Resources

June 24, 2019

Do you know Siegfried Vögele?

If you read about donor communications, you’re probably familiar with Siegfried.

Check out this article by fundraiser Chris Keating: How a good envelope can make the difference to your direct mail’s success. All about designing the perfect envelope.

And stick around on the site where Chris posted his article……. SOFII.…. Showcase of fundraising innovation and inspiration.

SOFII is sooooo cool and informative and full of history and and and !!!!!!!!!!!!!!!!

Thanks to Ken Burnett and his pals…SOFII is the bestest compiler of stuff that works in our philanthropic field.

  • Examples of the bestest fundraising letters and cases for support — like even in the 1930s!
  • All about relationship fundraising
  • Direct mail
  • Brand development
  • Telephone fundraising
  • Digital fundraising
  • And on and on and on…

 

 

June 17, 2019

I figured something out!!! Kinda….

Sometimes I wonder what value I add to my beloved nonprofit sector. I haven’t raised as much money as so many of you have. I’m not an expert in direct mail or donor communications or…

I believe that what I add is “bringing things together”. Integrating stuff. Cross-pollinating. I do NOT just read fundraising stuff… I read Sherry Turkle’s book ALONE TOGETHER … which I keep telling you all to read!!! And Shankar Vedantam’s THE HIDDEN BRAIN … another book that I insist everyone read!!! And Harvard Business Review and systems thinking…learning organization business theory…Jim Collins…and on and on and on and on…

Stop it with all the “specialists” in fundraising, e.g., Director of Annual Fund. Director of Planned Giving. Major Gifts Officer. Etc. etc. etc. I want a bunch of damn good generalists in my development office. And I want my CEO to be a generalist and and and … I want generalists everywhere! 

Yes of course, specialists are good, too. And critical at times. And and…

BUT WOW!! Listen to this WGBH radio showKara Miller talking with David Epstein about generalists.

Teach people to think. Transfer knowedge between domains. BEWARE!!!! of too much specialization. Listen to the radio show – because you’ll hear frightening mistakes (that have even caused death) because of specialization.

I just ordered Epstein’s book. RANGE: WHY GENERALISTS TRIUMPH IN A SPECIALIZED WORLD

Filed under: Leadership, 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!

 

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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