Randall Hallett
Grateful Patient Philanthropy: Lessons in Identifying, Engaging, and Managing High Potential Constituents
Part Two: Building the Infrastructure Behind the Program: Prospect Management, Data, Technology, and Organizational Alignment
This 50-minute session focuses on the internal systems required to turn grateful patient philanthropy from an occasional opportunity into a sustainable program.
Participants will explore how prospect development teams can help identify priority clinical areas and physicians, including consideration of patient acuity, volume, relationship intensity, and the likelihood that a meaningful care experience may generate gratitude. The session will also examine the importance of aligning prospect identification with organizational strategy, since grateful patients frequently direct their philanthropy toward the area of care that affected them personally.
Particular attention will be given to the speed and structure of the prospect management process. Topics will include timely access to data following discharge, HIPAA allowable information, screening and prioritization, assignment to gift officers, CRM workflows, clinician referral processes, and the potential use of EMR based notifications. The proper program model emphasizes that successful programs require integrated data, CRM, clinician engagement, metrics, and defined workflows rather than relying solely on individual referrals.
These operational concepts also have direct relevance outside healthcare. Higher education institutions face similar questions about how quickly to identify and qualify alumni following meaningful engagement. Social service organizations must determine how to responsibly use program and constituent data to identify potential advocates and donors. Across sectors, prospect development professionals play a central role in connecting institutional data, constituent experience, philanthropic capacity, and organizational priorities.
About the Speaker:
Randall Hallett is the CEO and Founder of Hallett Philanthropy, a full-service consulting firm. Having spent his entire career in philanthropy, Randall has a.jpg)
passion for helping organizations seek funding to meet their mission, and believes giving is good for one’s emotional and physical well-being.
Prior to founding Hallett Philanthropy, Randall served as President and Principal Consultant for a large leading firm in philanthropy consulting. While there, he oversaw all client programs on behalf of the 30+ person firm. The final four years of his seven-year tenure were the most profitable for the organization in their history.
As a consultant, Randall has worked with universities, healthcare systems, hospitals, medical centers, community non-profits here in the US and across the globe, including University of California Irvine, University of Missouri, University of Miami, University of Cincinnati, University of St. Mary, Intermountain Health System, Providence Health, PeaceHealth, Make-A-Wish, MassGeneral Brigham Health System, multiple Ronald McDonald Houses, Catholic Health Initiatives (CHI) System, Dignity Health System, AdventHealth System, Indiana University Health System, Baylor University Medical Center, Marshfield Clinic Health, Manitoba Children’s Hospital (Canada), Riley Children’s Hospital, and St. Vincent’s Current (Australia).
Before consulting, Randall was the Chief Development Officer (CDO) and MedCenter Senior Executive at the University of Nebraska Medical Center, where he was responsible for all aspects of fundraising, including the introduction of a major gift solicitations program through physician engagement, a concierge program, and a planned giving effort which led to a 600 percent increase during his tenure. Randall and his team supported the $370 million 18-month fundraising effort for the Fred and Pamela Buffett Cancer Center.
Prior to working with the MedCenter, Randall spent 15 years in fundraising leadership positions with educational institutions, all in the chief development officer role. In those capacities, he oversaw $20M+ campaigns, all fundraising efforts, alumni offices, admissions, marketing, and other external relations.
Randall holds a bachelor’s degree in business and finance from the University of Nebraska-Omaha, a Master’s Degree in Business Administration from the University of Missouri-Kansas City, a Juris Doctorate with a personal focus in taxation issues of estates and trusts from the University of Missouri-Kansas City, and an Educational Doctorate in leadership from the University of St. Thomas.
Randall’s recent industry thought leader effort is his latest book Vibrant Vulnerability: Mastering Philanthropy for Today and Tomorrow’s Healthcare CEO delves into the relationship between fundraising and non-fundraising CEO’s.
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