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Case study: Norton Healthcare and donor-centered gift planning
Lynnie Meyer1, Todd Schmiedeler, David Smith
1Norton Healthcare, Kentucky, USA.
AHP Journal
|May 6, 2010
Summary
Norton Healthcare successfully outsourced its planned giving program, fostering long-term donor partnerships and enabling transformational gifts. This strategic move created a unique charitable estate planning service, enhancing philanthropic support.
Area of Science:
- Healthcare Administration
- Philanthropic Studies
- Nonprofit Management
Background:
- Norton Healthcare sought to enhance its donor relations and philanthropic capacity.
- The organization aimed to establish a specialized service for legacy and estate planning.
Purpose of the Study:
- To evaluate the success of outsourcing Norton Healthcare's planned giving program.
- To assess the program's impact on donor partnerships and financial contributions.
Main Methods:
- Implementation of an outsourced planned giving program.
- Development of a unique charitable estate planning service.
- Focus on cultivating long-term philanthropic partnerships.
Main Results:
- The outsourced program has been highly successful.
- New avenues for donor support have been created.
- Significant groundwork laid for transformational gifts.
Conclusions:
- Outsourcing planned giving can be an effective strategy for healthcare organizations.
- Specialized estate planning services can strengthen donor relationships.
- This approach facilitates substantial philanthropic contributions.
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