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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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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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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

July 2018

God’s Creation

By Richard Block

It’s been three decades since leaders of many denominations gathered at Washington, DC’s National Cathedral to explore “Caring for Creation.” There was a shared sense that all faiths should teach responsibility for the care and stewardship of all God’s creatures. From their role throughout the Bible to the peace and comfort they bring to so many today, animals are an integral part of creation and we are responsible for their welfare and survival. They complete us as individuals and as part of God’s greater plan.

We are blessed with an awe-inspiring diversity of animals that surround us, from the tiny invertebrates found in the depths of the oceans to the snow-covered peaks of the highest mountains to the largest of animals such as the blue whales of the world’s seas and the elephants of Africa and Asia. They inspire us, challenge us, and comfort us. In their moments of greatest distress, animals can bring out the best in humanity and demonstrate our adherence to Christianity’s highest principles.

Each animal, with its unique purpose and design, helps complete the grand pattern in the tapestry of life. Animals add an essential richness to all our lives. Whether we chose to acknowledge it, we are all part of this same fabric. For some people that recognize this connection, the care and protection of animals provides an added sense of purpose in life by providing for God’s creation.

Today, just as individuals, families, communities, and nations face the unique, perplexing challenges of our times, animals too are in crisis around the world. Whether from loss of their habitat and homes to the challenges of pollution, the future for many animals looks bleak. Their situations are most often the result of people’s greed, egotism, and lack of awareness. Fortunately, compassion and concern for the welfare of animals has guided people to take on the mantle of caring for God’s creation. Clad in this sense of purpose, an array of people’s skills are enlisted to secure a better future for these kindred spirits.

Whether working directly with animals or serving behind the scenes, people recognize that the solutions to saving animals are often complex. The acquisition and protection of habitat, essential to saving animals in the wild, is mainly accomplished through financial resources. Fundraisers, motivated by the mission of caring for God’s creatures, create fulfilling opportunities for others to participate in this important cause. Similarly, fundraisers support the establishment of sanctuaries and shelters that provide for countless animals in need of protection and a home.

Not everyone will have the hands-on opportunity to participate directly in the restoration of habitat or in the professional care of tigers, bears, and elephants. That does not diminish our ability to be inspired by the diversity and beauty of God’s creation. Fundraisers provide the opportunity for everyone to participate in and experience the satisfaction of making a difference for animals around the world, from the animals that provide companionship to the animals that inhabit our world’s last wild places.

_____

Richard Block assumed the position of CEO of the Santa Barbara Zoo in July 1998. In this capacity he provides direction for the development of the Zoo and works with key staff and volunteers to ensure that future needs are met. Prior to moving to Santa Barbara, Rich was the Vice President for Scientific & Program Development at the Indianapolis Zoo. For seven years Rich served as director of public programs and as a senior fellow for World Wildlife Fund in Washington, DC.

Rich’s career includes experience as curator of public relations at the Kansas City Zoo, curator of education at Zoo Atlanta, and faculty member in the University of Michigan’s School of Natural Resources & Environment. Rich has lectured widely in the U.S. and abroad about wildlife conservation and the need for individual action. He has served as a technical adviser to writers and publishers of books, films and CD-ROMs on endangered wildlife, rain forests, and giant pandas.

Rich serves as Chair of the California Association of Zoos & Aquariums (CAZA), is the board Chair of the Santa Barbara Region Chamber of Commerce, is a member of the Channel Islands National Marine Sanctuary Advisory Council, served on the Executive Committee for Visit Santa Barbara (formerly Santa Barbara Conference & Visitors Bureau), and is a past Chair of the California Association of Museums (CAM).

Rich holds a B.S. degree in environmental studies from Principia College in Elsah, Illinois and an M.S. degree in natural resources from the University of Michigan in Ann Arbor. Rich lives in Goleta with his wife, Tracy Pfautch, and his 18-year-old son, Carter.

Richard Block, CEO, Santa Barbara Zoo
Ph: (805) 962-5339 Ext. 104
Email: rblock@santabarbarazoo.org

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 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…

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…

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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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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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