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Prerequisite: Insight Into Medical Philanthropy
This workshop is for medical professionals who seek a deeper understanding of philanthropy and want to build skills that are a critical part of the donor development process. The workshop clarifies roles in development and creates opportunities to practice the skills of making professional referrals, articulating a compelling Vision Story, getting donors’ personal stories on the table, and connecting passion to project.
Syllabus
Introduction
Participants will have a brief overview of the workshop, review core concepts from Insight Into Medical Philanthropy, and look at tactics for building rapport in discovery meetings.
Crafting Your Compelling Vision Story
Participants delve into the anatomy and purpose of a Vision Story, why it is important, and what components make a Vision Story compelling.
Making the Professional Referral
Participants explore tools and techniques to help identify potential major donors, examine the ethical concerns of physicians, and address the different phases of physician engagement in development
Creating Gratifying Gifting Experiences
Participants learn how they can create a return on philanthropic investment (ROPI) that ensures donors feel appreciated and valued and sets the stage for future gifts.
