1. Cancer Centers and Hospitals Working Together to Maximize Fundraising Mary Ellen Connellan Executive Director, University of Chicago Cancer Research Foundation Peter T. Lamothe Director of Development Yale Cancer Center Karen Paciero Associate Vice-President & Campaign Director Medical and Biological Sciences Development University of Chicago Medicine April 25, 2013

2. Overview  Participant Input/Survey Results  Session Objectives  Case Studies The University of Chicago Medicine Comprehensive Cancer Center Yale Cancer Center  Best Practices/Predictors of Success

3. NACCDO Survey: Question 1 “Your partnership is…” 8% – Adversarial or no interaction with hospital colleagues 31% – Occasional positive interaction with hospital colleagues 23% – Frequent positive interaction (attend some planning meetings together) 38% – Excellent partnership with regular interaction (participate in strategy sessions and collaborate in gift solicitations)

4. “When there is a conflict over which institution should manage a relationship with a donor, or when both institutions share stewardship of a donor, we resolve our differences by…” NACCDO Survey: Question 2 Depends on the donor’s request Department Chair or Center Director makes the decision Discuss what the donor is likely to support with the largest gift Two of us sit down and talk about it which usually works well Assign one primary and one as secondary, then update notes and email to keep each other informed Face-to-face discussion Communication and good working relationship that results in the donors best interest

5. “Special topics to address…” NACCDO Survey: Question 3 Effective collaborations – “How to share a larger pie rather than fighting over crumbs.” Case studies – illustrations of collaborative opportunities parlayed into something… Ways to encourage positive interaction, change in management, the Development office role and the roles of others Visual types of recognition, plaques, lettering, etc.. How to engage faculty to be proactive in fundraising even if earmarked for their department Sharing best resources for fundraising events

6. Session Objectives What would you like to walk away knowing?

8. cancer.uchicago.edu Relationship in 2000 No formal interaction Relationship in 2013 First joint Capital Campaign for cancer Drafting a contractual agreement UCCRF & Biological Sciences Development Background

9. cancer.uchicago.edu A Development Partnership First Joint Capital Campaign for Cancer UCCRF has a significant prospect pipeline Spirit of Collaboration A New Era

10. Cancer Centers and Hospitals Working Together to Maximize Fundraising Peter Lamothe Director of Development Yale Cancer Center NACCDO/PAN 2013

11. Yale Cancer Center & YNHH Background Pre-2007 Institutional history Smilow Cancer Hospital Campaign 2007-10 $100M joint campaign of YCC/YNHH

12. New YCC Director/SCH Physician-in-Chief Newer YNHH VP Development Collaborative-oriented CDO @ YCC Key players -Commitment to work together -Pilot new institutional relationship in cancer -Closer to Free -Annual fund -Events -MG prospects A New Era

13. Throw out the bias/prejudice Establish “cancer” goals Standing meetings - CTF steering - YCC/YNHH development, marketing, pr and cancer leadership Issues/Stumbling Blocks Resolutions Remaining Challenges Future Closer to Free (CTF)

14. Best Practices/Key Elements for Success 1.Identify common goals. (dollars raised, prospects identified, case development, facilities project.) 2.Identify similarity and differences between the two organizations. 3.Identify the motivations or conversely the “pain points” of your partner 4.Secure leadership buy in 5.Shared fundraising credit 6.Communication structure for productive interactions 7.Create a culture of trust and collaboration