Reimagining Donor Discovery in Healthcare Philanthropy

Great discovery isn’t about asking better questions. It’s about being more curious.

This session reimagines discovery as a process that begins well before the first conversation. Through a practical case study, we’ll explore how smarter use of data, more intentional outreach, and a curiosity-driven approach can lead to stronger conversations and more meaningful connections.

Participants will leave with practical ideas for moving beyond traditional qualification and making discovery feel more natural, personalized, and productive.

Learning Objectives:

• View discovery as an ongoing mindset rooted in curiosity, rather than a one-time checklist of qualifying questions.
• Demonstrate how data can be used to prioritize outreach efforts, and how direct conversation is needed to uncover a prospect’s motivation, values, and readiness.
• Illustrate how personalized outreach leads to deeper, more productive conversations compared to generic approaches.
• Differentiate between the flexible use of frameworks and the rigid use of scripts and explain why frameworks better support authentic discovery conversations.
• Apply discovery techniques to identify and articulate the next meaningful step during relationship building.