Nonprofit Fundraising-Fund Development

November 28, 2019

New learnings for fundraising and us fundraisers

Did you read my blog of October 25? About the Certificate in Philanthropic Psychology?

Go back and read that blog. (And if, by chance, I didn’t make the connection properly…. So you can just click on “blog” in this sentence… just scroll Simone Uncensored until you get to October 25.)

My theory about research by Sargeant and Shang….. Anytime you have the opportunity to hear their research, just do it. I mean really…Fundraising research. Shouldn’t we all be reading fundraising research?

What fundraising research do you recommend? Send me your list(s) and I’ll include in a future post. Let’s learn and share with each other!!! Here’s a teeny tiny bit of research. Send me more!

AND NEVER EVER LET ME HEAR or SEE any fundraiser saying that s/he/they simply don’t have the time to read. WTF?!!!!!! Because yes, I’ve heard/seen commments like those.

November 11, 2019

Ranting about governance…

Did you read my special blog posted by Vitreo in its blog, The Provocateur?

 

October 25, 2019

Wow. Great. First ever. Raise more money by learning extraordinary stuff!!!!

PHILANTHROPIC PSYCHOLOGY  !!!  

A new education program for you and me! For all us fundraisers. Never anything like it before! 

Certificate in Philanthropic Psychology. On line. Starts January 13, 2020. WOW! This is an extraordinary opportunity. Learning none of us fundraisers ever learned before because it just didn’t exist! And now it does……!!

Jen Shang, the world’s first philanthropic psychologist (and still the only one, I do believe). And she’s the first PhD in Philanthropy, too. And Adrian Sargeant, the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University.

Here’s the concept of philanthropic psychology (I’ve nicknamed it “phil psych”…) Phil psych focuses on how the actions we donors take make us feel. Phil psych research has shown that when people feel their giving is meaningful — and even transformative to a person’s sense of who s/he is — then those people give more and give longer.

WOW! Fundraising is growing up. Academic research and applying academic learning — and even learning about the academic learning — raises more money.

CHECK OUT THIS PHILANTHROPIC PSYCHOLOGY OPPORTUNITY!!!!

(And check out the Institute’s other education/training programs, too!)

 

MORE about Jen and Adrian…………..They co-founded the Institute for Sustainable Philanthropy in the U.K. I sure hope you’re reading the research reports produced by Sargeant, Shang, and their team. Reports like:

  • Everything Research Can Tell Us About Legacy Giving
  • Great Fundraising
  • Great Fundraising Events
  • Learning to Say Thank You: The Role of Donor Acknowledgements
  • Major Gift Fundraising: Unlocking the Potential for Smaller Nonprofits
  • Measuring donor loyalty: key reasons why Net Promoter Score (NPS) is not the way.
  • AND MORE!!!!

 

 

is now offering the Certificate in Philanthropic Psychology. On line. Starts January 13, 2020.

Jen Shang! And Adrian Sargeant!

You and I do NOT NOT know this stuff. This is NOT donor-centrism. Not behavioral economics. Not anything we’ve already learned.

 

https://www.eventbrite.com/e/certificate-in-philanthropic-psychology-tickets-74968393483?aff=utm_source%3Deb_email%26utm_medium%3Demail%26utm_campaign%3Dnew_event_email&utm_term=eventname_text

September 30, 2019

Keeping track of your donors…and more

In the olden days, when I was a CDO, we had 3000 3×5 cards. 1 card per donor/donor family. Typed the info onto the card. (Yes!! The days of electric typewriters.) One day, someone dropped 1 of the 3×5 card drawers. Approximately 1,000 cards all over the floor. Alphabetizing by hand.

(I still have an electric typewriter in my office. You never know when what etc.!)

Now we’re in the world of databases of all types. Donors. Fundraising. Ticketing. Advertising. Do you think the horse and cow farms have databases by horse/cow names?

Can you imagine a donor/fundraising database whose purpose is donor retention?! Remember, loyalty is the Holy Grail of any business. And thanks to Adrian Sargeant, fundraisers have research that defines how to build and measure donor loyalty.

Adrian’s research was built into a computer algorithm for donor software. Bloomerang. And check out Bloomerang’s free webinars and blogs and other resources.

If you want to keep your donors (retention first…then acquisition!!!), then check out more donor research.

Cool stuff!!!

 

 

 

 

September 23, 2019

Fundraising Standard – What YOU MUST know…

The principles…fundamentals…key stuff… WHICH ALL FUNDRAISERS MUST MUST MUST NEED NEED NEED to know.

The Fundraising Standard is an interactive 40-hour online learning program

START DATES: 2019: 10/7. 11/14.  12/2.  12/16.          2020: 1/6.  1/20.  2/3.  2/17.

Stuff you and I and all fundraisers need to know. Designed for newbies. (But I know lots of fundraisers who aren’t newbies – and need this program! These fundraisers have been fundraising for a while – even quite a while. But too many don’t know the basics.)

What will you learn?

  • Thorough intro to the fundraising process.
  • Intro to the nonprofit sector and fundraising ethics
  • What we know about giving – who gives and why
  • Science and practice of communication design
  • How to raise lots more money by avoiding common errors that nonprofits too often make
  • Focusing on donor satisfaction and wellbeing

And all of this comes from Adrian Sargeant and his team. With start-up funding from Bloomerang.

Check out the Fundraising Standard Program. Now!

P.S. And it’s pretty darn inexpensive!!!!!!!!!!!!!!!!!!!!

 

 

 

 

September 16, 2019

Fundraising myths…fundraising fallacies

Thanks, Terry Graves, for asking me to write my thoughts. Cool to be with Gail Perry and Mary Cahalane.

Getting Past the Myths of Fundraising, Part 1.

TomAnd then, check out Part 2 with Claire Axelrad, Tom Ahern, and Jeff Brooks.

(Geez… I didn’t know Tom Ahern was in Part 2. Obviously, we don’t necessarily communicate all that well. So Now I’m reading Part 2. )

Are you avoiding these fundraising fallacies? I sure hope so. Always remember…opinion vs. expertise shouldn’t even be an option. EXPERTISE should win!!!!

Thanks, Terry, for inviting these writings and putting them all together.

September 12, 2019

Donor experience week

Donor Experience Week. (And make your donor experiences more than 1 week long!!)

10 online sessions…ALL FREE. September 23-27.

Topics

  • Optimizing the monthly donor experience
  • Building donor funnels and journeys
  • Donor stewardship: Engaging with donors online
  • Optimizing your donation page
  • Using data to strengthen donor relationships

Speakers: 

Beth Kanter.  Lori Jacobwith.  Amy Eisenstein.  Erica Waasdorp.  Brady Josephon. Ashley Pettifer.

September 5, 2019

Talking with 10 funders…practically 1 on 1!!

AFP RI Chapter is hosting its annual Meet the Funders workshop on  Friday, September 20. 7:30 a.m. to 10:30 a.m. at the Cranston Country Club in Cranston, RI.

This is NOT NOT NOT a panel presentation. (Yippee!) This is each funder at a table. And we audience members move from table-to-table chatting with funders.

AND!!!! Funders have promised to tell us more than what’s already on the website. (WOW! Very cool!)

Which funders? 10 in total…And here are just a few of the names: Bank of America Private Bank and Centreville Bank. The Champlin Foundation and the Van Beuren Charitable Foundation. And more!!!!

Visit the AFP RI Chapter website. There you’ll find event details and the ticket link.

September 5, 2019

Notes from my dorm room

Notes from my dorm room… A recurring series that I’ve done for years…after my summer teaching at Saint Mary’s University of Minnesota…Masters Program in Philanthropy and Development.

A few new bumper stickers:

Be a person of significance, NOT a person of success.

It’s not the money!

Both of these are from Derek in Cohort 27. Thanks!

August 19, 2019

Part 2: I’m thinking about new stuff…

Part 2: Last week was Part 1.

So my conclusion from last week’s Part 1… What more can I do? Well, I thought about that – and here are some topics I’m going to talk about.

1. Organizational culture: Business theory notes that “culture eats strategy for breakfast and lunch.” What and why. Importance. Developing, supporting, and measuring. Culture of philanthropy – special subset for nonprofit sector. I developed this curriculum for AFP ICON 2019, San Antonio. How about this topic for your professional association, your organization, a product for your community foundation…whatever…

Make sure you read the big read thing below! Skip the first 6 if you wish!! The big red one is really BIG!!

2. Leadership: In-depth probing. Theory and practice. How to develop yourself and others. Creating a leadership development program for your organization and its staff. Maybe a series for your organization or your association or your community…Or just a 1/2 mini session or who knows…

3. Trends and emerging issues: So much is happening…happened…will happen. And you and I have to cope with it. This is sooooo far beyond an organization’s mission or a particular sector. How do we build staff and organizations and processes to watch, monitor, anticipate, recognize, prepare…How do we build foresight? Yes, this is a strategic planning fundamental. But I’m also interested in operationalizing this into day-to-day operations.

Maybe read the big red item below first!!! The first 6 are definitely cool. But wow…the red one after #6.

4. Fundraisers as organizational development specialists: I wrote and talked about this beginning in the late 90s. I think it’s still a major weakness of fundraisers. The best fundraisers are not just great technicians. Writing the best direct mail…hosting the best events…securing tons of grants…All important stuff. But without understanding how everything in an organization fits together…like #1,2,3,5,7…and so much more!…you’ll have a tough time with fundraising.

I’m doing the red item first. I’m thinking 2020…fall or spring. What do you think?

5. Enabling others to do: People can’t just read a book and then be able to do the thing. Leaders enable others to learn and understand, anticipate and preempt, get the stuff done well. The CEO has to be the best enabler. The CDO better be darn good at enabling. And you can learn more about enabling in the handout in my Free Download Library on this website. You really have to learn this. Sequential sessions? Simulation? Daylong. What do you think? 

Here it comes!!! The BIG RED ONE!!!!!!!!!!!!!!!!

6. Measuring “strange things”: Enough with measuring only money! Let’s measure ROI in various areas. CRQs (effective use of cage-rattling questions). Donor-centric quotient (DCQ). Board member performance (and that’s not not not gift size and $ raised!)  When you ask me to speak, think about this topic!

THING I WANT TO DO FIRST…THE WAY WE SHOULD APPROACH GOOD GOVERNANCE Maybe you think this is old news…But I’m telling you that doing good governance well is still a frigging mess. And I’ve been playing in this arena since 1975.

Most boards are mediocre at best. Some are simply dysfunctional. And too damn few are really good. And this holds true no matter the “sophistication” of board members, the organization’s budget size, or the supposed experience level of board members. 

PLEASE PLEASE LET’S FIX THIS! And not with “governance training for the board.” This is not the answer.

Who should be the governance expert in any and all boards (and I’m focusing on the nonprofit sector at this moment)? The ED/CEO. Because that’s an official (mostly) paid position. And as a professional, that individual in that position is expected to be well-trained and well-educated in the business, a lifelong learner, and an expert in management…and hence an expert in governance, too!

Who else should be an expert in governance in your organization? Anyone who works closely with board members or board committees…for example, the chief development officer!!

I teach a 30-hour course in governance in a Masters Program at Saint Mary’s University of Minnesota. I see the change in people’s understanding.

Topics would include: Organizational culture and development. Enabling. Conversation as a core business practice – which is different than discussion. Distinction between the board (collective) and board members. (Damn it! The terms are not not not not interchangeable!!!!!!!!) Relationship of board committees to the board itself – and to staff. Distinction between governance and management. Your board is not a fundraising team! Role of the board chair – one of the biggest messes in the field. Performance expectations of all board members. Power dynamics – like wealth, gender, race/ethnicity, etc. Identifying and recruiting candidates. Enabling the board, its committees, and the individual board members. And, when absolutely necessary, firing lousy board members.

This is a session for staff. This would require 2 days – like we’d all meet live in one place. Lots of great materials. Interactive lecture. Small group work / assignments. Simulation. Articles. My book Firing Lousy Board Members – And Helping the Others Succeed. Follow-up coaching. Undoubtedly points for CFRE.

Let me know what you think. Add a comment to this blog. Send me a personal email to spjoyaux@aol.com. You could even call me if you wished. 401.397.2534.

 

 

 

 

Simone Joyaux, ACFRE, Adv Dip, is an internationally recognized expert in fund development, board and organizational development, strategic planning, and management.

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