Resources

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!!!!!!!!!!!!!!!!!!!!

 

 

 

 

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.

 

 

 

 

August 12, 2019

I’m thinking about new stuff… Part 1. (Part 2 is next week.)

Part 1 of a 2-part blog:

Of course, I love all the fundraising and governance stuff I’ve done for years. And I love changing and adjusting and adding new stuff and and… I’m just not one of those people that likes doing the same old stuff the same old way.

  • I’m also reading new stuff and stuff that so few other people in the nonprofit sector seem to be reading. Come on peeps – let’s get out of just reading fundraising and governance and donor stuff.
  • Have you read systems thinking and learning organization business theories yet? I wrote about that back in 1997. How about the stuff that’s happening to our brains because of too much technology?
  • Leadership…Oh sure, some conversations on the job. But who reads actual leadership research and stuff from the Harvard Business Review and and and ….
  • By the way, when was the last time that your professional association recommended readings beyond your specialized field?
  • How about organizational development? Culture and top-notch management and and and… SO MUCH MORE!!

There are 3 sectors: Government. For-profit. Nonprofit. I think the nonprofit sector is more important than most of our society thinks. And I suspect that most of you reading this honors our sector, too.

  • I want the government sector to do more. I’m appalled at what government doesn’t do.
  • I want the for-profit sector to be put in its proper place…. NOT the best the greatest the most important the individual and corporations are bestest. I want the for-profit sector and its people to be punished more often than they are. And if I hear one more person say “If only the nonprofit sector would operate more like the business sector….”)…well I just don’t know what I’m gonna do!!!!!!!!! WTF!!!!!!!!!!!

But if the nonprofit sector doesn’t get itself together better… Just survival isn’t good enough. The excuse of “We nonprofits and our staff are just sooooooo busy just doing what we have to do that we can’t possibly learn more…” WTF????!!!! Would you do your mission in a half-ass manner? Most of you tell me, “No way. We do our mission excellently … or we will choose to close.” Well if that’s the case, then do all the other stuff — fundraising, governance, management, leadership, organizational development, and on and on — damn well, too. Or close down!

The world needs and deserves the best and most loved nonprofit sector. Because people and the planet deserve the best. Social justice. Diversity. Inclusion. Equity. Health. Safety. Employment and economic security. Joy and love and education and peace.

The world needs and deserves the best and most loved nonprofit sector. Because people and the planet deserve the best. An environment that endures – with animals and plants and insects and all those living things. And learning and pleasure and the strength and support to build and care and live and…

Oh good heavens…How did I start down this path today? I read Seth Godin’s July 9, 2019 blog, The $50,000 an hour gate agent. I got frustrated because I hear too much whining from my beloved nonprofit sector people.

  • Yes, yes… I know what it’s like to work long hours and fight with a silly CEO and icky board members – too few of whom seem to “get it.” I know what it’s like to work for less than I’m worth – and without adequate support systems.
  • So leave the sector. Or first, look for a better nonprofit job with smart staff and board members who give you the respect and support I hope you deserve.
  • Because there’s no excuse for we all in this sector accepting inadequacy in others or in ourselves.

Okey dokey. Part 2 is next week. Thanks for listening.

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!!!!

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

© Joyaux Associates 2005-2018     Privacy Policy

10 Johnson Road, Foster, RI 02825      T: 401-397-2534 (USA)      spjoyaux@aol.com      Site Overhaul/SEO by Dianna Huff      Design by cre8d