One of my new friends is Rozenne Prather, Director of Communications for Truman Medical Center Foundation. Rozenne joined the Foundation after many years as CEO of Catholic Charities Foundation in Kansas City.She proudly presented me with their “Gratitude Report” to review. You know I love words and am always taken by a better way of saying something. Hers is what most of us call an Annual Report. I was impressed.But what am I supposed to say? It was already printed so there wasn’t a lot of room for review.But I was surprised when she told me that is exactly what she and her leader, Jim Dawson, wanted me to do: help them evaluate it. So, being the critic that I am, I was eager to oblige. Frankly it is a good report, but Rozanne had questioned many issues of conventional wisdom. I may not get them all, but let me list the ones that come to mind.1. The report didn’t have a traditional list of donors in the print edition. Rather, they are provided them in an electronic version accessible on the website, phone call, or a QR code. Interesting idea.2. Not to leave out major donor recognition, they were highlighted by individual stories with lots of photos and limited copy. Maybe not totally unconventional, but well done.3. The financial review was typical, but what I liked was the use of actual financial numbers and not just per cent-ages of some unknown number. This reminded me of a discussion I am having with clients who are supporting foundations; that is, they give large amounts annually to their “Mother Ship,” in this case the hospital. In doing so, they actually look like they are spending more money than they are raising. This could be a GuideStar negative evaluation trigger.4. The document contained a complete list of governance. Again, maybe this is not a big difference, but I like it because it gives donors a sense of the ownership’s fiduciary responsibility and illustrates community support.5. Finally, it was 16 pages and well done, costing about a third of their normal annual reports. This is good stewardship.Rather than doing it “the way we’ve always done it,” are you thinking about how you present your annual report? Are you open to an honest assessment of your communications? And by the way, TMC raised $9 million in gifts in this past year, a good increase fueled by a $3.5 million gift and a $1.9 million challenge gift.Good job, and thanks Rozenne.
Hartsook Announces Its New President
Hartsook is pleased to announce the promotion of Karin Cox to the position of President. Karin has served as Senior Executive Vice President since 2008.
Karin Cox, MFA
President and Co-Founder, Hartsook
“Karin’s well-deserved and timely promotion to President and Co-Founder recognizes her vital role in Hartsook’s creation, its present and its future,” said Hartsook Chairman and CEO Dr. Matthew J. Beem. “Because she is based in North Carolina, Karin is particularly accessible to our East Coast clients, in addition to her clients located around the country.”
Karin Cox and Bob Hartsook opened Hartsook’s doors in 1987. Since then, the organization has been active in helping nonprofits harness the Power of Philanthropy™.
Karin has served in senior leadership roles in nonprofit and business sectors, and is an author, frequent presenter and senior consultant. As Hartsook’s President and Co-Founder, she will continue to provide exceptional counsel to her clients, but also will lead Hartsook’s business development activities and growth as she simultaneously sustains the firm’s proven, reliable processes and introduces new, impactful strategies.