Seminars

Capital Campaigns

Arlington, VA, September 10-12 2008

PDF Brochure: Download

Photos: Photo 1 | Photo 2 | Photo 3

CFRE Points: 12.0

Seminar Faculty:

• Tracey Atwater - President of WellStar Foundation
• Bruce Flessner - Founding Principal of Bentz Whaley Flessner
• Patricia Porter - Vice President of Development for the Minnesota Medical Foundation
• John Lehr - Vice President of Major and Planned Giving, Cystic Fibrosis Foundation

Major Gifts

Chicago, IL, November 14-17 2008

PDF Brochure: Download

Seminar Faculty:

• Robert Duckworth
• Marcy Heim
• Terry Newmyer
• Steven A. Reed

News Items

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December 19, 2008

• Giant Wall St. Fraud Leaves Charities Reeling. More Info.

• Scandal dampens the charity galas...Boston hospitals reconsider events. More Info.

• Is it dangerous to cut back fundraising costs? More Info. 

• Pediatric Waiting Room Opens at St. John’s Mercy Hospital. More Info.

• The Joseph C. Bancroft Charitable and Educational Fund has pledged $2.5 million. More Info.

• Former President Bill Clinton disclosed the names of more than 200,000 donors to his nonprofit organization. More Info.

• Kmart is pleased to announce an increase in its fundraising efforts for the fifth annual St. Jude Children's Research Hospital. More Info.  

• Holiday giving gets philanthropic twist. More Info.

• Wealthy Are Using 'Mission Statements' to Set Goals Amid Uncertain Economy. More Info.

• Let foundations go forth, multiply and prosper. More Info

December 15, 2008

• The fundraising campaign for Rockingham Memorial Hospital's new facility exceeded the original goal by more than $1 million, and now officials are setting their sights even higher. More Info.

• Hospital projects are good news... More Info.

• Getting your board to help raise funds in the best of times can often be difficult; during a financial crisis, the task can be absolutely daunting. More Info.

• Rosalie Marie “Poddy” Leveque Champeaux is this year's “Times Person of the Year.” More Info. 

• Mayor Thomas M. Menino is planning to tackle an issue that has long bedeviled a city rich with nonprofit universities and hospitals: how to wring more money out of revered institutions, many of them quite wealthy…More Info.  

• A new interactive map tracks grants that foundations have made to help charities deal with fallout from the economic crisis. More Info.

• The economic crisis has delayed construction of the new children's hospital at Penn State Hershey Milton S. Hershey Medical Center. More Info.

• Thanks to a new application by a Seattle mobile-media company, iPhone users can channel donations to the Salvation Army by listening to Christmas tunes. More Info. 

• Helping Donors Decide Where to Give This Holiday Season. More Info.  

• During difficult economic times, charities are getting creative to keep donations flowing…More Info.

December 8, 2008

• Ground broken for $45M Hamilton Hospital. More Info.

• Birch Foundation gives $10 million to hospital....Sharp constructing new 334-bed tower. More Info.

• Predators Fans Can Help Children's Hospital and Get Free Flu Shots. More Info.

• The North Bay General Hospital Volunteer Association was giving like Santa... More Info.

• St. Joseph's will open new facility...More Info.

• Torrance Memorial Medical Lundquist, to chair the hospital's ambitious Center is bringing in a heavy hitter, philanthropist and businesswoman Melanie $200 million capital campaign. More Info.

• Hospitals keep expanding...More Info.

• Obama team seeks your input on healthcare reform. More Info.

• Giving by foundations supports the economy of the United States, with $1 of every philanthropic contribution producing more than $8 in economic benefits...More Info.

• 'Midtown Gets Down' for hospital foundation. More Info.

• YORK, Maine - A historic moment for York Hospital drew dozens Thursday for a groundbreaking ceremony for a surgery center - part of the hospital's $17 million expansion and renovation. More Info.

December 5, 2008

• Overcoming Tough Times. More Info.

• Banner Children's Hospital gets $10 million gift. More Info.

• John Muir Health Foundation, announced an expansion of its Capital Campaign. More Info.

• Wealthy People Increasingly Give Online, Study Finds. More Info. 

• 8 Ideas For Finding New Donors in Today's Economy. More Info.

• The 10 Top American Givers. More Info.

• Foundations Create Large Economic Benefit, Study Says. More Info.

• Can Twitter Help Your Cause Raise Money? More Info.

• Cancer foundation group ready for next step after surpassing $20. More Info.

• Foundation Assets May Have Dropped 30%, Expert Predicts. More Info.

• There is nothing like a hopping dance floor, vivid art and savory wine to properly toast health care. More Info.

• Pique'n yer interest. More Info.

November 4, 2008

• Children's Hospital Boston launches philanthropy website. Info.

• Eleven out of 40 senior financial officers at charities around the country said that they expect their organization's financial prospects to worsen in the next six months, according to a new survey. Info.

• Some charities and foundations have policies to guide employees who want to support candidates for public office, whether by giving money or volunteering. Info.

• Don't Stop Asking For Gifts of Stock, Even in This Economy, Expert Says. Info.

• The Kaiser Family Foundation is starting an independent news service to report on the nation's health-care system.

• Charities Should Not Whine Over Lost Grants, Consultant Says. Info.

• El Camino Hospital Launches First Women's Hospital in Northern California. Info.

• Mercy Medical Center-Sioux City has announced the completion of the first major capital campaign in the hospital's 118-year history. Info.

• In this special report, PJ looks at trends in corporate giving, and nonprofit strategies for partnering with corporations, in the face of the economic downturn. Info.

• As charities grapple with the economic crisis, their executives would like to see the next president take steps to promote giving and to strengthen the nonprofit work force, according to a report.  

• More than one-third of American charities say they have collected fewer dollars so far this year than in 2007, nearly double the share that saw such declines last year, according to a new survey.

  Charity Uses a Blog to Disclose Its Financial Woes. Info.

• Can Charities Learn from Barack Obama's Fund-Raising Success? Info.

• Martha Jefferson Hospital now has the money it needs to move ahead with construction on the new hospital on Pantops Mountain. Info.

October 27, 2008

• Philanthropic Roles Help Elevate Corporate CEO's on Most-Admired List. Read More.

• Charities Urge Next President to Expand Giving Incentives. Read More.

• Global health seen as big business for Seattle. Read More.

• Wealth Gap Is Focus Even as It Shrinks. Read More.

• How to Promote Life-Insurance Gifts. Read More.

• Salvation Army Tries 'Texting' for Gifts. Read More.

• CWRU fundraising duo reveals the secrets of their success. Read More.

• 70% of Americans Plan to Give During the Holidays, Survey Finds. Read More.

• Texas Court Orders $6.5-Million Payment in Planned-Gift Lawsuit. Read More.

• A Canadian charity is raising money by adopting Wall Street terms, offering "shares" for $100, and giving donors share certificates and a prospectus. But is the effort simply a gimmick? Read.

• Highland Hospital's plan to build a $15 million replacement structure is the latest local victim of the Wall Street meltdown.Highland Hospital's plan to build a $15 million replacement structure is the latest local victim of the Wall Street meltdown. Read More.

• In musician's illness, help comes from the state. Read More.

October 22, 2008

• Warren Buffett Says Now Is the Right Time to Buy U.S. Equities. Writing in the New York Times, he said he's following the principle: be fearful when others are greedy and greedy when others are fearful.  Read More.

• Overcoming Tough Times.... In these hard economic times, many charities are focusing on the fundamentals of fund raising. Some are trying to cut the costs of seeking donations, while others are experimenting with appeals for gifts that anyone can afford. Read More.

• These times of economic uncertainty will do nothing to hold back the folks in Ripon who want a new hospital for their community. Read More.   

• Amid an uncertain economic future and a tax-heavy ballot, the Telluride Hospital District plans on proceeding conservatively with bonds and with plenty of caveats. THD is asking voters for $15 million in bonds on Nov. 4.  Read More.

• Enlisting Women to Give. Read More.

• Researchers pack up shop for new Children's Hospital. Read More.

• America's Top Donors...Gifts for health in 2008. Read More.

• America's Top Donors....Gifts for foundations in 2008. Read More.

• Nonprofit Hospitals Leave The City for Greener Pastures. Read More.

• $1 million gift lifts South Shore Hospital past $22 million fundraising goal. Read More.

• The University of Texas today will announce an effort to raise $3 billion in donations for faculty salaries, graduate student stipends, undergraduate scholarships, construction projects, research and athletics. Read More.

October 16, 2008

• Five Tactics to Rev Up Fundraising in a Down Economy.   Read More.                               

  7 Fundraising Tips for Surviving 2008.  Read More.

• Year-End Appeals: Seeking Gifts in Uncertain Times. Read More.

• Charitable Giving Might Not Melt Down, Philanthropy Scholar Predicts. Read More

• As the economy tanks and Wall Street struggles to regroup after a series of bankruptcies and buyouts, philanthropists should be more strategic about choosing organizations to receive charitable dollars, says Raymond Fisman, professor of social enterprise at Columbia University. Read More.

• New California Laws Increase Penalties for Privacy Breaches of Confidential Patient Data. Read More.

• Hospitals Use 'Broad Latitude' in Reporting Charity Care, Report Finds. Read More.

• Despite arguments that American capitalism fosters greed, people who own businesses are 80 percent more likely to contribute to charitable causes than people who do not, says a report by the Center for Data Analysis at the Heritage Foundation. Read More

October 13, 2008

• Investors cheered the global response to the deepening financial crisis, with U.S. stock futures pointing to a rally at the open. Read More.

• LONDON - European markets rallied strongly Monday following Asia's lead in response to the widespread government efforts over the weekend to shore up the world's battered financial system. Read More.

• U.S. Philanthropic Giving to Slow Due to Weak Economy, Political Uncertainty, Causing Financial Stress in the Nonprofit Health Care Field, AHP Study Warns. Read More.

• My week started with an elegant lunch at our faculty club, at which our university president detailed practical consequences of the current financial crunch. Read More.

• Famed Scottish-born American industrialist and philanthropist Andrew Carnegie (1835-1911), namesake of more than 2,500 Carnegie Libraries and the enduring Carnegie Foundation, once remarked that "the man who dies rich dies disgraced." Read More.

• Nonprofit Groups Will Face More Scrutiny, State Regulators Told. Read More.

• A new chapter in Somerset County health care is about to be written, thanks in part to Marylanders near and far. Read More.

• Philanthropist Donates $42-Million to Stem-Cell Research. Read More.

• $125-Million Pledged to Harvard Engineering Program. Read More.

• Overcoming Tough Times. Read More.

• Charitable Giving Might Not Melt Down, Philanthropy Scholar Predicts.
  Read More.

• Book Review: The Strengths and Weaknesses of "Philanthrocapitalism." Read More.

• Back to the little black bag.  Read More.

October 6, 2008

• The second annual Arts in Healthcare Benefit will take place at the auditorium in the QEII Hospital Oct. 4. More.

• Raising Money from Former Patients.More.

• Sherman starts $12 million fundraising drive for campus.  More

• New Study Sheds Light on What Wealthy Donors Care About; Many Say They Will Support Operating Costs. More.

• Groundbreaking ceremonies took place today for University Medical Center of Princeton at Plainsboro (UMCPP), a new, state-of-the-art hospital to replace the downtown Princeton facility that has been home to University Medical Center at Princeton (UMCP) since 1919 More.

• Charities brace for lean times in 2009. More.

• The crisis in the nation’s financial markets has yet to officially spill over into a full-blown recession, but the sharp downturn is already affecting foundations and charities in myriad ways.  More

• The United Way of America today announced a 10-year effort that focuses on three goals: improving the health, education and finances of working families across the country. More.

• Wall Street Crisis Will Affect Demands on the Nonprofit World -- and Its Work Force, Experts Say.More.

• Stocks End Lower amid Bailout, Buffett News. More.

• Foundations Step Up Giving to Help Those Harmed by Bad Economy, Study Finds.More.

• Hit Hard by the Economic Downturn, Charities Look to Innovative Fundraising Models to Keep Their Doors Open.  More.

• Brian Doyle owes his life and his wife to St. Jude Children’s Research Hospital. More.

September 29, 2008

• New York-Presbyterian Hospital has raised as much as $200 million in a good year, with the help of a gilded board stacked with Wall Street luminaries. Read More.

• A Cape Cod couple has donated $10 million toward construction of a new oncology center at Falmouth Hospital, the largest gift ever made to Cape Cod Healthcare Inc. Read More.

• Louisville's Kosair Children's Hospital on Thursday will announce its first major philanthropic campaign in its 116-year history with a goal of raising $208 million to meet future growth needs. Read More.

• LOS ANGELES-If a ballot measure seeking money for children's hospitals seems familiar to California voters, it's because they approved a nearly identical measure in 2004.  Proposition 3 on the Nov. 4 ballot would authorize the state to borrow $980 million to pay for construction, remodeling and equipping children's hospitals. Read More.

• September 25 will mark a new era in hospital building and design as Rush University Medical Center celebrates the groundbreaking for its new hospital designed "from the inside out." Read More.

• WaMu's sale raises questions about the company's philanthropic efforts in the Puget Sound area and nationally. Read More.

• It Doesn't Take a Capital Campaign to Seek Big Gifts.  Read More.

• During the last four years, 45 cents of every dollar of patient revenue at Tulsa Regional Medical Center has been needed to cover the cost of uncompensated care for the indigent.  Read More.

• For today's celebs, charity work is almost as much a part of the job as walking the red carpet. Famous names have become affiliated with preventing domestic violence, curing breast cancer, fixing smiles and saving farms from development. Read More.

• The Central Washington Hospital Foundation will try to raise $3 million from the community and match it with $3 million it already has to help pay for a new $150 million expansion.  Read More.

• Successful fundraising campaign advances Penticton Regional Hospital.  Read More.

• Grand Rapids--The West Michigan regional economy has been defined by the lumber, furniture and manufacturing industries during the past century and half. Over the next half-century, West Michigan's economy might be led by health care and the life sciences, a panel of industry leaders told a recent business policy conference. Read More.

• Lance of a lifetime: Lance Armstrong saddles up for the Cedars Cancer Institute of the McGill University Health Centre, generating over one million dollars for cancer care. Read More.

• Kentucky's only freestanding children's hospital has launched a 208-million-dollar capital campaign to expand pediatric services.  Read More.

September 24, 2008

• It's the magic moment. You're sitting across from the donor, and you're about to make "The Ask." How do you know how much to request?
  Read More.

• Nonprofit fundraisers are being squeezed on both sides by the flagging economy. While donors are tightening their belts,those who benefit from the services nonprofits provide are in even greater need of assistance. Read More.

• The Federal Reserve ramped up its effort to stabilize tight credit markets Wednesday, setting up swap lines that will provide $30 billion to central banks in Australia, Sweden, Denmark and Norway for short-term loans to commercial banks. Read More.

• With the economy hurting, nonprofit agencies that aid those in need say they soon will be forced to scramble for assistance themselves - that is, unless businesses all over Long Island step up to help. Read More.

• The so-called "flight to quality" in the U.S. Treasury market appears to be over for now - bond prices are down and yields are up from lows touched last week. Read More.

• American workers with job-based health insurance can expect to spend 8.9% more for their health care in 2009, according to a study. Read More.

• Chapel Hill Wine Company raised over $80,000 for N.C. Children's Hospital through Corks for Kids dinner and wine tasting. Read More.

• Former President Bill Clinton expressed concern Monday that upheaval in the financial world could undermine major worldwide charitable donations at a moment when help is most needed, report.  Read More.

• Berkshire Hathaway agreed late Tuesday to invest at least $5 billion in Goldman Sachs Group, with billionaire investor Warren Buffett backing a Wall Street firm that's begun transforming itself into a more-stable banking business. Read More.

• New Guide Helps Organizations Understand HIPAA and Fundraising. Read More.

• The awards are given in three categories: basic research, clinical research, and the special-achievement award in medical science. The prize in each category is $300,000. Read More.

• Despite giving more than $1 million a year to nonprofits, roughly one-third of high-net-worth donors do not see themselves as philanthropists, says a survey by the Center for High Impact Philanthropy at the University of Pennsylvania. Read More.

• Weakening financial markets in 2007 drove down investment returns for health-care organizations to 8 percent from 10.6 percent in 2006, a new study says. Read More.

September 22, 2008

• Federal regulators converted Wall Street's remaining stand-alone investment banks - Goldman Sachs and Morgan Stanley - into bank holding companies Sunday night.  Read More.

• A Minneapolis fund-raising consultant, offers several tips to help institutions in the midst of big fund-raising campaigns weather this latest Wall Street crisis. Read More.

• Bucking the tide in the bleak economy, corporate giving at some of the largest U.S. companies is prospering, with some expecting to increase their giving. Read More.

• An effort launched to boost pro-bono volunteering by corporate America has raised more than $406 million of its goal of $1 billion worth of service. Read More.

• Eager to show that he feels people's pain, President George W. Bush told the country yesterday that his administration is working feverishly to calm turmoil in the financial markets. Read More.

• Corporate America is hurting. The federal government took over the two largest U.S. mortgage banks. Read More.

• Chicago's Healthcare Facilities Symposium & Expo raffle raised $6,500 for Children's Memorial Hospital, Chicago, IL Read more.

• The American Heart Association expects to meet its fundraising goal of $2 million dollars after the 17th Annual Heart Walk. Read More.

• MetLife Foundation awarded total of $100,000 to Alzheimer's Disease International and 11 of its member organizations for educational training, global awareness. Read More.

• Nonprofit health-care organizations generated 8 percent on their investment assets last year, down from nearly an 11-percent average return the previous year, according to a new study. Read More.
  

September 17, 2008

• Bucking the tide in the bleak economy, corporate giving at some of the largest U.S. companies is prospering, with some expecting to increase their giving. Read More.

• But with recent changes in corporate giving, all may not be lost. More and more companies are taking a strategic approach to their philanthropy. Read More.

• A top aide to U.S. Sen. Charles E. Grassley has said the Internal Revenue Service currently has the authority to tighten the requirements on nonprofit hospitals for retaining their tax-exempt status. But she said the senator also is considering legislation to achieve that end. Read More.
• This month’s decision by America’s Second Harvest to change its name to Feeding America strikes some fund raisers as risky business. Read More.
• Oil prices rallied Wednesday after a couple of bruised and battered financial institutions received assistance and ahead of the government's weekly supply report. Read More.
• Wednesday morning, with the Dow industrials tumbling more than 300 points, as the government's emergency rescue of AIG exacerbated fears about the stability of financial markets. The selloff comes in the wake of Lehman Brothers' bankruptcy and Merrill Lynch's sale to Bank of America. Read More.
• Despite a host of troubling economic signals, charitable giving rose slightly last year, according to estimates from the Giving USA Foundation. But there are signs that those trends could give way to a decline this year. Read More.

September 15, 2008

• Children's Memorial Hospital launches its $600 million campaign. Read More.

• Parkland Hospital in Dallas received record gift for a public hospital as it launches major campaign. Read More.

• Cleveland Clinic opens $506 million Heart Center; sixty percent of funds privately raised.  The event honored extraordinary philanthropists Cydell and Arnold Miller. Read More.

• University of California San Francisco is one-third of the way towards its $600 million campaign goal for its new $1.6 billion hospital complex. Read More.