Welcome! Your Role & Responsibilities as Champions Identifying Philanthropic Projects Applying for Foundation Grants Requesting Reimbursements Stewardship ---- YOU&I Discussion

The Previous Model

The New Model

Impact Stories

Your Role as Fund Champion Identify projects that align with Foundation spending priorities Follow required steps for accessing Foundation funds and gaining reimbursement Meet annual spending expectations at the minimum of 5% of all fund balances Track/communicate the impact of donor-funded projects Collaborate with Foundation team

Your Role as Fund Champion Identify projects that align with Foundation spending priorities Follow required steps for accessing Foundation funds and gaining reimbursement Meet annual spending expectations at the minimum of 5% of all fund balances Track/communicate the impact of donor-funded projects Collaborate with Foundation team

Your Role as Fund Champion Identify projects that align with Foundation spending priorities Follow required steps for accessing Foundation funds and gaining reimbursement Meet annual spending expectations at the minimum of 5% of all fund balances Track/communicate the impact of donor-funded projects Collaborate with Foundation team

Partnering with the Foundation Identify donor prospects (ex. grateful patients) Cultivate relationships (tours, lunches, etc.) Solicit donors (pairing donor passions with system priorities) Steward donors (showing impact)

What’s Changing? Current Process: Make a purchase Request for Reimbursement (RFF) Approval Steps New Process: 1.Foundation Grant Request 2.Request for Foundation Funds

New Grant Request Process Identify Project and Secure Bid Submit Grant Request Approval Steps Make Approved Purchase INSIDE Page > Forms > Foundation Forms > Grant Request Form Go Live Date: July 1, 2015

New Approval Steps Initial Checks & Balances Foundation Fund Champion Foundation Vice President ($100k+) Foundation Board Should not exceed 10 business days, except when Board approval is required.

New Reimbursement Process Make Approved Purchase Submit RFF, Receipt, Capital Approval Form* Fund is Reimbursed INSIDE Page > Forms > Foundation Forms > Request for Foundation Funds Go Live Date: July 1, 2015

Capital Purchases 1.Follow Grant Request Process 2.After grant request approval is received, complete Capital Approval Form – Collect required signatures – Do not send to Lalita 3.Attach completed Capital Approval Form to Request for Foundation Funds (RFF) and select the “capital” button before submit. (Note: this electronic process will automatically file the Foundation approval, RFF and Capital Approval Form with Lalita.)

Demo Go Live Date: July 1, 2015

Showing Donor Impact

How You Can Help Track/communicate project impact Partner with Foundation to tell the story of philanthropic impact in your area – Patient stories – Incredible outcomes – Other successes Thank/Engage/Interact with donors

On the Horizon… Endowment Reports – – An annual effort to track and report to donors the impact of their endowed funds (target: by end of FY16) – As champions, we must be using spending accounts regularly – Keep notes on quantifiable and qualitative data regarding endowed funds use

Q&A YOU&I Breakout Session directly following

YOU&I 2016: Here We Come! 2015 Campaign Wrap Up / Update Review Personalized Reports for FY15/16 Determine additional spending plan Timeline for 2016 YOU&I Campaign Discussion

Closing out 2015 Campaign Thank you to all YOU&I donors, alerting to new gift deduction starting this week – Announce PPL winner for 2016 campaign – Announce opening for Project:YOU&I idea submission – Donor Survey System-wide Project:YOU&I Search – General YOU&I survey

2016 YOU&I Campaign Timeline Fall/Winter 2015 – Volunteer Auxiliary and Advanced gift phase January 2016 – Stewardship report released – EMT/ELT Kickoff Event – Renewal campaign (week of Jan ) Feb. 1-26, 2016 – YOU&I Campaign – T-shirt pickup Thursdays – Show your passion T-shirt Fridays

2015 Projects… What to do: 1.Fulfill 2015 project in full 2.Determine if there is an expanded scope for additive funds 1.Grow Scope of Impact or Service 2.Lengthen Duration of Project or Program 3.Choose supplemental project that aligns with Foundation mission Expanded 2015 Project detail due: July 30, 2015

Impact Report Purpose: to show your passion donors the impact of their generosity Due: Nov. 30, 2015 What it includes: – Project status – # of People Impacted – Patient story – Photo Opportunity

Passion Project Brief Purpose: to select project for inclusion in 2016 YOU&I campaign Due: Aug. 1, 2015 What it includes: – Project Overview – Why it’s critical – How/who it will impact – Story for your passion

FY16 Fund Champion Reports Project from 2014 Campaign – Submit any final RFFs ASAP Project from 2015 Campaign – Spending begins July 1 – Expanded project detail due: July 30, 2015 – Impact Report due by Nov. 30, 2015 – Patient stories, outcomes – send throughout year – Photos/Interviews in November/December Project for 2016 Campaign – YOU&I Passion Project Brief due: Aug. 1, 2015

Q&A