Your PROFESSIONAL PATHWAY Competencies for a Career in Health Care Philanthropy High Performing CDO Fellow-advanced practitioner 8+ Years CFRE 5+ Years
Executive Practitioner/Specialist
S YEAR
Baseline The knowledge base you need to begin your career in health care development. These areas are the fundamental steps to building a career. • An overview of the health care sector • Giving constituencies • Developing a compelling case statement • Annual giving • The basics of major gifts, planned giving and campaigns in a health care setting
The core areas identified for mastering the practice of health care development.
Current and Prospective Donor Research • Constituencies, data management system, prospect screening and management, sources of financial support
Securing the Gift
The knowledge, skills and areas identified in order to hold the position of chief development officer.
Leadership • Instilling confidence and motivation for all constituents including physicians/ employees and the external community • Communication skills including public speaking
• Psychology of giving, case for support, gift types, solicitation strategies, fundraising techniques (direct mail, grants, planned gifts, major gifts, tributes, events, campaigns, internet, etc.)
• Vision statements
Relationship Building
• Leadership and understanding of the health care environment
• Key roles/responsibilities/relationships
• Cultivation techniques/plan, communications plan and methods, gift acknowledgment
• Ethics
Volunteer Involvement
• Roles and responsibilities of the development staff
• Volunteer roles/responsibilities, principles of adult learning, volunteer recruitment
Management • Governance models, financial management, audit, standards/methods for analysis, consultant management, impact on community, policy development, systems management
• Diplomacy skills including managing institutional priorities • Strategic planning
• Financial management
Philanthropy • The senior gift officer for the institution with a robust major gift program • Management of a diverse philanthropy program • Performance indicators in philanthropy • Promotion of a culture of compliance
Accountability
Volunteers/Boards/Staff
• Donor bill of rights, ethical principles, laws and regulations, gift acceptance policies, methods of recording, receipting, acknowledging, accounting principles, privacy
• Mentorship of staff and volunteers
Health Care System Fundraising
• Board development and senior volunteer management
The Business of Health Care— What do you need to know?
• The tools/basics/models
• Tax laws
The Business of Health Care— What do you need to know?
• Health care trends
• Physician/nursing constituents • Grateful patients • HIPAA • Employee giving
• Working with the senior executive team • System fundraising ©2013 Association for Healthcare Philanthropy
Your PROFESSIONAL PATHWAY Connecting Your Education and Training
Programs for 2014 Executive Practitioner/Specialist Baseline
Leadership Conference for CDO and Board Members In partnership with the Governance Institute January 19-21, 2014 Naples, FL
Throughout The Year
Specialty CDO Workshop In conjunction with the AHP International Conference
April 30-May 2, 2014 Ottawa, ON
Leading Forward: The AHP Leadership Conference June 4-6, 2014 in Baltimore, MD
June 25-27, 2014 New Orleans, LA
July 12-17, 2014 Madison, WI
AHP Annual International Conference October 22-25, 2014 in Palm Desert, CA
elearning to include • Understanding the health care setting
The Advanced Course
Designed for certification review
• On demand courses in major, annual and planned giving
Primer Workshop Designed for new professionals
©2013 Association for Healthcare Philanthropy