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09Nov 18

News and Notes from the Director as of November 5, 2018

“PSI is now providing a NEW Fundraising Analytics Service that uses the same data points at the Fundraising Fitness Test. The reports are easy to understand and actionable and empower fundraisers to raise more money. The 22-page Audit graphically communicates key metrics for: revenue, donor lifetime value, donor, revenue distribution pyramid, donor retention, new donor acquisition, upgrades, and lapsed reactivation.  The 35-page Fundraising Action Plan guides you step by step with individual donor identification numbers in 7 different categories, helps you know whom to contact how and when, and how much to ask them for–improving relationships and exposing their true potential to support your nonprofit cause. It also identifies those who should be converted to monthly donors via credit card, who can be upgraded from mid-level to major donors, and who is likely to give far more via planned / estate giving. To learn more click this link: http://donortrends.com/use-cases/ Randy Fox will process your data through this online platform and send you PDF Reports. “

PSI just held their annual special event during NAD year end meetings, the President’s Dinner, on the evening of November 4, 2018. Many thanks to our special guest and speaker, Dr. David King, who heads the Lake Family Institute for Faith and Giving at the Lilly Family School of Philanthropy. The Presentation title and theme for the event was “The Confluence of Faith and Fundraising”. Many thanks to those of you who attended. We will be sharing the PPT of his remarks shortly. We also are grateful for the respondents who did an outstanding job in reacting to Dr. King’s remarks and shared personal experiences—Dean Coridan, Reggie Leach, Sandra Roberts, and Audie Robinson. A major thanks to Lorena, Randy, Mark and Joel for their hard work in bringing this to fruition successfully!

Since the year-end is fast approaching, The Chronicle of Philanthropy is offering a volume on “How to Maximize Year-End Giving.” For information, check out the book section of The Chronicle.

Another new volume is very relevant to all fundraisers, which is a new book on women as donors. “Gender Matters: A Guide to Growing Women’s Philanthropy,” by Kathleen E. Loehr, is the latest contribution to the field of women as donors’ literature, and well-worth perusing. It is available through www.case.org.

We should continually ask ourselves if we thank our donors enough and in the right way. An item in the newsletter, Bottom Line, Nov. 15, 2018, stated the following:

Gratitude is more powerful than people think. Genuine expressions of thanks are more highly valued by the people who receive them than the senders think they will be. In a recent study, senders expected thank-you notes that they had written to generate a happiness rating in the recipients of three on a scale of one to five, with five indicating the most happiness. But recipients reported their happiness as a four, on average. The notes were not simple thanks for a gift—they were letters of gratitude to people who had affected the senders in some positive way. The quality of writing did not affect recipients’ appreciation—they cared about how warm and genuine the notes were. By Amit Kumar, PhD, assistant professor, department of marketing, University of Texas at Austin.

It seems like an appropriate time of the year for us to be reminded of the great value of genuine thanks and recognition!

Another very valuable resource is the following that reports research on nonprofit standards, and this will help you understand how you rank within America’s nonprofit sector:

“Nonprofit Standards is a national benchmarking survey of 100 nonprofit organizations across a variety of sectors, including health and human services, higher education, public charities, and private and community foundations. The survey was fielded by Market Measurement, a market research consulting firm. In its second year, Nonprofit Standards includes more precise drilldowns by annual revenue to narrow the peer groups for more meaningful comparisons. While intended to provide a valuable baseline analysis for organizations of all sizes and types, it would be impossible to capture the variety and diversity of the entire nonprofit sector. For the purposes of this survey, nonprofits are categorized in three groups according to their annual revenues:

Midrange organizations: Annual revenues under $25 million
Upper-midrange organizations: Annual revenues between $25 million and $75 million
Large organizations: Annualrevenues of $76 million or greater

For more information, visit the BDO Institute for Nonprofit Excellence Resource Center

Finally, this item should be of much interest to all of us: World’s richest people just can’t give away their money fast enough. Bloomberg–Buffett talks about his investment strategy, his new health-care venture and the banking industry. Warren Buffett gave himself a challenge when outlining his philanthropic vision at the start of this decade. “At the latest, the proceeds from all my Berkshire shares will be expended for philanthropic purposes by 10 years after my estate is settled,” he wrote in his Giving Pledge letter in 2010. “Nothing will go to endowments; I want the money spent on current needs.” That task — the wholesale Read the full story, Shared from Apple News.

Don’t forget the additional resources that are available through PSI. We have an extensive lending library, which you can find through this link on our website. Our website also has short webinars on many topics. You can use these to learn the basics about many important topics. We also have a myriad of articles and other materials on just about any topic with which you might need help. So, contact us!

Finally, a warm wish to you!

Lilya

Lilya Wagner

 

 

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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05Oct 18

News and Notes as of October 5, 2018

The Fundraising Effectiveness Survey Report, which is the parent project of PSI’s Fundraising Fitness Test, has been released for 2017.  This contains very important information, and as you already know, the tools such as the Fundraising Fitness Test are increasinglybeing adopted by responsible and successful organizations.  We can share a copy with you:  Click to download

A project of the Growth in Giving Initiative.  The 2018 Fundraising Effectiveness Project report summarizes data from 13,601 nonprofit organizations covering year to year fundraising results for 2016-2017.

Once again we’re reminded of the need for accountability, transparency, honesty, and trust as we read about yet another incident of betrayal of ethics and good stewardship.  This hit the news recently, in case you missed it:  Couple accused of taking homeless man’s GoFundMe money shows perils of crowdfunding, CBS News.  A New Jersey couple is accused of spending thousands of dollars raised online for a homeless man. The story, which went viral, has turned into a cautionary tale. CBS News correspondent Anna Werner explains. Read the full story

At the same time, we hear good news regarding increasing social media tools.  This was in the August 14, 2018,  issue of the Chronicle of Philanthropy Daily Update,  ‘Alexa, Make a Donation’: How Digital Assistants Might Lift Fundraising:  ‘Alexa Donations’ offers people a convenient new tool for donations. How will charities use it?

 Also in the Chronicle of Philanthropy Daily Update, October 2, 2018, was an article that I specially appreciated:  Immigrants Are an Often Overlooked Force in Giving

“The ranks of the Giving Pledge and America’s wealthy feature a surprising number of foreign-born philanthropists. Who are they, and what causes do they give to?”  This, of course, is special for me as an immigrant but is also supported by my book, Diversity and Philanthropy:  Expanding the Circles of Giving, this book is listed on PSI’s home page, with contributors from many nationalities, cultures, traditions and religions who supported the body of the book.

Please remember the vast resources that PSI can offer you.  One useful item might be our Fundraising Planning table and checklist, which we can readily send to you.

Finally, I saw this on LinkedIn and didn’t see any copyright information, therefore I’m sharing it with you!  No more commentary needed.

Until next time!  My best to each of you,

Lilya

Lilya Wagner

 

 

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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05Sep 18

News and Notes as of September 5, 2018

As of September 5, 2018

We’re continuing to welcome newcomers to the PSI MAP program (Model for Academy Philanthropy) and are pleased to assist those who contact us outside of those parameters.  Please view the information on our website and get in touch with PSI if/when we can assist you. We continue to be grateful for an active core group that aided us at both the PSI conference and the education convention.  These individuals are willing to remain active as an advisory group on behalf of education;  If you have suggestions or comments please contact me, Lorena Hernandez, or one of these committee members—Cleopatra Trevilcock; Tanna Allison; Janel Ware; Melissa Keller; Arthur Gibbs; Lucy Hall; Andrew Lay.

Just a reminder of the myriad of print, on-line, website and personal resources PSI has available for you. We are fortunate to be able to subscribe to the top journals on the field and we maintain files on all fundraising, philanthropy and nonprofit management topics. We have a fine library and lend you books. And of course, all of our staff are ready to respond to your questions. Please feel free to write to me with any needs and we’ll make sure you receive a response. Check out our website for webinars, our handbooks, our careers in fundraising handbook, and much more!

You’ll find on this website some very interesting nonprofit statistics which are valuable to know since all Adventist organizations are part of this sector in the United States. Click here

You will also find interesting this Op-Ed by one of my long-time colleagues and friends who works for the Lilly Family School of Philanthropy, Dr. Tyrone Freeman. This is just one of many items we have seen appear in recent years on cultural influences on philanthropy. Read here

Also in conjunction with the above topic, just a reminder to check out my book which is listed on our website which contains comprehensive coverage on the topic as well, Diversity and Philanthropy—Expanding the Circle of Giving. Also look at my website which keeps this topic alive, with new and current information as well as guest columns on various topics by people from many different cultures—www.diversityandphilanthropy.com. Sometimes we miss including donors of different backgrounds and traditions because we don’t understand their preferences for giving. It’s simply a matter of respect to honor our differences when it comes to philanthropy . . . and of course in our everyday lives.

PSI just delivered a live-streamed webinar on donor-advised funds by Bill Stanczykiewicz of The Fund Raising School and the Lilly Family School of Philanthropy. We appreciate his excellent presentation. The PowerPoint will be posted on PSI’s website. Watch for our next and final webinar on planned giving and how it fits into a fundraising program. Presenters will be Jim Brown of Western Adventist Foundation and Consultant Jim Gillespie.

I am currently working in nine different countries in Africa and continue to greatly appreciate the forward-looking professionals who are eager for information and training and ready to apply the principles. Many, of course, have already been doing fundraising and are seeing much success. My gratitude to Elder Ted Wilson and the General Conference for making this possible.

Until next time!  My best to each of you,

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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20Aug 18

News and Notes as of August 20, 2018

PSI participated in both the ASI and the 2018 NAD Teacher’s Conventions which occurred just a few weeks after PSI’s own conference in Ft. Lauderdale.  Visits to the PSI exhibit and attendance at sessions were good—and we’re glad for that because we would like all NAD organizations to be aware of this unique resource—a fundraising consulting and training department—which is supported by the Division. Because of the NAD’s foresight, we are able to serve any Division organization at no-cost, or low-cost.  So, we look forward to hearing from you if we can be of service.

Projections for fundraising income are a bit uncertain this year. This news was sent because PSI is involved in the Fundraising Effectiveness Project, a national effort to determine fundraising results and how to improve organizational activities. The implication is that we should take another look at how we respond to, communicate with, care for our donors, and how we make a case for support.

Report: Red flags could indicate slow down in 2018 US giving

Such red flags as a 6.3% decline in total donors and a 2.4% dip in total revenue year-over-year in the first quarter indicate charitable giving in the US could be slowing, according to the Fundraising Effectiveness Project. Elizabeth Boris of the Center on Nonprofits and Philanthropy at the Urban Institute says it may be too early to declare a decline in giving, citing tax code changes that may have bumped up 2017 giving and the fact that most donations are made in the year’s final quarter.

The NonProfit Times (Morris Plains, N.J.) (5/31)

No doubt you’ve been receiving e-mail notices about an upcoming webinar on donor-advised funds, which will be held on-site but also live-streamed.  This is a very important topic for today, especially since some misconceptions have been published in articles and columns.

Tuesday, August 28, 2018

3:00 PM-4:00 PM EST

Main Location: North American Division Offices    Amphitheater

Satellite Location: GC Building, Conference Room 2I-13/14

(Live online streaming will be available)

RSVP Off Site Live Streaming

https://attendee.gotowebinar.com/register/6172009958314619394

Presented by Bill Stanczykiewicz

Senior Lecturer and Director of The Fund Raising School

Watch for further notice about the last webinar of 2018, to be presented on November 13 and which focuses on planned giving as part of your overall fundraising program.  Guest speakers Jim Brown of Western Adventist Foundation and Jim Gillespie, independent consultant and planned giving specialist, will share information on how even a small fundraising program can use this most important tool which is of mutual benefit to both the donor and the organization.

Sometimes an organization needs to do project fundraising—a short-term, one-time, fundraising effort for something like a mission trip or a special need for a school.  This can be a part of the overall annual sustainability fundraising program, or an independent project.  One good tool for this, besides the ubiquitous bake sale and car wash, is crowdfunding.  Another opportunity has been presented by Heritage Health Foods, an Adventist organization, and their School Fundraising Program.  According to their information:

“Have an event at your school—fall festival, holiday, spring picnic, class project—and we will give ‘X’ amount of dollars back to the school per cases sold. Contact Jim Aumack  jaumack@heritagehealthfood.com or call 423-238-4211.”

Do you wonder about generational giving?  An informative article appeared in the Chronicle of Philanthropy Daily Update with this title—“Boomers Dominate Giving, and Likely Will for Several More Years, Researchers Say” (June 1, 2018, by Timothy Sandoval).  The article also addresses other generational trends.  For more information, write me.

Wishing you a pleasant beginning of the school year, whether you are a parent, teacher, student, board member, conference educational leader, or someone interested in the benefits and opportunities of Adventist education!

Until next time!

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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29Jul 18

News and Notes as of July 30, 2018

Even though it’s summertime, our work never abates, and I know that’s true for you.  And for Adventist education, busy times lie ahead and are approaching quickly!

PSI will be presenting at the ASI conference in Orlando on August 2 and will also be exhibiting and presenting at the 2018 Teachers Convention in Chicago.  We hope to see some of you there!

Just a reminder that we have a very important webinar coming up on August 28 on donor-advised funds, a true hot topic today since more major donors are choosing this as an easy way to give.  Please watch for further news about this, both on our website and via an e-mail blast.

And speaking of major donors, I’ve fielded several questions about how to approach and speak with major donors.  Please write me for some information if you need it, or are interested.  One article recently appeared in The Chronicle of Philanthropy on “What You Should and Shouldn’t Do When Meeting With a Donor.”

The current political turmoil in the U.S. is having an influence on giving, according to information from the Association of Fundraising Professionals (AFP), ”Sluggish First Quarter Raises Concerns for Year-Long Giving Outlook.”  Probably one of the best reminders of how to maintain fundraising income is to be sure we are responsive and take care of our donors!  Estimates are that approximately 60% of donors quit giving because of how the organization treats them!  So, let’s be cautious and be responsive!

Just a reminder of what PSI can do for you, besides responding to phone inquiries, sending materials, and visiting you on site—we have a great resource library and also have a series of webinars on our website!  We look forward to hearing from you and assisting you!

Until next time!

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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Lilya's Corner

Suggested Resources

In the library

Nonprofit Excellence in Fundraising

Nonprofit Fundraising 101Built upon the success of the best-selling “Nonprofit Management 101,” this easy to digest book provides practical, comprehensive guidance for nonprofit fundraising around the globe. With tips and tools, expert advice, and real-world insights from almost fifty industry leaders, this robust resource addresses the entire spectrum of fundraising for nonprofits, including: Planning, hiring, and tracking progress Individual donors, major gifts, events, and direct mail Board and volunteer engagement Foundation and government grants Corporate partnerships Online and email fundraising.

Advice from the Expert

November 2018

Annual Giving for the Current Health Care Environment – Dead on Arrival or Feeder System for the Future

By Susan Barcus

Major Giving is center of health care fundraising and annual giving is our past. This message prevails so broadly in nonprofit management that I have witnessed the assassination of viable annual giving programs in the name of building a major giving.

While major giving is vitally import to successful philanthropy culture, I assert that a thriving annual giving program must be the roots for growing and sustaining major giving production. The “Why” behind this assertion is grounded in years of hospitals and health systems fundraising.

Special events, direct mailings, on-line programs and recurring small dollar efforts have built loyal donors.  These loyal donors grow into major donors and build philanthropic credibility for the development team and volunteer solicitors.  Let’s examine this assertion further.

Many donors contribute and test nonprofits ability to process gifts and appropriately utilize dollars for the stated purpose. A fundraising team’s ability to respond quickly with an acknowledgment and articulate appropriate use of the gift is a key test.  This is especially true in an environment where the average donor now contributes to between three and five organizations on an annual basis. Assuring gifts are used correctly and donors are thanked in a timely manner is of critical importance for future giving.

In many instances, new donors may not view their hospital as needing philanthropic dollars. The case for philanthropy has to be made clear and the gift impact visible for the good of the community just like a campaign case to build a building. Prospects may be unaware of the investment possibilities until they are closer to your organization and understand the needs that exist outside of standard hospital revenue streams. Being able to demonstrate the impact of dollars and the key needs that exist is paramount to the success of any philanthropic effort. Special events and specific projects draw your prospects nearer to you and help build the trust between your organization, your philanthropic team and your community.

An emerging, national statistic from The Advisory Board is that 88% of all healthcare donors are grateful patients.  Grateful patients have received direct care from your institution. By engaging this group of prospects after their hospital experience, you have begun to arm an entire team of walking billboards.  Their time in the hospital and the experience a fundraising team can deliver immediately after their stay can make the difference in how they speak about your organization in their community.

Methods have changed for annual giving. It doesn’t have to be as time intensive as a gala or as expected as a golf tournament.  Email, online and smaller event fundraising have increased in effectiveness. Project fundraising and campaign fundraising by dedicated volunteers continue to produce small, loyal donor groups with specific interest in a disease or service line that grow into major donors on a quicker timeline.

While healthcare fundraising budgets may focus on major giving, do not underestimate the small game!  Annual giving is still a critical piece of an effective fundraising strategy serving as the feeder system that grows your annual donors into loyal major givers. Continue to build a consistent, annual fund and grow loyal donors who will espouse your message, become major donors, and excellent campaign prospects.

______

Susan Barcus is Chief Development Officer for Kettering Health Network and President of Kettering Medical Center Foundation. In this role, Susan works closely with internal and external audiences to ensure a high level of support for KHN’s most pressing priorities. Currently, this involves leading the Project Gratitude effort on the Kettering Medical Center campus to implement a grateful patient initiative.

Career information for fundraising professionals and practitioners

Finding Meaning in the Mysterious

Part One

Part Two

Part Three

Part Four

Part Five

Part Six

News and Notes from the Director as of November 5, 2018

"PSI is now providing a NEW Fundraising Analytics Service that uses the same data points at the Fundraising Fitness Test.…

read more

News and Notes as of October 5, 2018

The Fundraising Effectiveness Survey Report, which is the parent project of PSI’s Fundraising Fitness Test, has been released for 2017. …

read more

News and Notes as of September 5, 2018

As of September 5, 2018 We’re continuing to welcome newcomers to the PSI MAP program (Model for Academy Philanthropy) and…

read more

News and Notes as of August 20, 2018

PSI participated in both the ASI and the 2018 NAD Teacher's Conventions which occurred just a few weeks after PSI’s…

read more

News and Notes as of July 30, 2018

Even though it’s summertime, our work never abates, and I know that’s true for you.  And for Adventist education, busy…

read more

News and Notes – As of July 4, 2018

As of July 4, 2018 The PSI 2018 conference is over, and according to feedback we’ve received, it was both…

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News and Notes – As of June 12, 2018

We’re on the countdown!  The PSI conference is just around the corner and we look forward to seeing you there. …

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News and Notes – As of May 20, 2018

First and foremost, of course, is one more reminder of our upcoming PSI conference, June 26-29.  You’ll find all the information you…

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News and Notes from the Director – As of May 2, 2018

ATTENTION!! Important opportunity! Remember that Awards will be given in recognition for outstanding service, volunteerism and generosity in K-12 education,…

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News and Notes from the Director – As of April 16, 2018

Do you wish to honor someone who has helped you with your fundraising and therefore your organizational development? Now is…

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News and Notes from the Director – As of March 22, 2018

Thank you to those of you who responded to PSI’s communications survey. We’re pleased that a significant number of you…

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News and Notes from the Director – As of March 5, 2018

As of March 5, 2018 I trust that your weather is also turning more pleasant.  We survived a massive windstorm…

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