Beebe Medical Foundation

Beebe Medical Foundation is a single, 280 bed facility in Lewes, DE. Their implementation plan includes targeting grateful patients, immediate analysis of recent donors and integration into their donor management system (DMS). Some of their strategies include:

New Patients
Monthly screening of inpatient, emergency care, cancer, cardiac, and physical-therapy patients from the previous month. They exclude those under 30 years old and any charity care. The file is de-duped against patients from last six months so they don’t screen or solicit the same patient twice and then they:

  • Mail to all screened patients except those without match data
  • Track the response rate from monthly mailings (consistent at 1.3%
    with average gift of $77)
  • Call top five to ten screened patients in addition to mailing

Donors
Each week the development staff runs a report and meets to discuss the previous week’s donors (see sample below). The report contains information from their DMS system: donor’s name, giving info and other prospect information. It also includes their prospect research data—RFM, inclination to give, giving capacity, P2G (Propensity to Give), influence, etc.—to help identify future gift potential and possible known relationships. Top prospects are called for appreciation, seeking appointment, or other action.

For more information email us at marketing@wealthengine.com

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