Family Medicine Fund-Raising: Kevin Coté CFRE Scott Fields MD John Saultz MD

What we’ll cover today: Question: reasons for fund-raising Creating and sustaining a fund-raising program Defining roles and responsibilities: physicians, fund-raiser, and administration / staff, volunteers Questions for discussion and further resources

Benefits of Fund-raising: Financial Provides resources while articulating mission Has potential to enhance and expand all programs John and Scott: Philanthropy supports: 22% T&I of building #1 Lectureships Travel Philanthropy is a new revenue stream Annual Department Financial Breakdown: Clinical / Hospital revenue $3.3 Million Grants $1.6 Million School of Medicine revenue $1 Million Contracts $1 million Philanthropy $73K

Myth #1, Family Medicine Meeting: Here’s an OHSU Family Medicine Doctor introducing me to a new faculty member at a party!

Myth #2: Contrary to popular belief – your development officer (i.e. Kevin) does not have access to a group of wealthy donors that are just waiting to give.

Cycle of Fundraising: Identification of suspect/prospect à Engage prospect à Cultivate prospect à Solicit prospect à Steward donor à Cultivate donor…

Top three fund-raising initiatives: Start and sustain an annual giving program, with a benefactor’s event, focusing on larger annual gifts Identify potential Major Gift supporters, and be sure to cultivate them Start a Heritage Club, promoting estate gifts to your department

Basic fund-raising - Annual Calendar Plan

Defining roles and responsibilities: Physician Fund-raiser Administration / Staff Donor Volunteer

Questions for Discussion: You have a 35th year department anniversary – should you promote philanthropy? How can physicians identify and approach grateful patients for support? Success stories Not so successful stories (things we should all avoid!)

Great Fund-raising Books: Designs for Fund-Raising, Harold “Si” J. Seymour - published 1966 by the Taft Group. The Millionaire Next Door, Thomas Stanley / William Danko – published 1996 by Pocket Books Fundraising for Dummies, John Mutz / Katherine Murray – published 2000 by IDG Books Worldwide

Thank You - Best of Luck! John Saultz, MD – saultz@ohsu.edu Scott Fields, MD – safields@ohsu.edu Kevin Coté – cotek@ohsu.edu Keep in touch, do good work, and keep raising funds