Healthcare & Medical
Sector pack
Healthcare & Medical
Your best prospects had the worst day of their lives in your building. Gratitude is powerful and ethically delicate. HIPAA is in the room.
Materials built for your sector’s donors, not adapted after the fact. These sit alongside the full core library.
This is members-only material.
The Healthcare sector pack is included with membership, alongside all eight packs and the full core library.
In this pack
DOCX🔒 Members
Grateful Patient Program Charter & Operating Framework
Field guideReview locked
DOCX🔒 Members
HIPAA-Compliant Patient Data-Use & Referral Workflow (Clinical-to-Development Firewall)
PolicyReview locked
DOCX🔒 Members
Physician & Clinician Partnership Briefing (Engagement Without Referral Incentives)
Field guideReview locked
DOCX🔒 Members
Grateful-Patient Opt-Out, Consent & Communication Language Library
TemplateReview locked
DOCX🔒 Members
Gift-of-Gratitude Acknowledgment & Stewardship Template (Post-Discharge Window)
TemplateReview locked
DOCX🔒 Members
Service-Line Appeal Template (Segmented Grateful-Patient Solicitation)
TemplateReview locked
DOCX🔒 Members
Healthcare Gift Acceptance Policy (Industry, Pharma & Vendor Conflict-of-Interest)
PolicyReview locked
DOCX🔒 Members
Capital Campaign Case for Support (Building & Equipment) — Healthcare Edition
TemplateReview locked
DOCX🔒 Members
Complex & Non-Cash Gift Acceptance Guide (DAFs, Securities, Planned & In-Kind Equipment)
Field guideReview locked
DOCX🔒 Members
Grateful-Patient Second-Gift Conversion & Sustainer Sequence
ScriptReview locked
PDF🔒 Members
Grateful-Patient Program Compliance & Bedside-Boundaries Checklist
ChecklistReview locked