Prisma Health Upstate
- Six-hospital academic healthcare system
- The University of South Carolina School of Medicine Greenville
- Clemson University Center for Nursing, Health Innovation and Research
- 1,627 licensed beds
- 15,679 employees
- 1082 employed physicians
The Goal
Launch a strategic gift planning program focused on the organization’s most loyal donors, including physicians. Offer values-based legacy planning services to donors to help them determine how they will support their heirs’ journeys and institutions most important to them.
The Starting Point
Development program on a healthy upward trajectory with yearly increases of more than 20 percent. A recipient of bequests but frequency was unpredictable, and most legacy donors were unknown to development staff. Leaders made a decision to act.
The Strategy
- Values-based legacy planning for board and advancement council members and consecutive-year giving donors with the highest affinity for Prisma Health Upstate.
- Beginning in year two, values-based legacy planning with physician leaders – influencers and senior leadership. Continue planning activity with board and advancement council members.
- Provide gift planning training to annual and major gift staff members.
The Results
- Nearly 20 donors have documented planned or blended gifts with Prisma Health Upstate that total almost $20 million.Donors documented new planned or blended gifts with GWU, of which several were naming opportunities and endowed scholarships.
- Gifts range from $100,000 to several million dollars and include the largest gift in the history of Greenville Children’s Hospital.
- Gift vehicles include bequests, current charitable remainder and lead trusts, charitable IRA rollovers, gifts of real estate, and life insurance.
- Prisma Health Upstate has booked three current charitable lead trusts, which is unusual for a healthcare system.
