www.kaiser.net

Topics

SPECIAL GUEST: Living the Generous Life
Wayne is the author of five books, including his newest release A Life of Being, Having, and Doing Enough. He also co-edited the publication Living the Generous Life: Reflections on Giving and Receiving and founded Bread for the Journey, a network of ordinary people who volunteer in neighborhood philanthropy. As we open this Institute, we talk with him about what makes it easy or difficult to be generous, the near enemies of giving, whether and how generosity can be taught, the equality of receiving, generosity as something fundamentally relational, and our ability to offer the best of who we are and what we have for the benefit of another as our most valuable human attribute.

SEED THOUGHTS: Exploring the Frontiers
Get ready for a mind stretch as we begin our day. Many of the findings from the science of generosity are surprising, novel, and provocative. Here we explore a few of these discoveries and talk about what it means for philanthropy.

    seed one:     Genes and generosity
    seed two:     Giving makes us prosperous
    seed three:   Altruism as a signal of intelligence

PANEL INTERACTIVE: Growing Philanthopy
Most organizations think primarily about how to attract some share of the existing pool of philanthropic money. Rarely do we step back and ask how to grow this pool—how to engage more people in deeper generosity. As a nation, we are not becoming more generous. Over the past 40 years, philanthropy has been relatively stagnant at two percent of average household income. Put more succinctly, we’re stuck. But there may be ways to break through this, and that was the purpose of a national summit of thought leaders. In this conversation, we consider some of their 32 recommendations presented in the report Growing Philanthropy in the United States.

DEEP EXPLORATION: Listening for the Soul Urge of the Donor
Philanthropists may be aware of some of the reasons why they give. But the core motivations often lie deep and are not easily uncovered or articulated. Among the recommendations in Growing Philanthropy in the United States is that foundations find new and creative ways by which philanthropists can discover and express their philanthropic identity. If we were to do this, it would revolutionize how we think about donor research and move the conversation beyond the organization’s needs to the great internal power inside the donor.

INNOVATIONS: Beyond Boring—Getting to Fresh and Impactful
Much of what foundations send even their most important donor-investors is boring and impersonal. It doesn’t communicate the impact of their gifts in ways that are fresh and imaginative. And so for philanthropists, the communications from many organizations begin to all look the same and blur into the background. It’s no wonder the primary reason people stop giving to organizations is loss of emotional connection. An organization that approaches donor engagement differently has a tremendous advantage. In this session we look at both simple and sophisticated innovative approaches.

INNOVATIONS: Using Philanthropy to Reinvent Ourselves
Healthcare is reinventing itself—creating new clinical models, designing different continuums of care, developing new payment systems, and launching accountable care. But most organizations were never designed to change at this pace. To learn how to innovate at greater intensity, health systems are now launching centers for innovation. In this cluster we look at a few of those leading the way and what they are learning.

    center one:     The Center for Healthcare Innovation at Allina
    center two:    Mission Healthcare Medical Innovation and Commercialization Alliance
    center three:    The Innovation Center at Columbus Regional Hospital
    center four:    The Innovation Strategy at Peace Health

DEEP EXPLORATION: Interview with a Donor-Investor and Partner
Many donor-investors not only give money—they look at every aspect of what an organization needs to grow and prosper. In this conversation, we talk with philanthropist Buddy Wilton about unusual ways he is working in several places. And he and Mark Hierholzer describe how philanthropy initiated and then transformed the organization now known as ChildSavers. ChildSavers provides child development, guidance, and clinical treatment services. It offers the reassurance, healing, and knowledge necessary for children in Richmond to achieve a normal life. In this conversation we glimpse the potential when strategic partners work together to transform an organization and help it position for the future.

SPECIAL BREAKFAST: Planned Giving Innovations
Many of the teams participating in this Institute have experienced the impact of working with Thompson & Associates. Last year their approach resulted in over $1 billion being directed to nonprofit organizations. And on average the process returns $75 for every dollar invested, securing millions for the sponsoring organization. Talk with Eddie and others here about why the approach is working and the power of building around the donor’s interests rather than the organization’s needs.

SPECIAL BREAKFAST: Boot Camp for Development
This session is designed for teams learning the essentials of development or wanting strategic guidance on particular issues. It’s an opportunity to ask practical questions of someone with extraordinary insight. As the Chief Development Officer for Indiana University Foundation for 20 years, Curt oversaw all fundraising in the multi-campus development operation with centralized and decentralized functions. Under his leadership fundraising grew from $35 million a year and 60,000 donors to $278 million in cash received and over 106,000 donors. The endowment grew from approximately $214 million to $1.7 billion.

SEED THOUGHTS: Exploring the Frontiers
We are learning a great deal about how people come to be generous. Much of the science of generosity is surprising, novel, and provocative. Here we explore a few of these discoveries to stimulate our thinking as we begin the day.  

    seed one:     How identity influences giving
    seed two:     Altruism and the heart
    seed three:   The “Moral Molecule”

DEEP EXPLORATION: living in the consciousness of Generosity
There are spaces where anything can happen between you and another person and spaces that are so bounded very little can happen. In this conversation we delve into the dynamics of spaces that support the generous impulse both in you and in another person. We consider the importance of releasing attachments, getting to the creative core, designing nutrient-rich spaces, being a pure witness and neutral carrier for appreciation, and how to create openings even in situations that begin with a difficult moment. This session includes a tool for use both now and later with your team.

DEEP EXPLORATION: Behaviors that Lead to Major Gifts
In seeking to create partnerships, the common ground is the trust two parties have in one another. Whether a marriage, board, organization, or society itself, certain behaviors can be the building blocks of trust and lead to success. They speed the relationship to one of mutual benefit and satisfaction. In this conversation, Curt relates his application of the behaviors detailed in Stephen M.R. Covey’s book The Speed of Trust. Covey’s father, Stephan R. Covey, wrote The 7 Habits of Highly Successful People. Curt credits his 40 plus years of success in generating over $4 billion for universities whose development programs he led to trust, achieved one person at a time.

INNOVATIONS: New Audiences, Channels, and Allies
Only a small portion of those who could engage as givers and allies are currently engaged. To grow, organizations must find ways to attract those who have traditionally been on the periphery. And we must develop the next generation of younger givers. In this innovation cluster we look at a few novel approaches and talk about a range of possible strategies.

    seed one:     Wow Projects and Child Engagement in the Wood River Valley
    seed two:     The Colloquium for Women at Indiana University
    seed three:   Strategies for Engaging More Patients

INNOVATIONS: Increasing Visibility and Connections of Generosity
One of the most extraordinary things about this Institute is that it is made up of teams who go home and do things with the ideas they hear each year. This is how all three of the innovations in this cluster began. Prepare for what will be one of the most inspiring and creative conversations this year as we see the way Parkview Medical Center has engaged 160 local artists in creating a mosaic of images, that when placed together, form a mural. Each tile tells the story of a generous person in the community. And learn about how Florida Hospital is inserting 600,000 generosity heals spots into the TV that patients and families watch in the hospital. Finally, look at how innovations like this are becoming part of a comprehensive strategic plan designed to increase the visibility and impact of generosity across an entire organization at Children’s Hospitals and Clinics of MInnesota.

        project one:    The Murosity Project at Parkview Medical Center
        project two:    Generosity Heals at Florida Hospital
        project three:  The Strategic Plan at Children’s Hospitals and Clinics of MN

SPECIAL GUEST: Wisdom Tales of Generosity
Rarely are we privileged to have a master storyteller with us as we do this year. Drawing from a cross-cultural anthology of stories, Wayne takes us into the wisdom of fables that communicate essential truths. Expect to be delighted as you experience the power of mythic stories from around the world.

Participate as a Team

Typically organizations participate in groups of five. Teams usually include the hospital CEO, executive director of the foundation, board members and selected donors. After you hear a presentation, think together as a team and consider what you want to do back home. Avoid the "fading epiphany" and capture the energy and clarity of the moment. We also continue to keep a few openings for those who wish to come as individuals without full teams.

Faculty for 2012

Julie Abedian is President of Columbus Regional Hospital Foundation. The foundation is a key fundraising partner for vital community resources including Healthy Communities Initiative, Volunteers in Medicine Clinic, and the hospital’s new Center for Innovation.

Heather Britt is Manager of Applied Research at the Center for Innovation at Allina Hospitals and Clinics.The Center for Innovation researches new care models and treatments to transform health. Major focuses include new approaches to primary care, the BackYard Initiative and a 10-year effort to reduce and eventually eliminate heart attacks in New Ulm.

Leanne Kaiser Carlson is a health futurist leading the field in innovation, philanthropy, and organizational alchemy. For over 20 years she has inspired executives to think in new ways and see potential and resources in unusual places. She co-founded the Kaiser Institute and directs the Program in Philanthropy.

Morley Golden is a philanthropist in the Wood River Valley of Idaho working to transform the way local social profit organizations engage with donor-investors. He is also initiating a project to engage and education children throughout the valley about philanthropy.

Mark Hierholzer is CEO of ChildSavers, a child mental health agency in Richmond with a range of outpatient, child development, and family support programs including a trauma response team.  

Kevin Kaiser is a corporate intuitive at the Kaiser Institute and a coach and confidant to leaders. The partnership between leader and intuitive allows the best of what can be known about a situation in an expected way to combine with what can be known in an unexpected way—creating a more whole perception of possibilities and pitfalls.

Lee Kaiser is a futurist, visionary, and provocateur known for challenging limiting mindsets.  He inspired hundreds of health systems across the United States to focus on the health of their communities and move into new frontier areas. Lee is a co-founder of the Kaiser Institute.

John Locke is Director of Philanthropic Initiatives at Mission Healthcare Foundation. The foundation just completed a $15 million campaign for a new cancer center. And it is now launching the Mission Healthcare Medical Innovation and Commercialization Alliance.

Ruth Lytle-Barnaby is the executive director of the Poudre Valley Health System Foundation which has prototyped many of the leading innovations around the concept generosity heals.  She is a member of the Theater of Generosity Innovation Circle.  

Wayne Muller is a best-selling author of five books and founder of Bread for the Journey—a network of ordinary people engaged in neighborhood philanthropy through micro-grants. He served as Senior Scholar at the Fetzer Institute, is an Extended Faculty at the Institute of Noetic Sciences, and has received numerous awards for his work with those in need.

Theresa Pesch is the executive director of Children’s Hospitals and Clinics of Minnesota Foundation. Under her leadership the foundation grew fundraising 200% last year, developed the largest corporate partnership in its history, and is now finishing a $150 million capital campaign.

Larry Rowland is the Executive Director of the Parkview Foundation. Among the foundation’s creative initiatives is a project called Murosity that involves 160 local artists. Larry brings an extensive business background to the foundation from his years as President and CEO of Swiss Re Life and Health.
     
Curt Simic is widely recognized as a national leader with over 40 years of experience in all areas of development. During his tenure as the Chief Development Officer for Indiana University Foundation, fundraising grew from $35 million a year and 60,000 donors to $278 million and over 106,000 donors. The endowment grew from $214 million to $1.7 billion.  

Eddie Thompson is Founder and CEO of Thompson & Associates, a values-based estate planning firm whose work resulted in over $1B being directed to nonprofit organizations last year. Eddie obtained his Doctor of Education in Higher Education Administration from Vanderbilt University. His doctoral dissertation was on successful fund raising methods.

E. Carlton (Buddy) Wilton is President of the Wilton Group and a philanthropist who brings a strong entrepreneurial and systemic approach to his gift-investments. Among the organizations he has partnered with is ChildSavers in Richmond. He is also engaged in the Wood River Valley of Idaho and other communities.  

Casey Woodard is Senior Vice President for Philanthropy at PeaceHealth where he oversees the health system’s eight foundations. PeaceHealth is initiating a center for healthcare innovation and Casey has developed a plan for the philanthropic engine to raise $200 million between now and 2020.

Roel Yambao leads the generosity heals innovations at Florida Hospital Foundation, a destination organization including eight hospitals in the Orlando area. He is also responsible for fundraising campaigns, recurring revenue streams, branding and the foundation’s largest fundraising event.

A Circle of Innovators

The future is shaped by people in surprisingly small circles. More essential than any particular segment of content is relationship with a creative professional network. Much innovation is emergent-it happens through the creative synthesis with remarkable people in a creative environment. Build your network through the community of people who come together each year in this experience. One great idea is your highest return on investment.

2012 Location: Terranea on the Palos Verdes Peninsula

Terranea Resort’s location in Palos Verdes introduces new generations to a part of Los Angeles that feels worlds away from the dynamic city, and to a beautiful and tranquil setting which is largely unknown.

As visitors round the final coastal bend before Terranea, they are met with a breathtaking sight: an oceanfront resort surrounded on three sides by the Pacific Ocean with Catalina Island across the channel.

Embracing the rich Mediterranean heritage of the Palos Verdes Peninsula, Terranea Resort’s architecture possesses the feel of a carefully tended coastal estate that has evolved naturally over time. A gracious, old-world ambiance permeates the grounds, from the resort lobby and outdoor gardens, to private terraces and inviting courtyards with outdoor fireplaces.

Poised on 102 acres, this luxury eco resort offers 582-rooms, including a luxurious collection of residential bungalows, casitas, and villas. The resort also features The Links at Terranea, an award-winning, 9-hole par 3 golf course, the spectacular Spa at Terranea, three ocean view pools, and a collection of eight distinctive restaurants, bars, cafés, and lounges.

For more information visit Terranea Resort.