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22May 18

News and Notes – As of May 20, 2018

First and foremost, of course, is one more reminder of our upcoming PSI conferenceJune 26-29.  You’ll find all the information you need on our website, but of course, write or call us at any time.

An interesting issue that surfaces from time to time, with fair regularity is the old idea that “if every person gives $100, and we have 250 members or friends, just think how much money we can raise!”  I heard about this twice last week.  I’m sure if you’re reading this you know this strategy was debunked as long as as in the sixties, when experts began writing professional books about fundraising as a formalized and organized activity, but perhaps others around you will urge you to think of this idea.  It doesn’t work, for both practical and human nature reasons.  Just fyi!

Early in 2018 the Giving USA annual survey of state laws was issued.  This is important information for us to know so that we’re all in compliance with what our individual states require.  If you’re not aware of this, write me.

Donor-Advised Funds are becoming more and more prevalent as a way for major donors to give.  The director of The Fund Raising School, Bill Stanczykiewicz, will be presenting a live webinar on the topic on August 1.  I also save the best articles and advice on this topic, so if you need some information, especially on how to access such funds, write me and I’ll forward either copies or links.

Speaking of webinars, check out the ones we have on our website, presented by top senior professionals in our field.  Mark Lindemann is continually adding to this set, which eventually will consist of  a full complement that matches our general version of our handbook, Successful Fundraising.  Just as a reminder, we have four versions of this handbook, the second revision of the original one designed for churches and church-related organizations, a Canadian version, and one in Spanish.

An informative article based on new research appeared in the Daily Update of the Chronicle of Philanthropy, April 17, 2018, “$9 Trillion Will Transfer From Americans’ Estates, New Analysis Says,” by Heather Joslyn.  It’s a good reminder of the mutual benefits to the donor and the organization regarding planned gifts, and how there is much room for growth in that area.

A personal note—I will be traveling for work in Central Asia from May 25 to June 8 and will be a bit slower in responding or sending news, but do keep in touch whenever you need to or wish to.  Until next time!

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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03May 18

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

news and notes

  • ATTENTION!! Important opportunity!
  • Remember that Awards will be given in recognition for outstanding service, volunteerism and generosity in K-12 education, higher education, healthcare, and supporting ministries at the PSI conference in late June. Submit your nominations NOW for someone who has volunteered or given to your organization. See PSI’s website for forms.
  • WE LOOK FORWARD TO HEARING FROM YOU AND RECEIVING YOUR NOMINATIONS!

Just want to remind you of two special services PSI can offer through its staff or experienced consultants which may be valuable to your operation.  First is planning assistance; we can come on-site and train, sit down with you and help you with your plan, or provide you with materials.  Second is an assessment, a procedure that is positive and not punitive, and frequently provides substantive information on what’s what, how can fundraising be improved, and what recommendations can be made from a professional viewpoint.  Just contact us.

Which reminds me—don’t forget our excellent library with timeless and up-to-date books that you can check out!

We just held a webinar on corporate giving, including in-kind gifts.  An upcoming webinar will be on Donor-Advised Funds, given by Bill Stanczykiewicz, Director of The Fund Raising School, which many of you have attended, at the Lilly Family School of Philanthropy.  This will be on August 1.  Watch for further notice!

Wealth Engine just produced a 2018 U.S. Millionaire Report, which you can download from their website, https://www.wealthengine.com/.  Also, an interesting article appeared in The Chronicle of Philanthropy Daily Update, Chronicle of Philanthropy Daily Update, April 10, 2018, “’Modern Donors’ Are Changing How Charities Should Raise Money,” by Nicole Wallace.  If you don’t get the Chronicle, ask us for a copy of this article.

Until next time, which is approximately in two weeks!  See you by e-mail as well (we are now sending these News and Notes by e-mail to our constituents).  Remember to nominate someone worthy for an award and honor that person as well as your own organization!

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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23Apr 18

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 the time!! Please notice on our website, upper right-hand corner, the notice about the PSI awards. Several are awarded each time PSI has a conference, and the list of illustrious recipients of the past is something the NAD organizations can be proud of. Nominate someone to join that list.  If you need help or information, contact me.

At the same time, see the PSI conference notice right below the awards information box. We’re getting close to this special event. Randy Fox, the planning committee chaired by David Burghart, Lorena Hernandez and other PSI staff have been working hard to provide you with a valuable and memorable experience. You will learn a lot when you attend, but will also enjoy networking and leisure activities. Register now!

The Education Department of the NAD is planning for a convention in August, and PSI has been invited to present on relevant topics. It will also be a good time to connect with PSI staff, ask questions, have one-on-one or small group meetings, and to see how fundraising fits, or should fit, into the entire organizational context. We urge you to invite your colleagues from educational institutions, and we look forward to seeing you there.

We’re sorry to lose one of our fundraisers. Patrice Hieb recently passed away and a memorial service was held at Southern Adventist University on April 7. Patrice worked at SAU and also helped some other organizations.  Our condolences to family and friends, and we have good memories of having her in our ranks.

A very valuable resource is the Philanthropic Landscape Report 2017 issued by the consulting firm, CCS. It can be found here:  info@ccsfundraising.com.

Do you know what motivates major donors to give to your cause? An article in the Daily Update of the Chronicle of Philanthropy (March 26, 2018) offered some research insights.  Among these were:

  • More than half the pledgers expressed gratitude for the good fortune they’ve experienced.
  • Twenty percent of the statements said the example set by their parents inspired them to also give to charity.
  • One in three statements cited joy and happiness as a motivation for philanthropy. Only one statement out of all 155 mentioned tax incentives.

Look up the article and if you don’t get the Chronicle, we can share more information about the contents.  Sometimes we put too much emphasis on major donors and forget the mid-level and small donors, but we also don’t always understand how to best interact with those who can offer us the largest gifts.

Remember to nominate someone for a PSI award—it will mean a lot to that person or donor!

Until next time,

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

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27Mar 18

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 said you appreciate receiving items from PSI by e-mail.  We will do our best to not inundate you with messages and mailings, but will selectively send you items that we believe are helpful for you or at least interesting.  From now on, this News and Notes column will also be e-mailed to you. As usual, this column will not be lengthy, and we carefully choose what might be of most value to you as we communicate with you. Watch for an e-mail that mirrors this column!  The e-mail will be sent to those whose information we have in PSI’s database.

PLEASE NOTE!  PSI’s MAP program has taken on a new look and new life. We have revised the program carefully, with advice from personnel who have worked or are working for academies.  We believe we now have a more streamlined, workable program. Please take a look on PSI’s website: Model for Academy Philanthropy.  Also PLEASE NOTE that PSI’s assistance is available in several ways, as described on the website—Options One and Two, and participation in the MAP program. We look forward to hearing from you, and please share the news.

The PSI Conference on Philanthropy is getting closer! Time is passing quickly, and we hope you’re making plans to attend PSI’s conference in Ft. Lauderdale.  Please take note of the Service Awards for which you can nominate someone and also the Milton Murray Trailblazer Award, which is given to a seasoned and accomplished professional.  See the box on the top of our website for more information. Be sure to notice the deadlines!

Remember the Ice Bucket Challenge? This campaign pointed out the value of peer-to-peer fundraising, but was also fraught with challenges—besides the campaign itself.  Here is an interesting headline– The Chronicle Daily Update

ALS patient group unhappy with how $115 million raised by the Ice Bucket Challenge is being spent

Published: Feb 15, 2018 8:40 a.m. ET

Social Media Platforms have a definite, positive role in fundraising campaigns, and we can learn a lot from the Ice Bucket Challenge. For more on this, contact me (lilyawagner@nadadventist.org).

Donor-Advised Funds are here to stay.  Watch for notice of a PSI live webinar coming up on this topic. In the meantime, here is a highly credible resource for you: Giving USA Special Report

What would you like to know about fundraising, philanthropy, nonprofit studies, management and leadership of nonprofits? What topics would you like us to cover?

 

Until next time,

Lilya

Lilya Wagner

 

 

lilyawagner@nadadventist.org

Mobile:  317-250-8274

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27Mar 18

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 and are headed into spring—saw my first daffodil!

Our thoughts are no doubt focused on the revision of taxes.  We’re fortunate to have a knowledgeable friend who has shared a document on this. Click to view

Many thanks to Phil Purcell, CFRE, MPA/JD
Consultant for Philanthropy, LLC
Adjunct Faculty, Indiana University Maurer School of Law
and Lilly School of Philanthropy
111 Stony Creek Overlook
Noblesville, IN 46060
Cell: 765-730-4321 |Email: pmpurcell@outlook.com

Our friends at the Lilly Family School of Philanthropy/The Fund Raising School have started a new service that is exciting.  See the following:

New podcast episode!
First Day Podcast from The Fund Raising School

The Fund Raising School First Day Podcast highlights current news and research. This weekly 10 minute podcast provides fundraisers with the latest information in fundraising and philanthropy. Be more informed and stay up to date with the First Day Podcast. Listen to previous episodes on our website.

Indiana University Lilly Family School of Philanthropy
University Hall, Suite 3000 301 University Boulevard
Indianapolis, IN, 46202-5146, United States
1-800-962-6692 | philanthropy.iupui.edu

Please Note—especially academy personnel:  The Model for Academy Philanthropy (MAP) and consulting/training for academies in general has been thoroughly updated and revised!  We followed the advice of the current MAP professionals, who came together on February 19 and 20 for discussion and planning, plus updating each other on what’s working and what to fix.  Please check this out on our website!  And please write me or any staff if you have comments or questions.  Many thanks for Mark Lindemann and Lorena Hernandez for all their work in making this meeting successful.

There some new thinking about the traditional capital campaign feasibility studies—check this out and if you don’t get the Chronicle Daily Update, write me. Chronicle of Philanthropy Daily Update, January 10, 2018, Are You Ready for a Capital Campaign? Steps to Take Before Deciding, by Martha Keates.

Want to honor special people who have helped you succeed? As many of you know, PSI offers The Philanthropic Service Awards and Milton Murray Trailblazer awards. Pull these up from our website now and nominate these special people! We look forward to hearing from you.

Finally, one more special item about taxes is attached. Enjoy Spring and stay in touch!

Until next time,

Lilya

Lilya Wagner

 

 

lilyawagner@nadadventist.org

Mobile:  317-250-8274

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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

May 2018

How My Favourite Charity Let me Down: A Case for Donor-Centricity

By Rhanda Bonet-Graham

Fundraisers are passionate about making the world a better place. In addition to raising funds for causes we believe in we also donate to them and to others as well. I wanted to share with you an experience I recently had with an organization I donated to and what it taught me about donor-centric fundraising.

About a year ago I was thinking about my dream job, the organization I really wanted to raise funds for, the cause that was truly near and dear to my heart. It didn’t take long for me to determine that it was advocating and making opportunities available for women and girls to get an education. This cause really resonates with me. I’m a proud Egyptian-American who grew up in the Middle East. I was fortunate to belong to a family that valued good education for their daughters. My mother was my inspiration and my hero. Not only did she elope and marry the man she loved despite her parents’ strong objections, she also waited to be a mother until after she finished her Master’s degree – a big deal for a Middle Eastern woman in the 1970’s.

My mother died of breast cancer when I was 12. Last year was the 30th anniversary of her passing so I made a donation to Foundation XY (not its real name!) in her memory explaining how my mom inspired me and how I hoped this donation would make a difference for other girls and women.

And what did I get back? A standard “thank you for your donation” and “here’s your tax-deductible receipt.” That’s it. No personalized note or email, no acknowledgment of “what an inspiring woman your mother was”, or no “what a meaningful way to honour your mother’s legacy.”

I know I’m picking on this organization (don’t worry Foundation XY, I’ll always love you and believe in the cause and will continue giving!). But I’m doing it to illustrate a very important point – acknowledging our donors’ motivation for giving, paying attention to what they’re telling us, and taking the time to personalize our thanks to them makes all the difference in the world to them AND to your organization. Suppose I’m a donor with the capacity to make a major gift . What would happen if Foundation XY thanked me in a meaningful way – that is, in a way that was meaningful to me? And what if someone from the foundation had approached me about how they’re helping girls and women in the Middle East access education/vocational training and how my gift and my involvement would make a big difference? You can bet your bottom dollar (do people say that anymore?) that they’d get a major gift and have a donor for life! This is what donor-centric fundraising is all about!

So what is donor-centricity and why is it so important? I’ll let the expert answer this:

“Donor-centric” is another way of saying “building trust.” A donor’s relationship with your organization deepens or frays mostly based on how much trust you can create in three areas:

  • Trust that donors play an essential, vital, central role in your mission’s success.
  • Trust that your organization does worthwhile things with donor gifts.
  • Trust that your organization conducts its operations efficiently.1

An organization that has adopted the culture and practices of donor-centric fundraising is one that has invited donors to go on what Simone Joyaux coined “an extraordinary journey”. The donor is no longer a wallet. They become your organization’s partner in fulfilling the mission that both of you are passionate about. Richard Perry and Jeff Schreifels explain it this way: “You invite them to join you in solving the problem your organization is addressing and you treat them as a partner and colleague, not a source of cash.”2

And guess what? When your organization practices donor-centric fundraising, it raises more money! From their same blog article, Perry and Schreifels tell us that “Fundraising and major gifts is about helping a donor fulfill their interests and passions. And if you do that correctly, then the donor will be with you for life. They will give more frequently, and they will give larger amounts.”2

I used to work for a religious organization and I came up against a reluctance to put in the hard work of becoming a donor-centric organization (and make no mistake, it really is hard work). I mean, after all, more than 40% of all giving in Canada went to religious organizations.3 So nothing to worry about, right? Well, I have news and it’s not good. According to Statistics Canada, donations made to religious organizations in 2013 went down by 5% from 20073.  A 2012 Huffington Post article says that only four percent of Americans actually tithed (gave 10% of their income to their church) that year, and that was down from seven per cent the previous year.4 The article also went on to say that the Canada Revenue Agency found that, from 2009 to 2010, religious donations dropped to $4 billion from $6.04 billion.4

I’m sharing these statistics to show that NONE of us have the luxury of not practicing donor-centric fundraising. We’ve all got our work cut out for us. The good news is there are so many incredible experts, books, and courses out there to help us learn how to adopt a donor-centric culture and put that into practice in our organizations. I myself am excited to go on that “extraordinary journey” with donors. Think of all the good we’ll do together!

***************************************************

Rhanda Bonet-Graham is a passionate fundraising professional, an amateur oratorio-opera singer, and an advocate for great causes. She has dedicated her career to the charitable sector for the past 15 years and is looking for the opportunity to work as a major gifts officer in Alberta, Canada. She can be reached at rhandabg@gmail.com.

1 Joyaux, Simone. “Unraveling Development: What is Donor-Centrism?” Blog article. Nonprofit Quarterly, 18 Jun. 2009. Web. 28 Mar. 2018

2 Perry, Richard and Schreifels, Jeff. “Common Practices That Suppress Major Gift Giving.” Blog article. Passionate Giving BlogTM. Veritus Group, 7 Mar. 2018. Web. 28 Mar. 2018

3 Phan, Rachel. (2012, December 8) Tithing In Canada: Churchgoers Divided Over Donating Percentage Of Their Income. The Huffington Post. Retrieved from https://www.huffingtonpost.ca/2012/08/12/tithing-canada-church_n_1703526.html

4 Statistics Canada. (n.d.) Volunteering and charitable giving in Canada. Retrieved from http://www.statcan.gc.ca/pub/89-652-x/89-652-x2015001-eng.htm

 

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 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…

read more

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,…

read more

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…

read more

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…

read more

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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January 1, 2018

As of January 1, 2018 As we begin a new calendar year, we at PSI wish you the best for…

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November 30, 2017

As of November 30, 2017 Just finished speaking at a fundraising professionals conference in North Carolina and during the lunch…

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November 8, 2017

It’s time to plan year-end appeals.  Contact us if you need some ideas or information. Congratulations to Janel Ware of…

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October 13, 2017

As promised, here is installment #3 from PSI, catching you up on a few select items about our work and…

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October 2017

As of September 25, 2017 As announced last time, we’re beginning a new Director’s Column this month, and will publish…

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