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

2. 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

3. 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

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

5. 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.

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

8. 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

9. Basic fund-raising - Annual Calendar Plan

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

11. 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!)

12. 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

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