Resources

February 11, 2019

Making change in the world

Creating better business value…. Creating better nonprofit value….

Imagine if lots of nonprofits followed what California Green Academy (CalGreen) does to operate its business. (And gosh, just imagine if for-profits behaved this way??!!! WOW!!!!)

I’ll turn back to the nonprofit sector. And the wonderful nonprofits fighting so hard for justice and good ROI and and and….

Hey you nonprofits….Take a look at the Triple Bottom Line... The triple bottom line… an accounting framework with 3 parts: social, environmental (ecological), and financial. And systems thinking. YES! Systems thinking. Read all about it in my book Strategic Fund Development: Building Profitable Relationships That Last, 3rd edition. (There’s so much more to fundraising than just the asking part…than just the fundraising part…There’s the systems thinking part!!!

Try the CalGreen approach — Using various existing global documents to develop nonprofit corporate policies. How about these:

Why bother to write our own policies for our nonprofits? Our nonprofits can adopt these UN policies – or adopt with some edits. Hey nonprofits worldwide… Let’s be leaders. We can be leaders for the for-profit sector, too.

Hey. Here’s a question: Has your country (or mine) agreed to these – and ratified them by your country’s (or my country’s) legislature/congress/appropriate body?

Hmmm…….

 

January 7, 2019

Hard Skillls and Soft Skills

Make sure you know the difference. Make sure you know how important soft skills are.

Hey out there….fundraisers and fundraiser bosses… Check this out: Hiring effective sales people requires identifying the soft skills and traits that are fundamental to success. WOW. I soooooo thought of fundraising.

What to ask a candidate: “What motivates you as a sales profession?” 2 columns. Good answers (Go Green!!)    Potential red flags…

And those potential red flags sound so much like bad fundraising:

“The thrill of closing a deal keeps me coming back….I’m driven to come out in first place every quarter and to really maximize….I’ll do whatever it takes to grow our customer base. I won’t take ‘no’ for an answer!” This is not, actually, good motivation. This is quite questionable.

Have you ever heard talk like this in fundraising? Has your boss ever told you something like this: “You didn’t talk about us? You spent 2 hours with the donor and didn’t tell her why we need money and what for? If you ever do that again, I’ll fire you.”

I just love those initials WTF…. I mean really.

Really. I really mean, read this thing about motivation and inspiration and…. Click here now. Then think about your organization.

 

 

 

December 13, 2018

Will your kids earn more than you earn?

The Opportunity Atlas … social mobility data.

The USA has been justly proud …. for decades …. that “kids earn more than their parents earned.” You know…. Every generation has a better life.

But that’s not true anymore. The change began happening in the 1980s. Now it’s possible to “trace the roots of today’s affluence and poverty back to the neighborhoods where people gew up.”

“See where and for whom opportunity has been missing and develop local solutions to help more children rise out of poverty.”

Wow. That’s one hell of a promise. You and me… Our communities… Our charities… Our beloved philanthropic sector… And even our governments!!!! can help fix this.

I’m looking athe map right now. It’s not pretty. It’s not even acceptable. Income? Highest household income on the scale = $56,000. Lowest = $23,000.

What else to say? Please check this out, you USers.

 

Filed under: Research, Resources

December 1, 2018

Annual to-do thing

Imagine showing this video every single year …. for your staff and for your board. Exploring questions. Then talking about the implications and applications for you as individuals, those you serve, and and and …

Better yet, imagine actually doing this live. And sure, staff and board members together.

And how about engaging donors in this? Hmmmm……

Learn about why and how and good and bad and and and on the Internet.

And check out the workshop at 2018 AFP Congress, too.

November 26, 2018

WOW! This could be so very cool!

THE PHILANTHROPY INITIATIVE AT THE NATIONAL MUSEUM OF AMERICAN HISTORY 

Thanks Jeff Broberg, cohort 17, MA in Philanthropy and Development at Saint Mary’s University of Minnesota for sharing this!!!

“The Philanthropy initiative is a long-term project to collect, research, document, and display materials relating to the history and impact of American philanthropy, broadly-defined. An annual program, The Power of Giving: Philanthropy’s Impact on American Life, and changing exhibition, Giving in America, explore the collaborative power of giving in all forms and at all levels across a wide spectrum of issues and movements.”

HOW GREAT… Philanthrop is part of American history. Remember the writings of Alexis de Tocqueville — and his article “Democracy in America.” In this article, de Tocqueville wrote about civil and political society and the individual.

….Videos. Exhibits. Info about who gives and why and how and what we give. Giving and the arts, environment. Sample pledge letters and more.

Thank you thank you, Jeff!!!!

November 12, 2018

Notes from my dorm room

Thinking about my SMUMN…where I teach every summer. And yes, live in a dorm. Students and faculty are colleagues. We talk and disagree and agree and learn together. Just check out these comments from Cohort 28 final projects….

Some very good CRQs (cage-rattling questions). Thank you, members of Cohort 28!

  1. Without passion, purpose, or predictability – what’s keeping me here?
  2. How can we embrace both stability and creativity?
  3. What are we – and only we – in the ideal position to achieve?
  4. Questions to ask donors: How has this organization transformed your life? Out of all the gifts you’ve given, which one is most memorable to you – and why? How do your core values impact your philanthropy?
  5. To what extent does status affect a person’s ability to make impact on a large philanthropic scale?

 

 

 

November 1, 2018

This organization pushes several of my buttons !

[This is a long blog. More like an article. But there are good resources and cool ideas and – as usual – my various musings…. insightful, I hope. So I hope you’ll stick with it – or print it for future reading.]

I recently learned about the California Green Academy. I’d previously met the Founder/Chief Sustainability Officer, Greg Justice, through a masters program at the University of San Francisco.

So off I went to the internet to learn about CalGreenLots of stuff pushed my buttons! Here goes…

  • Mission: Promoting systems thinking and the Triple Bottom Line in business, energy, and transport.
  • Vision: Becoming a premier educational source for sustainability and systems thinking.

I fell in love with systems thinking back in the 1990s. I wrote about systems thinking in the first edition of my first book, Strategic Fund Development: Building Profitable Relationships That Last. And systems thinking is alive and well in each subsequent edition of this book, now up to the 3rdedition.

I’ve never fallen out of this love. Systems thinking is a permanent love. And that an organization actually includes systems thinking in its mission and vision? Wow!!

A few years ago I developed an entire workshop on nonprofit sustainability. My sustainability was definitely NOT just financial. Visit my Free Download Library for my handout.

How about that triple bottom line? Adding  social and environmental values to good old economic measures. Social values like fundamental rights, respect for human dignity, democracy, respect, honesty, and…

By the way, when I think “business,” I think for-profit mostly. Or rather, I think that the world thinks for-profit.

For me, life focuses on 3 sectors: Nonprofit sector. For-profit sector. Government. Businesses are for-profit and nonprofit. (Of course, we can also think of the government as business. But I don’t so much.)

I wish the world better understood the nonprofit sector – called the social sectors by Jim Collins in his marvelous monograph Good to Great and the Social Sectors; and, read about civil society in Mike Edwardsbook of the same title. By the way, here’s a must-read book for anyone who works in the nonprofit sector, also by Mike – Small Change: Why Business Won’t Change the World.

I’m pleased to say that the CaliforniaGreenAcademy just added Nonprofit Studies to its Programs. Hey, CalGreen, consider the book suggestions above for your library in Nonprofit Studies – and for those for-profit businesses, too.

More Simone buttons pushed by CalGreen peeps….

Anyone who knows me or reads anything of mine or hears me speak knows how important diversity-equity-social justice are to me. I contacted Greg about the dominance of men within the organization. Greg explained the impressive detailed efforts taken to-date in this 1-year old organization. He talked about the board member search firm CalGreen has just retained.

Now check out these blogs – and the impressive actions described.

When I’m talking governance, I always talk about board composition and diversity and equity and… But I’m now thinking about following the lead of CalGreen and talking about adopting these UN policies.

Okay. That’s it. Farewell for now, Simone

P.S. I’m increasingly pissed about energy and transport and the not- so-good job we do in the US about these 2 items.

P.P.S. I think “chief sustainability officer” is a really good name for the chief executive officer. Of course, we’ve encountered so many CEOs who did/do a damn awfully terrible job of making sure their corporations are sustainable. Remember these corporations: Lehmann Brothers, Enron, Wells Fargo Bank…And on and on still today and over and over…

Okay. This is really farewell!

October 29, 2018

More cool learning…Australia & New Zealand

I’m going Down Under again. I am so lucky!

The Extraordinary Donor Journey is off to Auckland (December 3), Melbourne (December 5), Brisbane (December 6), and Sydney (December 7).

All day long with Guy Mallabone, Stephen Pidgeon, Bernard Ross, and me, Simone! Imagine the learning and insights, joking and laughter.

Check out the details and schedule and each location by clickinghere.

Read all about us 4 presenters and our topics in this brochure.

Hope to see you there!

 

October 17, 2018

Meet the Donors…HURRY UP!!

You know those typical panels….with a bunch of foundation reps sitting up front and making mini presentations and then you ask them questions?

Feel like you ought to be there because it’s “face-to-face” with grantmakers. And if you don’t go, your boss will be pissed.

But really…Did you learn anything more than what you could have found on the internet? Hmmmm…..

If you’re in the Rhode Island area and have ever wondered what’s not on funders’ websites… Register HERE for a new and improved AFP-RI Meet the Funders experience coming up on October 26 7:30 – 10:30am.
Intimate setting. Fabulous venue. New and returning funders. World style cafe format… Think elbow-rubbing. Truly!
Participating funders (down from the stage and right at your tables):
  • Blue Cross & Blue Shield of Rhode Island
  • Centreville Bank
  • Citizens Bank
  • Division of Community Development for the City of Providence
  • Rhode Island Foundation
  • Rhode Island State Council on the Arts
  • United Way of Rhode Island
  • Wells Fargo
  • Women’s Fund of Rhode Island

Only about 20 tickets left…    Register FAST!!

September 25, 2018

Raise more money by learning the right stuff

Yes, there is right stuff to learn in this profession of ours. The fundraising thing.

And there’s wrong stuff…or irrelevant stuff…or OPINION instead of EXPERTISE.

So here are some great resources to learn the right stuff and develop yourself and help you tell your boss and board to stop the opinionating and focus on the expertising.

MOCEANIC!!  You MUST MUST visit and join us and learn and share and………

  • Sign up for e-news and free fundraising tips and online courses and all kinds of cool useful important stuff!
  • WOW! Check out the Moceanic crew like co-founders Sean Triner and Christiana Stergiou. Add in Jeff Brooks. And advisors like Roger Craver and Adrian Sargeant and Tom Ahern and Harvey McKinnon and Ken Burnett and me, Simone and more!

BLOOMERANG!!! I’ve decided NOT to talk about donor/fundraising databases. Instead…Get yourself a marvelous donor retention tool.

  • Loyalty is the Holy Grail of any business (Thanks, Roger Craver 2009). LifeTime Value is the best of the best.
  • Adrian Sargeant’s donor loyalty research is what you want to apply all the time. (And that’s the algorithm for Bloomerang.)
  • Bloomerang is so user-friendly that your 5-year old pal can show you how to use it.
  • Bloomerang also has a regular blog and free webinars – whether you use that donor retention tool or not.
  • P.S. Tom Ahern communications stuff is also imbedded in this donor retention tool.

So those are just two thoughts for this week.

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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