woodmark conference.grateful family program presentation.april 2014
TRANSCRIPT
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Grateful Family ProgramTravis H. McClainDevelopment Manager, Research & Strategic ServicesTexas Children's Hospital
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HIPAA has changedWhat’s Expanded
Used to have with no permission:• Basic Demographic
• Dates of Service
• Health Insurance status
Now, all above, PLUS:• Treating physician
• Department of Service
• General Disposition
What’s Tightened
Must provide “clear and conspicuous” opt-out in all fundraising communications
• if there’s an ask, has to be an opt-out
• Have to offer opt-out for all channels, not just “Direct Mail”
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Qlikview 3 Day ReviewDaily Census reviewed Oct. 22, 2013 – Oct. 24, 2013
Patients 2,075
Appointments 2,230
Un-assigned new potential prospects 2,027
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Qlikview 3 Day ReviewThe Raw Numbers
Potential assets
$500K-$1M $1-5M $5-10M
Day 1 19 8 0
Day 2 17 15 1
Day 3 19 7 0
Total 86 individuals with assets above $500K
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26Not assigned
Qlikview 3 Day ReviewProspects Identified
After Researcher Validation
9Assigned
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Qlikview 3 Day ReviewPayment Source
TCH Donor
ApptFatherFullNM
ApptMotherFullNM
Research Notes Assigned Solicitor
Cigna Yes Allen Allen Mrs. Allen is assigned to Jennifer; couple formerly assigned to Ellen. Mrs. Allen is a daughter of Tichenor (255992) - high capacity donors (HV: $3.2M) who are unassigned. Tichenor's parents were part of the Webre family who founded the Texas United Corporation, a manufacturer of industrial inorganic chemicals with 340 employees. Tichenor is still the owner.
Jennifer L. Smart
Self-pay Yes Alvarez Alvarez Mr. Alvarez is the owner of construction management company Renovation Team, which focuses on restaurants, strip malls, etc. He also develops real estate through his Casa Alvarez company. All based in Cypress, TX.
Unassigned
Self-pay No Batchelor Batchelor $1.5M home. Josh Batchelor is a Principal w/ Quantum Energy Partners. Quantum is assgined to Virginia Tomlinson.
Unassigned
Aetna Yes Boehler Boehler Joined Ambassadors in 2012 #@ $250 but that's the only gift. Chris is an attorney w/ Andrews Kurth. Kelly Cliburn sent wife Heather an e-mail in September 2013 about the Be A Cancer Survivor event supporting cancer genetics.
Unassigned
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Qlikview 3 Day ReviewFindings• Several patient families were identified that are well
known to us and are ones we’d probably want to visit (example: TCH trustee’s grandson)
• 5 patient families had 2 appointments and/or multiple children with appointments over the three day period
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Qlikview 3 Day ReviewFindings• Many of the patient families identified as having
assets of $1M + are self-pay patients—mostly self-employed business owners paying cash
• 7 of the 9 assigned patient families identified are self-pay
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Qlikview 3 Day ReviewFindings• Many of the patient families were already in Raiser’s Edge because
they were donors and/or had been imported into Raiser’s Edge• Even if a wealthy patient family isn’t a donor, targeted e-mail or direct
mail solicitation shortly after their patient encounter could create an opportunity for them to become donors. If they give and have continued appointments this could be where a gift officer comes in to play.
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CLIKVIEW:ASSIGNED OR $1M+ CAPACITY
ASSIGNED: Seema
NOT ASSIGNED:Travis
QUALIFY CAPACITY
FALSE HIT: No RE Entry. Stop.
CAPACITY CONFIRMED:Add to RE “Identification” Stage with Census source
RE QUERY: Research Team members assigned to Qualify,
usual procedure is followed
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What We Do• Help identify and describe fundraising
priorities • Communicate the philanthropic case for
support• Build and strengthen long-term relationships• Enlist and involve volunteers • Establish and lead programs to secure
philanthropic support
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• Ask a family for support in any clinical setting
• Surprise donors• Direct where philanthropic funds
should go• Determine institutional priorities
What We Don’t Do
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Travis H. McClainDevelopment Manager,Research & Strategic ServicesTexas Children's Hospital