Strategic Planning Survey: The Medical Foundation Looks to the Future

The Medical Foundation of North Carolina, Inc., which raises money for the UNC-Chapel Hill School of Medicine and UNC Health Care, has managed to maintain an enviable track record of attracting philanthropic interest over the last five years. Now they are looking for ways to improve and expand their efforts.

During the Carolina First Campaign that ended in 2007, The Foundation was responsible for more than $610 million (more than 25 percent) of the total donations received. Since then, The Foundation has pressed ahead to ensure that funding continues to be available for medical research, teaching and patient care. 

In 2008-2009, The Foundation raised almost $94 million from individuals, corporations, foundations, and sponsored research. Even in the down economy, it was a year of record giving: more than 16,000 donors (a 21-percent increase) who made 24,477 separate donations. 

In 2009-2010, The Foundation brought in one $5 million gift, one $2 million gift, three gifts of more than $1 million, and another three gifts of more than $500,000. 

With such a strong track record, The Foundation has set a high standard for itself. But it seeks to raise the bar even further by charting a course for the next three years to improve its fundraising capabilities, responsiveness to donors, alignment with the needs of the School of Medicine and UNC Health Care, and operational efficiency. To that end, The Foundation has been deeply involved in strategic planning for the future. 

Throughout the late spring and summer, The Foundation held meetings with key internal stakeholders and its Strategic Planning Oversight Committee to get feedback on its strengths and weaknesses, as well as the opportunities and challenges it faces. This fall, the organization will seek external stakeholder feedback on the goals and objectives that emerged from those meetings. 

A brief survey has been created so that The Foundation’s external constituents can have a voice in shaping the years ahead. If you are interested in learning more about the goals and wish to comment on them, please go to, and you will be asked to rank each goal and objective according to its importance. At the end of the survey, you may add your own comments and ideas.

If you have any problems with or questions about the survey, please contact Brenda Denzler at 843-5733 or It will close on Oct. 27.

The Foundation leadership will use your feedback to finalize the strategic plan, which it will then present to its Board of Directors in December. Roll-out for the plan is scheduled for early 2011.

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