Explore Engaged Generosity resources—field-tested white papers, tools, and practical tips you can put to work right away to strengthen donor relationships, sharpen strategy, and build healthier fundraising systems.
Everything here is built from real frontline experience (not theory) and designed to be easy to skim, share, and apply.
Resources
Major and Principal Gifts
How to Run Effective Mission-Centered Cultivation Events
Skip the gala and host a smaller, mission-centered reception that creates real conversation with major and leadership prospects. This guide lays out a proven format—host role, invite strategy, program flow, and follow-up steps—to turn a simple gathering into a cultivation engine.
Parnering with a Focused Group of Physician Allies
Stop spreading your time across dozens of physicians—focus on the few who are both aligned with fundraising priorities and connected to high-capacity patients. This guide offers a simple, field-tested approach to building physician trust and leveraging it to secure more donor visits.
Achieving C-Suite Alignment with Philanthropy
Aligning with leadership isn’t about more meetings—it’s about “showing your work,” managing expectations, and keeping key stakeholders in the loop from strategy through stewardship. This white paper shares practical ways to build trust with the C-suite, align priorities with prospect interest, and reduce friction that slows fundraising down.
Data and Analytics
Accessing Patient Data with PHI
Patient data can strengthen fundraising strategy—but only when you understand what’s permissible and how to apply the “minimum necessary” standard. This resource summarizes limited PHI allowed for fundraising, compliance considerations, opt-outs, and a template for requesting a secure patient file.
Getting and Moving Patient Data
Getting patient data from the EMR into fundraising systems shouldn’t be a black box—this quick guide outlines the essential data points for annual, major, and planned giving prospecting, plus a practical checklist for moving that data cleanly (matching, deduping, field mapping, and compliance).
Informing a Grateful Patient Major Gift Program with Strategic Data
Strong grateful patient programs run on the right data—collected intentionally, used responsibly, and applied to real strategy. This white paper outlines what to pull, how to segment and analyze it, and how to use insights to prioritize prospects and strengthen physician partnerships.
Guide to Intentional Data-Driven Fundraising
Strong grateful patient programs run on the right data—collected intentionally, used responsibly, and applied to real strategy. This white paper outlines what to pull, how to segment and analyze it, and how to use insights to prioritize prospects and strengthen physician partnerships.
Planned Giving
Achieve Excellence in Planned Giving
Planned giving grows with consistent, simple actions—not complicated campaigns. This white paper shares practical ways to identify likely legacy donors, cultivate interest with the right language, and build a steady stewardship rhythm that keeps bequest commitments coming.
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