From Data to Donors

What happens when AI-powered prospect identification meets deep operational expertise and a proven clinician engagement strategy? The result is a smarter, more connected approach to grateful patient philanthropy — one that three health care philanthropy leaders are putting into practice every day.

In this webinar, Erin Stitzel, FAHP, CFRE (Accordant Philanthropy), Debbie Ferguson, CFRE (Accordant Philanthropy) and Scott Rosenkrans (EverTrue) pull back the curtain on how the intersection of AI-driven patient screening, data infrastructure and clinician partnership strategy can transform a grateful patient program from transactional to transformational.

Drawing on real-world experience, this session will unpack how predictive AI can help surface not only promising donor prospects, but also high-impact clinician partners. We’ll also discuss why clean, connected data and strong operational processes are essential for turning insights into action. While your CRM remains the system of record, the real opportunity comes from how your data is structured, activated, and used to drive smarter fundraising strategies.

Attendees Will Leave With:

• A clearer understanding of how AI modeling can identify high-potential donor prospects and clinician partners
• Insight into the data practices and operational foundations required to support a high-performing grateful patient program
• Actionable strategies for building clinician partnerships that increase referrals and philanthropy
• Practical ideas for turning existing donor and patient data into stronger fundraising outcomes