The Foundation's Strategic Plan
Approved by the Trinity Health Foundation Board, August 30, 2016
Vision - The Trinity Health Foundation and Trinity Health are working together to improve the lives of people in our region.

Mission - Trinity Health Foundation assists Trinity Health in creating a system of care with the most significant impact on health and wellness throughout the region.

We will achieve this mission by:


  • Lifting up the story of lives that have been positively transformed to inform, inspire, and involve partners in providing quality healthcare and health related services for the people of our region.
  • Seeking and providing financial resources for facilities, patient services, equipment, staff development and training, and employee assistance.
  • Engaging donors through proper customer service and cultivation, managing their information with integrity, communicating with them, thanking and appreciating them, and providing them with accountability and transparency about how resources were utilized.
  • Stewarding all resources at our disposal.

Values - We believe that:


  • Each person is born with inherent worth and dignity.
  • Caring relationships are essential for a healthy society.
  • We are interconnected; we are responsible for our actions; our actions have impact beyond ourselves.
  • Responsible stewardship is critical to the quality of life for present and future generations.
  • The respect for, and the engagement with, diverse people and ideas strengthens community.
  • Equitable access and opportunity are essential to a just society.
  • Curiosity and learning are innate.
  • Each person has untapped potential that can be developed.

Goal 1 - Be the preferred beneficiary in the region


When this is achieved the people in the region will list the Trinity Health Foundation within the top three foundations that they respect and support. Trinity Health Foundation will be recognized for what we do and the positive impact that is being made in people’s lives. Additionally, the Trinity Health Foundation will recognize all of those who partner with Trinity Health Foundation to provide quality healthcare and health related services for the people of our region.

    We will measure the progress we are making in this area with the following metrics:

  • Number of total donors each fiscal year (with an objective not only to increase the number of donors every year, but to double our donor database by June 30, 2021)
  • Number of new donors each fiscal year (with an objective to have the number of new donors be equivalent of 20% of the total number of donors by June 30, 2021)
  • Number of renewed donors each fiscal year
  • Percentage of donors retained year to year (with an objective to be retain at least 80% of our donors on an annual basis by June 30, 2021)
  • Amount of funds donated to Trinity Health Foundation (with an objective that by June 30, 2021 we will receive $1,000,000 per year in general donations, $250,000 per year in Gifts in Kind, and $200,000 per year in Pride donations)
  • Amount of average gift (with an objective to increase this annually)
  • Average donated per donor (with an objective to increase this annually)
  • Amount of money awarded by Trinity Health Foundation to support health and wellness related service needs in the region (with an objective to increase this annually)

Goal 2 - Develop and maintain appropriate resources to enhance the mission of Trinity Health Foundation


When this is achieved Trinity Health Foundation will have appropriate levels of resources to fund any requests received from Trinity Health during a fiscal year and would have additional resources to initiate new programs and services or provide grants to other appropriate entities in the region for the purpose of improving health and wellness.

We will measure the progress we are making with the following metrics:

  • Amount of money Trinity Health Foundation has in its endowment and restricted funds at the end of each fiscal year (with an objective to increase the funding by at least 10% over its current level by June 30, 2021)
  • Amount of money Trinity Health Foundation raises through annual funding campaigns (e.g., direct mail, online donations, special events, etc.) (with an objective to increase the funding by at least 10% over its current level by June 30, 2021)
  • Amount of money Trinity Health Foundation receives from grant proposals that it develops and submits to foundations, corporations and other grant making entities (with an objective to increase the funding from grants by at least 10% over its current level by June 30, 2021).
  • Number of grant proposals submitted and percentage of grant proposals that are approved each fiscal year (with an objective to exceed the national average of 25% of grant proposals that are approved).
  • Percentage of requests for funding from Trinity Health that are able to be fully funded within the fiscal year in which the request was approved (with a goal to be at 100% each year)
  • Number of new initiatives (programs and services) to improve health and wellness that are initiated by Trinity Health Foundation (with a goal to have three new initiatives fully funded by June 30, 2021)
  • Number of grants provided to other appropriate entities in the region for the purpose of improving health and wellness (with a goal to provide funding to at least one other entity by June 30, 2021)

Goal 3 - Proactively support efforts for modernization and expansion, thus providing the appropriate level of medical service to citizens of our region.


When this is achieved Trinity Health will have cutting edge equipment and updated facilities that will enhance and augment the health and wellness services we provide to those in our region. As we move toward this goal, Trinity Health Foundation will be able to provide both a greater number of gifts and more significant gifts to Trinity Health.

    We will measure the progress we are making with the following metrics:

  • Amount of money Trinity Health Foundation spends on equipment and facilities (with an objective to increase the funding by at least 10% over its current level by June 30, 2021)
  • The number of projects related to modernization and expansion that Trinity Health Foundation helps Trinity Health to complete (with an objective to increase the funding by at least 10% over its current level by June 30, 2021)
  • The number of requests received by Trinity Health Foundation and the number of requests that receive funding from Trinity Health Foundation


Goal 4 - Support Trinity Health Employees


Trinity Health Foundation will support Trinity Health employees by providing education and training, upgraded facilities and equipment, and enhanced lines of service. This will lead to improved morale along with more engaged and enthusiastic employees. This will be reflected in greater employee satisfaction and retention.

    We will measure the progress we are making with the following metrics:

  • The number of requests approved for and the amount of money awarded by the Trinity Health Foundation on items that will have direct and indirect benefits on Trinity Health Employees (with an objective to increase both the number of requests approved and the amount of money awarded by at least 10% over their current funding level by June 30, 2021).
  • The number of employees who donate money to Trinity Health Foundation and the amount of funding received from employees (with an objective to increase both the number of donors and the amount given by at least 10% over its current level by June 30, 2021)
  • Establish a baseline of employee satisfaction with Trinity Health Foundation and then re-survey every year to see how much satisfaction has increased (with a goal that employee satisfaction with the Trinity Health Foundation will improve by at least 10% over the baseline level by June 30, 2021)


© 2017 Trinity Health Foundation