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  Development Audit
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Case Studies


 

Feasibility Study/Campaign


Concord Hospital, Concord, Concord, NH
$7.5 million goal / $10.5 million raised

Few hospitals of this size can boast of the range of comprehensive services as Concord Hospital. A missing piece was comprehensive cancer services. DSG was hired to conduct a study and provide campaign consultation to raise $7.5 million. The campaign surpassed its original goal less than 9-months after the launch, and the goal was increased to $10 million. The hospital was successful in soliciting a $500,000 Kresge Challenge grant. Concord Hospital has engaged DSG again to conduct a feasibility study for a $10 million Family Health Center which is it at the core of its mission of providing health care to all.

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Cranberry Heritage Center/Cape Cod Cranberry Growers Association, Wareham, MA
Campaign Feasibility Study

The Cape Cod Cranberry Growers’ Association (CCCGA), established in 1888, is one of the oldest farmer organizations in the country. During the last few years, a special planning team, comprised of board members of the CCCGA, conducted a careful and deliberate planning process to consider the merits of building a “Cranberry Heritage Center.” DSG developed the case for support to test in the feasibility study and worked to articulate the organization’s mission with its unique constituencies of growers, a consortium of corporate suppliers, processors, distributors and multi-generational farming families. The case expressed how the Center would impact the region, tourism, economics and the heritage preservation of its primary constituencies. DSG served as advocates during key feasibility study interviews, uncovering and leveraging support that could ultimately decide the viability of the project.

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Elizabethtown Community Hospital, Elizabethtown, NY
$2 million goal/$2 million raised

Elizabethtown Community Hospital is a 25-bed critical access hospital. In response to growing healthcare needs of the community, ECH embarked on a $4.5 million expansion and renovation project scheduled to be completed by 2009. DSG conducted a feasibility study on behalf of ECH and provided resident campaign direction. The campaign has been successful in garnering interest from the seasonal community utilizing home-based cultivation events as the means to share the hospital’s story, project plans and philanthropic needs. A fully engaged CEO and active steering committee were committed to a successful campaign and an increased awareness of Elizabethtown Community Hospital’s services. A $200,000 Kresge Challenge grant was awarded at the final phase of the campaign and successfully achieved.

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Griffin Hospital, Derby, CT
$5.5 million goal/ $5.5+ million raised

Griffin Hospital, part of the Planetree Hospital network, embarked on a capital campaign to raise an unprecedented $5.5 million to build a new Community Cancer Center and Ambulatory Patient Care Pavilion. Griffin is a 160-bed acute care community hospital, one of the largest employers in the Lower Naugatuck Valley and has been named to Fortune Magazine’s Top 100 Companies to Work For, for 8 years running, most recently ranked 4th overall. DSG was hired to conduct the feasibility study for the Cancer Center and provided campaign counsel. The campaign was completed with a $100,000 gift, meeting a $500,000 Kresge Challenge.

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Hospice of the North Shore, Inc. Danvers, MA
$3 million goal/$4 million raised

Hospice of the North Shore is the largest hospice organization in the state and currently the only hospice licensed in Massachusetts to provide in-patient hospice care. DSG was hired to conduct a feasibility study and provide campaign consultation to raise $3 million toward the construction of a Hospice House. DSG assisted in negotiating a bargain sale on the property for the House to be built. The campaign secured a leadership gift of $500,000 and two $250,000 gifts in addition to a broad based community campaign encompassing 23 cities and towns north of Boston. Hospice was also successful in securing a $250,000 Kresge Foundation grant. HNS has re-engaged DSG to assist with a major gift campaign to raise $2.5 million for an eight patient and family suite wing to the existing Hospice House.

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Jordan Health System, Plymouth, MA
$7.5 million goal / $8.5 million raised

Donovan Slone & Guthrie conducted a $10 million feasibility study for a 20-year $40 million multi-phase campus expansion. The Board of Trustees approved a $7.5 million campaign goal for Phase One. A new Foundation was established to launch campaign leadership and giving. The campaign received two $1 million lead gifts and a $500,000 Kresge Challenge Grant. Campaign celebration events were held in November 2005. DSG was engage once again in 2007 by Jordan to develop a formal Planned Giving Program and DSG is currently working with Jordan on establishing a formal Board Development Program.

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Morristown Memorial Health Foundation, NJ
$44 million goal / $44+ million raised

The Foundation hired DSG to test a $44 million fundraising goal for the construction of a new heart and vascular hospital. DSG was hired because of the principals’ ability to apply highly strategic thinking to a complex and significant undertaking. The campaign went over goal and DSG was subsequently hired for strategic planning counsel and to facilitate a culture of philanthropy initiative.

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Orange Regional Medical Center, Middletown, NY
Campaign Counsel

ORMC was stalled in mid-campaign toward a $21-million goal to construct the first new hospital to be built in New York State in over 20 years. The new Hospital will be located in Wallkill and will feature 354 private rooms in an efficient, state-of-the-art facility. Once completed in 2011, the new Hospital will replace Orange Regional’s existing facilities in Goshen and Middletown. The medical center needed new counsel, a new plan and invigoration of volunteer leadership. Under the direction of a new chief development officer and new campaign chair, DSG conducted an assessment, developed a new campaign plan and facilitated a philanthropy summit. The campaign is now at 85% of goal with opening of the new hospital still two years away.

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Providence Children’s Museum, Providence, RI
Strategic Planning Services/Campaign Counsel

Since moving to Providence in 1997 and tripling its square footage, budget and audience, the
Providence Children’s Museum (PCM) has continued to grow, serving ever more families in
need, creating innovative exhibits and responsive programs and cementing its reputation in
RI and nationally. Although long recognized nationally as an authority in child development and children’s learning, PCM recognized that it, like the children it serves, must continue to learn and grow. Museum leadership organized a $4.5 million Play Works Campaign, seeking $1.5 million for capital projects, $2 million for an Endowment Fund and $1 million for a Eureka Fund for special projects. In the midst of difficult economic environment, DSG has assisted PCM specifically to heighten constituent awareness, increase communications, focus on cultivation of major donors, provide innovative and flexible campaign alternatives as a result of the economic downturn, explore new collaborations, motivate staff and volunteers, uncover new funding sources, and apply for a Kresge Challenge.

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Rochester General Hospital, Rochester, NY
$46 million goal / $46+ million raised

Rochester General is the city's second largest hospital. The 526-bed acute care, teaching hospital serves the Rochester area and employs more than 4,000 with a medical staff of over 650. DSG was hired to conduct a feasibility study and serve as counsel for a $46 million campaign for major improvements in emergency services, ambulatory, cardiac services and patient flow. The campaign raised more than $46 million with lead gifts up to $9 million. RGH received a $750,000 Kresge Challenge in support of the Community Phase of their campaign.

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Rockport Chamber Music Festival. Rockport, MA
Campaign Feasibility Study/Campaign Counsel

Recently celebrating its 25th anniversary season, The Rockport Chamber Music Festival is widely recognized as one of the most distinguished chamber music festivals in the United States. The Festival, which has been seeking a permanent home for more than seven years, explored a new building, and soon a wider vision took shape. The Campaign for the Festival Center set a goal of $8 million to purchase the Haskins building, construct the performance center, and create an endowment to support the maintenance of the building and offset operating costs. DSG conducted the feasibility study working closely with volunteer leadership to identify, research, evaluate and select the best prospects to interview from their impressive donor list. The feasibility study uncovered major gift opportunities far greater than was initially anticipated. DSG provided the initial campaign planning to position the organization to maximize their fundraising efforts.

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St. Joseph Hospital, Orange, CA
$18 million goal/$22 million raised

St. Joseph Hospital Foundation had just completed a successful $20 million campaign and was being asked by hospital leadership to consider a new campaign to build a new cancer center. Concerned about donor and volunteer fatigue, the Foundation hired DSG to test the feasibility of raising $15 million in new pledges on a fast-track. Based on the study, the Foundation accepted a $15 million goal. This goal was surpassed in the first year, and an increased goal of $18 million was adopted with the campaign ultimately raising more than $22 million in pledges. DSG has once again been engaged to test a campaign for a Cardiovascular Institute.

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St. Mary’s Health System, Lewiston, ME
$3 million goal/$3.7 million raised

St. Mary’s Health System engaged DSG for its second time to assist with the expansion of its Emergency Department which would include a designated behavioral services area. The system received the largest gift in its history, a $1.3 million family gift in honor of the matriarch. The goal was met and raised from $3 million to $4 million. A Kresge Challenge was awarded and successfully achieved in the Community Phase of the campaign.

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Strategic Planning


University of Connecticut, Storrs, CT
Strategic Philanthropy Consultation

UConn is seeking state approval to merge its clinical care with Hartford Hospital. DSG was hired by the University of Connecticut Foundation to assess the current state of philanthropy at the UConn Health Center (Schools of Medicine and Dentistry and John Dempsey Hospital) and to propose optional structures for philanthropy under the new clinical care configuration.

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VNA Health Care, Inc., Hartford, CT
Strategic Planning/Major & Planned Giving Program Development

VNA Health Care is a Connecticut based home health care and hospice organization serving residents living in more than 60 communities in the Central Connecticut and the Greater Waterbury areas. The organization has averaged nearly $1.2 million a year in philanthropy over the past 10-years. DSG was engaged by VNA Health Care to help it more fully realize its philanthropic potential by (1) establishing a clear direction for philanthropy through development of a strategic plan (2) more fully engaging board members and other volunteers in philanthropy through creating a board education and orientation plan; (3) expanding major/planned gift efforts through the creation of a annual work plan with goals, measures and specific strategies for achievement.

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Walsh College, Troy, MI
Strategic Philanthropy Plan

Walsh College is an 87-year-old independent, non-profit institution offering a broad range of business and related technology degree programs. The college grants degrees at the bachelor's, master's, and doctoral levels. It has the second largest graduate school in Michigan. Although academically run very successfully, the college historically underperformed in philanthropy. DSG was retained to lead the board, officers and development staff through an assessment and strategic planning process that culminated in a new strategic philanthropy plan.

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Development Audit


Bon Secours Health System, Inc., Marriottsville, MD
Philanthropy Opportunity Assessment

Donovan Slone & Guthrie was retained by Bon Secours Health System to conduct system-wide Philanthropy Opportunity Assessments among their 11 foundations and their corporate development office. As the system planned for the future, it became clear that philanthropy must continue to grow and provide new resources necessary in accomplishing goals around facility improvements, technology enhancements and expanded community programs. The process engaged key leadership at the local level, including Foundation Executives, CEOs and Board Chairs. DSG executed a work plan with each Foundation that included personal interviews with key constituents (trustees, donors, senior management and medical staff), an electronic survey of all Board members and an audit of current development program activities.

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Mission Hospital Foundation, Mission Viejo, CA
Philanthropy Audit

Mission Hospital is a healthcare leader in the rapidly growing South Orange County area of California. Donovan Slone & Guthrie was hired to conduct a mid-campaign development assessment and audit. The firm recommended actions to assure successful completion of the Campaign and to create a sustainable, high-performing philanthropy program. DSG was subsequently engaged to provide periodic counsel, including most recently, an audit of the major gift program.

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