2020 | Nonprofit Predictions

Carolyn's 2020 Predictions

So, what does the future hold for nonprofit organizations? This post is one in a series of year-end discussions about what I believe lies ahead. Your comments are welcome.

Federal Funding

I still believe nonprofits must continue broadening their funding sources by identifying and embracing a wider variety of types prospective donors (individuals, families, corporations and foundations), and to reduce over reliance on federal funding sources.

Ruth McCambridge wrote for Nonprofit Quarterly, “Implosion of $47M Nonprofit Highlights Risks of Government Dependency” (October 2019). “The demise of YPI … was predictable but only to those who understand the business model dynamics of government-funded agencies. Rapid growth that shifts the proportions of government restricted dollars with unrestricted dollars is extremely dangerous.”

I rest my case.

The website Republican Views On the Issues shares insights into what Republicans believe.

“The government should only intervene when society cannot function at the level of the individual. This also means that the party believes in keeping the government as close to the individual as possible, and should be focused mainly on the state and community level, not centered at a federal level.”

As an aside, with all the heated arguments at the federal level this year between Republicans and Democrats, what has been lost is a meaningful conveyance of the core values of Republicans, which have merit. But we seem to have lost site of them. Let’s hope the polarization we are seeing in Washington, D.C. will be reduced in the coming year.

Cryptocurrencies

The past few years, I have studied cryptocurrencies for social good, and I maintain a blog page with links to helpful resources. 2019 has been a roller coaster ride for cryptocurrencies.

Investopedia notes in, “Where is the Cryptocurrency Industry Headed in 2019?” (September 2019):

  • Bitcoin and other crypto currencies have emerged as a new asset class that has seen extraordinary returns over the past decade.
  • After reaching nearly $20,000 in early 2018, Bitcoin fell to just around $3,000 as the rest of the crypto market also fell.
  • 2019 has proven to be a year of recovery, with Bitcoin strengthening to above $10,000, but will the bull market last?
  • Several new developments such as increased institutional interest, pending ETF approval, and the popularity of stablecoins suggest a continued positive trend.

I continue to believe crypto and blockchain are forces to be reckoned with going forward. Check out this list of companies that accept Bitcoin from 99Bitcoins. And it keeps growing!

Here is a helpful discussion from BitPay, “BitPay Supports Over 100 Non-Profits Processing $37 Million Since 2017” (June 2017). “The Tony Hawk Foundation becomes the latest major charity organization to open up its donation efforts to blockchain payment efforts, joining other notable organizations such as the American National Red Cross, the Electronic Frontier Foundation (EFF), Greenpeace, The San Francisco Foundation, Heifer International, The Water Project, Teach for America, United Way Innovation Fund and the Wikimedia Foundation.”

How it works:

“In accepting Bitcoin donations through BitPay, the Tony Hawk Foundation and other charitable organizations can broaden its donor base while still being shielded from the price volatility that can occur with Bitcoin transactions. The customer makes the donation in Bitcoin or Bitcoin Cash and BitPay verifies the funds and accepts the Bitcoin or Bitcoin Cash on behalf of the organization. The organization has the option to take Bitcoin, Bitcoin Cash or fiat currency or a split. If the organization chooses to take 100% fiat currency, the dollars are deposited into the organization’s bank account the next business day minus a 1% fee BitPay charges for the entire process. This fee is significantly less than the fees charged by credit cards allowing organizations to keep a larger percentage of overall donations. The organization is also protected from any Bitcoin price volatility.”

Hence, despite volatility in the cryptocurrency market this year, I believe the crypto space will continue to grow in the years ahead. Again, check out my blog page which includes a variety of helpful links for follow-up.

Crowdfunding and Major Gift Fundraising

On another front, crowdfunding continues to gain popularity. My resource page for nonprofits also provides helpful guidance for those wishing to embark on crowdfunding campaigns. I would also like to add a book to your reading list, “Crowdfunding for Social Good: Financing Your Mark on the World” by Forbes Contributor Devin Thorpe.

“Crowdfunding for Social Good is both practical and inspiring, featuring the stories of real people who have successfully raised big money using crowdfunding and practical advice to help you do the same. Crowdfunding is the newest way for nonprofits and social entrepreneurs to raise money for their causes, projects and companies. By reading this book, you can join the thousands who have successfully raised money to change the world. Learn how to organize your friends, colleagues and volunteers to help you raise big money. Gain insight into creating a video that will help you spread your message via social media. Read how to “start before you start” so you can have 30% of your goal raised before you even launch your crowdfunding campaign.If the only thing preventing you from changing the world is the money you need to do it, you are out of excuses. You can raise the money you need to leave your mark on the world with Crowdfunding for Social Good.”

As I have mentioned in past nonprofit predictions, the traditional “donor pyramid” is being turned upside down. I know many nonprofit organizations that would prefer a broad-based approach to major gift fundraising (multiple smaller donors), rather than embarking on traditional, somewhat old fashioned fundraising campaigns that are promoted by many consulting firms.

But my same caution remains. Crowdfunding requires advance research, planning, scheduling, attention to detail, and continuous monitoring and communication, including long after a crowdfunding campaign attains its goal. Crowdfunding is not simply an “easier” way to raise money. And many – if not all of these above factors – are involved in traditional major gift campaigns.

Traditional major gift campaigns are not dead, but they are having to morph as new technologies improve internal and external communications, volunteer performance and data collection overall.

I would also like to point out a series of articles on my blog that start with, “Are You Ready for a Capital Campaign.” I believe the traditional feasibility study needs to be reworked. In my post, “Nonprofits and Startups | Bird of a Feather” I note that traditional startup methods promoted by the corporate sector could be used to help nonprofits develop their own major gift campaigns internally. I still hope 3 Day Startup will consider developing an intensive program along these lines specifically for nonprofit organizations! Stay tuned.

Data

To collect data, interpret it properly, to manage it across departments, and to continually make improvements for the benefit of the organization’s future requires trained nonprofit staff. But sometimes it also takes convincing nonprofit leadership that hiring data managers makes sense.

A 2019 study from ORACLE NetSuite makes some powerful arguments about the importance of collecting and reviewing nonprofit data for more positive, data-informed future.

“Nonprofit organizations are struggling to demonstrate the outcome of their work according to a new study conducted by Oracle NetSuite. The study, Connecting Dollars to Outcomes, which provides insights from more than 350 senior nonprofit executives in the U.S., found that while nonprofit executives believe that outcomes measurement supports their top three priorities for 2019 – financial stability, staff turnover and donor retention—only 29 percent of nonprofits are able to effectively measure the outcomes of dollars invested.”

You can access the study via the press release, “Where Do Donations Go?”

Happily, software companies like this also have nonprofit donation programs – both software and expertise (if you cannot afford to hire a staff member, but believe in the need). You should also avail yourself of technology discounts provided via TechSoup. It is free for nonprofits to sign up, and a variety of products are available along these lines. To find providers of data skills and related technical training, see my Professional Development Resources.

Donor Advised Funds

Having conducted a great deal of hands-on research using Candid’s Foundation Center database at our new Austin Central Library (where one can access it free of charge), I know donor advised funds are only growing larger and becoming more popular. They come to the top of almost every “search.”

Hence, nonprofits must educate and cultivate professional advisors as well as donors. This is a challenge because it can be difficult to discover the people behind donor advised funds. It is also true that extra diligence about how your nonprofit looks online and establishing credibility at fundamental levels is more important than ever. I have done some public speaking about how nonprofits can achieve greater credibility and ramp-up their major gift efforts, for instance. My blog and SlideShare page contain quite a bit of helpful information in this regard. But if you need more help, reach out via my secure contact form.

In my article, “Building Relationships with Professional Advisors” (one of the first on Carolyn’s Nonprofit Blog and continually updated), I also note that Baby Boomers and older adults are a growing sector of our nation’s population, highly inclined to charitable giving and volunteering. The nonprofit sector must avoid stereotyping, and focus to a greater degree on engaging these age groups in the months and years ahead. We also need nonprofit support organizations to offer discussions online and during professional conferences about how best to work with professional advisors, and how to break down barriers to meaningful communication with them.

Last But Not Least

Two topics that also bear sharing for 2020 include advance preparation for disasters, and preparing for a potential national recession.

Follow this link to TechSoup documents you can download regarding disaster planning and recovery. Be mindful that your nonprofit serves an important function in society. Your smart smart thinking and planning can save lives and help your nonprofit continue meeting its worthy mission.

Also noteworthy is that a strong stock market does not necessarily mean the economy as a whole is strong. Take a few minutes to read my blog post, “During Good Times, Don’t Forget to Plan for Rainy Days” (November 2018), to which I continue to add resources from some of the nation’s leading economists and investors. Develop a reserve fund if you can. It is my thought in closing that banks and others so inclined could help nonprofits greatly by encouraging the development of reserve funds, and perhaps even matching donations to them. Let’s see if they read my “predictions” and follow suit!

Best wishes for your fundraising success,

Carolyn M. Appleton | November 17, 2019

The graphic used to illustrate this post was composed by me using Adobe Spark.

Building Your Nonprofit’s Credibility with Qgiv

Building Your Nonprofit's Credibility with Qgiv

This blog article was written for and published by Qgiv. I wanted to reproduce it here for my audience as well. You can find a link to it here on the Qgiv blog. Thanks to Qgiv for inviting me to contribute.

After many years working side-by-side with nonprofit staff and volunteers on major gift fundraising campaigns across Texas, I have discovered that how your organization looks online – its website, gift processing, and its social media platforms – influences how donors, prospective donors and professional advisors perceive a nonprofit organization’s ability to raise and to manage significant funding.

I once suggested to one of my prior donors that she consider supporting a nonprofit organization with which I was volunteering. It was doing critically important work across the nation—including our local community. I shared the nonprofit’s website address and sang its praises. A few weeks later, she responded. “Well, I looked at the website. It doesn’t look very sophisticated.” My heart sank. A cursory impression of the organization online did not impress this potential donor.

I have also found donors peruse Facebook and other social media platforms for information in advance of making funding decisions. “It doesn’t look like much is going on,” and, “whomever is managing that page isn’t paying attention,” are two kinds of remarks I have heard.

Yet as suggested earlier, these nonprofit organizations were doing quality, truly essential work in their respective communities. But the staff complained they were so busy operating their programs they didn’t “have time” to “bother” with their online presence. But today, failing to understand the importance of your nonprofit’s online presence can mean missed donations and partnerships!

Nonprofits must have a polished presence online to ensure donor and partner confidence. To make matters more complicated, a growing number of professionals like accountants, attorneys, investment, and banking professionals are being asked to assist donors in making gift decisions, nonprofits must be extra cautious. While donors may have your nonprofit in their hearts, their professional advisors are trained to review your nonprofit’s worthiness and ability to receive and manage donations more objectively. You must be prepared to meet the needs and expectations of both.

I recently worked with a nonprofit organization recovering from a natural disaster in Texas that wanted to raise more funding and attract a broader audience and donor base. Since its founding, this nonprofit had been relying on receiving mail – including checks from donors – via the U.S. Postal Service. Donors could also stop by the office to hand deliver checks or to fill out credit card forms in person, or complete a donation online using PayPal. Although PayPal has become more sophisticated and user-friendly, people chaffed at the fees involved and the nonprofit urgently needed a gift processing upgrade.

The process involved both traditional nonprofit fundraising research and grant proposal preparation, and more new social media communications. In addition to creating a more modern, plugin-free WordPress website using a free template, I created new social media profiles; cleaned up the longtime Facebook page (which was cluttered with old and outdated information) and had it officially verified by Facebook; and I suggested the nonprofit engage Qgiv for its online donation processing.

In 2018, I had the good fortune of meeting two members of the Qgiv leadership team in Austin during an NTEN & NetSquared Nonprofit Tech Club Austin program at a startup hub called Capital Factory. During that presentation, I learned how innovative and easy to use Qgiv is, and that Qgiv is cost effective and secure. I suggested my nonprofit client give Qgiv a try. By doing so, I felt they would provide their donors with more options for donating and registering for events via American Express, Discover, Visa, MasterCard, and eCheck. In fact, I set up their basic Qgiv system myself.

For their new website, WordPress established a much more sophisticated online image and a more meaningful presence for very little money. All plugins were removed (which meant no more updating them – that was a big problem with the former website). With Qgiv, all that was required for the various donation forms and event registrations was a secure link. No muss, no fuss, and so many more options for giving and registering online. Now, those Qgiv links take donors and event attendees to separate online pages. Once the form is completed, funds are transferred directly and immediately from the donor to the nonprofit’s bank account. There is no “snail mail” service involved, no hard copy check. This creates a seamless, sophisticated system that both ensures donor confidence and protects everyone’s security. Donors can even pay for their own gift processing fees as part of their donation (which happily, many do). This is called GiftAssist.

In addition, Qgiv donation forms look great when shared on social media. This helps set a high tone for the nonprofit, which goes back to my original thesis: nonprofits must look polished online and sophisticated in terms of their fundamental operations.

This nonprofit is now sending a clear message: it can handle a variety of sophisticated financial transactions securely online. Donors do not have to send checks in the mail nor drop them off in person. Certainly, donors can still do that, but providing online options using the most advanced gift processing technology available today shows donors, partners, and professional advisors are – or will be – dealing with a nonprofit that can also handle major gift contributions.

Qgiv has become an integral part of an innovative new approach for this nonprofit, bringing it solidly into the 21st century and poised for fundraising success going forward.

If you have an interest in Qgiv for your nonprofit, please use my blog’s secure contact form to reach me. While based in Central Texas, I do travel and I often use video conferencing for meetings. I can also invite seasoned Qgiv experts from the company’s main office to join in our conversations.

Baby Boomers and Older Adults: Go For Startups

Despite the ups-and-downs of my experiences in the nonprofit sector over the course of thirty years, I remain optimistic about the future. A few years ago, I wrote a blog post on LinkedIn about the Millennial generation. There, I reference an article by Jean Case, in Forbes (June 18, 2014), “The Business of Doing Good: How Millennials Are Changing the Corporate Sector.”

“Many in this generation are known for being well-educated, entrepreneurial, tech savvy and idealistic. They take risks, are bold and want to change the world. Unlike past generations, they want to make their passions, inspirations and desire to do good part of their identity—and part of their work. The lines between personal passions and professional engagements are already rapidly disappearing. As a result, this commitment to doing good in the workplace is quickly becoming the new norm that will define the generation.”

#2030NOW

My experience is that Millennials and younger generations following on their heels are committed to a fixing the problems of society and to creating a better world at all levels. They are unafraid of tackling difficult challenges with creativity and conviction. And, they are already dominating the workforce. Their impact will continue to be far-reaching for decades to come. Hardly any American corporation today can afford to ignore them.

As I note in, “Nonprofits and Boomers: Are We Missing the Boat,” nonprofit organizations must also be mindful that Boomer and older generations are key for successful fundraising, for their knowledge and their valuable life experiences. Boomers are a generous generation and highly supportive of nonprofit endeavors, yet they are often seen as being stodgy and old fashioned.

Marketing professionals continue to focus on the young and the aesthetics of youth. And while many older adults do strive to be “younger” in some ways, as time moves forward and the aging population explodes worldwide, we are seeing a growing pride in being “older” and in the aesthetic preferences of older adults. Notice my Gravatar on Carolyn’s Nonprofit Blog: I am embracing my naturally gray hair this year (as are a growing number of other “Boomers”), after years of tinting it.

Go For

Earlier this year, I approached a large national foundation that also has a substantial number of donor advised funds, with a grant proposal for funding an outstanding nonprofit project. But the nonprofit’s annual operational budget, being “under $500,000,” meant the foundation declined support based solely on that criteria. They would not take even a cursory glance at what the nonprofit is accomplishing, at how well run it is, and how worthy it might have been as a partner. On a personal note, what that foundation’s professional advisors also missed is that some of the Board members and donors of that nonprofit were capable of establishing donor advised funds. They would have been thrilled to receive even a modest grant and might have themselves become donor advised fund clients. But the “under $500,000” rule supplanted all other considerations in this case. But why is operating budget size so important?

Since returning to Austin in 2013 and helping nonprofit “startups” bolster their infrastructure and credibility in order to be able to secure more substantial donations, I have noticed some funders reluctant to support them because they are, “too small.” Potential donors cite the nonprofits have not been in existence long enough (i.e., five years or more). Some decline because these smaller and younger initiatives have not had formal audits, which are an expensive undertaking for most small nonprofit organizations (and there are reputable alternatives). I visited with one foundation a few years ago that required every nonprofit applicant to have four consecutive years of professional audits. That is way over the top. I advised them to focus instead on gold-level or higher GuideStar profiles and GreatNonprofits reviews by those actually involved with and volunteering for the nonprofits applying.

The fact is, many of these startups and young nonprofits are lean staff- and budget-wise, and they operate highly efficiently. They accomplish amazing things with relatively little and the staff are deeply loyal to their missions. In my opinion, there seems to be a disconnect between the donor and professional advisor sectors, and the vast majority of nonprofit organizations, which are in fact smaller in size.

From the GuideStar Blog comes, “What Does the Nonprofit Sector Really Look Like?” (January 6, 2017):

“The majority of nonprofits (66.3%) have annual budgets of less than $1 million. From there, as organization size increases, the number of nonprofits decreases. For every 1 powerhouse (annual expenses more than $5 billion) nonprofit, there are thousands of grassroots organizations.”

My hope is for deeper, long-term partnerships between younger and older generations, the latter holding significant disposable income to make charitable donations. Boomers and older adults (and their professional advisors), often focus their charitable giving on tried-and-true nonprofits that have been in existence for many years. That is certainly their choice to make, but having seen nonprofits large and small in some detail as a professional fundraiser, I can say without hesitation many of younger and smaller nonprofits, startups and social good enterprises are more efficient and more likely to create positive change in society than the older, top-heavy ones. But these younger initiatives are often seen as being, “riskier.”

Boomers and Younger Generations Are Each Part of the Puzzle

Lose your fear and support startups and smaller nonprofit organizations. Younger generations are – and will be – driving much of the social change ahead. We need to trust and encourage them. But also, younger generations need to engage older citizens and tap their knowledge and enthusiasm for social good, as well as their charitable donations. Together we can change the world for the better.

You might also enjoy reading:

“Furthermore, demographic trends make it clear that over the next decade increasingly greater numbers of Millennials will be elected to office, giving them the power to enact laws that can change how corporations are governed and what responsibilities those entities owe to all of their stakeholders. When that happens the entire edifice of corporate governance constructed on the idea of only maximizing shareholder value will come crashing down and a new foundation for American corporations, built on trust and the values and beliefs of Millennials will arise in its place. Those companies that dedicate their future to changing the world for the better and find ways to make it happen, will be rewarded with the loyalty of Millennials as customers, workers and investors for decades to come. Those that choose to hang on to outdated cultures and misplaced priorities are likely to lose the loyalties of the Millennial generation and with it their economic relevance.”

  • Philanthropy News Digest, “Millennials Are Changing the Landscape of Social Change, Report Finds” (July 29, 2019).
  • United Nations Foundations, Social Good Summit 2014, #2030NOW
  • Wise: Seniors in Business is a website you might enjoy perusing. “Seniors in Business serves the fastest growing segment of entrepreneurship in the world – senior (experience and knowledge) entrepreneurs (people over the age of 50) who are looking for an encore career, whether it is because they want to, or have to.” Older adults are also establishing nonprofit organizations to meet critical needs. Professional advisors need to be aware of this, too.

Thanks to the Adobe free image library for the photographs used to illustrate this blog post.

Apollo Program: Era of Optimism | A Personal Tale

Summer 2019 marks the 50th anniversary of Apollo 11, the first manned moon mission. It dawned on me that I lived in the “space” community of NASA during Apollo 11, and I could share my remembrances of that time. This post departs from most of my earlier nonprofit “advice” articles. I write it for the sake of history and for making a few observations in hindsight.

One reason for writing this post is to point to a trait that if anything has made my nonprofit fundraising activities successful: a “can do” attitude. As the Cambridge Dictionary describes, “If you have a can-do character or way of dealing with a problem, you are very positive about your ability to achieve success.”

The Planetary Society has featured the Apollo Program on its website. Did you know,

The entire lunar effort cost roughly $288 billion in 2019 dollars, and employed 400,000 Americans at its peak. In total, Apollo astronauts returned 382 kilograms of lunar rocks, core samples, and regolith from the lunar surface. The samples showed the Moon is a lifeless world that formed roughly 4.5 billion years ago, experienced catastrophic change 3.8 billion years ago, and has been relatively (though not completely) inactive since. Its rocks are chemically related to Earth, supporting the theory that the Moon was created when another large world impacted early Earth.”

Back in 2012 while the nation’s economy was still struggling, I posted on Tumblr a  brief tribute to astronaut Neil Armstrong, who had recently passed away. My father always had the highest regard for Armstrong and his fellow astronauts. But until the article you are now reading on Carolyn’s Nonprofit Blog, I have not shared my experiences in Nassau Bay and Clear Lake, Texas, which are now considered part of Greater Houston.

Our family was living in San Bernardino, California in the 1960s. Our father was working with a company called TRW Inc., which was involved with the military. He was working on the Minuteman Intercontinental Ballistic Missile Program, principally at the now-closed Norton Air Force Base. TRW was eventually purchased by Northrop Grumman.

In 1967, our father was given the opportunity to work with the Apollo Program. We left California for the bayous of Texas. I attended junior high school in Webster, Texas and then high school in League City, Texas. Back then, that swampy region of Texas was covered with rice fields and grasslands, and our neighborhood was located close to a bayou and also across from Space Center Houston. Today, the area is densely developed and I hardly recognize it.

apollo.jpg

We lived not far from the families of astronauts like Aldrin, McDermott, Brand and Bean, and my sister and I attended school with their children. The energy and enthusiasm of our parents rubbed off on us. We believed anything was possible. A marvelous sense of camaraderie and “can do” attitude infused our community. We were on the cutting edge of great discoveries, we knew it, and we loved it.

Our father, an engineer by training, could build televisions from scratch, he could repair our cars, he was a Ham radio expert, and he could fix anything in the house that became broken. We never saw an outside contractor at home. Almost every new technological device created for home and office back then was acquired by him, from calculators to the earliest home computers. We grew up knowing there was probably a better way to do everything. And that positive, “let’s fix this and make it better” attitude was how my sister and I grew up.

As Shuri says in the movie, Black Panther, “Just because something works doesn’t mean it can’t be improved.” That is the way I think today as I work with my nonprofit organizations, and it is probably why my primary professional organization today is NTEN: Nonprofit Technology Network. Having grown up around my father and his engineer friends, adopting new technologies has always come naturally.

During the banner years of the Apollo Program, Presidents Lyndon Baines Johnson and Richard Nixon came to give speeches to the community at Space Center Houston. In my young mind, I thought all this was normal and “every day,” but in hindsight of course, it was not. I remember President Johnson being a huge, imposing figure and an inspiring speaker. When Richard Nixon’s speech concluded, I decided to cut across an open field to escape the cars and the crowds. Low and behold, this turned out to be the “escape route” for President Nixon. I stood at attention as his limo sped past; he shot me a “V” with his hands for victory. Andre Previn and the Houston Symphony performed for “space families” like ours, and I got to sit close up to watch Previn conduct, which remains a treasured memory. Bob Hope listened to me and my high school choir perform. Russian was taught as a language in our high school, and Russian cosmonauts visited. I remember being in gym class when they arrived. The cosmonauts seemed so tall and impressive as they walked past our class. I remember we wore “standard” blue gym uniforms back then.

Growing Up at NASA Houston
I am shown at right ca. 1970. We are standing in the front yard of our former home in Nassau Bay.

Back home in the neighborhood, our mothers developed a kind of telephone brigade when strange things would happen, like when displaced alligators from the local bayou started roaming the streets after storms. There were other important alerts as well, like when hundreds of journalists from across the world would descend on the Aldrin home nearby, blocking all exits. The journalists would sometimes climb over neighborhood fences, which was scary (we were ordered to stay indoors for this and other reasons). Some of our school classmates who were unafraid of the commotion would occasionally “entertain” the journalists, and I will let the details slide for this post, but consider the “banana bike” was popular back then. Amazing feats were performed!

During the school day as the Apollo Program’s milestone activities progressed, large televisions on carts were rolled into our our classrooms so we could watch important happenings as they occurred. I also remember being awoken by my father before dawn to watch various space manoeuvers on television, and when the Apollo 11 astronauts returned to Earth and home to Houston, we got up early to see them loaded into their protective silver Airstream trailer at Ellington Field, and we trailed them back to headquarters.

Our father’s work during the Apollo Program involved two main functions. For the Apollo Lunar Landing Program, he managed NASA Support Engineering Tasks, which designed the series of Apollo missions and developed/published the first 20-year manned space program plan. He was also responsible for preparing the onboard data for the first Apollo flight around the moon, and he managed production of the Skylab Mission Design Data Book.

As noted, we were young and my remembrances are truly those of a young teenager. Several of my classmates had older brothers who were drafted and sent to fight in the Vietnam War. Those soldiers often returned as shells of their former selves, some on drugs to dull the psychological and physical pains they suffered. Families grieved deeply around us. Hence, my generation was not generally supportive of the Vietnam War, nor of President Nixon. The excitement of Apollo 11 was admittedly dimmed a bit by those concerns, but still, the achievements of Apollo were not lost on us.

As I mentioned earlier, our space community had an unshakable, “can do” attitude. We believed anything was possible. That positive mental attitude became part of our psyches.

With so many challenges facing our nation and the world, I worry that young people do not share that same positive approach today. But we need that attitude now more than ever. Creativity and ingenuity are what will allow humanity to solve the problems we now face.

If you consider the technology used in the Apollo Program is eclipsed by today’s modern smartphones, and that teams of people came together to work seamlessly toward a shared goal like one “brain” for the Apollo missions, then we need to encourage more of this kind of activity. Less fighting and competition, more collaboration may be key to saving our planet.

My father’s papers from Apollo Program are now in the collections of The Planetary Society. I urge you to support the Society. You can learn more by following this link.

Thank you!


Sharing a letter from me to my father dating from 1971, which does show how young I was!

 

Resources to Combat Hate Speech

Hate

The past few years, I have been volunteering for the NTEN & NetSquared Nonprofit Tech Club Austin. The club is affiliated with both NTEN: Nonprofit Technology Network and NetSquared, a division of TechSoup. This means our “reach” is both national and global.

One benefit of our partnership with NetSquared specifically is we learn of ideas from other tech club chapters as well as from TechSoup and its divisions like Caravan Studios and the Public Good App House. A webinar on hate speech and those tracking it globally was held in April 2019. I wanted to share information presented during that program, and at the conclusion, I add more information and resources.

Resources

On a personal note, a few years ago I seemed to be living under the illusion that the United States was more egalitarian and tolerant than ever. I did not see racism in Texas, and mostly witnessed a fair amount of appreciation for differences in terms of culture and ethnicity. But in 2016, an eruption of hateful speech occurred from which I am still reeling. It was like a long dormant volcano had erupted, causing an international avalanche of hateful behavior. This led me to seek solutions about how to combat hate.

The following organizations are working to identify, monitor and to develop ways to combat hateful rhetorical around the world.


Achol Mach Jok, Specialist | PeaceTech Lab (Africa)

We believe everyone has the power of peacetech so we leverage low-cost, easy-to-use tech and local partnerships to put the right tools in the hands of the people best positioned to make a difference: activists, peacebuilders, and NGOs in some of the most violent places on earth.

Timothy Quinn, Chief Technology Officer | Hatebase

Hatebase is a software platform built to help organizations and online communities detect, monitor and quarantine hate speech. Our algorithms analyze public conversations using a broad vocabulary based on nationality, ethnicity, religion, gender, sexual orientation, disability and class, with data across 80+ languages and 200+ countries.

Christopher Tuckwood, Principal | Hatebase

Filip Stojanovski, Program Coordinator | Metamorphosis Foundation

The Metamorphosis Foundation offers IT solutions, developed according to the needs of the clients or as part of the project. At the same time, we offer favorable and quality services for development, adaptation, localization and updating of web content.

The IT industry is constantly on the rise with new solutions and innovations, whereby the needs of changes in the operation also arise. We test and evaluate opportunities every day, working with new partners to provide the highest quality services.

Additional Resources

  • ADL: Fighting Hate for Good. To learn more about their work to combat hate, follow the link. “ADL’s dual mission includes a mandate to secure justice and fair treatment to all. Hate and violence have a chilling effect on society. In ADL’s tradition of calling out what divides us and shining a light on what can unite people, we work with diverse communities and with law enforcement to identify hate and then to mobilize people to work vigorously against it.”
  • You might also like to follow the Public Good Tech Combating Hate Speech Pinterest board, where Caravan Studios is curating tech solutions and discussions on combating hate speech. They note, “we encourage you to include your own links to relevant resources, important data sets, lexicons, and reports by adding them into the editable Webinar Resources doc.”
  • The United Nations shared, “UN Strategy and Plan of Action on Hate Speech,” and you can view it by following the link. “Stopping Hate Speech” is a brief but insightful video about how hate crimes follow hate speech. “Words kill.”

  • Stomp Out Bullying has discussed hate speech in, “What We Can Do About Hate Speech” (April 22, 2019). “Currently, the U.S. has no concrete law that addresses or prevents hate speech. Sometimes the law may get involved if the hate speech is perceived as a genuine threat to harm, but most of the time there’s not a lot anyone can do legally. However, just because it isn’t technically considered a crime in the U.S., that doesn’t mean that hate speech doesn’t influence society.”
  • Take Back The Tech provides some excellent ideas in, “Hate speech: strategies” (no date).
  • Western States Center, “Confronting White Nationalism in Schools Toolkit” (referenced by PBS on November 19, 2019, see video below).

Positive Thinking Support

There are more helpful websites and apps than the below online, but I wanted to point out a few that I like.

  • Achieving Positive Thinking Worldwide is a California-based nonprofit that got in touch with me a few years ago via Carolyn’s Nonprofit Blog. Follow Yvette L. Kelley on social media for constant positive messages!
  • Carolyn’s Nonprofit Blog has from the beginning included a page devoted to dealing with stress, and stress can sadly lead to hateful behavior. Follow the link to read more. When I launched my blog back in 2011, I was deluged with requests for advice about dealing with stress. I decided to respond with some ideas.
  • Happify seeks to instill happiness. “… The brain we’re born with can be changed. Technically speaking, they call that neuroplasticity; we can change it by adopting new thought patterns, by training our brain as if it were a muscle, to overcome negative thoughts.”
  • Pozify is a social networking platform that rewards you for promoting and spreading positivity while solving the problem you can’t trust anything on the internet.
  • Stop, Breathe & Think is an app that helps users practice mindful breathing to create space between thoughts, emotions and reactions.

The two graphic designs that appear on this page were made by me using the Adobe Spark Post.

 

 

Rethinking Major Gift Fundraising

In reviewing thirty years of work in the nonprofit sector, I look back and say to myself, “well, everyone knows about those things.” But in truth, no one has walked in my shoes – nor in yours – and no one else has experienced the world in the exact same way as you or I have.

Clint_Eastwood
Some have said I am the nonprofit version of characters portrayed by “tough guy” actor Clint Eastwood. Image courtesy of Wikimedia Commons by Franco Pagliarulo, 2011.

But from the world of, “just tell me I can’t do it, and I will,” I wanted to point out articles and posts on Carolyn’s Nonprofit Blog designed to help with your major gift fundraising, and in some cases, to challenge standard assumptions.

“Are You Ready for a Capital Campaign” quotes a traditional professional in our field, and alongside his suggestions I comment based upon my own experiences. In tandem, some of my most important fundraising experiences are discussed in, “Are You Ready | Is It Feasible?” Feasibility studies have long been the bread-and-butter of the standard nonprofit consulting business, but I have a different take on them.

“Taking a Step Back Will Lead You Forward” is an article on Carolyn’s Nonprofit Blog that I fine-tuned and gave as a webinar for ADRP: Association of Donor Relations Professionals in 2018. Yes, there are things nonprofits can do to instill donor confidence as they chart a course forward for major giving. A consultant does not need to be hired and paid a handily to tell you to do these things. #JustDoIt

“Nonprofits and Startups | Birds of a Feather” notes how similar major gift campaign preparation is with launching a for-profit business startup. In fact, I suggest 3 Day Startup, which I reference in the article, create a new course with nonprofit social good enterprises in mind. Times are changing and I welcome those changes. I find more often today that nonprofits want to move away from the arrogance they perceive as being inherent in traditional major gift fundraising, toward a more egalitarian “crowdfunding” approach. For help with crowdfunding, see the resource page on this blog.

Crowdfunding

As I mention in my nonprofit prediction posts and elsewhere on this blog, many of the same principles apply to major gift fundraising as those to launching a startup or crowdfunding. But to think the latter two efforts are easier than traditional major gift fundraising would be incorrect. The same attention to planning, research, communication and the like apply to all. They are just different ways of reaching the same result: securing major gifts. Keep in mind, each nonprofit is unique. A traditional major gift campaign may not be the best option for your organization today.

Something I would like to see – having pulled major gift fundraising campaigns out of the gutter on more than one occasion – is a reduction in the condescending attitude of many in the “big box” consulting community. “You couldn’t possibly know how to work with major gift donors! We’ll do that for you.” Even the most well-meaning among them can bill you heavily, and sometimes they will walk off with your nonprofit’s contacts. I believe it is time to demystify major gift fundraising.

From the other side of the table, I have also found some donors and potential donors like the hooplah they perceive as being involved in major gift campaigns. The hiring of expensive “consultants” is part of what they believe to be essential. #Resist

Real major gift donors do not need expensive consultants to help the nonprofit organizations they care about. Be careful.

If you have questions at any time, use the secure contact form on Carolyn’s Nonprofit Blog to reach me. As always, best wishes for your fundraising success.

Carolyn M. Appleton

February 27, 2019

 

During Good Times, Don’t Forget to Prepare for Rainy Days

“A recession is a significant decline in economic activity that goes on for more than a few months. It is visible in industrial production, employment, real income and wholesale-retail trade. The technical indicator of a recession is two consecutive quarters of negative economic growth as measured by a country’s gross domestic product (GDP), although the National Bureau of Economic Research (NBER) does not necessarily need to see this occur to call a recession.” – Investopedia

I have read quite a few articles and watched videos featuring leading financial experts who are discussing the possibility of a recession. White opinion remains divided, the thought that several predict a recession causes me to revisit the idea of nonprofit organizations establishing “rainy day,” or reserve funds.

From USLegal, “A reserve fund is a fund of money created to take care of maintenance, repairs or unexpected expenses of a business.” Having watched nonprofits suffer intensely during the last recession – the magnitude of which we all hope will never be repeated – my advice for nonprofits during this busy year-end fundraising season is to be prepared. Take some of those year-end charitable donations and sock them away into a savings account or other fund where you can get to them easily if and when needed.

Rainy

At the conclusion of this blog post, I include links to a few articles that gave me pause. Having said that, one of my favorite experts, Jim Cramer suggests in an article by Elizabeth Gurdus for CNBC, “Cramer explains the market volatility and why another Great Recession is not in the cards” (October 25, 2018). I hope he is right.

But even if a less harmful recession comes our way in 2020 or 2021, why not be prepared? #JustDoIt

Food for Thought | Noteworthy Articles (Most Recent First)

Brainy
Thomas Fuller, English clergyman (1608-1661)

I have an article on Carolyn’s Nonprofit Blog called, “Economy and Philanthropy” you might also enjoy. It dates back to when I launched my blog during the economic downturn of the early 2010s.

As time moves forward, I continue to add new articles and resources. Check back often!

Trust Your Instincts | Early Career Lessons

Leaving a Job is Hard
Click to read J. T. O’Donnell for Inc., “Here’s What to Say When You Quit a Toxic Job” (2018).

After visiting with a friend recently about an uncomfortable experience with an older male supervisor early in my career, I decided to share it with others.

It has been seven years since launching Carolyn’s Nonprofit Blog. In all that time, I have struggled with how to broach the topic, and how to share information that would be helpful to my readers, especially those new to the field of nonprofit development.

Happily, recent online research reveals there is more helpful, quality information about managing workplace relationships – both for women and their male supervisors – than ever before. This is encouraging and it makes me believe there is hope for change in the workplace, and greater understanding from all points of view.

The lessons learned from the story I am about to tell are several. First, trust your instincts. If you feel something is wrong even though you cannot “see” it, there is probably something wrong. Second, tell other colleagues you trust about your feelings and what you think is wrong. Witnesses can be essential, and for the long term. Third, remove yourself from uncomfortable work situations, and as diplomatically as possible. Often you will move up in your career if you do so.

“… Anyone, man or woman, who’s assumed to be a lightweight has a harder time getting ahead,” she says. “Of course that kind of struggle affects confidence level. Qualified women really aren’t taken as seriously as their male colleagues—many studies bear that out—so they’re more likely to have to deal with the emotional fallout of being held back, including a realistic reduction in their confidence about whether they’ll be able to fulfill their ambitions.” Adams should know about the research; she’s the former Director of Women’s and Gender Studies at the University of Maine Farmington.

– Elizabeth Harrin for A Girl’s Guide To Project Management, “6 Ways To Get Taken Seriously At Work” (2018)

Just over twenty five years ago, I worked at a university in the same college where I had secured a Master’s Degree a few years before. I was honored to have been hired, and I held a relatively new and low level position managing development activities for the college, which included several divisions. Three different deans occupied leadership roles at the college while I was there. And as Elizabeth Harrin remarks above, I was definitely considered a “lightweight.”

My work involved organizing and hosting monthly events that included advisory council meetings with alumni who were among the leading philanthropists of Texas, and broader “university” activities that were held in the college’s facilities. The university had a huge legacy of endowments that funded its faculty and programs, some 300 when I was on staff back then. One of my jobs was to thank endowment donors and to update them about activities funded with their endowments, annually. I took this responsibility seriously, and I was encouraged in my efforts by the university’s central development office.

While devoted to my tasks with a laser-like precision and eager to impress, I was admittedly young and still new to the field of nonprofit development. By the time the third dean had arrived to oversee the college, I had uncovered some concerns. One of those was being unable to find out what had transpired with the funding provided by certain endowed funds.

I always hoped to make my annual donor letters interesting and timely. But for some of them, I could not find any information. I wanted to share with each donor how that year’s investment income had been spent on such things as faculty research, new publications, programs, travel and the like, or if the endowments were unassigned, what was happening with searches to fill those positions and related efforts. But I hit a wall with some of them. I asked the endowment accountant for help repeatedly. No information was forthcoming. In fact, at one point during my questioning, the accountant grew very uncomfortable and asked me to, “please stop asking.”

I scheduled a time to meet with the dean. He had indicated he was quite disinterested in me and my work. My intuition was that he wanted to clear out the current staff of the college and hire “his own.” But finally, I gained my audience. I told him something was wrong with my thank you note process: I could not get the information I needed. In fact, the hair on the back of my neck would stand up on end, when I asked the endowment accountant about certain funds. The dean simply said with disdain, “you just aren’t doing your job.”

“Not surprisingly, a large share of women feel invisible at work, compared with male colleagues. From ordinary meetings to executive offices and boardrooms, many more women than men feel that they don’t get credit for their ideas, or that their contributions aren’t recognized—slights felt even more acutely by women of color.”

– Nikki Waller, The Wall Street Journal, “How Men & Women See the Workplace Differently” (2016)

During this time, however, I kept moving forward. I found allies in the central development office on campus. I suggested the college develop a “digital” system whereby each staff member in the college involved in endowment tracking – from the accountant to the department chairmen and individual faculty, to development officer – would work off one centralized computer-based system. Information about the endowed funds would be input into the system by each person, and checked and referenced by everyone else. We would all be able to see one another’s work, and would be held accountable for it. My development colleagues thought the idea was a very good one. In fact, I had already informed them something seemed awry and that I was worried. The new system would help with transparency and the flow of information.

Still, at the college level no one was listening. The feedback from the new dean and his associate dean suggested I was not very smart, and I did not know what I was doing. I actually developed a mild stutter at this time. I had wanted the job in the college so much, but I had become afraid, and I felt (rightly) that I was being looked down upon by the new dean and his entourage.

Trust

I also knew in my heart that if I stayed much longer, the problems I was uncovering might entrap me, and ruin my future development career. I decided to look for a new job. And I was surprised to receive three job offers. I flew out of the college like a lightening bolt.

Two years later, I landed in Dallas. My career was thriving. I had access to the elite philanthropic community, and my work was going exceptionally well. One evening, I received a call from a colleague still working at my former college. The endowment accountant was discovered to have been embezzling endowment funds over several years. I had been right. I received additional calls from those in the central development office confirming the news.

Now, I had retained a lingering sense of failure about that job. But those telephone calls released those feelings instantaneously. I was relieved beyond measure. I had been correct, although I was sad about the crime committed.

Trust your instinct to the end, though you can render no reason.

– Ralph Waldo Emerson, American poet (1803-1882)

Since that early experience, I continue to find older males occasionally fail to take me and my work seriously. But I also found several men who became (and who are) enthusiastic and supportive mentors! Which is all to say, do not assume just because you are young, that you will not find strong male advocates. The plethora of stories in the media today about negative male-female experiences sometimes overshadows reality.

Build up your own internal strengths, and your confidence in your own abilities and instincts. Yes, you have much to learn. But you already know a lot. Don’t ever forget it.


About that endowment management system I suggested years ago: I understand someone at the university did eventually make it a reality. Great news! I wonder if anyone has any idea how it was conceived. Ah! water under the bridge ….

BrainyQuote

Update

I recently discovered an article in WebMD by Leslie Becker-Phelps, Ph.D, “Gaslighting: How Not to Get Burned” (June 28, 2017). It contains some very helpful advice!

Summer is “Development” Time

I sometimes hear nonprofits lament that summertime is so “slow.” Nothing is happening. Most donors and prospective donors are out of town on vacation, they tell me. But in my experience, summertime is a busy time for development.

I have discovered quite a few grant deadlines occur during the summer and that requires attention. I have also found some donors actually have a bit more time to spend on their favorite nonprofit projects during the summer. Brainstorming meetings, planning for the fall, “asking” for support, database house cleaning and expansion, research, case statement drafting and year-end fundraising campaign development are all things I have done during the summer months. Don’t forget, many corporations budget late summer for social good projects they will underwrite next year. Summer is a great time to visit with your favorite corporate sponsors.

IMG_1671

Earlier this year, I was asked to help the Port Aransas Art Center part-time. As you may know, Hurricane Harvey battered Port Aransas last year, but as the Instagram photo above from Coffee Waves suggests, the community is back on track and working hard to recover. It is well on its way.

As for me, I am helping to establish a new development program, I have been modernizing the website, enhancing social media, creating new e-newsletters so that we have regular monthly e-communication with constituents, securing a GuideStar gold seal and more. It has taken a lot of time, but when you work with a dedicated group of volunteers and staff, your work is enjoyable and inspiring.

I added a new section in the margin of Carolyn’s Nonprofit Blog for “Quick Updates” with handy links. Please peruse my article on social media stewardship for the Association of Donor Relations Professionals’ monthly newsletter, The Hub. You might also enjoy reviewing the slide decks for my webinar and public presentations this year.

I have always been a “hands-on” learner and I readily adopt new technologies that enable me to become even more self-sufficient. Still today, I do most all work myself. This, plus years of experience in major gift fundraising make me a good teacher for those new to the fundraising profession, for startups with big ambitions, and for nonprofits that are perhaps a bit, “overweight” that need to streamline.

Wednesday 006

Another new section of my Carolyn’s Nonprofit Blog is called, “A Brief Account: Short Stories.” There I share personal experiences with leading philanthropists. Some of my stories are humorous, some heart warming, but always, I try to be insightful and to share what it takes to work successfully in the field of nonprofit fundraising. Fundraising – especially major gifts – scares some nonprofit professionals. I came to the field via volunteering and a Master’s Degree in Art History. Ultimately, I hope by sharing my stories that fear will be lessened, and more interested professionals will enter our field.

Have a good summer. And now for me it is time to get, “back to work.”

Don’t forget to “refresh” your browser now and again while reading Carolyn’s Nonprofit Blog. I have added a new series of photo “headers” from my work over the past several years.

Assumptions!

August Rodin
This sculpture came to mind when I began writing this blog post urging my readers to think carefully about nonprofit fundraising. Image courtesy of Wikimedia Commons.

I am as guilty as anyone of assuming everyone knows about and understands what is involved in philanthropy and fundraising. But the truth is, most people are not well informed.

I wanted to share a few of my favorite assumptions – or infamous assumptions as the case may be – in the hope you will avoid them.

“It would be great for our nonprofit if you would agree to be paid a percentage of what you raise.”

Doing so is considered unethical by every professional nonprofit support organization and association today. It seems like a marvelous idea to some nonprofits not to pay their professional fundraiser(s) until the money comes in, despite the outlay of their time, experience, connections and personal finances. And if the fundraiser does not know the history of the organization and its prior challenges, they can be blind sighted when seeking charitable donations. In the drop-down menu of this blog (at the top), you will find a section of ethical resources that will help you steer clear of this unethical assumption. I also want to say to the uninitiated – those new to nonprofit fundraising – don’t feel bad. People ask me about percentage-based fundraising weekly, particularly those from the for-profit sector. Just do your research before you ask.

“We raised the money and we no longer need a fundraising professional on staff. Done!”

How sad I have been to invite some of my most cherished donors to support a project, to have raised substantial sums, and to be told the nonprofit no longer needs help at the end of the fund drive. The donors often feel adrift when this happens, and they question both the nonprofit for such short-sighted decisions, and sadly, the successful fundraiser. In other words, the very person responsible for your financial success is kicked out. Those who could not do the job remain on staff. The logic of this assumption is questionable. Some nonprofits are also unaware that after building tremendous energy and enthusiasm for a cause, they can frequently keep on going and raise even more. Missed opportunities abound in these cases.

“The economy is in terrible shape and we should stop fundraising!”

This is a tough decision to be sure, and it should be considered thoughtfully. I have seen more than one persistent nonprofit with calm and determined leadership attain their seven-figure fundraising goals during very difficult financial times. I have also seen donors one thought would be gun-shy of tanking stock markets, make extraordinary leadership donations. One of my favorite foundation executives, the late Valleau Wilkie Jr. of Fort Worth, Texas once said to me, “if you get out of line, there will be dozens of other nonprofits stepping in to take your place.” Keep going.

“We must read the news to find donors for our project.”

More than once, I have visited with nonprofit Board members convinced someone in the news not affiliated in any way with their nonprofit is a natural candidate for solicitation. But most are not. Research online is essential to gain as much background information as you can about prospective donors. But simply because someone appears in the news often (and they appear to be “rich”), this does not qualify them to be your donor. If you read my article on high tech research, you will understand how sophisticated research can be game-changing, if and when you need it. But also, take time to review your own donor records, mailing and email lists. I have found “hidden gems” in those lists often, people well worth cultivating who have been receiving information from your nonprofit over time, but who have never been cultivated for a larger gift. One organization I worked with turned a $25 annual membership into a $5 million donation, for instance. Dig deeper.

“We have tried and tried. These prospects will not give. Don’t bother.”

This is a favorite. I have visited with prospective donors prior to submitting a grant request, discovered an issue about which they are concerned, addressed that issue head-on (often it is simply an honest report about prior activities, and the resumption of regular communications), and I have secured a grant. Sometimes, I have expedited more than one grant from the same source within a single fiscal year. But other staff members were vehemently convinced I was wasting my time. Never say never.

I have a positive, can-do attitude when it comes to nonprofit fundraising. I have seen the worst and turned around several “impossible” campaigns (by hand). The advice I share comes from, “the trenches.” While my two college degrees helped me learn how to conduct research, develop a convincing argument and write coherently, real life experience provided these insights. For those new to the profession, I suggest you attach yourselves to a seasoned professional as I did at the start, to gain more in-depth knowledge along these lines.

And I urge you not to fear challenges. If you believe in a cause but there are problems, fix them and raise the money you need. Think smarter. Anything is possible.