PCLC Curriculum Module 6: Community Partnerships Partnerships and Philanthropy for Palliative Care Programs …

1. PCLC CurriculumModule 6: Community Partnerships Partnerships and Philanthropy for Palliative Care Programs…

2. Acknowledgements Adapted from content created by Palliative Care Leadership Centers faculty of… • University of Alabama at Birmingham • University of California, San Francisco • Palliative Care Center of the Bluegrass Slide 2 of 28

3. Learning Objectives • Understand the role of philanthropy/ development • Review the type of partnerships and/or services needed by patients and families seen in a palliative care (PC) program • List community agencies or programs that can provide services in partnership with PC programs • Identify organizational, contractual, and structural options for partnerships Slide 3 of 28

4. Philanthropy and Development From the Greek: philanthropia, from philanthropos, “person loving” The desire to promote the welfare of others expressed especially by the generous donation of money to good causes Partners: “One who is associated with another in a shared activity.” Slide 4 of 28

5. Why Philanthropy is Important • Provides unrestricted (can be used anywhere) or restricted funds (with the ethical obligation to follow the donors intent) for PC • Donations may provide new projects, pilots, initiatives • Provides core programmatic support • Can support education • Of team, staff, trainees Slide 5 of 28

6. Sources of Philanthropy • Foundations • Institutional, local, national • May be in the form of grants • The best place to look for support • http://foundationcenter.org/ • Individuals • Community members • Board of Director members • Corporations • Businesses • Organizations Slide 6 of 28

7. “The Numbers” Giving USA 2012 Annual Report - The Center on Philanthropy at Indiana University Slide 7 of 28

8. Relationships • Fundamentally, philanthropy and partnerships is about relationships • Between you and your institution • Between you and your development office(r) • Between you and your donor(s) • Between you and volunteers • Between you and your community • Before and after donations Slide 8 of 28

9. Relationship with Your Development Office • Know who your contact person is • Get to know that person • Accept their expertise and advice • They know the institutional relationships and the current donor prospects • Educate him/her about palliative care • Send articles, videos, brochures • Invite them to team meetings, events Slide 9 of 28

10. Relationship with Your Institution • Based on physician/teams key role in patient care • Generates good feeling about the institution • Explain the needs of the PC program • Share stories of patients you care for • Remind them that palliative care is responsible for contributions to the institution • They need to dedicate some time from a development person to PC • Example: Grateful Family Program Slide 10 of 28

11. Relationship with Your Donor • Access to the physician and team is part of the attraction • Want to know about you and your work • Keep donors updated or engage in “stewardship” • Foster relationships • Few people give millions the first time • Small donations can lead to larger ones • Be the program they want to fund • Enthusiastic, passionate, committed, optimistic Slide 11 of 28

12. Relationship with Your Volunteers • Volunteers get to know the passion and mission • 2 kinds of volunteers • Programmatic volunteers • Fund-raising volunteers • Can link to others in community • Can serve as ambassadors for fund-raising and other development activities • Example- Formal volunteer board or advisory group Slide 12 of 28

13. Be Prepared! Be Passionate! • Create a list of funding needs • Operational: amenities, rooms, education • Endowments: for people, infrastructure • From small to large • Name a Director of Philanthropy or a liaison with the Development Department • Have compelling reasons why someone should give • Develop a procedure for accepting and acknowledging donations Slide 13 of 28

14. Be Prepared • Donor program information packet • Brochure including gift levels if appropriate • Supporting material: articles, news releases • One-page program description • “Wish list” with estimated costs • PowerPoint presentations- tailored to different audiences may be helpful • Budget for development revenue/expenses Slide 14 of 28

15. Challenges • Competing institutional priorities • Crafting a positive message about palliative care • “The hospital is not all about stainless steel” • Bereaved families are vulnerable • Takes time to develop relationships • HIPAA- does not prohibit philanthropy with patients but does require patient protections • Consult with your development or foundation office about your institutional policy Slide 15 of 28

16. HIPPA Requirements • Only demographics can be used in fund raising • Hospital/Hospice must include in their privacy notification that demographics may be used in fund raising • Fund raising must include an opt-out • Ensure that opt-out families don’t receive further fund raising material Slide 16 of 28

17. Benefits Usually have Development personnel Individual donors will give to hospice Challenges for Hospice Challenges • Family is the unit of care • NHPCO standards of care (bereavement services with family) • Ethical responsibility – time sensitivity Slide 17 of 28

18. Partners for Community Education and Outreach • Help raise awareness and resources for your organization. • Initiate community advisory boards • Participate in local, regional and national professional organizations • Leverage the relationships team members already have (RN, SW, Chaplain) • Marketing, public relations and media contacts • Become familiar with research or grant organizations • Serve as educational partners Slide 18 of 28

19. Types of Partnershipsfor Education and Outreach • Examples: -- Schools, universities • Hospice organizations • Education departments within institutions • Pain treatment centers • Support groups • Counseling organizations • Bereavement programs (Hospice/Community) • Disease specific organizations e.g. American Cancer Society, Alzheimer's Associations, etc. Slide 19 of 28

20. Educational Partner Example • Established PC program wishes to broaden education initiatives within institution – Example: Fellowship programs • Needs financial support from administration or educational accrediting body for oversight • Needs potential to help fund trainees or hospice organization partners to provide an educational experience • Needs physician and other interdisciplinary team members as faculty Slide 20 of 28

21. Partners for Clinical Care Delivery • In most situations, partnerships between clinical care entities can provide a broader range of services for patients and families • Community partnerships help prevent duplication of services and maximize resources • Partners can be a source of referrals for each other (understand the legal parameters) • Partnership aids in the development of new relationships to address community needs Slide 21 of 28

22. Clinical Care Example • Small or medium sized community hospital starting inpatient palliative care program • Needs an educational development plan to “market” PC to the public • Needs interdisciplinary team education within hospital • Needs physician group (hospitalists) to partner for referrals/education • Needs hospice partner for after hospital care • Needs potential donor to fund program development Slide 22 of 28

23. Example: Hospice of the Bluegrass • Shared cost with the hospital • Palliative Care Center of the Bluegrass • Contracts with hospital for services ($) • Hospice of the Bluegrass subsidizes program • Shared staff • Hospice of the Bluegrass – MD, APRN • Hospital – SW, RN, Chaplain Slide 23 of 28

24. Summary Points • So now lets start thinking about your current status and opportunities for partnerships in the categories: • Philanthropy and Development • Education and Community Outreach • Clinical Care Delivery Slide 24 of 28

25. Summary Points • Who are your current community partners for which category? • What services do they provide? • What could be done to enhance these partnerships? • What are your next steps? • Review Worksheet 6.1 and 6.2 Slide 25 of 28

26. Summary Points • Community partnership is like business partnership – each organization will have needs that must be met • Organizations must think strategically when choosing partners, as each partnership is a relationship that requires consistent stewardship. • Discuss with organization administration and development office to understand existing and previous relationships Slide 26 of 28

27. Action Steps • Identification: For each patient and program need, identify existing and potential community partners. • Evaluation: Evaluate the status of your relationship. • Implementation: What are the next steps in developing these relationships? Who will be the responsible party? • Barriers: What barriers do you anticipate in developing and/or stewarding these relationships? • Review Worksheets 6.3 and 6.4 Slide 27 of 28

28. Take Home Messages • Philanthropy and community partnerships are a key source of support for palliative care programs • There are many sources of philanthropy and partnerships in education and clinical care - explore them all • Work with your Development Department • Relationships are key; Before and After • Be Prepared and Be Passionate • Share your compelling story Slide 28 of 28