Bentz Whaley Flessner understands that grateful patients and families are one of healthcare philanthropy’s great untapped resources. Our research indicates that a significant number of potential donors are never asked to give to institutions providing their healthcare. How you ask and how you build your grateful patient/family program will matter a great deal depending upon the type of institution you are — academic medical center, children’s hospital, healthcare system, or community hospital. Each institution and its culture offer unique challenges and opportunities.
Counsel provides a critically important and broad external perspective on patient-based fundraising. We can partner with you to maximize the opportunities that are uniquely available for you institution. This partnership includes addressing issues like HIPAA, technology, staffing, and physician and caregiver relations – important building blocks towards increased philanthropy through grateful patient and family programs. Our areas of expertise include:
- Grateful Patient/Family Program Design: The Bentz Whaley Flessner team can partner with you to design a comprehensive program. We work with you, your administration, and key physicians and care providers to gain consensus on the role of patient family philanthropy at the institution, identify unique challenges and opportunities, and develop recommendations and an implementation plan.
- Grateful Patient/Family Review: You may already have a program or portions of a program in place, but seek to achieve the maximize impact with your current efforts — a program review may be appropriate. We review the specific elements identified and then create recommendations to help you strengthen those elements or build a broader program. We partner with you to bring existing elements into alignment to increase your outcomes.
- Physician, Caregiver and Development Officer Training: Based on best practices and your unique environment, we provide customized training to build confidence and the necessary skills to engage the prospective donors. Training includes team presentations, individual coaching, and materials.
- Workshops: Periodic workshops offer the opportunity for a development team to learn about best practices, meet peers developing programs, and participate in consultant led strategy sessions to develop their program. Workshops include onsite assistance in assessing your environment and implementation.
- Information Systems: The flow of data is critical to successful grateful patient and family efforts. We can assist you in building a HIPAA compliant data program. Additionally, work with your existing prospect management system to ensure that appropriate data is incorporated into the system. Building effective reporting within your system will ensure program growth.
Building consensus, program design, and effective implementation are critical to launching or maintain a successful grateful patient and family program. The Bentz Whaley Flessner offers comprehensive services to help you and your institution. We utilize data, expertise, and best practices to offer you customized strategies and tactics for short-term and long-term success.