Reimagining Donor Discovery in Healthcare Philanthropy

Most discovery calls are built to extract information — capacity, interests, giving history. This session makes the case for something different: discovery as relationship-building, not data-gathering. Watch Texas Health Resources Foundation, Accordant, and EverTrue walk through the mindset shift, the exact language, and the results.

What’s inside:

• The 3-minute prep framework gift officers use before every call — three questions, three minutes, zero rambling
• Why “tell me what’s most important to you” gets further than “what causes are you passionate about”
• How to pivot when a donor pushes back, without changing the subject
• Texas Health Resources Foundation’s real numbers: 253 prospects, nearly 500 touchpoints, and what actually moved people into the major gift pipeline
• Why DonorSearch’s emphasis on connection — not just capacity — changed who THR decided to call first