1. Overview
Why Should You Attend
HIPAA Fundraising Strategies: Compliant, Proper use of
Protected health Information.
Date: Thursday, July 16th, 2015 || Time: 01:00 PM EDT | 10:00 AM PST
Duration: 60 Minutes || Course Level: Intermediate
'Live' Webinar by Joel Simon
HIPAA laws related to fundraising became fully effective in 2013. What protocols should
be in place to maximize philanthropic opportunities under HIPAA? What compliance
measures need to be in place and assessed to properly use protected healthcare
information for fund raising.
Institutions that fundraise and have access to of HIPAA protected health information
need to be aware of opportunities to hone fund raising strategies to maximize
philanthropic revenue for your organization.
Similarly, health related institutions that fund raise must make sure their fundraising ideas
minimize the compliance risks and satisfy mandates governing the use of patient/client
information.
If you are a health care professional who is affiliated with a fund raising institution, you
will learn how you can remain both ethically and legally complaint with patient privacy,
which assisting both your affiliated institution and your patient/client.
Institutions will learn about compliance requirements for donor data base management.
You will also learn effective and efficient strategies to maintain compliance.
You will learn how to keep your fund raising communication and related policies
compliant without impairing operational effectiveness.
If your organization uses telephone or e-mail solicitations, you will learn how new specific
provisions of HIPAA now govern your fund raising activity, and effective policies to
implement these rules.
Areas covered in the webinar
• New types PHI that may be used for fund raising
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2. • New requirements for notice of privacy practices
• New requirements for protocols to allow patients to opt-out of using their PHI for fund
raising
Learning objective
In 2013, The US Department of Health and Human Services made major changes to
rules implementing The Health Insurance and Portability Act of 1996 (HIPAA) and Health
Information Technology for Economic and Clinical Health Act of 2003 (HITECH). Among
the many areas impacted by these rules (billing, marketing, research, IT security, etc.) is
fund raising. The amendments significantly modify the methods and practice that
hospitals, their institutionally related foundations, and other healthcare charities may or
must employ when using ANY patient or client information for fund raising.
The webinar will cover how to effectively implement the fund raising regulations in a
manner that increases both opportunities for philanthropic support and compliant
implementation of the new mandates.
The rules include specific operational requirements, some of which prohibit protocols that
were required under the original HIPAA regulations.
The “magic words” mandated by HIPPA-related regulations changed in multiple areas.
The webinar will cover all of these areas to ensure your organization is both legally
compliant and operationally effective.
The types of information that may be used for fund raising changed significantly. This
presents numerous substantial fund raising opportunities, as well as challenges on the
use and storage of such information.
Among other areas to be presented are (1) the required method for individuals to opt-out
of receiving fund raising communication; (2) the methods of informing patients and
clients of their right to opt-out from receiving fund raising communication; (3) the broadly
expanded types of fund raising communication subject to opt-out rights; (4) how
providers, hospital, and related fund raising foundation apply an opt-out election by an
individual; (5) the type of patient and client information that health charities may use for
fund raising; (6) the contents of provider’s Notice of Privacy Practices; and (7) how
clinicians can assist both their patients/clients and the health organizations with which
they are affiliated when it comes to fund raising.
Who will benefit
• CDO and other Development Staff
• CDO and IT Compliance Staff
• General Counsel and General Compliance Staff
• Physician Leaders (CMO, Department Chiefs, Division Heads)
• CNO and other Clinical Leaders
• Administrative Department Heads

3. Speaker profile
Joel Simon is one of the nation’s leading experts on the fund raising
aspects of HIPAA. Joel has been a member of the Maryland bar for more
than 25 years, and his professional experience includes work as the
assistant in-house counsel at a community teaching hospital. Joel is an
editor of “Fundraising Under HIPAA” published by the Association of Healthcare
Philanthropy. He has lectured frequently on fund raising under HIPAA to national
audiences since the original HIPAA regulations were first proposed more than 12 years
ago.