Sector track
Healthcare & Medical
Grateful patient programs, hospital foundations, and health-system philanthropy.
- Hospital foundations
- Health systems
- Hospices & clinics
- Disease research foundations
Your best prospects had the worst day of their lives in your building. Gratitude is powerful and ethically delicate. HIPAA is in the room.
The curriculum, stage by stage
The full map is open: every module, every lesson. Free previews are marked; the rest opens with membership. Modules still in development are shown where they will land.
I Foundations typically years 0–2
How hospital foundations work, HIPAA-compliant prospect identification, and physician relationships 101.
How Fundraising Works
The map you weren't given: where the money comes from, why people give, and what a development program is made of.
Your First Donor Conversations
Scripts, practice, and nerve for the conversations that fund your mission: discovery visits, thank-you calls, and your first ask.
The Annual Fund, Explained
Appeals, segments, and the giving calendar: how recurring annual revenue gets built, one season at a time.
Thank-Yous That Keep Donors
Retention is the cheapest money you raise. Build a gratitude system that runs even when you are slammed.
CRM Hygiene From Day One
Whatever system you inherited, make it trustworthy: clean records, simple codes, and reports you can stand behind.
Grant Writing 101: From LOI to Report
Find the right funders, write a fundable proposal, and report in a way that earns the second grant.
Your First Event: Purpose, Plan, and the Ask in the Room
What an event is for, the budget you can defend, the sponsor conversation, and the fund-a-need moment done without pressure. For the fundraiser who has just been handed the gala.
Working With Your Board (When You Are Not in Charge of It)
What a board is for, what to ask of it in year one, and how to brief a chair or committee without overstepping. For the fundraiser who reports to the ED and still needs the board to help.
Campaigns, Explained: What They Are and Your Part in One
Phases, gift tables, and the quiet phase, seen from the seat of a first-year fundraiser who will be asked to help. Enough to be useful in a campaign before you are asked to lead one.
Planned Giving Basics: Recognizing the Gift in Front of You
Bequests, beneficiary designations, and the signals a long-time donor sends; how to respond with gratitude and refer well. The gift most shops miss because nobody in year one was told to look.
Sector templates
Documents built for Healthcare shops, tailored to the sector's donors and calendar. These live in the Materials Library, alongside the rest members can download.
Grateful Patient Program Charter & Operating Framework
View material →HIPAA-Compliant Patient Data-Use & Referral Workflow (Clinical-to-Development Firewall)
View material →Physician & Clinician Partnership Briefing (Engagement Without Referral Incentives)
View material →Train for Healthcare fundraising the way it works.
One membership opens every lesson, template, and worksheet in this track, and the other seven.
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