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Program Facilitator & Panelists:
Kristienne HannaDirector of Development, System Services
Advocate at Home and Advocate Medical Group
Brian Chicoine, MDMedical Director
Adult Down Syndrome Center
Advocate Medical Group
Wendy Tuzik Micek, PhD, RNDirector of Nursing Science and Magnet
Advocate Christ Medical Center
Peggy Norton-Rosko, MSN, RN, CCNSDirector of Critical Care and Cardiovascular Services
Advocate Good Samaritan Hospital
Raising Funds:Why do donors give?
• Express gratitude
• Complete the circle of healing
• Make something happen that otherwise would not be able to happen
• Have an impact on the care patients receive
• Make a difference in the lives of others
Spending FundsHonoring donor intent
• All restricted funds are established with a designated purpose:– Capital expenditures or expenses
– Budgeted or unbudgeted
– General support or specific expense
• Funds MUST be used in accordance with the purpose for which they were established.
ACF’s Responsibilities• Accept charitable donations, provide tax
receipts and thank donors.
• Ensure that gift was used according to the donor’s intent.
• Share gift impact stories with our donors.
• Provide reports to Fund Administrators (donations received, funds used, cash balances)
Role of the Fund AdministratorFund administrator = Advocate Associate
assigned responsibility for a restricted fund
• Monitors the restricted fund balances and transfers (avoiding negative cash balances)
• Approves transfers from the restricted fund that are consistent with the donor’s intent.
• Helps ACF staff tell the story of fund’s use to donors (current and future).
Research Utilization Evidence
Based Practice Project
Wendy Tuzik Micek, PhD, RN, NEA-BCDirector of Nursing Science & MagnetAdvocate Christ Medical Center
2004 2005 2006 2007 2008 2009 2010 2011 2012
Dollars Raised $3,866 $6,562 $6,012 $5,999 $5,044 $7,884 $5,855 $15,343 $13,458
$-$2,000 $4,000 $6,000 $8,000
$10,000 $12,000 $14,000 $16,000 $18,000
Advocate Giving CampaignNursing Research & Education Fund
2004 2005 2006 2007 2008 2009 2010 2011 2012
Dollars Raised $3,866 $6,562 $6,012 $5,999 $5,044 $7,884 $5,855 $15,343 $13,458
$-$2,000 $4,000 $6,000 $8,000
$10,000 $12,000 $14,000 $16,000 $18,000
Advocate Giving CampaignNursing Research & Education Fund
Associate Giving Campaign
Chip In for Nursing Research
Nursing Research Endowment
Peggy Norton-Rosko, MSN, RN, CCNSDirector, Critical Care and Cardiovascular ServicesAdvocate Good Samaritan Hospital
Fund Administration ResourcesFinance Team• James Hohner, Vice President of Finance 53-3421• Pat Smith-Calascibetta, Director, Finance 53-3409• Megan Fergus, Sr. Financial Analyst 53-3483• Maria Mueller, Finance Secretary 53-3428
Gifts Processing Team• Vivian Karpowicz, Director, Information & Analytics 53-3415
Fund Administrator Resource Center on Advocate OnlineAdvocate Online\Divisions\Charitable Foundation\Fund Administrator Resource
Center• Contains:
– Fund Transfer Forms– Instructions– Helpful Hints– Examples of Fund Use– Frequently Asked Questions