Fund Administration: Raising to Spending Advancing Philanthropy Conference September 12, 2012

Program Facilitator & Panelists: Kristienne Hanna Director of Development, System Services Advocate at Home and Advocate Medical Group

Brian Chicoine, MD Medical Director Adult Down Syndrome Center Advocate Medical Group Wendy Tuzik Micek, PhD, RN Director of Nursing Science and Magnet Advocate Christ Medical Center Peggy Norton-Rosko, MSN, RN, CCNS Director of Critical Care and Cardiovascular Services Advocate Good Samaritan Hospital

Raising Funds: Why do donors give? Express gratitude Complete the circle of healing Make something happen that otherwise would not be able to happen Have an impact on the care patients receive Make a difference in the lives of others

Spending Funds Honoring donor intent All restricted funds are established with a designated purpose: –Capital expenditures or expenses –Budgeted or unbudgeted –General support or specific expense Funds MUST be used in accordance with the purpose for which they were established.

ACF’s Responsibilities Accept charitable donations, provide tax receipts and thank donors. Ensure that gift was used according to the donor’s intent. Share gift impact stories with our donors. Provide reports to Fund Administrators (donations received, funds used, cash balances)

Role of the Fund Administrator Fund administrator = Advocate Associate assigned responsibility for a restricted fund Monitors the restricted fund balances and transfers (avoiding negative cash balances) Approves transfers from the restricted fund that are consistent with the donor’s intent. Helps ACF staff tell the story of fund’s use to donors (current and future).

Brian Chicoine, MD Medical Director, Adult Down Syndrome Center

Research Utilization Evidence Based Practice Project Wendy Tuzik Micek, PhD, RN, NEA-BC Director of Nursing Science & Magnet Advocate Christ Medical Center Associate Giving Campaign Chip In for Nursing Research Nursing Research Endowment

Peggy Norton-Rosko, MSN, RN, CCNS Director, Critical Care and Cardiovascular Services Advocate Good Samaritan Hospital

Questions & Answers

Fund Administration Resources Finance Team James Hohner, Vice President of Finance Pat Smith-Calascibetta, Director, Finance Megan Fergus, Sr. Financial Analyst Maria Mueller, Finance Secretary Gifts Processing Team Vivian Karpowicz, Director, Information & Analytics Fund Administrator Resource Center on Advocate Online Advocate Online\Divisions\Charitable Foundation\Fund Administrator Resource Center Contains: – Fund Transfer Forms – Instructions – Helpful Hints – Examples of Fund Use – Frequently Asked Questions