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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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03Jul 18

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 a profitable and pleasant time. We hope you enjoyed receiving the daily e-mails and in the near future we will have photos and presentation slides on the PSI website. Our sincere thanks to the planning committee, many of whom also served as volunteers, and our outstanding speakers!! And special accolades to Randy Fox, who headed the effort and spent many sleepless nights ensuring the conference would be a success. Our planning committee and on-site volunteers were David Burghart (chair), Wally Amundson, Janice Da Silva, Becky Becker, Breanna Bork, Carol Bradfield, Alphonce Brown, David Colwell, Nancy Gerard, Charlotte Henderson, John Huynh, Chris LeBrun, Andrew Lay, Ronnie Mills, Rob Raney, Audie Robinson, Kara Turpen, and Janel Ware. Additional planning committee members whom we also thank were David Faehner, Lou Gehring,  Volodymyr Grenchenko, Sharon Heinrich, Rick Remmers, Nik Satelmajer, Hal Thomsen, Kenny Turpen, and Darren Wilkins.

At the conference we exhibited an array of books, which many enjoyed reviewing and borrowing. PSI has an extensive library, including a special collection of leadership books, and we’re happy to lend these to you upon request. We try to keep the collection up to date while at the same time share timeless volumes and historic texts.

We’re very pleased to welcome our newest staff member, Joel Nuthalapati! (include photo, get paragraph bio).

The article in this link might be of interest to you. It mentions Giving USA and religious giving.  A growing social movement is trying to bring scientific rigor to philanthropy. Click to read: Can “effective altruism” maximise the bang for each charitable buck?

Another article worth noting is in the AFP eWire, Vol. 18, Num. 23, June 6, 2018, “Sluggish First Quarter Raises Concerns for Year-Long Giving Outlook.” The results are based on the noteworthy Fundraising Effectiveness Project of which PSI is a part. If you can’t access it, write me.

If you’re ever concerned about how to accomplish a face-to-face funding request, look up this article in the Chronicle of Philanthropy, “What You Should and Shouldn’t Do When Meeting With a Donor,” in the April, 2018 issue. Again, if you can’t access this valuable piece of information, write me.

We were pleased to pick up some new schools for the PSI Model for Academy Philanthropy (MAP) program. If you know of an academy or K-12 school that’s interested, please refer them to our website: Model for Academy Philanthropy.

Happy Fourth of July! As a refugee and immigrant, I’m particularly fond of this special holiday and wish each of our readers a pleasant and thoughtful celebration.

Until next time!

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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12Jun 18

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.  We have added something new—we’re celebrating women’s philanthropy!  The awards luncheon is on that theme, and focusing on founders of women’s philanthropy, outstanding philanthropists, and fundraisers.  And as I reviewed the schedule of speakers, there truly is something for everyone.  Many thanks to our planning committee for their outstanding work—and more accolades to this committee and our speakers is coming.

The importance of the role faith plays in giving, not just in tithe and offerings, is underscored by a prestigious institute housed in the Lilly Family School of Philanthropy at Indiana University.  Lake Institute on Faith & Giving is dedicated to helping people of faith, regardless of their religious tradition, think creatively and reflectively on the relationship between their values, spiritual beliefs and their philanthropy. By pairing Indiana University Lilly Family School of Philanthropy’s groundbreaking research with Lake’s on-the-ground knowledge of religious traditions, the Institute informs and equips clergy, laity, leaders, donors and development professionals with the practical tools and strategies that inspire and informs philanthropic giving.  For more information check out the website, https://philanthropy.iupui.edu/institutes/lake-institute/index.html, or contact Dr. David King,  kingdp@iupui.edu, or Anne Moman Brock, anmbrock@iupui.edu.  There are great resources available on the importance of faith in generosity and philanthropy.  In addition, Dr. King wrote a thoughtful article in a recent AFP journal about faith and philanthropy.  If you don’t get this journal and are interested, ask me for a copy.

If you’re tracking how current legislation makes a difference for nonprofits and fundraising, check out the following article: https://www.cbsnews.com/news/trump-tax-reform-is-already-squeezing-charitable-giving/   Soon we will share with you the results of Giving USA, the definitive research on previous year’s philanthropy.  The information in this research report guides our thinking on who gives and for what.  Also,  in theChronicle of Philanthropy Daily Update issue of May 31, 2018, there was an article about “Giving Down 2.4% in 2018’s First Quarter, Study Says,” written by Heather Joslyn.  It’s important that we track these developments so that we will know how to communicate with our donors and also make revisions in our fundraising plans and endeavors.

Every now and then we feature one of our excellent consultants who helps us when we just don’t have enough staff to respond to all inquiries and requests for help.  This time we want to thank Audie Robinson for all he’s doing for NAD constituents.  The fact that he is an architect and fundraisers makes for a great combination!

Mr. Robinson is director of SAVANNAPUB, architecture, development and fundraising. SAVANNPUB is a non-profit consultant for Philanthropic Service for Institutions (PSI) at the North American Division of the Seventh-day Adventist (SDA) church.  From 2014, he has coordinated fundraising training with PSI for various SDA institutions and currently does fundraising workshops for these institutions specializing in capital campaign building projects.  He has worked for large architecture and engineering companies in the private and public sector. He has worked in New York, Atlanta and Tampa as a senior project architect and project manager having many years of extensive architecture and project management experience, on major architecture projects around the United States and Internationally. As the director of SAVANNAPUB, he is managing multiple projects for various Seventh-day Adventist organizations including building and master plan projects as well as development, agricultural, educational, fundraising and marketing projects in the US and abroad. He is also currently teaching a remote Computer Aided Design and Drafting (CADD) class at Daughter of Zion Junior Academy, Delray Beach, Florida. Audie has a bachelor’s of Architecture from the City University of New York and a Bachelor of Arts in Theology and Religion from Atlantic Union College, Lancaster, Massachusetts.

Don’t forget that PSI has a rather large lending library.  Some sample books will be on display at the PSI conference.  Don’t hesitate to ask if you wish to have information on some topic in fundraising, philanthropy and nonprofit management.

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

August 2018

The Magic and Reality of Gratitude

By Lilya Wagner

Sometimes it seems that we live in a world where a simple Thank You is a rare and cherished phrase!  It also seems, at times, that the more means we have by which to communicate, the less we do. Which brings me to the point—what is the importance of a quick, speedy and appropriate “thank you” when we’re communicating with donors?

The 2012 Fundraising Effectiveness Survey that was done by the Association of Fundraising Professionals (AFP) reported a 59% donor attrition each year. This means that six out of ten donors will drop out of your organization’s giving pool.  This has a major impact on an organization’s income, and one of the various reasons why people stop giving is because of how the organization treats them! And that includes how we express our gratitude to our donors, which is part of the entire scenario regarding donor retention.

At times I have given to organizations and have had to actually contact its personnel in order to receive a receipt.  Sometimes I have waited a month before I get a thank you note by e-mail. It’s not uncommon to get an acknowledgement note or letter that clearly is from a template, and leaves me to wonder just how important I am to that organization.  Maybe it’s time to examine how we can adapt and adopt the principles of “donor centered fundraising” and create a culture not just FOR philanthropy but a culture of gratitude! Below are some suggestions. But before I launch into those, I want to share a case study of the best in communicating gratitude.

I have been fortunate to be associated with whom I call “the world’s best travel agent” for about a dozen years.  Our communication is almost entirely by e-mail, with an occasional phone call thrown in. The more Michael Christopher helped me with my many and convoluted travels, the more I appreciated him and wanted to do something for him.  I found out he collects little souvenir boxes, and I am now in the habit of bringing him some from my various travels. I do this out of gratitude, but my sense of satisfaction is greatly enhanced by his prompt and delightful thank you notes.  Here’s a sample—

Hi again, Lilya…

The box of boxes has arrived!  Just opened it and what a delight to see them in person after looking at the preview pix you’d sent.

I love that they are all so different, in material/style/color/etc. I am always astounded at the fine craftsmanship behind the wonderful look and feel of each. From the beading atop the Kenyan box, to the ornate silver etching all around the Toronto box, I am amazed at such detailed work these must have taken to create.

 Please know they will all be valued additions to my collection and I thank you once again for your ever thoughtfulness in thinking of me during your travels.

 Gratefully,

 Michael

My satisfaction in giving has been multiplied by his gratitude!  What if we followed his example and wrote such immediate and carefully crafted thanks to our donors?!

I ran across a website, https://www.networkforgood.com/nonprofitblog/importance-thank-creating-attitude-gratitude/, which shared a number of great ideas that I’m copying below.  I would encourage you to look at the entire article and move ahead with a vastly improved, exciting, appropriate thank you program by which you maintain donor loyalty and share the joy of giving and receiving!

To create an ATTITUDE OF GRATITUDE, consider the good ole’ fashion 5Ws and an H:

  • Who is involved in each step of the thank you process?
  • Invite board members into the thank you process. Thank them first and recognize their gifts and role as huge supporters of your organization.
  • Prepare thank you note cards at board meetings with notes about the donor. Also, ask board members to write, or at least sign, several notes OR better yet, make phone calls, thanking the donors before the meeting officially begins.
  • What is your gift acknowledgment policy?
  • What happens from the moment the gift arrives?
  • Does the gift amount determine the speed of acknowledgment, who the ‘thanker’ is, or the method of thanking?
  • When is each donor thanked?
  • Is a donor thanked at any time besides in the gift acknowledgment letter or the next ask?
  • Where are donors thanked?
  • Develop quirky, unexpected, and fun ways to surprise donors:
  • Decide 3-4 extra “thanks-4-giving” times per year. From Valentine’s Day to your organization’s anniversary to the donor’s birthday, there’s lots of opportunities to show your gratitude.
  • Post a daily/weekly/monthly (depending on the volume of donors) social media “shout-out” that highlights specific donors.

The famed theologian Dietrich Bonhoeffer said, “It is only with gratitude that life becomes rich.”  I encourage you to enrich both your donors and your organization by creating the best possible and timely thank you process!  And in closing, I repeat what John F. Kennedy once said, “As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.”

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 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…

read more

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. …

read more

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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News and Notes from the Director – As of February 14, 2018

As of February 14, 2018 Happy Valentine’s Day from PSI, whether you’re reading this on the exact day or not.  And…

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News and Notes from the Director – as of January 29, 2018

Already the year is zipping by quickly, and I’m sure we’re all thinking, “How am I going to get everything…

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