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News and Notes as of October 1, 2020

4 steps for teams to envision and reach their goals

Gabriele Oettingen’s concept of “mental contrasting” can be applied to setting and achieving goals in a four-step process: clarifying your wish, outlining the desired outcome, identifying obstacles and planning how you’ll overcome them, writes Alaina Love. “Best of all, investing just five minutes of daily uninterrupted quiet time to practice the WOOP steps can up your game significantly,” she writes.
Full Story: SmartBrief/Leadership (9/28)

Giving circles empower donors to act fast

The pandemic has shed new light on giving circles and their ability to mobilize donors to make fast, informed and effective decisions, writes Alyssa Wright. “As donors from different philanthropic communities move resources to support pandemic-related issues, many are beginning to cite that having been a part of giving circle prior to Covid-19 allowed them to make faster, better decisions when compelled to give,” she writes.
Full Story: Forbes (9/23)

Why email is the wrong way to convey your feelings

Use video presentations when you want to express deep, important emotions to others, but make a phone call when you’re feeling ambiguous, writes Carmine Gallo, citing research from the University of Texas at Austin. Email, the study found, was the worst way to communicate emotions because people felt it was inauthentic.
Full Story: Inc. (8/21)

September 2017

Beginning this month, PSI staff and I will use this column for a biweekly update of:

  • news in our fundraising, philanthropy and nonprofit professions,
  • updates of exciting events at PSI,
  • special information about clients, and
  • miscellaneous interesting “stuff” in our world.

There is a new editor at the AFP Advancing Philanthropy journal and she is really putting the emphasis on productive and ethical practice.  A recent article discussed how to develop or improve a culture for philanthropy in your organizations.  If you’re not a member, write me and I’ll send you a link or a scanned copy.

Academies are doing it!  In spite of some negative news that circulates in the field, there are stellar academies who are doing fundraising successfully.  Some have been doing it for some time, some are new, some have used PSI’s assistance, others have moved ahead on their own.  A select group came together in April to share their strategies and to discuss what’s going on as well as the possibilities.  There are already some results of this highly productive meeting already.  Write me for a copy of the fundraising implementing and tracking form, designed especially for academies but adaptable to most organizations.  Those who met at PSI were:

Don Short
Principal
Shenandoah Valley Academy

Janel Ware
Development Director
Shenandoah Valley Academy

Carla Thrower
Principal
Takoma Academy

Ronnie Mills
Development &Advancement
Takoma Academy

Greg Gerard
Principal
Georgia-Cumberland Academy

Kevin Emmerson
Director of Development & Alumni Relations
Mount Ellis Academy

Doug Herrmann
Headmaster
Loma Linda Academy

Desiree Quijano
Director of Advancement
Loma Linda Academy

Kris Fuentes
Principal
Madison Academy

Taleah Valles-Peters
Director of Development
Madison Academy

Cleopatra Trevilcock
Development Director
Greater Miami Adventist Academy

Marile Estrada
Business Manager
Greater Miami Adventist Academy

Frank Jones
Principal
Forest Lake Academy

Melissa Keller
Alumni/Development Director
Forest Lake Academy

Keith Hallam
Vice President of Education
Potomac Conference of SDA

Gus Martin
Superintendent of Education
Arizona Conference of SDA

Social media never ceases to be a topic of interest, high demand, and utility.  We were fortunate to host Nathan Hand, a faculty member at The Fund Raising School, who gave an outstanding webinar on the topic.  If you weren’t able to attend, or didn’t hear about it for some reason, you can access this on our website.  Write Mark Lindemann for assistance: marklindemann@nadadventist.org

Sometimes we forget what resources are right at our fingertips.  You have many such resources available at PSI!  Check out the library list of books you can borrow!  These have recently been culled and updated due to the NAD move to a new building.  We’re also fortunate to be able to subscribe to the leading journals and we save the scan the best items, from how-to to news in our profession.  We’re happy to share these with you.  If you need any info write me or the general help line at PSI and we will save you some time and effort.

Until next time!  Always wishing you well,

 

 

 

lilyawagner@nadadventist.org

Mobile:  317-250-8274

August 2017 – Nonprofit Governance and Compliance

Most fundraising professionals and many nonprofit personnel are familiar with the newspaper, Nonprofit Times, which is available as both hard-copy and on-line (www.thenonprofittimes.com). However, they may not be as aware of Exempt:  The Financial Magazine for Nonprofits (www.exemptmagazine.com). It is published six times annually by Nonprofit Times.

In the November/December issue of 2016, the lead article discussed “Five Things That are Making Regulators Buzz.”  Written by Tracy L. Boak and Karen I. Wu, the article acknowledges that legal issues and compliance regulations are perpetual operations concerns, but they consider five to be of greatest interest to regulators, and therefore perhaps present the greatest challenges to nonprofit leadership.

First is the failure of boards to properly implement governance and compliance regulations, such as matters of conflicts of interest. Second is inadequate scrutiny of fundraising and overhead costs, such as high costs of hiring a fundraising professional and misrepresentation of how much is actually spent on the program versus the costs to bring in the donated funds.  Third is the matter of restricted funds and donor expectations. Fourth are the complex issues of the use of technology in fundraising; these raise many questions, from legal matters to use of donor data that is collected.  Finally are the considerations of social impact efforts, such as income-producing ventures rather than donations. This, perhaps, is the one that will bear consideration for some time to come, due to the vast changes that occur in this arena.

Understanding the viewpoint of what is significant in terms of regulations of nonprofits isn’t necessarily an easy matter but is vital for ethical and credible organizations that are accountable to their donors and the public. Exempt makes that challenging task easier for the busy nonprofit and fundraising professional.

Finding Meaning in the Mysterious (Part Six)

So, how would one go about finding a job in fundraising—besides contacting PSI for additional guidance and information?

A most important technique to use in developing job leads is using your personal contacts. It’s been said that you’re never more than six people (some optimists reduce that number to four) away from the individual you want to reach. Some job search specialists state that as many as 40% of all jobs are obtained through personal contacts. There is general agreement that networking–the word-of-mouth approach–is more effective than seeking a position through newspaper ads or by making “cold calls” yourself.

Join professional groups. Increase your contacts. Be genuinely friendly and interested in wanting to get acquainted with peers and colleagues in your field.

Find a mentor. Mentors may be senior professionals and often can be found through professional associations. PSI also has a mentoring program—check out this website or call us. An inexperienced fundraiser can also seek out a mentor by making personal contacts. Most people are willing to assist colleagues, whether inexperienced or established professionals. Be sure you are specific about what you desire from the mentoring relationship, and don’t wear out your welcome!

Attend workshops, seminars, conventions and conferences. Determine to become acquainted with at least one person during the conference, and select this person carefully. College or university courses related to nonprofit management (which usually includes fundraising) will also bring a person in touch with established professionals. Students seeking information and contacts are often allowed access to organization and professionals to a greater degree than established professionals. Therefore students should be encouraged to do academic work in such a way that they draw on the community and professional resources.

Volunteer. Volunteering may provide valuable training for a new fundraising professional, although sometimes the experience does not reflect reality as much as it should. However, volunteering does provide visibility and contacts, and an overall view of at least some portion of the nonprofit sector. It can be included on a resume as credible experience. Sometimes organizations are highly dependent on volunteers, and these individuals can gain actual job experience that serves as a basis for their resume.

Become an intern. Internships may be the best solution for acquiring “on the job” experience. Internships are available at many nonprofit organizations, some foundations, and some corporations. A number of students can state that their internships landed them jobs at the same organizations, such as foundations, or they were more marketable as a result of this experience.

In short, perhaps Pablo Casals, the renowned cellist, said it best. “The capacity to care is the thing which gives life its deepest meaning and significance.” This sums up the reasons why fundraising is, and can be, an exciting and fulfilling career–it is focused on caring, and in doing so with excellence.

Finding Meaning in the Mysterious (Part Five)

In progressing up the ladder of professionalism in fundraising, both in practice and positions held, the fundraising professional will find a constantly changing set of challenges and opportunities. Most organizations of the nonprofit sector, from small social service organizations to huge universities, employ fundraisers, and now there is trend to engage fundraisers in conferences and church-related organizations.

The positions also range widely, from prospect research to major gift acquisition to leadership of a fundraising department or foundation. A fundraising professional can choose to work in a setting that is congruent with his or her values and interests.

Preparation for a career has also progressed greatly in the last fifteen to twenty years. Most seasoned fundraisers talk about “falling into fundraising,” or finding themselves in the career by accident. Today there are many credible, accepted ways of preparing for fundraising as a profession. These include:

Academic programs
Schools such as The Fund Raising School
Centers and institutes, often housed at academic institutions
Associations which offer their own professional development
Continuing education programs
Affinity groups which provide a collegiality along with professional development
Consultants who often give workshops
Fellowships and internships, a great entry point for a first job
In-house training
Mentoring and on-the-job training
Self-study available through books and other media

Finding that important first job in fundraising can be a challenge for anyone entering the field, especially the young person. Most job ads state “three to five years experience,” but the perennial question nags at us–“How can I get experience if I can’t get a job?” Next time we’ll provide suggestions that may help you find the right fit.

Finding Meaning in the Mysterious (Part Four)

It is the organizations of the nonprofit sector that touch the lives of ordinary and extraordinary citizens alike in ways that the other sectors aren’t obligated to affect or simply cannot. Nonprofit organizations aren’t in the business of making a profit; therefore they are often designated as not-for-profit.

While successful nonprofit organizations need to be profitable in order to survive, this is not their primary purpose. They provide for the interests and needs of all Americans–educational, social, artistic, cultural, physical, environmental, spiritual, and professional. Hospitals, schools and universities, museums, human service agencies, and others provide services and benefits for all citizens. It is a “sector of opportunity,” as described by Dennis Young.[1] It is a sector of organizations entrusted by donors and constituents to meet public needs and address causes.

A unique factor of fundraising as a career is that at the end of each day, the professional has engaged in a journey worth sharing because, whether or not the results of that day’s efforts are visible now or are long-term, the professional can take pride in the nature of the work. Fundraising or development or advancement, as some prefer to call it, is a fundamental part of the process that makes institutions successful. The genuinely committed professional feels a “calling” to the work of fundraising. The satisfaction is derived from results, often intangible as well as those that aren’t visible for some time in the future, not from recognition.

Job satisfaction is generally high among fundraising professionals. A 26-year-old Harvard University graduate who co-founded Peace Games believes that jobs in nonprofits can be as rewarding as those in the high-tech world. He is quoted as saying, “What I can offer folks is something they can’t get at Microsoft: the ability to help kids be peacemakers.” The satisfaction of working with human needs, interesting and worthwhile causes, and achieving results that go beyond the bottom line of financial gain has attracted many young people, among excellent professionals who have made the switch from other sectors.

Next time we’ll look at how to enter the field and achieve professional progress.

Finding Meaning in the Mysterious (Part Three)

Fundraising, development or advancement, just a few of the designations for this practice and career, is a fundamental part of the process that makes institutions successful. The genuinely committed professional feels a “calling” to the work of fundraising. The satisfaction is derived from results, often intangible as well as those that aren’t visible for some time in the future, not from recognition. Idealism and enthusiasm are balanced with accountability, businesslike behavior, and practical action.

At the bottom of all is this reality–most of the work in the nonprofit sector, whether it is advocacy, healing, educating, entertaining, preserving and many other types, just will not happen unless someone brings in money. And the more fundraising is integrated into the entire organization, the more successful it will be.

The fundraising professional plays a significant role in the operation of healthy, viable nonprofits which can face the challenges of this decade and century. It requires the use of skills, abilities and personal traits that match various roles and responsibilities of the fundraising professional.

Fundraising doesn’t take place in a vacuum. It is an essential function in the entire scope of the nonprofit sector which is supported by philanthropy. And philanthropy is a highly significant part of the fabric of American society, providing opportunities for fulfillment, meeting needs, addressing crises and disasters, and building sustainability for the future. A fundraising professional is the manager of a process that brings together peoples’ sense of caring with needs that must be met.

Fundraising is a critical element in the preservation of values. These values, inherent in our civic spirit, are fostered by philanthropic action–giving and volunteering.

Fundraising is not a technical exercise. It takes place within the larger framework of an organization and its mission, and therefore is crucial for civil society and the development or perpetuation of democratic values. Fundraising, therefore, is for the thoughtful professional, and not a mere fulfillment of a “to do” list. Next time we’ll continue with more perspectives on the meaning and practice of fundraising as a career.

Healthcare Philanthropy

The primary healthcare philanthropy report is generated by the Association for Healthcare Philanthropy. The Report on Giving provides key health care philanthropy industry benchmarks including total funds raised (cash and production), return on investment (ROI) and cost to raise a dollar (CTRD), as well as industry trends and performance comparisons based on institution type, number of FTEs and sources of funds raised. AHP member organizations participate in the survey which informs healthcare philanthropy leaders and professionals. Some highlights of the report are described below. (Please see AHP’s Report on Giving page for information regarding the full report.)

Approximate total funds raised in 2012, which is the latest report, was $8.941 billion. High performers raised nearly six times the median fundraising results as compared to all institutions which responded. More than eight out of ten institutions employed seven or more full-time equivalent direct fundraising staff. An interesting corollary fact is that the median total fundraising expenses for high performers was about five times the median total for all institutions. Nearly three out of ten of the high performers were academic institutions and one-fifth were either a children’s hospital or community hospital.

Major gifts and corporate and foundation gifts were the largest sources of funds raised in FY 2012 (22.2% and 20.9%, respectively), followed by annual gifts (19.5%), special events (14.9%) and planned giving (9.5%). Major gifts and annual giving continue to grow as sources of overall funds raised, following trends seen in past surveys. However, corporate and foundation gifts replaced annual giving as one of the top two sources of funds raised in FY 2012.

 According to Giving USA 2014, the annual report for philanthropy in 2013, giving to health organizations is estimated to have increased 6.0 percent between 2012 and 2013 (an increase of 4.5 percent, adjusted for inflation), to $31.86 billion. Giving to the health subsector has seen a steady increase in the share of total giving in the last decade, after a decline of nearly 25 percent between the five-year periods beginning in 1994 and 1999. (For further information, see http://www.givingusareports.org/)

Another research resource which includes healthcare is the Nonprofit Fundraising Study for 2013, a project of the Nonprofit Research Collaborative (see www.NPResearch.org). Out of 83 responding organizations, 65% saw an increase in their philanthropic income, 13 had no change in income, and 22% decreased.

The above information is minimal about healthcare philanthropy, and more information is available in the reports from which this information is extracted. Frequently healthcare systems also develop their own data, which can serve either as useful benchmarks or comparison information.

A valuable resource for healthcare (not just for philanthropy) is The Advisory Board Company, which has been helping health care get better. As is stated on their website, “We aren’t just a global research, technology, and consulting firm. We are a performance improvement partner for 180,000 leaders in 4,500+ organizations across health care and higher education. Through our membership model, we collaborate with executives and their teams to find and implement the best solutions to their toughest challenges. But it’s not enough just to know the right answer—we need to solve real-world problems.

That’s why we create performance technology products that tell members where their biggest improvement opportunities are, and how to get results.

That’s why our expert researchers analyze thousands of case studies every year to find and share proven best practices.

That’s why our talent development team offers hands-on training to cultivate leaders and drive workforce engagement.

And, that’s why our seasoned consultants provide hands-on support and guidance in health systems and physician practices around the world.”

http://www.advisory.com/about-us

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