I don’t usually do this, but today I’m incorporating the full text of a recent blog by Seth Godin. It’s not about philanthropy or fundraising. Or, is it? He says it’s about ‘goodwill,’ or the lack thereof. What it costs you to lose it. I say – you really should read what he says and…
My son got married this week-end (!), so I got a bit behind in my every-other-Friday publishing schedule for the “Clairity Click-it.” Please enjoy these links and free resources. I hope you’ll find plenty of food for thought, plus some useful practical tools to help you along your journey towards making the world a kinder, gentler and more loving place.
And here’s to all the June brides and grooms — past, present and future!
Hope you enjoyed/are enjoying the week-end! Please also enjoy these links. There’s all sorts of interesting stuff for you on boards and fundraising, storytelling, newsletters that make money, how to get better results from snail mail and more. You’ll find some great training opportunities and five (count ’em!) free resources.
Click-it: Turning Board Members into Fundraisers: Q&A with Claire Axelrad. Emily Wang of Network for Good recently interviewed me on this subject. If you missed it, here’s your chance to check it out.
Hope you enjoy these links, free resources and training opportunities. Again, I’ve organized according to two of the top 5 areas I’m hoping you’re working on improving this year. This week it’s:
I’ve also got some “food for thought” articles on special events, plus links to free resources and upcoming training opportunities. I hope you find at least one useful nugget!
Hope you enjoy these links, free resources and training opportunities. Again, I’ve organized according to two of the top 5 areas I’m hoping you’re working on improving this year. This week it’s:
There are also some “food for thought” articles in other areas, plus links to free resources and upcoming training opportunities. There’s bound to be something here you’ll find useful!
This week’s Click-it is another mélange of fundraising wisdom, ranging from events to social media and taking a look at which generations are good target markets for you. Plus some fun posts.
And, as always, if you scroll to the bottom you’ll find some free resources I’ve selected for you. There’s some really worthwhile stuff here — and I’ve got a lot of it this week.
See you next week where I’ll return to my “Dive the Five” virtual nonprofit curriculum. Want to know the top five priority areas for your focus in the coming year? Make sure you’re subscribed to Clairification so you don’t miss an article!
And now, on to this week’s articles…
This week is all about what we need to do, collectively and within our organizations, to assure a bright future for philanthropy. I’ve gathered articles from some of the leading thinkers and researchers in the civil sector. This is important stuff — and one “Click-it” you won’t want to miss! Plus, as always, some great learning opportunities for you (scroll to the bottom).
“Philanthropic culture is a key driver of fundraising performance.”
— Adrian Sargent, Institute for Sustainable Philanthropy
Is a culture of philanthropy just something that’s ‘nice’ to have? Does it simply make people feel good? Or might it actually affect your bottom line – making it ‘necessary?’
I know I’ve worked with organizations who looked at the notion of developing a philanthropy culture a bit like doing staff morale building or sensitivity training. It certainly sounds good, and who can argue with reports from pioneering organizations like the Walter and Evelyn Haas Jr. Fund (see Underdeveloped, Beyond Fundraising: What Does it Mean to Build a Culture of Philanthropy, and Fundraising Bright Spots) and Sea Change Strategies (see Inside-Out Fundraising) that embracing a culture of philanthropy (COP) will bring all sorts of benefits, including recruitment and retention of talent, stronger development plans and infrastructure, a better understanding of the board role in fundraising and a shared understanding of the importance of fundraising across functional siloes.
“As a sector, we need to elevate the importance of fund development as a leadership issue, invest in a stronger talent pool, and strengthen the ability of nonprofits to develop the systems that enable fundraising success.”
— Jeanne Bell, CEO of CompassPoint, co-author of Underdeveloped
“Generally, a culture of philanthropy is one in which everyone—board, staff and CEO—has a part to play in raising resources for the organization. It’s about relationships, not just money. It’s as much about keeping donors as acquiring new ones and seeing them as having more than just money to bring to the table. And it’s a culture in which fund development is a valued and mission aligned component of everything the organization does.”
— Cynthia Gibson, author, Beyond Fundraising
“Without tackling internal issues head-on, we believe the prospects for major fundraising progress are limited. In most organizations, fundraising is limited more by organizational culture and structure than by lack of strategic or tactical know-how.”
— Alia McKee and Mark Rovner, Founders, Sea Change Strategies
Despite the impressive research that’s been done showing the value of a philanthropic culture, too many nonprofits have simply assumed they had one by virtue of merely existing within the social benefit sector. Or even if they understood achieving a true COP took work, they just never moved this from the back burner to the front.
“Many charities are so wrapped up in the process of doing – delivering, raising income, adapting to the panoply of changing circumstances that can radically alter day to day activity – that establishing a truly philanthropic culture might not be high on the list of priorities.”
— Adrian Sargent, Institute for Sustainable Philanthropy
We’re entering an era of uncertainty.
For many, this has been a gut-wrenching week. And not just in the United States. People around the world are struggling with how to make sense of global events. Not just the American elections (though this is a huge sea change), but also escalating, senseless violence across the planet, threats to freeedom of speech, religion and assembly, the spread of fake news, a deepening divide between classes, and a creeping sense of dread as events begin to seem out of our control.
And, to be honest, this may feel like just the tip of the iceberg.
The world can seem a cruel and barbaric place.
Philanthropy – love of humankind — can seem elusive.
Yet it’s right here. In each of us.
Love is connected to the things you believe in. The values you hold most dearly. The dreams you have and cherish.
Now is the time to be more loyal to your values and dreams than to your fears.
Give yourself permission to trust your own dreams. Be open to them. Don’t critique them or tell yourself they cannot happen. Not now.
Be on your own side, and on the side of your family, friends, neighbors and the entire planet that needs you to restore balance. Don’t wait to nurture those dreams.
Make the internal commitment to come from a place of love.
Earlier this week I shared a poem from Tara Mohr. It began like this: “Today, I am more committed than ever to the things I believe in.”
I encourage you to think about what you believe, and what you’ll commit to doing — from today forward.
I do have some thoughts I’d like to share.
What’s holding you back? Culture? Fear?
How do you help people afraid of fundraising become comfortable in what should be a mission-aligned role for everyone associated with your nonprofit organization?
After all, everyone benefits from increased philanthropy. Not just development staff.
Increasingly, successful nonprofits are adopting cultures of philanthropy where everyone involved – administrative staff, program staff, board members, committee members, direct service volunteers and even beneficiaries – comes together as ambassadors, advocates and askers on behalf of furthering the organization’s mission, enacting its values and fulfilling its vision.
Facilitating philanthropy is not rocket science, yet folks unaccustomed to the relationship cultivation and solicitation required to land major donations are fearful because they don’t know how to do it. Actually, they do. They just need some guidance, hand holding and support along the way. Reluctant fundraisers tend to think fundraising is just about money. It’s a lot more than that.
It’s the job of a nonprofit’s leadership to work with insiders (staff and volunteers) to help everyone feel both passionate about the cause and confident in the fundraising process.
There are barriers to be overcome; first and foremost is fundraising fear. This fear takes many forms, and is perhaps best expressed in some of the questions I frequently receive. So I’m endeavoring to answer these questions below. Hopefully this will help you address these challenges within your own organization so you, too, can transform folks from fearful and reluctant “fundraisers” to joyful and ready “philanthropy facilitators.”
In Part 1 I laid out why philanthropy inspires, and fundraising tires.
Fundraising must be done, of course, but there’s something about how it’s too often practiced that turns too many people off.
It’s the “fund” part of the word. This makes people think it’s all about money, when really it’s all about valued outcomes.
These valued outcomes are shared by many who care about the cause.
All these folks have a collective stake in the love and mission-focused organization’s survival.
Because all of them are dedicated to making the world, or some small corner of it, a better place.
When fundraising is delegated to the development committee, or the development director, it disenfranchises a huge segment of folks who care about sustaining the cause — both internally and externally.
Similarly, when donors are competed over, donors are disenfranchised. This may take the form of non-cooperation or even outright war between those who should be facilitating philanthropy.
Philanthropy is a mindset. An embracing culture. A noble value.
Fundraising is a means towards that end. Servant to philanthropy.
Philanthropy, not fundraising.
This has been the tagline for my business and blog since I began Clairification in 2011. It grew naturally out of my experiences working as a frontline development director for 30 years. I’ve always insisted that no single person could possibly receive credit for a donation. “Donors don’t give because of development staff,” I’d tell program staff. “They give because of the great work you do!”
Sustainable fundraising takes a village.
In fact, in my practice I went so far as to develop a point system for major gifts moves management (you can learn about it here) that ascribed many more points for a donor meeting with a program director than one with a development staffer. I wanted to show program staff how much they counted!
Everyone counts.
This is exactly the premise of the groudbreaking report commissioned in 2016 by the Evelyn & Walter Haas, Jr. Fund, “Beyond Fundraising: What Does it Mean to Build a Culture of Philanthropy?.” It was one of three reports centering on confronting chronic fundraising challenges, and showcased the paramount importance of building an organization-wide philanthropy culture as a paradigm for the 21st century. When the report came out, here’s what I said:
Today would have been Dr. Martin Luther King’s 95th birthday. During his lifetime he challenged us to recognize the privilege of being part of the struggle for goodness to prevail. He did not live to get to the promised land, yet he saw it from the mountain top. And in his famous speech he mused on the question of what he would say were he to be given the extraordinary opportunity to live in any moment in history. His answer to the Almighty was, “If you allow me to live just a few years in the second half of the twentieth century, I will be happy.”
Today we are more than two decades in, and our challenge is whether we can approach our world with the same degree of gratitude and moral resolve. Our times are challenging. Political division, escalating, senseless violence across the planet, threats to taken-for-granted freedoms, the spread of fake news, a deepening divide between classes, the existential threat of climate change, and a creeping sense of dread as events begin to seem out of our control. The world can seem a cruel and barbaric place. Philanthropy – love of humankind — can seem elusive. Yet it’s right here. In each of us. And at this particular collective moment it has never been more essential for us to develop our capacity to care for one another, to show up for one another, and to love.
King challenges us to recognize that even in dark times, there is light to be found: “I know that it’s only when it is dark enough that one can see the stars.” As we toil in the vineyards of the social benefit sector, it is our privilege — and responsibility — to carry Dr. King’s torch and let shine the light. To muster all our spiritual, moral, individual, and communal resources to drive out the darkness. Today, with my annual “I Have a Dream” post, I invite you to consider what you can do to cultivate loving awareness, adapt, stay positive and make a beneficial impact on the world within and around you — yourself, your family, your friends, your neighbors and strangers.
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2024 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, fully embrace the digital revolution, look at the ways artificial intelligence can be used for good, and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
Today would have been Dr. Martin Luther King’s 94th birthday. During his lifetime he challenged us to recognize the privilege of being part of the struggle for goodness to prevail. He did not live to get to the promised land, yet he saw it from the mountain top. And in his famous speech he mused on the question of what he would say were he to be given the extraordinary opportunity to live in any moment in history. His answer to the Almighty was, “If you allow me to live just a few years in the second half of the twentieth century, I will be happy.”
Today we are two decades in, and our challenge is whether we can approach our world with the same degree of gratitude and moral resolve. Our times are challenging. Political division, escalating, senseless violence across the planet, threats to free speech, the spread of fake news, a deepening divide between classes, the existential threat of climate change, and a creeping sense of dread as events begin to seem out of our control. The world can seem a cruel and barbaric place. Philanthropy – love of humankind — can seem elusive. Yet it’s right here. In each of us.
King challenges us to recognize that even in dark times, there is light to be found: “I know that it’s only when it is dark enough that one can see the stars.” As we toil in the vineyards of the social benefit sector, it is our privilege — and responsibility — to carry Dr. King’s torch and let shine the light. To muster all our spiritual, moral, individual, and communal resources to drive out the darkness. Today, with my annual “I Have a Dream” post, I invite you to consider what you can do to adapt, stay positive and make a beneficial impact on the world within and around you — yourself, your family, your friends, your neighbors and strangers.
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2023 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, embrace the digital revolution, and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
I hear a lot of complaining about donors.
They should do this:
They shouldn’t do that:
What about what YOU should and should not do to build sustainable, fulfilling relationships with your supporters?
I hear too much of “We already sent a thank you; that’s enough, and they shouldn’t expect more.”
Shouldn’t they?
Donors are people first, philanthropists second. And people need to know they’re important to you.
Let me tell you a true story.
A close friend of mine used to complain to me about her husband all the time. Why? Because he didn’t tell her he loved her enough. Understatement of the year.
Your organization won’t survive and thrive with only great fundraising technicians. You—and the entire social benefit sector—need organizational-development-grounded philanthropic facilitators. In fact, you need a team – maybe an entire village – filled with them!
This is what it looks like in a culture of philanthropy. And it involves more feelings than tangibles. What does it feel like where you work?
Your organization’s culture can make or break your fundraising – and just about everything else. If you don’t foster a culture in which people want to work, great professionals won’t apply for, or stick with, jobs. You have to be intentional in creating a culture that attracts, retains and grows professionals. The kind who will inevitably build sustaining relationships with supporters.
Here are some things you can do to build a true philanthropic culture.
To foster an authentic values-based organizational culture, you must first identify and write down the main beliefs that make up the culture. This can be simple – as little as a sentence or single paragraph – but this written manifestation of the culture you want to foster is critical to helping people understand the culture.
Here are some questions to ask yourself or, better yet, to do as a group exercise with a team of staff and/or board.
How do you help people afraid of fundraising become comfortable in what should be a mission-aligned role for everyone associated with your nonprofit organization?
After all, everyone benefits from increased philanthropy. Not just development staff.
Increasingly, successful nonprofits are adopting cultures of philanthropy where everyone involved – administrative staff, program staff, board members, committee members, direct service volunteers and even beneficiaries – comes together as ambassadors, advocates and askers on behalf of furthering the organization’s mission, enacting its values and fulfilling its vision.
Facilitating philanthropy is not rocket science, yet folks unaccustomed to the relationship cultivation and solicitation required to land major donations are fearful because they don’t know how to do it. Actually, they do. They just need some guidance, hand holding and support along the way. Reluctant fundraisers tend to think fundraising is just about money. It’s a lot more than that.
It’s the job of a nonprofit’s leadership to work with insiders (staff and volunteers) to help everyone feel both passionate about the cause and confident in the fundraising process.
There are barriers to be overcome; first and foremost is fundraising fear. This fear takes many forms, and is perhaps best expressed in some of the questions I frequently receive. So I’m endeavoring to answer a few of these questions below. Hopefully this will help you address these challenges within your own organization so you, too, can transform folks from fearful and reluctant “fundraisers” to joyful and ready “philanthropy facilitators.”
No one can do it alone, sitting in their own little corner.
Not the E.D. Not the development director. Not the development committee of the board. Not the fundraising consultant.
One-person shows don’t work in fundraising.
This isn’t tennis, figure skating or golf. You’re not one person trying to be the best you can be, with all the glory accruing to you. You’re part of a team, all pulling together in the same direction, with the glory accruing not just to your team but also to your fans and your community.
Siloes don’t work in fundraising.
You aren’t saving up grain for the winter. Besides, simply hoarding won’t help enough. Development operations must figure out how to grow and harvest as much grain as possible so you can feed more and more people in need. Hoarding in siloes is a scarcity, not an abundance, mindset. A status quo, not a growth mindset.
If you have vision and big goals you need a team to see you through.
Begin with recruitment of stakeholders.
Look around you. Who do you see? You see internal and external stakeholders. People who care about your organization winning.
Generally, you’ll see:
Could you be getting it all wrong when it comes to the what, who, where, why, how and when of your nonprofit’s communications and fundraising as this pandemic plays out?
You could.
Especially if you’re leading from opinion above knowledge. You know, going with your gut when it comes to what your donors want or need from you right now. Otherwise known as guessing.
That’s never a good idea for someone whose job is to facilitate philanthropy. Because a lot is known about how much joy it brings people to demonstrate their ‘love of humanity’ through philanthropic acts. Your gut telling you donors don’t want to be invited to become heroes? P’shaw.
Now, thanks to the folks at Blue Frog Fundraising, more is known about how donors feel about giving in response to the current pandemic. In the recently revealed Coronavirus Research Findings: What do donors think now? they focus on what donors have told them about how their approach to giving has changed. Or hasn’t.
These philanthropy trends are important to understand, so I’ve selected the most salient among their key findings (highlighted in the break-out boxes) and have grouped them according to the traditional journalist’s rubric of what, who, where, why, how and when.
I’m going to explain what your nonprofit should do to show donors you do, in fact, understand where they’re coming from.
Before taking any marketing message or fundraising appeal off your plate, and before adding anything new, always make sure to ask yourself these six important questions! They will help you assess almost any situation, plus focus your efforts and aid you in telling more relevant, compelling stories.
Let’s get started…
Today would have been Dr. Martin Luther King’s 91st birthday. During his lifetime he challenged us to recognize the privilege of being part of the struggle for goodness to prevail. He did not live to get to the promised land, yet he saw it from the mountain top. And in his famous speech he mused on the question of what he would say were he to be given the extraordinary opportunity to live in any moment in history. His answer to the Almighty was, “If you allow me to live just a few years in the second half of the twentieth century, I will be happy.”
Today we are here, and our challenge is whether we can approach our world with the same degree of gratitude and moral resolve. Our times are challenging. Political division, escalating, senseless violence across the planet, threats to free speech, the spread of fake news, a deepening divide between classes, the existential threat of climate change, and a creeping sense of dread as events begin to seem out of our control. The world can seem a cruel and barbaric place. Philanthropy – love of humankind — can seem elusive. Yet it’s right here. In each of us.
King challenges us to recognize that even in dark times, there is light to be found: “I know that it’s only when it is dark enough that one can see the stars.” As we toil in the vineyards of the social benefit sector, it is our privilege — and responsibility — to carry Dr. King’s torch and let shine the light. To muster all our spiritual, moral, individual, and communal resources to drive out the darkness. Today, with my annual “I Have a Dream” post, I invite you to consider what you can do to adapt, stay positive and make a beneficial impact on the world within and around you — yourself, your family, your friends, your neighbors and strangers.
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2020 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, adapt to the digital revolution and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. So much so, in fact, I felt it imperative to help you understand how they work and how they may be of benefit to your charity.
Why?
Today we’re going to take a look at:
Let’s begin at the beginning.
Dr. Martin Luther King, Jr. spoke of standing up for what’s right, even when it isn’t convenient. There is so much happening in the world around us today, and at such an unprecedented, rapid pace, it’s sometimes challenging to make sense of it all. And, in particular, our place in it all. How will we face the world of 2019 and beyond? What challenges will we take on, and how? What can we do as individuals, as groups, as organizations, and as a community to adapt, stay positive and make a beneficial impact on the world within and around us — ourselves, our families, our friends, our neighbors and strangers. What can we do, especially, to protect and defend and care for the most vulnerable among us? What can we do that is not just transactional, but transformational?
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2019 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, adapt to the digital revolution and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
You probably know my tagline is “Philanthropy, Not Fundraising.” It’s my overarching philosophy, and I welcome you to read about it here. But make no mistake…
I’m still using the word fundraising. In fact, I wrote an article entitled To Sell is Human; To Give, Divine – Why We’re All in Fundraising Now. I understand this may be a bit confusing. In fact, I’ve had some comments to that effect. Some of you hate the word philanthropy; others hate the word fundraising. So, let’s clairify.
If you want to move from a culture of transactions to one of transformation don’t get bogged down worrying about semantics! You say potato; I say potahto… a rose by any other name… It’s the CONCEPT of “philanthropy, not fundraising” I’m hoping you’ll grasp. The point is to come from a place of love; not need. A place that centers on your donor; not you. A place that is deeply relational; not one-sided. A place that focuses on impact and outcome, not money and process.
Let me share a few comments I received and contribute my thoughts:
It’s common for retail businesses to adopt the mantra: “The customer is always right.” But when’s the last time you heard “The donor is always right?” Too often, the opposite is true.
I hear a lot of complaining about donors. They should do this (e.g., give because it’s the ‘right’ thing to do; be compliant and not make us work so hard); they shouldn’t do that (e.g., give any way other than ‘unrestricted’; require reports that take us hours to complete). I don’t hear enough of “What can we do to delight our donors today?”
What can you do to delight your donors?
Dr. Martin Luther King, Jr. spoke of standing up for what’s right, even when it isn’t convenient. There is so much happening in the world around us today, and at such an unprecedented, rapid pace, it’s sometimes challenging to make sense of it all. And, in particular, our place in it all. How will we face the world of 2018 and beyond? What challenges will we take on, and how? What can we do as individuals, as groups, as organizations, and as a community to adapt, stay positive and make a beneficial impact on the world within and around us — ourselves, our families, our friends, our neighbors and strangers. What can we do, especially, to protect and defend and care for the most vulnerable among us? What can we do that is not just transactional, but transformational?
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2018 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, adapt to the digital revolution and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
There is so much change occurring in the world around us, and at such an unprecedented, rapid pace, that it’s sometimes challenging to make sense of it all. And, in particular, our place in it all. How will we face the world of 2017 and beyond? What challenges will we take on, and how? What can we do as individuals, as groups, as organizations, and as a community to adapt, stay positive and make a beneficial impact on the world within and around us — ourselves, our families, our friends, our neighbors and strangers. What can we do, especially, to protect and defend and care for the most vulnerable among us? What can we do that is not just transactional, but transformational?
I have a dream for 2017– and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will think big, because thinking small will not get you where you need to go. You will understand there is great power in a big, wildly exciting vision. You will share this vision broadly to attract people — and financial resources — to your cause. You will no longer be content to remain a “well-kept secret.”
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand that many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will push yourself and your organization towards transformative change.
In Part 1 I laid out why philanthropy inspires, and fundraising tires.
Fundraising must be done, of course, but there’s something about how it’s been practiced in the past that turns too many people off. It’s been connoted as being all about money, when really it’s all about valued outcomes.
These valued outcomes are shared by many who support the cause – donors and non-donors. Employees and volunteers. Development departments and program departments. Major gifts staff and annual giving staff. All these folks have a collective stake in the nonprofit’s survival.
Philanthropy is a mindset. An embracing culture. A noble value.
Fundraising is a means towards that end. Servant to philanthropy.
Philanthropy, not fundraising.
This has been the tagline for my business and blog since I began Clairification in 2011. It grew naturally out of my experiences working as a frontline development director for 30 years. I’ve always insisted that no single person could possibly receive credit for a donation. “Donors don’t give because of development staff,” I’d tell program staff. “They give because of the great work you do!”
I have a dream for 2016– and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will think big, because thinking small will not get you where you need to go. You will understand there is great power in a big, wildly exciting vision. You will share this vision broadly to attract people — and financial resources — to your cause. You will no longer be content to remain a “well-kept secret.”
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand that many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will push yourself and your organization towards transformative change.
It’s common for retail businesses to adopt the mantra: “The customer is always right.” But when’s the last time you heard “The donor is always right?” Too often, the opposite is true.
I hear a lot of complaining about donors. They should do this (e.g., give because it’s the ‘right’ thing to do; be compliant and not make us work so hard); they shouldn’t do that (e.g., give any way other than ‘unrestricted’; require reports that take us hours to complete). I don’t hear enough of “What can we do to delight our donors today?”
What can you do to delight your donors?
I have a dream for 2015 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will think big, because thinking small will not get you where you need to go. You will understand there is great power in a big, wildly exciting vision. You will share this vision broadly to attract people — and financial resources — to your cause. You will no longer be content to remain a “well-kept secret.”
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand that many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will push yourself and your organization towards transformative change.
Fundraisers report that money is the number one reason they leave their jobs [See Part I of this two-part series here]. While I do believe too many fundraisers are underpaid relative to their skill sets and performance, I’ve a hunch it’s not the real chief culprit for fundraiser dissatisfaction. What is?
Here comes this month’s *SMIT (Single Most Important Thing I have to tell you):
I’m still using the word fundraising. In fact, my most recent post was To Sell is Human; To Give, Divine – Why We’re All in Fundraising Now. I received a lot of feedback (mostly embracing) on the first post in my 2013 Series: Philanthropy; Not Fundraising. But there’s evidently some confusion. So, let’s clairify.
If you want to move from a culture of transactions to one of transformation don’t get bogged down worrying about semantics! You say potato; I say potahto… a rose by any other name… It’s the concept I’m hoping you’ll grasp. The point is to come from a place of love; not need. A place that centers on our donor; not us. A place that is deeply relational; not one-sided.
Let me share a few comments I received and contribute my thoughts:
I have a dream for 2013 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an…
What will you hope for in the coming year? Some years ago a college classmate sent me and others this question by way of a year-end holiday missive, ruminating on how hope and optimism are similar yet different. It struck a chord with me (Thank you David Mahoney). You see, I’m not generally an optimist.…
In my last article (Part 1 of a three-part event planning series) I offered a compendium of common sense event planning advice. It centered on the wisdom offered to Alice by the Cheshire Cat when she asked which road she should take:
“Would you tell me, please, which way I ought to go from here?”
“That depends a good deal on where you want to get to,” said the Cat.
“I don’t much care where–” said Alice.
“Then it doesn’t matter which way you go,” said the Cat.— Alice in Wonderland
When it comes to special events, your goal is important.
Once you settle on a direction, then you’re able to pick the best road to take you there.
Hopefully you read the previous article, determined an event was your best strategic option to reach your primary end goal, and now you’re ready to get to work!
This means your invitation to the event should incorporate the following:
Do you wish you had a dime for every time a nonprofit board or staff member told you “We’re the best kept secret in town; if people knew what we do, they’d give to support us.”
Nonprofits tell me this all the time! If I had all those dimes, I could make a nice contribution to your cause. And I would, if…
You see, merely “building awareness” will not ipso facto raise more money for your cause.
Just because I care about something, and somehow learn you are involved in doing something about that thing, doesn’t mean I’m going to support you financially.
Why should I? There are a lot of good causes out there, and making a decision to invest in you is something I need to feel emotionally and then act on.
I’m busy. I’m overloaded with information. And inertia is just too powerful a force.
You’ve got to do better than just hope I’ll stumble upon your website, see your social media post, hear about you on the news, or even open your direct email if you want me to really sit up, pay attention, and actively engage.
Especially if you want me to engage as a philanthropist.
It costs to acquire a new donor than retain a current one. A lot . In fact, research shows it takes 7 – 12% effort, time and money to bring in a new donor than to raise from a current donor. Please, please, please… let this sink in. The for-profit world understands…
“People do not give to the most urgent needs, but rather they support causes that mean something to them.”
This is the finding from a report done by the Centre for Charitable Giving and Philanthropy at the University of Kent: “How Donor Choose Charities.” They begin their study from the widely-accepted premise that charities exist primarily to help needy people and the desire to meet needs is a key criterion in the selection of charitable beneficiaries. Interviews with committed donors found this was not the reason they gave. In brief, the study concludes:
Giving and philanthropy have always been supply-led rather than demand-driven: the freedom to distribute as much as one wants, to whom one chooses, is what distinguishes giving from paying tax. Yet the methods used to encourage donations tend to assume that philanthropy depends on objective assessments of need rather than on donors’ enthusiasms. The tendency to overestimate the extent to which people act as rational agents results in fundraising literature that often focuses on the dimensions and urgency of the problem for which funding is sought. The assumption underlying this approach is that donations are distributed in relation to evidence of neediness, when in fact much giving could be described as ‘taste-based’ rather than ‘needs-based’.
If there was ever a time to commit to finding out more about the folks on your mailing list so you know what floats their boats, this report indicates that time is decidedly NOW. Otherwise, you’re just “spraying and praying” as you buy into the conceit that “if only” folks knew about the need we address, they would give. Because they should. That’s not why folks give.
The truth is people are ruled by emotion more than objective data. We’re affected by stories we’re told and emotions we feel.
The study cites four criteria that influenced donor decision making. Perhaps surprisingly, they are not based on meeting your organization’s or your beneficiaries’ needs. Of course, these things factor in. But only after you’ve captured someone’s attention with something that relates to them and resonates with them personally and met the key influencing criteria.
THE FOUR KEY INFLUENCERS ARE:
Did you have a New Year’s resolution to look for a new development position? Or maybe to transition to work in the social benefit sector?
Have you put your job search off, wondering how your skills translate to what you’d really like to do?
We all have an inner critic telling us super unhelpful things like:
These are all variations on the theme of “you don’t have what it takes.”
Nonsense!
This is a totally irrational fear. Your inner critic is perhaps trying to protect and defend you, but actually this critic is holding you back by ruminating on the risks and worst-case scenarios. If you always play it “safe,” you’ll never grow.
Today, I’d like to tell you what it actually takes to be an effective fundraiser.
I hope you’ll see these innate qualities and strengths are things you have already. All you need to do is formulate them into a pitch format you can use when you interview for a job.
Trust defines the credibility and legitimacy not only of your organization, but of the entire social benefit sector. Yet too few organizations make the effort to operationalize this construct into their fundraising and marketing planning.
You should.
Without donor trust and confidence in philanthropy there’s no future for social benefit organizations.
Donor retention guru Professor Adrian Sargeant has spent 20+ years researching the relationship between trust, philanthropy and continued donor commitment. And he has found, unequivocally, that trust is the essential foundation of the philanthropic relationship.
Ignore this at your peril.
The Donor’s Bill of Rights is a great starting point. But simply using it as a checklist is not enough. Too transactional. I encourage you to go above and beyond. Because the best predictor of future giving is when people feel good.
You can make giving to you a transformational experience. How? By actualizing what you learn here into a series of multi-step plans for:
Gift Acknowledgement that Satisfies Donors
Donor-Centered Communications that Instill Happiness
Useful Content Marketing that Offers Gifts
Consistent Branding that Instills Confidence
Relationship Fundraising that Creates Meaning and Builds Loyalty
If you take these five steps, implementing the 10 strategies incorporated below, I can guarantee you’ll steadily build trust and make donors happy. They may seem simple, and they are. But honestly ask yourself if you really do these things right now? Trust must be earned, and it can be fragile. So, I’m going to guess you could do better. Please read these action steps with an eye to what you might do to make your donor retention plan – what I prefer to call a “donor love and loyalty plan” – more vigorous. It’s up to you to establish trust and magnetically pull your donors toward you so they never let go.
What will you hope for in the coming year? Recently a college classmate asked me and others this question, ruminating on how hope and optimism are similar yet different. It struck a chord with me You see, I’m not generally an optimist. Yet I’m often hopeful. I’d just never taken time to actively consider how…
Do you want to risk not receiving generous gifts you could have otherwise received, just because you failed to go the extra mile to share relevant, useful and even critical information? Or because you just did the most basic things, failing to do what would have made your communications really stand out?
Your job as a philanthropy facilitator is to do everything in your power to make giving to you as easy, joyful and rewarding as possible.
Everything.
Do you?
Doing everything means
You are if your modus operandi is fire fighter.
Because, let’s be real, you’re mostly putting out fires set by other people.
It may make you feel like a hero, but it’s not the best way to approach your job on a daily basis. Let me explain by asking you to answer these questions:
If so, you (and most likely your co-workers too) are probably not doing the important preventive work that must be done so these urgent fires don’t break out.
Anyone can fight a fire; “Only YOU can prevent [forest] fires.”
So, get out of the trees for a minute, take a perch at the top of a hill, and get a panoramic birds-eye view of your organization’s forest. Look for the places where danger lurks and fires might break out. For example (this is a non-exclusive list), it could be the way:
If you’ve never read management and marketing guru Peter Drucker, you must. I fell in love with him early on in my nonprofit career, and still regularly draw upon his wisdom. It hasn’t aged; he was ahead of his time, and remains a worthy sage for ours.
Perhaps the most important thing I learned from Drucker was you must begin with the “why” question. What is your purpose?
“It is defined by the want the customer satisfies when she buys a product or service.”
You want to think about your purpose both broadly and narrowly. But not so broadly as to only be talking about your category. The fact you’re a human services agency, school, arts organization or environmental charity does not answer the question: “What would happen if you ceased to exist?”
Most founders do not wake up one day with the epiphany “I want to start a nonprofit.” They have more explicit goals related to solving specific problems. “I want to provide homeless people with access to showers.” “I want to offer equine therapy to kids with disabilities.” “I want to find a cure for this degenerative disease my kid has.” And so on.
If a customer has no soap to buy, they can’t get clean. If a homeless person has no shower or toilet available, they can’t get clean. Whether the business is for- or non-profit, the sought-after impact is cleanliness – and all the ways being clean makes people feel, think and behave. Goals that answer the “why” question are focused on impact. People don’t buy what you do; they buy why you do it.
Know your existential why — the meaningful impact you want to make — in order to build a plan to reach that goal.
A goal worth meeting is one other people share. Find out:
Fundraisers report money is the number one reason they leave their jobs [See Part I of this two-part series here]. Hmmn… hmmn… hmmn…
Is it really all about the money?
While I do believe too many fundraisers are underpaid relative to their skill sets and performance, I’ve a hunch it’s not the real chief culprit for fundraiser dissatisfaction. What is?
The real reason fundraisers leave their jobs, and the sector, is very similar to why donors leave you. Today’s article will help you learn both:
Ready?
I gave you a hint in the title. Yup. It’s what Aretha Franklin famously sang about:
It’s not just respect for fundraisers as individuals that’s lacking. It’s respect for their profession. For what it takes to succeed with development in a nonprofit organization. For what it means to be a part of a team — all working together towards the same goal — and why it’s impossible to succeed without a supportive infrastructure and culture.
And, by the way, donors won’t thrive absent a supportive culture and infrastructure either. They’re looking to be a part of your community, your family, your way of life. If you won’t give them this warm, fuzzy, connected feeling — they’ll find someone else who will.
So what pre-conditions must be in place for fundraising staff, and donors, to want to stay?
You are known by the company you keep.
No nonprofit stands alone.
It may be born alone, or die alone, but it stands together.
That’s because it’s not about “I,” but about “we” and “us.”
Your nonprofit not only fulfills a demonstrated need, but it addresses problems other folks agree need addressing. All of you are “in” on addressing the problem and making the community and world a better place.
The company you keep should reflect your community.
Community based. Significance-based. Story-based.
Friendships. Deep connections. Relationship building.
This all creates the nonprofit brand.
Put another way, as my friends at The Ross Collective say: “People who are closest to the problems are weighing in on the solutions.”
Have you ever received confoundingly terrible customer service? Maybe at a restaurant, hotel, fast food restaurant or retail outlet? It happens all the time and, likely, you’ve thought to yourself: “Why on earth are they treating me like this? It’s so stupid! Don’t they realize I’ll never come here again?”
Sadly, this is exactly what many donors feel when:
“Customer service, like everything an effective organization does, changes people.”
Think about it. When you experience poor service in the for-profit world, it’s likely because the person with whom you’re interacting has no stake in the business. They see their job as just a job, and really don’t care about the business as a whole. Whether or not a customer returns again means little to them.
This also happens at nonprofits without a donor-centered culture of philanthropy. While the customer, or donor, may not always be exactly “right,” it is imperative everyone in your organization recognizes and appreciates the value donors bring.
“Each person directly associated with your organization should value donors and implicitly or explicitly express that value with gratitude and appreciation. No exceptions.”
— Brian Lauterbach, fundraiser, consultant, entrepreneur
“Without tackling internal issues head-on, we believe the prospects for major fundraising progress are limited. In most organizations, fundraising is limited more by organizational culture and structure than by lack of strategic or tactical know-how.”
— Alia McKee and Mark Rovner, Founders, Sea Change Strategies
NOTE: How to instill a culture of philanthropy is a topic for another article (like this one), but at base it has to do with how people treat each other in your organization.
Did you ever wonder if there is a foolproof way to communicate with donors?
Actually, there is!
And it’s not about process.
It’s about another ‘P’ word.
Can you guess?
I’ll give you a hint.
It relates to the secret business your nonprofit is in.
You may think you’re in (arts, healthcare, human services, environment, social justice, animal rescue, education or whatever) but, fundamentally, your core business is something else. Something deeper.
Something that emanated from whoever founded your nonprofit.
Without this special something, your nonprofit wouldn’t exist.
Have you figured it out?
Annual reports don’t have to be dry as dust. In fact, the most effective ones are not financial reports; they’re a story with the donor at the center. And they inspire action.
When you consider all the blood, sweat, tears and money that go into them, you want to assure they:
Towards getting the biggest bang for your annual report buck, consider renaming them (or at least thinking about them) as Gratitude Reports. Make them all about your donors, how grateful you are to them for making your work possible, and how appreciative you are for all the accomplishments they enabled.
Rather than “2023 Annual Report,” consider a more donor-centered title like “Generosity Report,” “A Gratitude Report,” “The Year of the Donor,” “Impact Report.” or “You Make it Possible.” I’ve seen all of these; feel free to get creative and let your title guide your content!