Category Archives: Fundraising

Research and Writing | Ideal Tasks While Working from Home

Read a Little Every Day!

This image was used in my PowerPoint for Qgiv on prospect research. See the YouTube recording below.

I have worked from my home office since 2014. Austin has been for many years a fast growing metropolis. Its heavy road traffic made commuting to and from my nonprofit project’s office back then a lengthy and stressful burden. And because that project focused on K-12 sustainability education, the concept of working from home was appreciated and readily adopted.

It was then that I began working collaboratively in the “cloud,” researching prospective partners and writing grant proposals, uploading them to the cloud for review by our Executive Director. Fine tuning continued until the time was right to hit, “submit.” Social media writing, posting and management was easily and better done from a quiet, distraction-free work space. One weekly meeting in person in our office was part of the regimen, but that is all.

Hence, with the onset of COVID-19 in 2020 and “stay-at-home” restrictions, nothing has changed for me. I have continued to work smoothly and efficiently from home where it is relatively “germ-free,” quiet, and my “desk” is located not far from the coffee pot and refrigerator. For me, this is the perfect work environment. Don’t tell: I get more work done, I work longer hours than required, and I am healthier and happier overall. 

The chagrin expressed by corporate and nonprofit leaders accustomed to working in traditional environments where office employees are housed in the same physical space falls on deaf ears here. I believe it is time to adapt and move to a remote working model for almost everyone, except of course those needing staff to greet and serve visitors in person, to conduct occasional group meetings, and to actually manufacture/produce specific items. But to get comfortable allowing more employees to work from home, society will have to let go of the basic human trait, “seeing is believing.” Our times require greater trust and faith to succeed in a remote working world.

Carolyn's Prospect Research Talks

See the links in this post to watch and learn more.

One of the ideal activities I conduct while working from home is research online and grant writing. In April and May 2020, I spoke online to two organizations about research specifically, and you might enjoy watching the recordings. The first was for Qgiv (below).

The second talk had more of a Texas slant and was designed for NTEN & NetSquared Nonprofit Tech Club Austin. It can be found by following this link. The recording and the slide deck are both downloadable from that page.

You may also have read my blog post from last March, “Habits of Mind in Challenging Times … And Remote Locations,” where I discuss my work in South Texas during the 2000s with the ranching community. In hindsight, much of what we accomplished seems quite glamorous. Certainly, the donors with whom I worked are still among the leading philanthropists of Texas. But the truth is, the majority of my work was done in a quiet office with few visitors, thinking, researching, organizing, writing and the like.

Rolls Royce

Rolls Royce is known as one of the finest automobile brands in the world. The high standards for which it is known remind me of those also expected of major gift fundraising professionals.

Major gift fundraising is often wrongly perceived by outsiders. Regardless of the quiet, methodical and hard work involved in successful major gift fundraising, people sometimes think of it as a field where one “hobnobs” with wealthy donors, attends luncheons and galas, and other superficial activities. This false impression can also give rise to jealousy. If they only knew how much “unglamorous” time is actually spent working tirelessly alone on a computer. I would say 95% of my job is actually done in this fashion.

If you are working from home now during COVID-19, this is an excellent time to fine-tune your research and writing skills. As I mentioned during my spring presentations, if you take the time to do this thoughtfully and well, it might turn your organization’s entire fundraising focus upside down, and in a very good and productive way.

I would also suggest that you take the time to learn new skills, including setting up and better managing your social media platforms. Our favorite platforms continue to evolve: learn how they may have changed (be sure to check, “the back end”). If you are already active on social media, now is also an excellent time to clean up (and clean out) old information. Request that your Facebook profile be formally verified by Facebook. Claim and update your GuideStar profile to the gold or platinum seal level. Ask volunteers, clients and board members for testimonials you can share online. Set up an online gift processing platform that provides a variety of options for making charitable donations. Make it easy to give!

Looking sharp online continues to be essential to inspiring trust and to engaging the interest of donors and potential donors in the good work of your nonprofit. And as always, make sure the messages you convey in those carefully-crafted grant proposals are mirrored on your website and on social media. In other words, this stay-at-home time is the perfect time to do some nonprofit “housecleaning.” Dare I say it: the nonprofit sector might actually become smarter and stronger if it deals successfully with the stay-at-home restrictions resulting from COVID-19.

Best wishes for your fundraising success!

Notes

For women working in the field of nonprofit development with family care giving responsibilities, I want to acknowledge working from home might be tougher for you. I fully support care giving incentives and entrepreneurial approaches as outlined by Melinda Gates in her article for The Washington Post, “How Rethinking Caregiving Could Play a Crucial Role in Restarting the Economy” (May 7, 2020). We can do this!

Having trouble trusting remote workers? Turns out, remote workers sometimes have trouble trusting their Executive Directors. You might enjoy reading Adam Hickman, Ph.D. and Tonya Fredstrom for Gallup, “How to Build Trust With Remote Employees” (February 7, 2018). “Gallup asked a random sample of more than 10,000 individuals, ‘What leader has the most positive influence in your daily life?’ With that leader in mind, Gallup had the respondents list three words that best describe what the leader they named contributes to their life. The responses sorted into four categories: trust, compassion, stability and hope.”

 

Habits of Mind in Challenging Times … and Remote Locations

Horses

In 1999, I was recruited to South Texas by a headhunter. My task was to manage a multi-million dollar major gift campaign for three years. By myself.

While there are many affluent landowners and ranch visitors in South Texas, at the time there were relatively few people with major gift experience to work with them. Many of the office support available back then included well meaning but inexperienced staff when it comes to working with major gift donors.

I set up shop with the help of the local Walmart. A spacious rug, floor lamps and an artificial plant gave my office a quiet, comfortable and professional look. Culligan Water installed a hot-and-cold water dispenser. I brought homemade food to work for lunch and kept my office well stocked with coffee, tea and dry soup packets (and a candy jar for visitors). There were mostly fast food outlets in the area back then. However, I would like to put in a good word for the delicious potato-and-egg soft tacos with green salsa that I would sometimes pick up on my way in to the office at a local taco stand. Those were the best, and I still miss them.

With the Internet readily available, I was “good to go.” I came to call my office, “the air traffic control tower.” 

The institute for which I was working was mostly privately funded by a foundation, and minimally funded by the local university. I kept wondering – given the stellar board and advisory board members involved with this little institute – why outside consultants said it had no chance of raising major gifts. The institute had paid upwards of $80,000 for a feasibility study and case statement by a consulting firm, all of which were tossed out as being unhelpful. I had my job cut out for me.

On my own for three years, I literally lived on the Internet. I searched online and read from 9:00 a.m. to 5:00 p.m. every work day. My findings yielded not only major gifts for capital and endowment purposes, but also for research projects. I developed habits of mind that involved disciplined, factual research online. Many new donors were brought to the aid of the institute’s work, and many detailed grant proposals were formulated.

Cabin

I find outsiders to the field of nonprofit development mistakenly perceive people like me are focused on organizing luncheons and “schmoozing” with donors. But the fact is, organizing and managing meetings and events comprises perhaps 5% of my job. Most of my work involves thoughtful research, the development of inspiring case statements, writing and designing communications pieces, developing mailing and emailing lists, grant writing, stewardship and the like. This requires “quiet time” and a focused, detail-oriented mind. For those contemplating development as a career, this paragraph is one of the most important I have ever written for you.

The fine art of nonprofit development – honed in remote locations like South Texas – helped prepare me for other major gift projects involving little or no staffing, and for challenging “work at home” times like the COVID 19 pandemic we are currently experiencing. What I discovered is the Internet is an invaluable nonprofit development resource. I remain glued to it today. There is no such thing as being “bored” when you have the Internet at your fingertips.

Working mostly without additional staff support in prior positions means I have also experimented with technological solutions to accomplish more done with less. When told something is “impossible,” I always believe there is a solution. And I have always found one! I occasionally find traditional fundraisers who still shun technology and social media. But I have found them invaluable components of my major gift activities today.

Tech Clubs Can Help

For the past several years I have been one of the lead volunteers for NTEN & NetSquared Nonprofit Tech Club Austin. My involvement with NTEN began ten years ago when two nonprofit organizations asked me to help identify constituent management software to manage their donor databases. I admit, I was stumped. But I contacted NTEN and was directed to a donor management system review co-sponsored with Idealware. I was so elated by this helpful resource that I became an NTEN fan and volunteer.

A few years later when I relocated to Austin, I agreed to volunteer for #NPTechClubATX. Being involved with the club means today, I have the privilege of meeting similar problem solvers focused on social good, and learning about their innovative solutions. I am hooked.

For me, being “home bound” with a computer is a heavenly predicament. I recently sent out an email to our club members with information about club programming and helpful partner links to COVID 19 support resources. I wanted to share it with you, too (follow the link).

As I state at the outset of the email:

“The mission of NTEN & NetSquared Nonprofit Tech Club Austin is to help nonprofits find cost-effective tech solutions and techniques to make their work easier, more secure and efficient. That means for the past several years, we have offered educational programs that involve digital solutions to daunting challenges like being unable to hire extra staff (but needing to get the work done anyway), raising donations easily and creatively online, better managing board meetings, volunteers, accounting functions and more. We are #ready.”

Join your local club – or start one yourself. Some clubs benefit from online broadcasting and recording services that enable programs to reach a much larger, global audience. Locally, we thank startup hub Capital Factory for its support in this regard. But Zoom and similar video conferencing services can also help. You can learn more about nonprofit discounts at TechSoup.

Here’s wishing you good health, a trustworthy laptop, and a strong Internet connection!

Check out these directories:

NetSquared | TechSoup | Global Network of #Tech4Good Meetups

NTEN: Nonprofit Technology Network | Nonprofit Tech Clubs

Carolyn’s Nonprofit Blog includes many stories about doing more with less and technological solutions for the “remote” worker. If you have questions at any time, please let me know

Photographs illustrating this post are courtesy of Adobe Spark.

 

 

 

Carolyn’s 2019 In Review

Thank you for following Carolyn’s Nonprofit Blog. Established in 2011, the blog continues to evolve. As always, older articles have been updated with new information. New content is being added, some of it in the form of casual “posts” like the one you are now reading. “Shares” are welcome, and at any time, if there is a topic you would like me to cover, use the secure contact form to reach me.

This year, I merged my separate professional website with my blog. Now, you can find both advice and guidance alongside my own background and nonprofit work and volunteer activities (the latter can be found in margin at the bottom of the page).

Flags

During 2019, 125 nations visited Carolyn’s Nonprofit Blog. The United States, Canada, United Kingdom and India continue to rank in the top ten. But Australia, Germany, South Africa, Netherlands, Singapore, Mexico, Ireland, France, Finland, New Zealand, Spain and more fall not far behind.

Thanks to everyone for visiting. You are the reason I put the Google Translate “widget” in the margin!

For ease of access, I share below links to my primary blogging activities during 2019.

Blog Posts

Primary Articles, Pages and Portfolios

Nonprofit Disaster Preparation and Recovery

This year, I was pleased to help develop the curriculum for an online TechSoup course focused on nonprofit disaster preparation and recovery. The first offering occurred in the fall. After the completion of each module, participants receive a certificate of completion. The course content has been further refined and will be offered in the months and years ahead. Thanks go to the Center for Disaster Philanthropy for funding the effort, which was initially focused on nonprofits in Hurricane Harvey-impacted regions of Texas. That was a great place to start!

To hear my thoughts on managing disasters – from theft and/or loss of computer documents to natural disasters like hurricanes – you might enjoy my discussion with TechSoup from last October. Follow the link to my YouTube channel to reach that discussion and others.

We also had a terrific year of free nonprofit tech programs here in Austin. This was my primary volunteer activity during 2019. Thanks go to our co-sponsors NTEN: Nonprofit Technology Network and NetSquared, a division of TechSoup. Our expert guest speakers speak for free; Capital Factory continues to donate space, onsite tech support and live broadcast/recording services; and our volunteers suggest and coordinate programs. Here is a video I created with Adobe Spark to showcase and thank our partners in 2019.

Thank you again for following Carolyn’s Nonprofit Blog. This has been a productive year, and 2020 should be, too.

“Enthusiasm is the yeast that makes your hopes shine to the stars. Enthusiasm is the sparkle in your eyes, the swing in your gait. The grip of your hand, the irresistible surge of will and energy to execute your ideas.”

Henry Ford, American businessman (1863-1947)

Sparkler

This blog is dedicated to my parents. This year, my father celebrated his 90th birthday! Thanks to them both for their support of my nonprofit career.

Photographs illustrating this article are courtesy of Adobe Spark.

Give and Take

Give

As 2019 draws to a close, I wanted to thank those nonprofit organizations to which I have donated my time, talents and modest financial resources this year. Their work is inspiring and far-reaching.

I would also like to observe that while it is the job of nonprofit fundraisers and staff to solicit donations for their many worthwhile causes, they should also be givers. There is no better way to learn what being a donor is like than by giving yourself. The process is both personally fulfilling and a learning experience. By supporting the work of your fellow social good projects with a financial donation – no matter the size – you are signalling your support for their efforts to address community needs and challenges. By volunteering your time with key tasks and activities, you show you are personally engaged.

When I work in a meaningful way with nonprofits, I make a personal gift. I want them to know my heart is in the right place and that I care. We can all do this. Actions speak louder than words and go beyond employment and consulting contracts.

You may not be aware that volunteer hours have an official value. As of this post, they stand at $25.43 and hour. Independent Sector updates the value of volunteer hours on a regular basis.

“Currently, about 63 million Americans volunteer about 8 billion hours of their time, talent, and effort to improve and strengthen their communities. With the new Value of Volunteer Time, these Americans are contributing approximately $203.4 billion to our nation through nonprofit organizations of all types.”

These are astonishing figures! I wish more nonprofits would capture the hours their volunteers donate, multiply those by $25.43, and brag about the results. This is a powerful way to show how greatly-valued your nonprofit and is mission are to the community.

The National Council of Nonprofits notes, “While it’s easy to see how nonprofits directly improve the lives of individuals, their positive contributions to the U.S. economy are often overlooked. A closer review reveals nonprofit organizations have a very significant, far-reaching impact on the American economy. In fact, nonprofits enhance and bolster local, state, and national economies in multiple ways.”

Did you know, nonprofits employ 12.3 million people, “with payrolls exceeding those of most other U.S. industries, including construction, transportation, and finance.”

My plea to our elected leadership at the community, state and federal levels is to review the impressive statistics on the role nonprofit organizations play in making our world a better place to live and work, and to encouraging healthy, thriving economies. Support their work, and respect them.

In closing, below are links to the nonprofit organizations I supported this year with modest financial and in-kind donations. In truth, my list changes every year. If you would like to make a gift to them also, I am sure they would welcome your support. And if you have questions of me about any of them, use the secure contact form on my blog to reach me. Thank you!

Donations

In-kind

Notes and Additional Resources

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.

Building Your Nonprofit's Credibility with Qgiv

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. I have installed it myself, by hand, and I would love to help you do the same!

Rethinking Major Gift Fundraising

In reviewing thirty years of work in the nonprofit sector, I look back and say to myself, “well, everyone knows 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.

From my mindset 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.

Major Gift Blog Post

“Are You Ready for a Capital Campaign” quotes another experienced fundraising 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 nonprofit consulting business, but I have a different take on their usefulness.

“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. 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 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 prospective donors enjoy the hooplah they perceive as being involved in major gift fundraising. 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!

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

This post on Carolyn’s Nonprofit Blog was written in fall 2018. Needless to say, in 2020 with the onset of COVID-19, stay-at-home restrictions and global uncertainly generally about the dramatic changes we are witnessing in all aspects of our lives, having a reserve fund continues to make sense. Smart nonprofits will continue to add to their reserve funds as they are able to do so, while diversifying their fundraising techniques and by conducting ever more in-depth research to identify more prospective donors. Not everyone is negatively impacted by a recession, so let cool heads and smart thinking prevail during these challenging times.

See the links at the conclusion for more information.

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 of a decade ago – 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

Noteworthy Media Coverage (Most Recent First)

National Council for Nonprofits, “Operating Reserves for Nonprofits” (timeless advice, helpful resources)

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 late 2000s and early 2010s. Looking back to those days, I would also say, not every business nor philanthropist suffers during a recession. Adjust your fundraising accordingly and do your research.

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.

Hurricane Inspiration on the Gulf Coast

Sea Turtle Surgery

Thanks to the Baltimore Sun for covering Texas Sealife Center in Corpus Christi, Texas (February 14, 2017).

When Hurricane Harvey began to threaten the Texas Coast, one of my foremost concerns was its potential impact on Texas Sealife Center. I met founder Dr. Tim Tristan before I moved from Corpus Christi about seven years ago. He shared his vision of a veterinarian-driven wildlife rescue and rehabilitation center to aid shorebirds, raptors and sea turtles with me back then, and I have never forgotten.

In 2011, Texas Sealife Center was established, and it has not looked back since. The Center is all-volunteer and it has been highly successful in helping animals caught in and injured by fishing lines, those that have ingested fishing lures, metal and plastic objects of all varieties, as well as those that have sustained physical injuries and contracted troublesome diseases.

Tim and I have kept up remotely on Facebook. This summer, I agreed to help with some grant research and writing. The Center’s goal is to secure new equipment to support its medical and rehabilitation activities, with an emphasis on sea turtles. Sadly, the number of stranded and injured animals in the Coastal Bend of South Texas continues to increase. And, more sea turtles require help than ever before.

Brown Pelican, Hurrcane Harvey

Click to reach Texas Sealife Center’s Facebook page and more photos illustrating its work during Hurricane Harvey and more.

As the volunteers have done time and again, they made themselves available 24-7 to aid wildlife caught in Hurricane Harvey and its aftermath. One of the Center’s primary partners is the ARK, or the Animal Rehabilitation Keep of the Marine Science Institute of The University of Texas at Austin, located further north on the Texas Coast. The ARK was heavily damaged during Hurricane Harvey, and Texas Sealife Center gladly took-in injured wildlife that could not be successfully released there. They continue to provide critical medical care and a safe haven until the animals can heal and be released into their natural habitats. Facebook became a powerful platform for conveying the work of Texas Sealife Center during this challenging time.

Aside from researching and submitting proposals for the Center’s urgent equipment needs, one of the most important things I did for this relatively young nonprofit was to create a meaningful GuideStar profile and to obtain the gold seal for transparency. Quite a few nonprofits with which I have worked fear they must have raised a lot of money and have well-known Board members, for instance, before establishing a full profile on GuideStar.

But what GuideStar is about is not money as much as it is how transparent nonprofits are about their operations and programs, their tax statements, future plans and more. GuideStar is about trust and honesty. And hopefully, by taking the worthwhile step to secure the gold seal will inspire even greater confidence by prospective donors in the Center and its management, with the current capital campaign in mind.

I have worked with nonprofit organizations large and small. Many of the larger ones have accomplished less than the smaller ones! Donors must be wary that a well-known “name” and a list of prominent Board members does not guarantee professional operations, efficiency, and genuine dedication by the leadership and staff.

I have found small nonprofits and startups work exceedingly hard, and their volunteers are often more dedicated than those supporting organizations with ample budgets and long tenures. After a long career in major gift fundraising, some of my most fulfilling projects have involved helping small groups build the credibility necessary to inspire significant donations. With this in mind, I urge you to support Texas Sealife Center, and please follow its progress on Facebook. Thank you!

You might enjoy reading my LinkedIn blog post from 2014, #2030NOW, which addresses startups and innovative young nonprofit concepts, and my hope more “Boomers” will fund them.

Did you know? You can donate to Texas Sealife Center directly from its GuideStar profile

 

 

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