patient Fundraising?

Legacy Planning to Fufill a Vision: Donor-Centered Gift Planning at Norton Healthcare

TRANSFORMATIONS: Strategic Planning in Changing Times

The Emergence of Giving Circles and their Relationships with Non-profit Organizations: A Case Study

Seven Building Blocks for an Effective Development Program

3:45 pm - 5:00 pm Every Day is Doctor’s Day!

Physician Spouses and Significant Others--the Unsung Heroes within Your Fundraising Program

From Zero to $75M in Two Years: The Pros and Cons of a Nontraditional Campaign

Planting the Seeds to Build Capacity

Managing Your “Culture of Philanthropy” through Automation to Increase Employee, Physician and Grateful Patient Giving

Planning Implications from Community Capacity Assessment

9:00 am - 10:15 am

Leveraging Special Events to Secure Major Gifts

The Mega Donor Mindset – Personal Insights from Major Healthcare Philanthropists

Giving in the Current Enviornment The Politics of Foundation Financial Management

9:00 am - 11:45 am

Half-day Workshop - What Does It Take to be a Successful Chief Development Officer (Separate fee applies.)

10:30 am -11:45 am

Run an Employee Campaign During the Recession and Double Your Goal!

Role Playing and Making the Ask

New Trends in Data Driven Campaign Feasibility Studies for Healthcare Organizations

6 The Association for Healthcare Philanthropy • www.ahp.org

Pre-Conference Workshop — Wednesday, October 24 8:00 am – 4:00 pm

AHP Development Primer: A Workshop on the Fundamentals of Health Care DevelopmentIntensive workshop for newcomers to development.

This fast-paced, one-day, fundamental workshop is designed for those who are new to the profession. This introductory workshop reviews major areas of development, including: major, planned, and annual giving; capital campaigns; policies; finance; marketing; and many other topics.

The workshop is highly recommended for those new to develop-ment, support staff and board members. It’s a must to gain a broad understanding of health care development. The course fee includes the all-day workshop, the comprehensive Primer CD and notes with valuable resources, and continental breakfast and lunch. Additional fee applies. See page 23 for details.

Primer Chair:

Susan B. Smith, M.A., CFRE, FAHPVice President, PhilanthropySt. Jude Memorial FoundationFullerton, CA

Faculty:

David K. Burghart, CFREPresidentLakeland Health FoundationSaint Joseph, MI

Penny P. Cowden, CFRE, FAHPExecutive DirectorInova Loudoun Hospital FoundationLeesburg, VA

James DeLauro, Ph.D.PrincipalDeLauro & Associates ConsultingSan Diego, CA


The Advanced Course in Health Care FundraisingSpecially designed for development pros with 5+ years experience interested in preparing for the CFRE.

The AHP Advanced Course is a one-day, intensive program that provides a quick and comprehensive overview of fundraising principles for health care development professionals who have five or more years of experience in the field. The course content is organized around the CFRE exam and can assist development professionals in preparing for the CFRE or FAHP examinations. Participants review the core competencies outlined in the CFRE knowledge areas. The course fee includes the workshop, work-book and continental breakfast and lunch. Additional fee applies. See page 23 for details.

Presenters:

Sharon A. Jones, FAHP, CFREVice President, DevelopmentChapters Health SystemTemple Terrace, FL

Mary Love (Bitsy) Henderson, FAHPPrincipalHenderson Mallory PartnersAustin, TX


Best Practices under HIPAA: Understanding the U.S. Privacy Regulation and How to Achieve Fundraising SuccessLooking for practical guidelines on how to achieve fundraising success while staying in compliance with the Health Insurance Portability and Accountability Act (HIPAA)? The regulations sur-rounding patient privacy can be confusing. Whether you have a firmly established grateful patient program or you are just building one, this workshop will give you information you need to support your programs while working with your team, board, volunteers, technology officers and privacy officers. Registration includes a copy of Fundraising Under HIPAA, AHP Research to Practice Guide, a $45 value.

Part I: 10:30 AM – 12:00 PM – The first session reviews the regu-lations, outlines exactly what is covered in the rule and identifies areas that are open for interpretation. We will review the Notice

Conference WorkshopsFocused education that meets your needs. Sign up for these focused, in-depth, interactive workshops to get the most from your time in Atlanta. Additional fees may apply. See page 23 for details or visit www.ahp.org/annual2012.

cont.


Register today! Visit www.ahp.org/annual2012 to see the latest conference information and to register online.

of Privacy Practices, protected health information and the Mini-mum Necessary Standard, opt-out provisions, filtering data and vendors and business associate agreements. Part 2: 1:30 PM – 3:30 PM – In the second session, a panel of AHP member development executives and their compliance officers will discuss compliance risk tolerance and best practices based on real-life scenarios for fundraising under HIPAA. Additional fee applies. See page 23 for details.

Moderator:

Sidney C. Mallory, FAHPPrincipalHenderson Mallory PartnersAustin, TX

Note: each workshop requires a separate registration fee.

NEW! Executive Leadership Program — Thursday, October 25 11:15 am – 3:15 pm

Visionary Leadership: Getting Traction for Big Ideas

An exclusive learning experience for Chief Development Officers.

This intensive, half-day workshop caters to CDOs who are serious about the next level of success. Health care delivery is in a state of flux and it impacts how we raise funds. Visionary and world class leaders look at

change in uncertain times differently than most people. This interactive session lays out the elements of visionary leadership to navigate change successfully. See how you can engage the right people in the right ways to create the traction and buy-in you need for enthusiastic engagement. A small group setting encourages active discussion so come prepared with burning questions and issues. Seth Kahan will speak from his extensive experience working with leaders of organizations to design and

NEW! Half-Day Workshop — Saturday, October 27 9:00 am – 11:45 am

What Does It Take to be a Successful Chief Development Officer?

Join executive coach and former hospital executive, Rich Maxwell for this interactive look at the advanced executive level skills and competencies needed to be a successful chief development officer. What got you to your executive level director position may not be enough to assure your success as a chief development officer. Not that your experience

and success as a director isn’t helpful and necessary. It is! But being a member of the senior leadership team of a hospital or health care system requires competencies and skills beyond those of a successful development director. Come join Rich and learn what it takes!

Preregistration is required. No additional fee. See page 23 for details. Space is limited.

Facilitator:

Rich MaxwellMaxwell & AssociatesSeabrook Island, SC

AHP would like to gratefully acknowledge the following conference sponsors:

AHP Annual International Conference Sponsors

• American Fundraising Foundation• CCS• Gary Hubbell Consulting• Ghiorsi & Sorrenti• Graham Pelton

• Heaton Smith Group• Henderson Mallory Partners• Johnson, Grossnickle and Associates• Pursuant Ketchum• Thompson & Associates

as of 4/11/12

2012

execute change programs. Working topics include:• Aligning stakeholders• Driving results through the coordination of partnerships and in-

house staff efforts • Creating powerful surges that yield dramatic results• Engaging the right people in the right ways• Maximizing the impact of partnerships This learning experience is open to all chief development officers. Preregistration is required. Additional fee applies. See page 23 for details.

Facilitator: Seth KahanGlen Echo, MD


46th AHP Annual International Conference Educational Programs & Events

Thursday, October 25, 2012Thursday, October 25, 2012

Concurrent Sessions

A N N u A l G i v i N G11:00 am – 12:15 pm

Building a Robust Major Gift Prospect Pipeline Using Direct MarketingWhat is the real value of direct mail to a non-profit? What is the role of development staff in generating direct mail and major gifts?

This session will explore these questions – and many more. Learn the effectiveness of providing direct mail/response services and strategies with the key objective of contributing to a robust major gift prospect “pipeline.” The true value of a direct response program is in identifying annual giving donors who are capable of major leadership giving. You will walk away understanding how to properly engage, cultivate, solicit, and steward major and planned gift donors through direct mail.

Presenter(s):

Alexander Pope, CFREExecutive Development Officer, OperationsAdvocate Charitable FoundationPark Ridge, IL

Nelson CheckowaySenior ConsultantCopley Raff, Inc. Newton, MA

Larry G. Raff, MPHPresidentCopley Raff, Inc. Newton, MA

C A P i T A l C A m P A i G N s / P l A N N E d G i v i N G11:00 am – 12:15 pm

Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising Like many of us, you have probably tried using Facebook, LinkedIn or even Twitter in your fundraising program, but may be stumped over how charities are using social media to effectively reach donors for planned gifts. This session is dedicated to looking at how other charities are doing it. We’ll review over 100 social networking sites and 15 personal interviews with charities using social media to encourage current and planned gifts. You will learn how to share gift concepts with your friends and fans, and raise more money using new social media strategies.

Presenter(s):

Donna Budak, FAHP, CFREVP of Foundation Development/ Executive DirectorSeton Williamson FoundationRound Rock, TX

Sandra Henningsen, CGPAAssistant Vice President Crescendo Interactive. Inc. Camarillo, CA

E m E R G i N G T R E N d s11:00 am – 12:15 pm

Grateful Patient to Grateful Donor: How to Guide Your Patients from Experience to InvestmentYour hospital or physicians’ office is providing an outstanding patient experience – but what are you doing to create an opening for philanthropy right from the start? Are you actively converting your grateful patients to donors when the opportunity first presents itself? In this session, learn how Sharp HealthCare uses scripting, templates and best practices to effectively build their pipeline of grateful patient donors, beginning even before admission!

Presenter(s):

William S. LittlejohnCEO and Senior Vice PresidentSharp HealthCare FoundationSan Diego, CA

Carol SpychalskiDirector of DevelopmentSharp HealthCare FoundationSan Diego, CA

9:00 am - 10:15 am

Opening Keynote — Compelling Conversation with Seth Kahan: Leadership, Change and Innovation in Uncertain TimesBased on his experience working with leaders at all levels, Seth Kahan will take an inside look at what it takes to successfully face and exploit change, innovate, and forge the way forward into an uncertain future. Participants will have an opportunity to raise issues pertinent to the many significant changes the health care industry is facing and their impact on philanthropy.

Speaker:

Seth KahanAuthor of Getting Change Right: How Leaders Transform Organizations from the Inside Out



Thursday, October 25, 2012 (continued)

E x E C u T i v E l E A d E R s h i P11:00 am – 12:15 pm

Accelerated Results for Multi-Foundation Healthcare Systems: A Coordinated Approach to Fundraising Operations and DatabasesIn just two years, Allina Health System increased its annual fundraising from $13 million to over $30 million. What was one of the key components to their success? Simply put, they coordinated their multi-foundation fundraising operations and donor databases across all foundations in their system. This coordinated approach led to overall improvement in efficiency of system operations. In this session, we’ll discuss how this coordinated approach enabled system-level reporting and adoption of proven fundraising strategies. You will walk away with tangible tips on code structures, gift entry practices and reporting to accelerate your system-wide fundraising results!

Presenter(s):

Keith HellerPrincipalHeller ConsultingOakland, CA

Sidney C. Mallory, FAHPPrincipal Henderson Mallory PartnersAustin, TX

F O u N d A T i O N m A N A G E m E N T11:00 am – 12:15 pm

Reporting and Fiduciary ResponsibilityThis session will focus on the reporting requirements applicable to nonprofit organizations. We will discuss all the IRS and state filing requirements you need to know to “keep it legal.” We’ll also discuss “making it effective,” with particular emphasis on the role and responsibilities of nonprofit board members.

Presenter(s):

Jack SawyerPartnerAlston+Bird LLPAtlanta, GA

m A j O R G i F T s11:00 am – 12:15 pm

Beyond the Basics: Important Tools You Can Use in Major Gift FundraisingThis session is geared specifically to front-line fundraisers who focus a majority of their time as the ‘boots on the ground.’ Learn about key skills and tactics to manage campaigns and large gift acquisition. You will walk away with tangible fundraising management tools for your major gifts program.

Presenter(s):

Joan ArcherVice President for DevelopmentNewton Wellesley HospitalNewton, MA

Concurrent Sessions

A N N u A l G i v i N G1:15 pm – 2:30 pm

Maximizing Your Annual Fund in a Campaign: More Money, More Prospects!While annual funds are becoming more widely recognized in development offices as sources of unrestricted dollars, many major gift officers underestimate their value for prospecting major gift donors in a capital campaign. This session will focus on how annual funds can not only raise valuable, flexible dollars, they can also identify and cultivate donors for major gifts. Join us to discover the strategies Massachusetts General used to realign its annual fund for growth in dollars, donors and pipeline in its current campaign.

Presenter(s):

Hilary Smiley MarshallSenior Director of Development, MGH Fund Nursing & Patient CareMassachusetts General HospitalBoston, MA



Thursday, October 25, 2012 (continued)

C A P i T A l C A m P A i G N s / P l A N N E d G i v i N G1:15 pm – 2:30 pm

Building the BrandBuilding integrated and compelling brand campaigns for your hospital is a critical factor in driving reputation and raising money today. This session will look at a Canadian example where the foundation and the hospital are two separate entities. Learn how they work together to create, launch and sustain successful brand campaigns that complement the reputation of The Hospital for Sick Children while meeting aggressive philanthropy goals. We also will review important lessons learned to improve and strengthen foundation-hospital relations.

Presenter(s):

David EstockVice President CommunicationsSickKids FoundationToronto, ON

E m E R G i N G T R E N d s1:15 pm – 2:30 pm

Digital Impact: How to Use Social Media to Boost Fundraising In this session, you will learn how to utilize social media to enhance relationships with donors, expand your reach, market your events, measure your digital influence, and generate publicity. Whether you are at a small hospital or a large nonprofit, you will walk away with valuable tools to maximize your online presence and inspire donors to support your cause.

Presenter(s):

Jasmine G. Hoffman, MBA, APRDirector of Communications, Nell Hodgson Woodruff School of Nursing Emory UniversityAtlanta, GA

E x E C u T i v E l E A d E R s h i P1:15 pm – 2:30 pm

Grow as a Leader by Bridging the Great DivideWe are most successful as fundraisers when we focus on longevity of relationships and building trust and loyalty with donors. Health care organizations often quantify success through short-term, bottom-line outcomes. Without appreciation for various methods of achieving goals, fundraising can be marginalized. In this session, we will explore organizational structure, leadership and culture relating to managing donor relationships. You will gain insights and strategies needed to effectively bridge the great divide between your foundation and health care organization.

Presenter(s):

Bernardine MorrisExecutive DirectorMcLean Foundation Simsbury, CT

Deborah Guthrie Executive Vice President & Managing DirectorThe Giving Collaborative North Kingston, RI

F O u N d A T i O N m A N A G E m E N T1:15 pm – 2:30 pm

Motivating, Managing and Retaining Staff A successful leader surrounds him or herself with a talented team. For each individual and the team as a whole to perform and deliver requires a conscious commitment motivating, managing and engaging staff. This session provides insights and examples of how one leader has worked to surround himself with a team motivated and committed to their organization’s vision for philanthropy.

Presenter(s):

Mendal A. Bouknight, CFREVice President, Philanthropy, Executive DirectorPiedmont Healthcare FoundationAtlanta, GA




Concurrent Sessions

A N N u A l G i v i N G9:00 am – 10:15 am

Annual Giving’s Role in Major Gift FundraisingWhat is the role of the annual program in supporting major gift fundraising long term? Its role is to build relationships with donors through formalized prospecting and leadership giving. Discover how to maximize the outcomes for your organization through a dynamic leadership giving program fueled by modeling and strategy, creativeness and great donor relations. You will learn best practices through the presentation of two case studies that demonstrate the application of analytics, strategy and tactics that raise money in both the annual and major gift programs.

Presenter(s):

Kimberley Blease Vice PresidentBlakely & Associates Aurora, ON

C A P i T A l C A m P A i G N s / P l A N N E d G i v i N G9:00 am – 10:15 am

Where There’s a Will: Increasing Bequest Expectancies and Current Gifts through Calling CampaignsNearly all bequests are major gifts and can represent 15% or more of annual fundraising for health care charities. Yet most hospitals aren’t having enough conversations with their most loyal donors – the best prospects for a bequest – about making an estate gift commitment. This session will provide an overview of bequest calling programs and how they can quickly and significantly grow a pipeline of future unrestricted revenue.

Presenter(s):

Cynthia CollantesSenior Planned Giving OfficerSt. Michael’s FoundationToronto, ON

Alisia EckertSenior Development Officer, Planned GivingChildren’s Memorial FoundationChicago, IL

Thomas YatesAssociate Director, Foundation Relations Children’s Hospital of Philadelphia Development DepartmentPhiladelphia, PA

m A j O R G i F T s1:15 pm – 2:30 pm

Choo! Choo! Next stop: Qualification Station How well do your gift officers focus on qualification? Are they comfortable qualifying prospects? What role does qualification play in the major gift effort? What portion of a major gift portfolio should be spent on qualification calls, and what are great qualification call outcomes? In this session, two experienced development leaders will explore the goals of qualification calls and present creative ways to acquire the call, execute it, and use it as a stepping stone to bigger major gift success.

Presenter(s):

Jason D. McNeal, Ph.D.AssociateGonser Gerber Tinker Stuhr LLPNaperville, IL

3:15pm-4:45pm

Compelling Conversation with Tom Watson: Social Media’s Second Wave —The Social Graph and Why It’s Vital to Health Care PhilanthropyJoin social media expert, Tom Watson for a compelling conversation about the principles that drive social media tools like Facebook, Google, Pinterest, and Twitter to be effective. Tom will discuss how to individualize the social web and make it work for you, how young people are using social media for social change and how connected health care charities and campaigns are wired together. You will walk away with real-life examples of campaigns that work!

Speaker:

Tom Watson, Author of CauseWired: Plugging In, Getting Involved, Changing the World



Friday, October 26, 2012 (continued)

E m E R G i N G T R E N d s9:00 am – 10:15 am

The Mid-Level Gift You Can’t Ignore Does your organization have a donor middle class? How hard does a donor have to try to be noticed before the wealth screening suggests a prospect management assignment in your organization? Can you really afford to walk away from a four or five-figure gift?

In our focus to raise the largest gifts and in our mastery of the annual fund, we’ve ignored the capacity and interest to give in between. Generational philanthropic motivations will soon expose this gap as even more pronounced, especially as organizations seek future major gift prospects and donors. Today’s identification, cultivation, and prioritization of tomorrow’s major gift donors will differentiate those organizations that stagnate from those that thrive. Let’s identify and overcome the barriers to mid-level giving and implement an evidence-based strategy for success before it’s too late!

Presenter(s):

Lori WaggonerDirector of Development, Annual & Community SupportChildren’s Medical Center DallasDallas, TX

Allison Lewis Lodhi, CFRE Vice President Pursuant KetchumDallas, TX

E x E C u T i v E l E A d E R s h i P9:00 am – 10:15 am

Evaluating and Building High Impact Fundraising Boards Do you have the fundraising board you want or need? Boards are critical to the success of capital campaigns and ongoing fundraising efforts. This session will use case studies to demonstrate how to effectively evaluate your board and identify the board members you need. We will review some case studies so you will see firsthand how using evaluation will enable you to recruit and develop a board that will significantly impact your ability to increase philanthropy for your organization.

Presenter(s):

Theresa PeschPresident, DevelopmentThe Foundation of Children’s Hospitals & Clinics of MinnesotaMinneapolis, MN

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before August 10

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F O u N d A T i O N m A N A G E m E N T9:00 am – 10:15 am

The Ethics of Philanthropy Understanding ethics is key to understanding basic values and how we conduct ourselves as fundraisers. Knowing the ethical issues that are inherent in our work as fundraisers is essential to our success and the satisfaction of our donor organizations. Legal or personal pitfalls in ethics could destroy a strong program in fundraising, and strategically planning your actions could make or break your program. We all have blind spots, and in this session, we will remove these blinders with the goal of reducing risk and fostering success – ethically!

Presenter(s):

Sarah K. Smith Assistant Director, Strategic PlanningThe Emory Center for EthicsAtlanta, GA

m A j O R G i F T s9:00 am – 10:15 am

Building and Elevating Physician Partnerships on Your Philanthropy TeamJoin a panel of experts on physician engagement led by Sharp HealthCare Foundation. Learn how to overcome obstacles to building physician partnerships, review key metrics and hear about proven programs to build your success with physician engagement.

Presenter(s):

Anne Bachan JiggerVice President, Philanthropy Sharp HealthCare FoundationSan Diego, CA




Concurrent Sessions

A N N u A l G i v i N G10:45 am – 12:00 pm

The Doctor is “In”Physician leadership and engagement during hospital fundraising campaigns is a powerful tool for success. Alayne Metrick, president, St. Michael’s Hospital Foundation, and Dr. Bob Hyland, medical director, philanthropy, share how their organization remarkably achieved 100% participation from its influential physician group during three separate campaigns.

Presenter(s):

Alayne Metrick, FAHPPresidentSt. Michael’s Hospital FoundationToronto, ON

Dr. Bob HylandMedical Director, PhilanthropySt. Michael’s HospitalToronto, ON

C A P i T A l C A m P A i G N s / P l A N N E d G i v i N G10:45 am – 12:00 pm

Creative Ways to Engage Volunteers Do you find it challenging to find creative ways to motivate cam-paign volunteers in the moves management process during your capital campaigns? The adoption of an ownership perspective in the success of the campaign is integral to the success of the fundraising effort. Finding creative ways to keep volunteers fo-cused on identifying, contacting, cultivating, and soliciting donor prospects can be the difference in falling short and success. Join us for useful tips on how you can keep your volunteer motivated, focused and engaged in reaching the campaign goal!

Presenter(s):

David L. FloodPresidentMeridian Health Affiliated FoundationsNeptune, NJ

Jennifer L. SmithSenior Development OfficerRiverview Medical Center FoundationNeptune, NJ

Mark HanichakAssistant Vice PresidentCCS FundraisingRed Bank, NJ

E m E R G i N G T R E N d s10:45 am – 12:00 pm

To Be Or Not To Be: Practical Career Insights from Si Seymour Award Winners This is an opportunity to learn first hand from AHP seasoned professionals how to model career goals and navigate the path to the top of the profession. Ask – and get – candid answers to your most difficult questions through an interactive panel discussion with recipients of AHP’s distinguished Si Seymour Award, the highest honor in health care philanthropy. This session will provide practical advice and insights from those whose careers have been defined by health care fundraising success.

Panel:George F. Maynard, III, FAHPVice PresidentGreenville Hospital System FoundationGreenville, SC

Moderator:William C. McGinly, Ph.D., CAEPresident & CEOAssociation for Healthcare PhilanthropyFalls Church, VA

E x E C u T i v E l E A d E R s h i P10:45 am – 12:00 pm

Facilitating Success: Staffing and Motivating Development VolunteersThe success of a development program is determined largely by the engagement, utilization and passion of its volunteers, especially its board members. The Children’s Healthcare of Atlanta Foundation has focused its programs on effectively staffing volunteers, recruiting star board members and setting high expectations for volunteer performance. These efforts have led to more active volunteers, increased collaboration between staff and volunteers, and a board that has become a center for development leadership, cause promotion and giving capacity. In this interactive session, we will hear proven strategies, discover best practices and brainstorm new models for establishing and building a more dynamic body of volunteers.

Presenter(s):Eugene A. Hayes III PresidentChildren’s Healthcare of Atlanta FoundationAtlanta, GA

Bruce W. FlessnerPrincipalBentz Whaley FlessnerArlington, VA




F O u N d A T i O N m A N A G E m E N T10:45 am – 12:00 pm

The Power of Process Engineering and The Tipping Point Raising more money usually requires more resources, right? Well, not exactly! Join us to discover how the Resurrection Development Foundation restructured its staff and board to raise more money without more resources through the application of LEAN Six Sigma principles in conjunction with concepts from Malcolm Gladwell’s popular book, The Tipping Point. You will learn how you can adapt the principles of Resurrection’s approach to your own operations so you will be raising more without more in no time!

Presenter(s):

Amy G. Day Vice PresidentResurrection Development FoundationChicago, IL

Steven A. ReedPresidentPerformance Advantage, a Marketing Partners, Inc. Company Winter Park, FL

m A j O R G i F T s10:45 am – 12:00 pm

More than Just Asking: The Art of Persuasion in Cultivating Prospect Relationships Applying communication strategies from leaders in the profit and not-for-profit industries, this workshop takes the traditional major gifts training up a notch. Tailored to health care philanthropy, participants will learn how to train boards and campaign volunteers to employ the art of persuasion to design effective cultivation and solicitation strategies. Based on the premise that most prospects fall into the following categories: Supporter, Uninformed, Uninterested or Skeptic, participants will learn the best approach for “making the ask” in a way that engages prospects and creates a win-win outcome. This is an interactive, hands-on workshop that will enable you to apply this approach to a specific case study, then in your own shop!

Presenter(s):

Meredith Betz, CFREPrincipalG.M. Betz AssociatesDoylestown, PA

Concurrent Sessions


Using Mission Storytelling to Create Powerful Emotional Connections with Donors Mission storytelling is a powerful way to engage others in your healing mission. Stories tap into a basic human inclination to connect and are an ideal way to show your mission in action while creating emotional appeal. This session explores truisms to telling high-impact stories to connect better with your donors.

Presenter(s):

Betsy Chapin Taylor, FAHP, CFREChief Development Officer/Foundation PresidentErlanger Health System FoundationChattanooga, TN

12:00 pm - 1:45 pm

Compelling Conversation with Peter Frumkin: What Is Strategic Giving? Understanding How Donors Think About Effective PhilanthropyIn this session, Peter Frumkin will share what he has learned studying the practices of high net-worth individuals who are committed to philanthropy, including how they determine what broad causes they will support, the types of projects they then select, the kinds of engagement and profile they seek to have, and the time frames that will guide their giving. Pulling these elements together, Frumkin will define what he thinks strategic giving entails, with an eye to giving fundraisers in health a fresh perspective on how his model might guide the framing of requests for support.

Speaker:

Peter FrumkinDirector of RGK Center for Philanthropy and Community ServiceUniversity of Texas at Austin





Legacy Planning to Fulfill a Vision: Donor-Centered Gift Planning at Norton HealthcareNorton Healthcare foundations created a legacy planning model focused on the needs of donors first, heirs second, and philanthropy third. They also formed a coordinating legacy society to honor a retired, long-term system CEO that recognizes donors making irrevocable estate pledges in excess of $100,000. Join us to learn about the model used, strategy, implementation and results. Donors secure a legacy today that will translate into improved access, enhanced facilities, the brightest workforce, and continued remarkable care.

Presenter(s):

Lynnie Meyer, MSN, CFRE, RN System Vice President & Chief Development Officer Norton Healthcare Louisville, KY

David Smith President & CEO Heaton Smith GroupAtlanta, GA


The Emergence of Giving Circles and their Relationships with Nonprofit Organizations: A Case Study Giving circles have begun a new era of personal philanthropy, changing the face of giving in the US. To the fundraiser, they offer the exciting opportunities of power by numbers, relationship development, advocacy and much more. As fundraisers we need to understand what drives giving circles and how we best work with these dynamic groups of individuals. This session will present the findings from case study research undertaken with “Impact Austin,” and the nonprofit organizations they support.

Presenter(s):

Lesley Ray Fundraising DirectorMater Foundation Brisbane, QLDAustralia


TRANSFORMATIONS: Strategic Planning in Changing TimesDevelopment professionals are faced with a variety of issues from defining fundraising priorities to enhancing staff morale to increasing the engagement of stakeholders. Responding to these issues is challenging, particularly in environments characterized by significant change. Join us as we explore undertaking a strategic planning process focused on the advancement function that can help create a vision for the future that embraces change and ensures a strong strategic fit between the goals, capabilities and shifting opportunities.

Presenter(s):

Susan Barcus, FAHPSenior Vice President & Chief Development OfficerGeorgia Health Sciences UniversityAugusta, GA

Jennifer Russ, CFREDirector of Campaigns & Annual SupportGeorgia Health Sciences UniversityAugusta, GA

F O u N d A T i O N m A N A G E m E N T T R A C K 2:15 pm – 3:30 pm

Seven Building Blocks for an Effective Development ProgramWhat are the essential elements that make up a strong development program? What are the strengths and weaknesses of your program in the seven areas identified? This session will provide a comprehensive overview, discussion and practical examples of fundraising practices and program components essential for success. A self–evaluation instrument allowing participants to rate their own development program on each of the building blocks also will be provided.

Presenter(s):

James DeLauro, Ph.D.PrincipalDeLauro & Associates ConsultingSan Diego, CA



“As a newcomer to the AHP Conference

and fairly new to the fundraising industry, I

found the conference offered participants

new knowledge, innovative ideas, and an

encouraging environment. The array of

interesting topics and sessions I attended

were focused, informative and relevant to my

position. AHP exceeded my expectations!” —Jenea S. Davis

Director of Development, Drueding CenterPhiladelphia, PA


m A j O R G i F T s2:15 pm – 3:30 pm

What is the Most Effective Method to Teach Physicians Grateful Patient Fundraising? This session will take an in-depth look at an IRB approved study conducted at Johns Hopkins and published in the journal Academic Medicine that compares the effectiveness of three strategies to educate physicians about grateful patient fundraising.

Presenter(s):

Steve Rum Vice President Development & Alumni Affairs Johns Hopkins Medicine Baltimore, MD

Concurrent Sessions


Every Day is Doctor’s Day!Following the success of many doctor’s day appeals, Penn Medicine launched a new program making every day doctor’s day! Over 500,000 direct mail letters later, the program has been a success in raising unrestricted dollars for University of Pennsylvania Health System hospitals. This session will lay out the benefits and pitfalls of direct mail efforts that invite patients and friends to honor doctors, nurses and others. Using real metrics, we will discuss data, letter copy, production, vendor relationships, testing, reporting, stewardship and more.

Presenter(s):

Thomas F. WhiteSenior Director of Annual FundsPenn MedicinePhiladelphia, PA


From Zero to $75M in Two Years: The Pros and Cons of a Nontraditional CampaignWhat makes the basis for a nontraditional campaign? An under-cultivated donor base, a campaign goal announced before a dollar was raised, and a public referendum to fund a public hospital without philanthropy! Untraditional as it may, this unique approach has generated unprecedented success, including a $40 million naming gift from a non-donor and more than $2.2 million raised from non-physician employees. Find out what has worked, the challenges, and predictions for the future as we share lessons learned.

Presenter(s):

Ernest Vargo, II, CFREPresident & CEOEskenazi Health FoundationIndianapolis, IN

Angela WhiteSenior Consultant and CEOJohnson, Grossnickle and AssociatesGreenwood, IN





Managing Your “Culture of Philanthropy” through Automation to Increase Employee, Physician and Grateful Patient Giving Culture exists within every organization, and it can now be quantitatively measured and managed. Managing it creates a fertile climate for giving.

This session will explore an automated system for managing your culture and its potential for philanthropy, focused tightly on identified pockets for fertile giving within employee, physician and patient populations. Real examples with real data will be shared that demonstrates incredible results when the power of the computer is brought to bear on improving job satisfaction and giving. Discover how to focus your development office staffing and resources most efficiently on those employees, physicians, and patients more likely to give and at higher levels.

Presenter(s):

Ingo AngermeierFormer CEOSpartanburg Regional Healthcare SystemSpartanburg, SC

Sheila BreitweiserExecutive DirectorSpartanburg Regional Foundation Spartanburg, SC

Mark R. WilkisonSenior Vice PresidentSinclair, Townes & CompanyAtlanta, GA


Planting the Seeds to Build CapacityThe first step in developing a sustainable fundraising plan is to examine all aspects of your institution’s philanthropic program and culture. Whether you are looking to accelerate your major gift program, build a strong case for support, or elevate overall fundraising operations in advance of a major campaign, your in-stitution will require a well-informed plan. Join us to discover how conducting a development assessment can provide the insight required to help build institutional capacity as well as lay the foun-dation for augmented fundraising operations for years to come.

Presenter(s):

Kate BrownVice President of DevelopmentThe MetroHealth Foundation, Inc.Cleveland, OH

Dan Nisbet Regional Vice PresidentCCSChicago, IL

F O u N d A T i O N m A N A G E m E N T3:45 pm – 5:00 pm

Planning Implications from Community Capacity AssessmentAssessing your community’s giving capacity is important, but it’s only half the story. Understand how to scale and manage your foundation program to attract and pursue that assessed capacity. You will interact one-on-one with professionals who designed and executed a foundation program growth plan that doubled net revenue over five years.

Presenter(s):

Mark Larkin, CFREVice President, DevelopmentCentraCare Health FoundationSaint Cloud, MN

Gary HubbellPresident, Gary Hubbell ConsultingMilwaukee, WI



m A j O R G i F T s3:45 pm – 5:00 pm

Physician Spouses and Significant Others: The Unsung Heroes within Your Fundraising ProgramJoin this panel discussion to see how two hospital foundations have effectively engaged and unleashed the enthusiasm and passion of physician spouses and significant others to enhance their fundraising programs. Whether serving on your board, chairing your capital campaign or spearheading your special event, this session will share specific examples of how these unsung heroes have become valuable assets in taking your foundation to the next level.

Presenter(s):

Jill Bramblett Executive DirectorMcLeod Health Foundation Florence, SC

Beverly HazelwoodCampaign Co-Chair and Past Chairman of the Board McLeod Health FoundationFlorence, SC

Megha LalCampaign Chair and Past Chairman of the Board Self Regional Healthcare FoundationGreenwood, SC

Shirley MeiereCampaign Co-Chair and Chairman of the Board McLeod Health FoundationFlorence, SC

Crissy Barnes Maynard, FAHP, CFRESenior Executive CounselGhiorsi & Sorrenti, Inc.Woodcliff Lake, NJ

saturday, October 27, 2012

Concurrent Sessions

A N N u A l G i v i N G9:00 am – 10:15 am

Leveraging Special Events to Secure Major GiftsAre you maximizing your organization’s return on the significant investments of time and talent in special events? In this session, we will explore best practices in engaging prospects through signature stewardship and fundraising events. Discover how to plan and execute in the key moments leading up to events with a singular focus on securing future major gifts!

Presenter(s):

Patrick FeeleyAssistant Vice President Institutional & Events FundraisingChildren’s Hospital of Philadelphia Development Department Philadelphia, PA

“Attending the AHP International Conference

last year in Boston was a wonderful

experience! I came away with so many new

ideas, new friends and a renewed sense of

purpose for being in this field of work.” —Mary Luebbert

Director of DevelopmentSusan B. Allen Memorial Hospital

El Dorado, Kansas



saturday, October 27, 2012 saturday, October 27, 2012 (continued)

C A P i T A l C A m P A i G N s / P l A N N E d G i v i N G9:00 am – 10:15 am

Giving in the Current Environment They say the recession is over, but are you seeing much change in donor behavior? This session will review the current economy and its impact on nonprofits and donor behavior. We’ll answer these important questions: Will donors continue to give in the current environment? What type of donors will continue giving? What type of gifts will they be willing to give? What are the tools they will use in giving? What type of assets will donors be willing to give? You will gain the understanding needed to secure gifts in the current economic climate.

Presenter(s):

Mark Larkin, CFRE VP DevelopmentCentracare Health FoundationSt. Cloud, MN

Eddie Thompson, Ed.D., FCEPCEO & FounderThompson & AssociatesBrentwood, TN

F O u N d A T i O N m A N A G E m E N T9:00 am – 10:15 am

The Politics of Foundation Financial ManagementPhilanthropy financial management is much more than accounting and finance; it’s a complex political process. Goal setting, budgets, reporting, restricted vs. unrestricted, budget relief and enhancement, as well as restricted fund access and control . . . we will explore successful political navigation of these and more to produce accountability and transparency for your boards and your C-suite.

Presenter(s):

David B. Gillig, FAHPSenior Vice President & Executive DirectorRady Children’s Hospital FoundationSan Diego, CA

m A j O R G i F T s9:00 am – 10:15 am

The Mega Donor Mindset – Personal Insights from Major Healthcare PhilanthropistsThis dynamic session will feature an interactive discussion format to explore all aspects of a philanthropist’s mindset when it comes to making “mega gifts.” Meet and ask your questions of two multi-million dollar donors whose “mega gifts” have provided transformational support to healthcare institutions. Learn what the motivating factors are for philanthropists’ charitable giving at extraordinary levels to healthcare organizations and their expectations. Discover how major philanthropists determine which organizations to support and what criteria is necessary in making gift decisions.

Presenter(s):

Holly H. Duncan, M.A., CFREPresident & CEOMorton Plant Mease FoundationClearwater, FL

Peter W. Ghiorsi, MBA, FAHPChairman & CEOGhiorsi & Sorrenti IncWyckoff, NJ

Kate TiedemannFounder, Katena ProductsBoard MemberSt. Clare’s Foundation, NJ & Morton Plant Mease FoundationBelleair, FL

Chuck MattesBoard of DirectorsSaint Vincent’s Medical Center FoundationBridgeport, Connecticut



saturday, October 27, 2012 (continued)

Concurrent Sessions

A N N u A l G i v i N G10:30 am-11:45 am

Run an Employee Campaign During a Recession – and Double Your Goal!Learn how a supporting hospital foundation energized hospital employees, turning them into cabinet members, spokespersons, goodwill ambassadors and cheering squads. Using video emails, direct mail, teaser events, online giving and allowing employees to organize their own unit fundraisers, made this employee capital campaign inclusive, interactive and ultimately successful.

Presenter(s):

Michael AultDirector, Corporate Relations/Special EventMethodist Health FoundationIndianapolis, IN

C A P i T A l C A m P A i G N s / P l A N N E d G i v i N G10:30 am-11:45 am

New Trends in Data Driven Campaign Feasibility Studies for Health Care Organizations Feasibility studies are trending away from traditional qualitative written reports to newer models that integrate qualitative and quantitative insights to develop accurate and actionable campaign intelligence. Hear about recent developments that enable your health care organization to access industry-wide benchmarking statistics and recommendations and how you can combine them with feasibility analysis to show your performance relative to similar organizations. The session will cover the benefits of a quantitative approach to feasibility studies resulting in more accurate and actionable insights. Discover how campaign analysis can provide you with insight for your current and future campaigns, enabling you to double, triple, or quadruple your return!

Presenter(s):

Susan L. Mennenga, CFREExecutive DirectorProvena Mercy Medical Center FoundationAurora, IL

Sally Boucher, CFRE Director of ResearchWealthEngineBethesda, MD

P A P E R L E S S C O N F E R E N C E

This is a paperless conference. NO PRINTERS will be available onsite to print handouts.Handouts will be available on AHP’s website for download before and after the conference. Start checking www.ahp.org on September 6, 2012 for session handouts.

m A j O R G i F T s10:30 am-11:45 am

Industry Leaders Role PlayOne of the most complex areas of major gift work is being able to think on your feet in donor conversations. This session will provide insights to style and approach, as development pros act out a series of role plays. Each scenario will then be addressed by the panel. Attend this engaging session and you are guaranteed to find some new approaches to some tough donor situations!

Presenter(s):

Arthur M. Brink, Jr., FAHP, CFPVice President/Chief Philanthropic OfficerMartin Memorial Foundation Stuart, FL

Susan J. Doliner, FAHP, CFREVice President for DevelopmentMaine Medical Center - Development DepartmentPortland, ME

Pearl F. Veenema, FAHPPresident & CEOHamilton Health Sciences FoundationHamilton, ON

6


Advisory Council46th AHP International Conference

A special thank-you to AHP’s Annual International Conference Advisory Council members for their dedication and hard work in making this annual event innovative and truly responsive to the current needs in our industry.

CHAIRKenneth I. Menefee, FAHP, CFRE

Director of Development

Good Shepherd Hospice

A Subsidiary of Chapters Health System

Lakeland, FL

VICE CHAIR

Kristin L. Hughes, CFRE

Vice President, Major Gifts

Children’s Memorial Foundation

Chicago, IL

TRACK DEANS

Amy S. Dorrill, FAHP, CFRE, MBA

Associate Dean of Development & Alumni Relations

Nell Hodgson School of Nursing - Emory University

Atlanta, GA

Kathy Drucquer Duff

Vice President, Philanthropy

Sharp HealthCare Foundation

San Diego, CA

Debra Gill, FAHP, CFRE

Executive Vice President of Philanthropy

Bozeman Deaconess Foundation

Bozeman, MT

Mitze S. Mourinho, CFRE

Vice President, Development

St. Michael’s Hospital Foundation

Toronto, ON

Susan Piergallini

Assistant Vice President, Development Operations

Children’s Hospital of Philadelphia, Development Department

Philadelphia, PA

John S. Swanholm, CFRE

Vice President & Executive Director

HealthEast Foundation

Saint Paul, MN

A Special Thank you to Our Exhibitors:Advanced MarketingAdvancement Resources, LLCAesthetics, Inc.Agilon, LLCAllegiant Direct, Inc.American Fundraising FoundationBentz Whaley FlessnerBlackbaud, IncBliss Direct MediaBorns Group/ VDMBrakeley Briscoe IncCamelot PewterCampbell & CompanyCCS Fund RaisingCopley Raff, Inc.Crescendo Interactive, Inc.DeLauro & Associates ConsultingGhiorsi & Sorrenti, Inc.Gobel Philanthropic Group, LLCHeaton Smith Group, LLCHeller ConsultingHenderson Mallory PartnersHillary Lyons AssociatesHonorcraft IncorporatedIDC Fundraising Division, Harris ConnectiWave Information Systems, Inc.Jerold Panas Linzy & PartnersKidzpace InteractiveMD Designs By Metal DecorMitchell Associates, Inc.Paschal Murray Executive SearchPG CalcPresentation Design GroupPride PhilanthropyPursuant KetchumRuffaloCODYSnavely Associcates, Ltd.Telecomp, Inc.The Greenwood CompanyThe Stelter CompanyThompson & AssociatesTrust Event SolutionsWealthEngine as of April, 2012

Travel DetailsHOTEL RESERVATIONS

Westin Peachtree Plaza210 Peachtree StreetAtlanta, GA 30303www.westin.com/atlanta

For optimal convenience and to make the most of your conference experience, please take advantage of the special room rate being offered to AHP conference attendees at the Westin Peachtree Plaza in Atlanta!

How to Make Your Hotel ReservationTo make your room reservation, please call the Westin Peachtree Plaza 1-800-937-8461 and refer to the AHP room block or visit www.ahp.org/annual2012 for more information on how to make reservations online at the discounted rate.

The Westin Peachtree Plaza is offering AHP conference attendees a special rate of $219 per night plus tax. The AHP room block applies to the nights of October 24-27, 2012. The hotel deadline for the special hotel rate is September 20, 2012. If all special-rate hotel rooms are sold prior to this date, AHP cannot guarantee availability of additional special-rate rooms. After the September 20 date, reservations will be taken on a rate-and-space availability basis -- please contact the hotel directly for rates and information. Call early to secure your room!

Parking at the HotelValet parking at the hotel includes in/out privileges, whereas self-parking does not. Valet parking: $29 per day; self-parking: $22 per day.

Visit www.ahp.org/annual2012 for more information about travel information and other conference details.

Registration InformationVisit www.ahp.org/annual2012 to register or download a registration form.

REGISTRATION OPTIONS

POWER PACKAGE Registration! Make the most of the conference, onsite and afterward, with the Power Package. This offer includes:

• Full Conference Registration which includes the newcomer’s reception, the opening reception, concurrent conference sessions and scheduled meals from October 24-27.

• Unlimited access to all recorded concurrent sessions and synced power points after the event.

• On-site giveaway to enhance your conference experience.

• Reserved seating at the keynote session. • Express check-in during registration.

Full Conference RegistrationIf you register for the full conference, your registration includes the newcomer’s reception, the opening reception, concurrent conference sessions and scheduled meals from October 24-27.

Single Day RegistrationSingle day registration includes all sessions and meals scheduled for the day you are registered. You can only register for one single day.

Conference WorkshopsAdd a workshop to your registration! New to health care philanthropy? AHP’s renowned Development Primer is a great starting point. Looking to become certified? The Advanced Course in Health Care Fundraising is the perfect path to study for certification. The HIPAA Workshop - a must for anyone seeking better understanding of HIPAA rules and regulations. And NEW this year, the Executive Leadership Program is an executive-level workshop for seasoned chief development officers. Find out what it takes to bring your fundraising career to the next level at the What Does it Take to be a Successful Chief Development Officer half-day workshop. Separate fees may apply for each workshop. See pages 6-7 for details.

Book your

rooms using

AHP’s

best-value

room rate!

New 2012!


8 Register online at www.ahp.org/annual2012 Promo code: 12ICM1

Registration Fees (All fees are listed in U.S. dollars.)

POWER PACKAGE REGISTRATION Includes: Full Conference Registration, unlimited access to all recorded concurrent sessions and synced power points after the event, on-site giveaway, reserved seating at the keynote session, and express check in during registration.

Early Advanced RegularDevelopment Professional By 8/10/2012 By 9/28/2012 After 9/28/2012

AHP member $695 $745 $795Non-member* $1,148 $1,198 $1,248

ConsultantAHP member $1,000 $1,050 $1,100Non-member $1,100 $1,150 $1,200

FULL CONFERENCE REGISTRATION Includes the newcomer’s reception, the opening reception, conference sessions and scheduled meals from October 24-27.


AHP member $595 $645 $695Non-member* $1,048 $1,098 $1,148ConsultantAHP member $900 $950 $1,000Non-member $1,000 $1,050 $1,100*You will receive a one-year individual AHP membership effective the date of registration payment.

SINGLE DAY: (Oct 25, 2012, Oct 26, 2012, Oct 27, 2012)


AHP member $300 $325 $350Non-member $400 $425 $450ConsultantAHP member $425 $450 $475Non-member $525 $550 $575

PoliciesTo qualify for early registration rates, your registration form and payment must be postmarked no later than August 10, 2012. For advanced registration rates, your form and payment must be postmarked before September 28, 2012. No registration form will be processed without payment. All cancellation requests must be submitted in writing to [email protected] by September 14, 2012. AHP will refund the fee less a $75 administrative fee for full registrations and $25 fee for single day registrations. No refunds will be made after September 14, 2012. All fees must be paid in U.S. funds.

Development Professional Registration: For individuals directly involved in fundraising who are employed by any voluntary, not-for-profit, or governmental health care organization or institution.

Consultant Registration: For non-exhibiting companies, organizations, or individuals who provide consulting or other specialty services to health care institutions or health-related organizations.

Best Value!So much more for so little!

Register early and save! Save up to $100 when you register by August 10, 2012.

Conference Workshops (Additional fee applies)

THE ADVANCED COURSE: Wednesday, October 24, 8:00 am – 4:00 pmDevelopment Professional Early Advanced Regular and Consultant By 8/10/2012 By 9/28/2012 After 9/28/2012AHP member $290 $340 $390Non-member $390 $440 $490

AHP DEVELOPMENT PRIMER: Wednesday, October 24, 8:00 am – 4:00 pm AHP member $265 $315 $365Non-member $365 $415 $465

BEST PRACTICES UNDER HIPAA: Wednesday, October 24, 1:00 pm – 5:00 pmAHP member $145 $160 $175Non-member $195 $210 $225

VISIONARY LEADERSHIP: GETTING TRACTION FOR BIG IDEAS: Thursday, October 25, 11:15 am – 3:30 pmAHP member $115 $130 $145Non-member $165 $180 $195

WHAT DOES IT TAKE TO BE A SUCCESSFUL CHIEF DEVELOPMENT OFFICER: Saturday, October 27, 9:00 am – 11:45 am

Space is limited, pre-registration is required. No additional fee.


Visit www.ahp.org/annual2012 to register.

October 24–27, 2012 Atlanta, GA • Peachtree Plaza


46th AHP Annual International Conference

Early bird registration deadline is August 10.

Register today & save $100!

Registration is Easy:visit www.ahp.org/annual2012

to register online and to see the latest conference information.

Remember to enter promo code IC12BM1 on the online registration form.

Presorted StandardUS Postage

P A I DPermit #XXXXXXXX, VAAssociation for Healthcare Philanthropy

313 Park Avenue, Suite 400Falls Church, VA 22046

www.ahp.org

Phone: 703-532-6243

Fax: 703-532-7170

Email: [email protected]

Documents

2012 AHP International Conference Brochure