Campaign Overview presented to Children

1
Campaign Overviewpresented to Childrens
Memorial Research CenterNovember 2, 2005

• Elizabeth A. LaBorde
• Vice President and Chief Operating Officer
• Childrens Memorial Foundation

2
The Foundation An Overview
95 Staff Members in Key Areas of Philanthropic
Endeavour and Support

• Executive Offices
• Annual Programs
• Affiliated Organizations and Events
• Major Gifts
• Planned Giving
• Research and Technology

• Campaign
• Communications
• Donor Relations
• Information Systems
• Prospect Management and Research
• Foundation Operations

3
The Foundation An Overview

• Foundation is a Separate 501(c)3 Organization
• President of the Foundation reports to the CEO of
  the Medical Center
• 175 Foundation Board Members
• By the Numbers
• 350,000 records in our donor database
• 250 events held each year
• 40,000 donors in FY05 contributed 55.6 Million,
  our largest philanthropic year to date.

4
What About The Campaign?
What is it?
How Much is for Research?
Where did these amounts come from?
How did it start?
What is the time frame?
5

• The Campaign
• Feasibility Study

6
Feasibility Study Findings

• Purpose of the study
• Assess the level of support among hospital
  leadership, friends and donors to engage in a
  major fundraising campaign
• Test the viability of an initial working goal
  of 400 million over seven years
• Characteristics of the study
• During Summer 2004, conducted 100 face-to-face
  interviews and 350 telephone interviews
• Results of the study
• CMH has an outstanding local and regional
  reputation
• Administration and leadership are highly regarded
  
• Facilities seen as antiquated and functionally
  obsolete

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Feasibility Study Findings

• Results of the study also confirmed
• The need for a new facility is well understood
  and endorsed by the internal family
• Childrens Memorial is ranked as a high
  philanthropic priority for 82 of those
  interviewed
• A high degree of philanthropic commitment from
  Board Members was seen as essential to Campaign
  success
• Board members set the financial target for their
  personal commitments in this Campaign at 100
  percent Board participation and a minimum of 100
  million in giving

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A Unanimous Vote of the Hospital Boards
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Philanthropy and the New Hospital

• In November 2004, Childrens Memorials Boards
  unanimously resolved that Childrens Memorial
  undertake a 400M comprehensive campaign in two
  phases
• Leadership Campaign Quiet Phase
• Two-year campaign with 200M goal achieved by
  2007
• Public Phase
• Five year campaign targeting the remaining 200M
  achieved by 2011
• 250 million will be designated for bricks and
  mortar for the new childrens hospital.
• 150 will be dedicated to support medical
  research and other programs critical to
  Childrens Memorials core mission.

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Goals Objectives

• Objective Leadership Phase Public Phase
  Total Campaign
• New Hospital Facility 150,000,000 100,000,000
  250,000,000
• Research, Programs
• and Endowment 50,000,000
  100,000,000 150,000,000
• Total 200,000,000 200,000,000
  400,000,000

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The Campaign Timeline
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Childrens Memorial Research Center In The
Campaign
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Non-Facility Goal Leadership Phase
Objectives Sept 2004 2005 2006
RESEARCH
Childrens Memorial Research Center 6,000,000 8,000,000
PROGRAMS
Family Services 2,000,000 2,650,000
Charity Care 1,000,000 1,000,000
Advocacy 175,000 175,000
Medical and Surgical Specialties 1,000,000 1,000,000
Unrestricted 11,000,000 12,000,000
ENDOWMENT
Education Chairs 1,000,000 1,000,000
DONOR DIRECTED
1,000,000 1,000,000
Total 23,175,000 26,825,000
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Research Center Goals
Leadership Phase
Sept. 2004 2005 6,000,000
Fiscal 2006 8,000,000
Public Phase
Fiscal 2007 6,000,000
Fiscal 2008 6,000,000
Fiscal 2009 4,000,000
Fiscal 2010 4,000,000
Fiscal 2011 4,000,000
Total 38,000,000
15
FY06 Research Fundraising Goal
Program Objectives Program Objectives
Consistent with CMRC Strategic Plans Consistent with CMRC Strategic Plans
FY06
Cancer, Biology and Epigenomics 2,500,000
Genetics Research 2,500,000
Child Health Research 2,000,000
Stem Cell Research 1,000,000
Total 8,000,000
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Our Partnership with You

• We integrate clinical and bench research outcomes
  whenever a donor indicates that research is a
  focus of their giving.
• We provide opportunities to highlight research
  activities to donors through tours, events,
  testimonials and prospect referrals.
• We understand research is a key component of what
  makes Childrens Memorial Hospital an asset to
  the local, national and international community.

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Key Contacts with the Foundation

• Tom Flynn,
• Director of Development for Research and
  Technology
• Tom Lawley,
• Major Gifts Officer for Research and Technology
• Felicia Miller,
• Administrative Assistant
• Angela Schroth,
• Associate Director of Corporate and Foundation
  Gifts