Hoag Hospital Foundation Overhauls Fundraising to Secure $5M in Six Months

The foundation’s recent success stems from a complete reconstruction of its operational workflow. Previously, the team navigated 24 manual steps—relying on disconnected tools like Excel and Power BI—to process patient data, consuming up to 13 hours per week. Integrating Epic EMR directly into Kindsight’s Ascend CRM has reduced that workload to 7 steps, with 95% of the process now automated. This shift allows staff to process data in 10 to 15 minutes, reallocating hundreds of hours toward high-value donor engagement.

This efficiency gain is a strategic necessity in the competitive landscape of healthcare philanthropy. Kindsight research indicates that only 25% of patients receive timely outreach following a health event, a window the Hoag team now hits consistently through automated daily screening. The results are tangible: the foundation has already secured seven major gifts exceeding $100,000 and one principal gift, while building a pipeline of 12 active proposals ranging up to $1 million. With 50,000 potential prospects identified, the foundation is currently positioned for its most successful fundraising year on record.