Whether it is grateful patients, campaign work, or individual growth, Hallett Philanthropy brings nearly a quarter of a century (25 years) of front-line and leadership experience to meet client expectations in the following areas:
GRATEFUL PATIENT FUNDRAISING
Grateful Patient programs are fundraising initiatives that allow hospitals and other healthcare organizations to find more major gift prospects among their patients. They raise money from present and former hospital patients and aim to increase gifts from past donors. The goal of these programs is to, by collaborating with clinicians, identify high-quality fundraising prospects or donors and use proper fundraising strategies to bring in donations for the hospital. These programs are designed to foster a culture of gratitude and raise money to support the many services that hospitals provide.
Hallett Philanthropy will…
Implement the step-by-step Hallett Philanthropy guide for Grateful Patient fundraising success
Train clinicians to understand patient/family gratitude and how the Foundation/Development Office works with their patients/families
Assist with clinicians’ comfort level being referral agents by being partners with the Foundation/Development Office
Help gift officers with the clinician relationships
Help gift officers be more effective and efficient with grateful patients/families in moving them to gift opportunities
Support the use of appropriate data to best utilize HIPAA compliant information to quickly identify the best clinician partners and correct patients/families to engage with
Board training
Studies and research consistently indicate the most successful “referral” for a future donor comes from a community volunteer, in particular a board member. How do you get board members to engage past “reviewing the finances?” If a non-profit’s board and key volunteers are engaged at a personal level, beyond just the superficial, the organization gains immeasurable credibility in the community and additional philanthropic dollars to support the mission.
Hallett Philanthropy will…
Train board members to better understand the true value of the role and what the organization truly needs from them
Train board members to become more comfortable being referral agents by being partners with the Foundation/Development Office
Help the board understand the difference between “operations” vs “strategic” and enable the board to embrace more the “vision” responsibilities rather than be concerned with daily organization efforts
Help to rewrite board “job descriptions” as well as create metrics for board members
Oversee and facilitate strategic planning efforts, through the board, for the entire organization
Review and rewrite any/all organizational wide policies
ANNUAL GIVING
Capital campaigns get all the glory, but the most successful campaigns are built on the shoulders of strong annual giving programs. An annual giving program should engage your constituents in your organization’s efforts, use analytics to identify the best tactics for securing philanthropic support from your stakeholders, and build sustainable giving relationships that feed the major gift pipeline. Annual giving counsel involves taking the long view and answering the difficult questions.
Hallett Philanthropy will…
Review the process, segmentation, and input data used for a non-profit’s annual giving program against best practice and national statistics
Review literature, case statements, and other collateral material for clarity and effectiveness
Makes recommendations on potential improvement
FEASIBILITY STUDIES/CAMPAIGN PLANNING
Preparing your organization so that it can initiate a successful fundraising program is a critical task. Hallett Philanthropy often collaborates with nonprofit organizations to assess an organization’s proficiency with regard to fundraising and to ready the nonprofit to increase its fundraising efficacy.
Hallett Philanthropy will…
Help the non-profit facilitate and coordinate with leadership appropriate “needs” for a campaign
Help write (edit) Case Statements
Conduct key constituent interviews
Oversee the quantitative data analysis of the fundraising CRM
Create formal recommendations regarding a campaign through a formal report
Present results to the non-profit’s leadership
DEVELOPMENT ASSESSMENT
A development assessment examines fundraising programs top to bottom, using both quantitative and qualitative methodology to help prioritize staff and monetary resources, make a plan for the organization’s future, and grow to reach fundraising potential. The result of findings in a Development Assessment, the Development Plan provides formal recommendations as a roadmap to guide successful development initiatives. Action items are assigned responsibility and timelines to drive and ensure accountability.
Hallett Philanthropy will…
Interview key internal and external constituents
Review the relationship and communication between the Board, the executive team, and the fundraising team
Review metrics/accountability of the fundraisers
Oversee the quantitative data analysis of the fundraising CRM to see how it is used, related processes, etc.
Create formal recommendations regarding improvement opportunities
Present results to the non-profits leadership
MARKET ASSESSMENTS
Many times, non-profits do not have a full understanding or appreciation of the “upside” of fundraising opportunity. A metro market assessment takes a current non-profit, and its philanthropic efforts, and compares it to the rest of the metro market to assess where it “stands” within the local community.
Hallett Philanthropy will…
Identify and analyze the community for a better understanding of total philanthropy capacity
Compare the non-profit inside the local community to assess its “place” as it pertains to how much money might be raised
Compare the non-profit to others like inside the local community and is fundraising effectiveness
Compare the local community to other similar communities to see trends and opportunities
Compare the non-profit to national statistics and research to give a high level comparison
Makes recommendations on potential improvement
Concierge Stewardship Services
Strong and consistent communication with donors is essential in stewardship. As it relates to healthcare, having the ability to meet the donor’s expectations, as it pertains to their need for ongoing medical care, can be an important element to deepening the relationship. A properly designed and run program that meets those needs while remaining “true” the organization’s culture and mission is a challenge. But when done correctly and effectively, such a service can bring immense value to the donors, the fundraising operations, and the clinical enterprise.
Hallett Philanthropy will…
Help gain buy-in from key influencers and decision-makers
Create an individualized step-by-step guide as to how to best build the proper program, including process mapping, timelines, and job descriptions
Develop a plan for internal and external communications
Provide strategic guidance for branded material
Develop performance metrics and reports for accountability and ROI
CAMPAIGN COUNSEL
Throughout a major fundraising campaign, hands-on guidance and support takes many forms: recruiting volunteers to advocate for you in the community; training your staff in the art and science of cultivation and solicitation; identifying your best prospects and brainstorming the best ways to capture their hearts and minds.
Hallett Philanthropy will…
Create overall campaign structure, timeline, and responsibilities for campaign success
Implement the step-by-step best practice guide for Hallett Philanthropy campaign success
With less cost and more accountability, create a monthly repetitive process for the Foundation/Development Office that includes accountability of key campaign tasks, ongoing communication, and regular counsel regarding key/important campaign issues
Train board members to better understand the true value of the role and what the organization truly needs from them
Train board members to become more comfortable being referral agents by being partners with the Foundation/Development Office
Help create individual strategies for potential high-level donors
If needed, can brought in to support or even make a formal solicitation of a prospect
MAJOR GIVING COUNSEL
Whether a staff is starting an organization's first major giving/planned giving program or seeking counsel as the organization stretches for an ambitious goal, Hallett Philanthropy can help craft the right fundraising policies and plans for the organization, identify and evaluate potential donors, develop cultivation and solicitation strategies that get gifts—and the stewardship plans that keep donors engaged.
Hallett Philanthropy will…
Work with gift officers about their daily/weekly/monthly processes to better control their calendar, prioritize key tasks, and eliminate non-productive/unnecessary workflows
Help to develop gift officer’s skills in communication, planning, speaking, writing, and overall effectiveness, leading to better results
Build a gift officer’s confidence
Create a growth plan for a gift officer
Help create individual strategies for potential donors
If needed, can brought in to support or even make a formal solicitation of a prospect
coaching
World-class athletes, musicians and performers work closely with their coaches to achieve and maintain preeminence in their fields. Similarly, top performers in advancement programs benefit from working with an executive coach to build upon their talents and experience. Executive coaching can be customized for emerging talent, gift officers, fundraising leaders, senior executives, new managers, or any other members of leadership team who are striving to deliver their very best.
Hallett Philanthropy will…
Work with an individual to best understand their goals
Do a basic beginning analysis of the individual as a baseline
Develop an individualized program to meet the goals based on the beginning point
Work the individual often with the goal of…
Heightening self-awareness
Improving self-regulation
Gaining higher levels of empathy
Boosting in cognition at work
Increasing levels of motivation
Bettering social skills
Improving leadership abilities
Developing stronger communication skills