Goals and Action Items
Goals
Develop meaningful financial statements
- Improve and implement IT tools and dashboards by close of FY22
Develop a more disciplined approach to financial processes
- Improve budget process during FY22 for FY23
- Implement a financial strategies plan by close of FY22
Align / standardize the School of Medicine’s administrative functions
- Implement an administrative strategies plan by close of FY22
Develop a culture of philanthropy
- Implement a communications plan to highlight philanthropic successes and impact among internal and external audiences
- Educate physicians and care providers through the Medical Philanthropy Academy (two cohorts annually) and by posting philanthropy education materials online
- Leverage direct marketing (annual giving) to solicit all M.D. and basic health science alumni, as well as housestaff of select departments, annually
- Provide meaningful engagement and thoughtful stewardship with donors through giving societies and annual updates on faculty accomplishments (endowed positions) and student success (scholarship recipients)
Inspire giving in high impact areas to drive philanthropic opportunities
- Create and share a minimum of 12 stories a year that promote high impact areas of diversity, equity and inclusion; student experience; innovative research; faculty excellence; and quality clinical care
- Adopt and deploy a HIPAA-compliant, university-supported GPCRM capable of tracking at least 12 KPIs used by topflight academic medical centers with grateful patient fundraising programs by June 30, 2023
- Ensure full compliance by updating and refining related MOAs, as well as all policies, procedures and communications relating to patient prospects by Dec. 30, 2022
- Continue and improve HIPAA training and deploy widely for fundraisers, related staff and volunteers by June 30, 2023
- Explore HIPAA-compliant ways to expand program pipeline by June 30, 2023